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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 51 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ZTS ZOETIS INC CL A Healthcare 11.0 $1K NEW $125.82 -36.2%
1002 WD WALKER & DUNLOP INC COM Financial Services 23.0 $1K NEW $60.13 -16.7%
1003 CIVITAS RESOURCES INC COM NEW 51.0 $1K NEW $27.08
1004 BBIO BRIDGEBIO PHARMA INC COM Healthcare 18.0 $1K NEW $76.50 -13.2%
1005 XMTR XOMETRY INC CLASS A COM Industrials 23.0 $1K NEW $59.48 +55.8%
1006 STRA STRATEGIC ED INC COM Consumer Defensive 17.0 $1K NEW $80.18 -3.6%
1007 MRNA MODERNA INC COM Healthcare 46.0 $1K NEW $29.50 +61.4%
1008 NWE NORTHWESTERN ENERGY GROUP INC COM NEW Utilities 21.0 $1K NEW $64.52 +12.1%
1009 AMH AMERICAN HOMES 4 RENT CL A Real Estate 42.0 $1K NEW $32.10 -0.0%
1010 FISV FISERV INC COM Technology 20.0 $1K NEW $67.15 -17.2%
1011 CLBK COLUMBIA FINL INC COM Financial Services 86.0 $1K NEW $15.53 +28.6%
1012 DG DOLLAR GEN CORP NEW COM Consumer Defensive 10.0 $1K NEW $132.80 -21.4%
1013 INOD INNODATA INC COM NEW Technology 26.0 $1K NEW $50.96 +74.6%
1014 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 67.0 $1K NEW $19.72 -25.4%
1015 WW INTL INC COM NEW 45.0 $1K NEW $29.22
1016 NVMI NOVA LTD COM Technology 4.0 $1K NEW $328.50 +55.9%
1017 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 13.0 $1K NEW $100.85 -0.7%
1018 VCYT VERACYTE INC COM Healthcare 31.0 $1K NEW $42.10 +5.7%
1019 ROKU ROKU INC COM CL A Communication Services 12.0 $1K NEW $108.50 +21.6%
1020 PLNT PLANET FITNESS INC CL A Consumer Cyclical 12.0 $1K NEW $108.42 -52.0%
Page 51 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%