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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $378M AUM 2,857 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 385 New 787 Added 308 Reduced 187 Exited
Page 86 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 TYL TYLER TECHNOLOGIES INC COM Technology 1.0 $342.0 NEW $342.00 -10.1%
1702 SOLENO THERAPEUTICS INC COM 10.0 $335.0 -13.0 -56.5% $33.50
1703 BIDU BAIDU INC SPON ADR REP A Communication Services 3.0 $334.0 $111.33 +13.9%
1704 DNOW DNOW INC COM Energy 28.0 $333.0 NEW $11.89 +10.7%
1705 FDP FRESH DEL MONTE PRODUCE INC ORD Consumer Defensive 8.0 $322.0 NEW $40.25 -18.6%
1706 ARRY ARRAY TECHNOLOGIES INC COM SHS Energy 43.0 $311.0 -49.0 -53.3% $7.23 +16.4%
1707 CWH CAMPING WORLD HLDGS INC CL A Consumer Cyclical 45.0 $307.0 -305.0 -87.1% $6.82 +12.6%
1708 FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A Financial Services 9.0 $306.0 -49.0 -84.5% $34.00 +3.6%
1709 AI C3 AI INC CL A Technology 36.0 $303.0 NEW $8.42 +13.9%
1710 OLMA OLEMA PHARMACEUTICALS INC COM Healthcare 20.0 $298.0 NEW $14.90 -9.1%
1711 RIGEL PHARMACEUTICALS INC COM 11.0 $297.0 NEW $27.00
1712 ZBIO ZENAS BIOPHARMA INC COM Healthcare 14.0 $274.0 NEW $19.57 -3.1%
1713 AER AERCAP HOLDINGS NV SHS Industrials 2.0 $274.0 NEW $137.00 +2.3%
1714 GRAL GRAIL INC COM Healthcare 5.0 $258.0 NEW $51.60 +33.6%
1715 XRX XEROX HOLDINGS CORP COM NEW Technology 193.0 $249.0 +51.0 +35.9% $1.29 +124.8%
1716 ELF E L F BEAUTY INC COM Consumer Defensive 4.0 $242.0 NEW $60.50 -10.5%
1717 EOSE EOS ENERGY ENTERPRISES INC COM CL A Industrials 44.0 $218.0 -39.0 -47.0% $4.95 +76.2%
1718 VTRS VIATRIS INC COM Healthcare 15.0 $203.0 $13.53 +23.0%
1719 APLD APPLIED DIGITAL CORP COM NEW Technology 8.0 $190.0 -10.0 -55.6% $23.75 +90.1%
1720 PEPG PEPGEN INC COM Healthcare 102.0 $181.0 NEW $1.77 -13.8%
Page 86 of 87  ·  1,730 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 27.5%
Financial Services 23.6%
Consumer Cyclical 8.3%
Industrials 8.1%
Utilities 7.2%
Communication Services 6.7%
Healthcare 5.9%
Energy 3.9%
Real Estate 3.1%
Consumer Defensive 2.9%