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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $360M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1532 New
Page 44 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 55.0 $2K 0.00% NEW $37.00 -12.8%
862 OSW ONESPAWORLD HOLDINGS LIMITED COM Consumer Cyclical 98.0 $2K 0.00% NEW $20.74 +17.6%
863 APOS APOLLO GLOBAL MGMT INC COM Financial Services 14.0 $2K 0.00% NEW $144.79 -82.0%
864 ASGN ASGN INC COM Technology 42.0 $2K 0.00% NEW $48.17 -56.5%
865 MELI MERCADOLIBRE INC COM Consumer Cyclical 1.0 $2K 0.00% NEW $2014.00 -15.0%
866 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 7.0 $2K 0.00% NEW $287.29 +17.4%
867 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 25.0 $2K 0.00% NEW $80.36 +93.8%
868 CAE CAE INC COM Industrials 66.0 $2K 0.00% NEW $30.42 -15.5%
869 KAI KADANT INC COM Industrials 7.0 $2K 0.00% NEW $285.00 +13.3%
870 IAC IAC INC COM NEW Technology 51.0 $2K 0.00% NEW $39.10 +13.4%
871 PODD INSULET CORP COM Healthcare 7.0 $2K 0.00% NEW $284.29 -49.8%
872 SUPN SUPERNUS PHARMACEUTICALS INC COM Healthcare 40.0 $2K 0.00% NEW $49.70 -4.9%
873 COMP COMPASS INC CL A Technology 188.0 $2K 0.00% NEW $10.57 -20.8%
874 DOCU DOCUSIGN INC COM Technology 29.0 $2K 0.00% NEW $68.38 -27.0%
875 PFSI PENNYMAC FINL SVCS INC NEW COM Financial Services 15.0 $2K 0.00% NEW $131.87 -34.6%
876 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 42.0 $2K 0.00% NEW $47.07 +5.4%
877 PBH PRESTIGE CONSMR HEALTHCARE INC COM Healthcare 32.0 $2K 0.00% NEW $61.69 -21.2%
878 VLYPN VALLEY NATL BANCORP COM Financial Services 169.0 $2K 0.00% NEW $11.68 +122.5%
879 LIONSGATE STUDIOS CORP COM 216.0 $2K 0.00% NEW $9.13
880 MYRG MYR GROUP INC DEL COM Industrials 9.0 $2K 0.00% NEW $218.56 +120.9%
Page 44 of 77  ·  1,532 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 27.6%
Financial Services 24.7%
Consumer Cyclical 9.9%
Utilities 8.2%
Communication Services 7.4%
Industrials 6.9%
Healthcare 6.2%
Real Estate 2.7%
Energy 2.6%
Consumer Defensive 2.1%