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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $436M AUM 3,039 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 223 New 903 Added 191 Reduced 169 Exited
Page 85 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 GOOS CANADA GOOSE HLDGS INC SHS SUB VTG Consumer Cyclical 55.0 $523.0 NEW $9.51 -9.9%
1682 PFSI PENNYMAC FINL SVCS INC NEW COM Financial Services 6.0 $523.0 -28.0 -82.3% $87.17 -12.6%
1683 GYRE GYRE THERAPEUTICS INC COM Healthcare 79.0 $521.0 NEW $6.59 +3.7%
1684 RRC RANGE RES CORP COM Energy 14.0 $521.0 $37.21 +6.8%
1685 YORW YORK WTR CO COM Utilities 17.0 $521.0 -41.0 -70.7% $30.65 +9.6%
1686 CPRI CAPRI HOLDINGS LIMITED SHS Consumer Cyclical 28.0 $520.0 $18.57 -19.5%
1687 XRAY DENTSPLY SIRONA INC COM Healthcare 49.0 $520.0 -298.0 -85.9% $10.61 +5.2%
1688 UDR UDR INC COM Real Estate 13.0 $519.0 NEW $39.92 -6.6%
1689 ORGO ORGANOGENESIS HLDGS INC COM Healthcare 213.0 $518.0 NEW $2.43 -27.3%
1690 COHU COHU INC COM Technology 7.0 $517.0 NEW $73.86 -20.8%
1691 HCKT HACKETT GROUP INC COM Technology 48.0 $517.0 +12.0 +33.3% $10.77 -1.9%
1692 ARTNA ARTESIAN RES CORP CL A Utilities 15.0 $510.0 -1.0 -6.2% $34.00 +4.5%
1693 KD KYNDRYL HLDGS INC COMMON STOCK Technology 45.0 $509.0 +1.0 +2.3% $11.31 +10.9%
1694 BSY BENTLEY SYS INC COM CL B Technology 17.0 $508.0 -13.0 -43.3% $29.88 +18.6%
1695 EAF GRAFTECH INTL LTD SR NT COM NEW Industrials 86.0 $508.0 $5.91 +20.8%
1696 BHF BRIGHTHOUSE FINL INC COM Financial Services 8.0 $506.0 -8.0 -50.0% $63.25 -14.2%
1697 CG CARLYLE GROUP INC COM Financial Services 12.0 $505.0 -42.0 -77.8% $42.08 +14.7%
1698 FSP FRANKLIN STR PPTYS CORP COM Real Estate 980.0 $505.0 NEW $0.52 -11.1%
1699 PRGO PERRIGO CO PLC SHS Healthcare 48.0 $499.0 NEW $10.40 +25.5%
1700 NIC NICOLET BANKSHARES INC COM Financial Services 3.0 $496.0 $165.33 +6.3%
Page 85 of 90  ·  1,784 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Financial Services 21.1%
Industrials 9.9%
Consumer Cyclical 8.5%
Communication Services 6.6%
Healthcare 6.0%
Utilities 4.1%
Real Estate 3.3%
Consumer Defensive 3.0%
Energy 3.0%