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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 3 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ENOV ENOVIS CORPORATION COM Industrials 209.0 $5K 0.00% NEW $22.75 +6.7%
42 SKYWARD SPECIALTY INS GROUP IN COM 102.0 $4K 0.00% NEW $43.68
43 INSW INTERNATIONAL SEAWAYS INC COM Energy 61.0 $4K 0.00% NEW $72.89 +13.5%
44 CABO CABLE ONE INC COM Communication Services 48.0 $4K 0.00% NEW $91.21 -42.9%
45 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 43.0 $4K 0.00% NEW $94.93 +6.8%
46 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 52.0 $4K 0.00% NEW $77.12 +11.7%
47 VST VISTRA CORP COM Utilities 24.0 $4K 0.00% NEW $150.33 +9.5%
48 U HAUL HOLDING COMPANY COM SER N 80.0 $4K 0.00% NEW $44.67
49 TSAKOS ENERGY NAVIGATION LTD SHS 89.0 $4K 0.00% NEW $39.46
50 AIR AAR CORP COM Industrials 32.0 $4K 0.00% NEW $109.47 +3.0%
51 PAAS PAN AMERN SILVER CORP COM Basic Materials 63.0 $3K 0.00% NEW $54.63 +1.3%
52 MORN MORNINGSTAR INC COM Financial Services 20.0 $3K 0.00% NEW $169.05 +5.1%
53 AMSF AMERISAFE INC COM Financial Services 101.0 $3K 0.00% NEW $33.33 -7.6%
54 AUGO AURA MINERALS INC SHS NEW Basic Materials 41.0 $3K 0.00% NEW $81.59 -7.3%
55 SXI STANDEX INTL CORP COM Industrials 13.0 $3K 0.00% NEW $254.85 +5.8%
56 TRU TRANSUNION COM Industrials 47.0 $3K 0.00% NEW $69.19 +2.0%
57 AAL AMERICAN AIRLINES GROUP INC COM Industrials 299.0 $3K 0.00% NEW $10.74 +38.2%
58 MDGL MADRIGAL PHARMACEUTICALS INC COM Healthcare 6.0 $3K 0.00% NEW $523.50 +0.1%
59 CVLT COMMVAULT SYS INC COM Technology 40.0 $3K 0.00% NEW $77.90 +38.8%
60 VRNS VARONIS SYS INC COM Technology 144.0 $3K 0.00% NEW $21.47 +44.6%
Page 3 of 20  ·  385 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%