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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
Q2 2026 Q1 2026 · All 385 New 787 Added 308 Reduced
Page 10 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RS RELIANCE INC COM Basic Materials 3.0 $912.0 — NEW — $304.00 +27.4%
182 — HOLOGIC INC COM — 12.0 $907.0 — NEW — $75.58 —
183 SNOW SNOWFLAKE INC COM SHS Technology 6.0 $905.0 — NEW — $150.83 +122.7%
184 BDN BRANDYWINE RLTY TR SH BEN INT NEW Real Estate 333.0 $902.0 — NEW — $2.71 +5.6%
185 AMPH AMPHASTAR PHARMACEUTICALS INC COM Healthcare 46.0 $901.0 — NEW — $19.59 +33.4%
186 EXEL EXELIXIS INC COM Healthcare 21.0 $901.0 — NEW — $42.90 +35.6%
187 SNAP SNAP INC CL A Communication Services 195.0 $897.0 — NEW — $4.60 +17.8%
188 OII OCEANEERING INTL INC COM Energy 25.0 $887.0 — NEW — $35.48 +30.4%
189 LEN LENNAR CORP CL A Consumer Cyclical 10.0 $868.0 — NEW — $86.80 -5.4%
190 MTRN MATERION CORP COM Basic Materials 6.0 $868.0 — NEW — $144.67 +83.2%
191 — GALAXY DIGITAL INC. CL A — 47.0 $867.0 — NEW — $18.45 —
192 UWMC UWM HOLDINGS CORPORATION COM CL A Financial Services 234.0 $847.0 — NEW — $3.62 -66.3%
193 SNX TD SYNNEX CORPORATION COM Technology 5.0 $844.0 — NEW — $168.80 +55.8%
194 AYI ACUITY INC COM Industrials 3.0 $840.0 — NEW — $280.00 +14.1%
195 AD ARRAY DIGITAL INFRASTRUCTURE I COM Communication Services 18.0 $831.0 — NEW — $46.17 -25.3%
196 RGEN REPLIGEN CORP COM Healthcare 7.0 $825.0 — NEW — $117.86 +60.9%
197 — REZOLVE AI PLC ORD SHS — 316.0 $809.0 — NEW — $2.56 —
198 SYRE SPYRE THERAPEUTICS INC COM NEW Healthcare 16.0 $807.0 — NEW — $50.44 +69.9%
199 PUMP PROPETRO HLDG CORP COM Energy 54.0 $778.0 — NEW — $14.41 -33.4%
200 — KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A — 16.0 $770.0 — NEW — $48.12 —
Page 10 of 20  ·  385 positions

① 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 27.8%
Financial Services 23.7%
Consumer Cyclical 8.4%
Industrials 8.2%
Utilities 7.3%
Communication Services 6.1%
Healthcare 5.9%
Energy 3.9%
Real Estate 3.1%
Consumer Defensive 2.9%