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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 54 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 AA ALCOA CORP COM Basic Materials 22.0 $1K NEW $53.14 +37.7%
1062 CARR CARRIER GLOBAL CORPORATION COM Industrials 22.0 $1K NEW $52.82 +22.1%
1063 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 31.0 $1K NEW $37.45 +61.7%
1064 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 44.0 $1K NEW $26.34 -10.3%
1065 DIEBOLD NIXDORF INC COM SHS 17.0 $1K NEW $67.88
1066 OKLO OKLO INC COM CL A Utilities 16.0 $1K NEW $71.75 -5.5%
1067 FHN FIRST HORIZON CORPORATION COM Financial Services 48.0 $1K NEW $23.90 +1.3%
1068 RPM RPM INTL INC COM Basic Materials 11.0 $1K NEW $104.00 +1.2%
1069 PEBO PEOPLES BANCORP INC COM Financial Services 38.0 $1K NEW $30.03 +15.3%
1070 EIX EDISON INTL COM Utilities 19.0 $1K NEW $60.00 +19.4%
1071 HCKT HACKETT GROUP INC COM Technology 58.0 $1K NEW $19.64 -43.0%
1072 IDA IDACORP INC COM Utilities 9.0 $1K NEW $126.56 +13.6%
1073 AKAM AKAMAI TECHNOLOGIES INC COM Technology 13.0 $1K NEW $87.31 +65.4%
1074 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 44.0 $1K NEW $25.80 -53.5%
1075 APOGEE THERAPEUTICS INC COM 15.0 $1K NEW $75.47
1076 MAN MANPOWERGROUP INC WIS COM Industrials 38.0 $1K NEW $29.74 -1.5%
1077 CHRW C H ROBINSON WORLDWIDE INC COM NEW Industrials 7.0 $1K NEW $160.71 +9.8%
1078 TLN TALEN ENERGY CORP COM Utilities 3.0 $1K NEW $375.00 +1.3%
1079 CRH PLC ORD 9.0 $1K NEW $124.78
1080 EIG EMPLOYERS HLDGS INC COM Financial Services 26.0 $1K NEW $43.15 +1.6%
Page 54 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%