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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 30 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PBH PRESTIGE CONSMR HEALTHCARE INC COM Healthcare 51.0 $3K 0.00% +19.0 +59.4% $59.25 -18.2%
582 AVNT AVIENT CORPORATION COM Basic Materials 83.0 $3K 0.00% +48.0 +137.1% $36.30 -0.0%
583 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 32.0 $3K 0.00% +6.0 +23.1% $93.31 +6.4%
584 KMI KINDER MORGAN INC DEL COM Energy 89.0 $3K 0.00% +32.0 +56.1% $33.53 -3.5%
585 PFSI PENNYMAC FINL SVCS INC NEW COM Financial Services 34.0 $3K 0.00% +19.0 +126.7% $87.41 -0.2%
586 PCG PG&E CORP COM Utilities 169.0 $3K 0.00% +95.0 +128.4% $17.57 -5.8%
587 WSC WILLSCOT HLDGS CORP COM CL A Industrials 170.0 $3K 0.00% +27.0 +18.9% $17.36 +50.9%
588 TREX TREX INC COM Industrials 81.0 $3K 0.00% +67.0 +478.6% $36.42 +13.9%
589 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 62.0 $3K 0.00% +20.0 +47.6% $47.16 +7.5%
590 RVMD REVOLUTION MEDICINES INC COM Healthcare 30.0 $3K 0.00% +23.0 +328.6% $97.27 +56.5%
591 VCYT VERACYTE INC COM Healthcare 90.0 $3K 0.00% +59.0 +190.3% $32.21 +35.2%
592 TRIP TRIPADVISOR INC COM Consumer Cyclical 271.0 $3K 0.00% +158.0 +139.8% $10.66 -4.2%
593 HLI HOULIHAN LOKEY INC CL A Financial Services 20.0 $3K 0.00% +12.0 +150.0% $143.60 +4.8%
594 TDC TERADATA CORP DEL COM Technology 112.0 $3K 0.00% +10.0 +9.8% $25.62 +28.0%
595 ALRM ALARM COM HLDGS INC COM Technology 66.0 $3K 0.00% +21.0 +46.7% $43.20 +2.8%
596 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 41.0 $3K 0.00% +7.0 +20.6% $69.20 -1.6%
597 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 17.0 $3K 0.00% +10.0 +142.9% $166.06 +6.0%
598 NXT NEXTPOWER INC CLASS A COM Technology 23.0 $3K 0.00% +4.0 +21.1% $120.57 +9.9%
599 KBH KB HOME COM Consumer Cyclical 53.0 $3K 0.00% +44.0 +488.9% $51.75 -2.0%
600 FCBC FIRST CMNTY BANKSHARES INC VA COM Financial Services 66.0 $3K 0.00% +15.0 +29.4% $41.52 +3.7%
Page 30 of 40  ·  787 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%