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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 84 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 JJSF J & J SNACK FOODS CORP COM Consumer Defensive 5.0 $396.0 -40.0 -88.9% $79.20 -6.0%
1662 EXR EXTRA SPACE STORAGE INC COM Real Estate 3.0 $393.0 -1.0 -25.0% $131.00 +9.9%
1663 REXR REXFORD INDL RLTY INC COM Real Estate 12.0 $393.0 -79.0 -86.8% $32.75 +11.7%
1664 WU WESTERN UN CO COM Financial Services 45.0 $393.0 -70.0 -60.9% $8.73 -4.2%
1665 WKC WORLD KINECT CORPORATION COM Energy 17.0 $392.0 NEW $23.06 +27.9%
1666 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 2.0 $392.0 NEW $196.00 +4.0%
1667 CNMD CONMED CORP COM Healthcare 11.0 $389.0 -26.0 -70.3% $35.36 +2.0%
1668 MYGN MYRIAD GENETICS INC COM Healthcare 86.0 $387.0 +31.0 +56.4% $4.50 -14.4%
1669 UFPT UFP TECHNOLOGIES INC COM Healthcare 2.0 $387.0 $193.50 +18.4%
1670 ESPR ESPERION THERAPEUTICS INC NEW COM Healthcare 141.0 $386.0 NEW $2.74 +14.0%
1671 RPD RAPID7 INC COM Technology 70.0 $386.0 -34.0 -32.7% $5.51 +30.4%
1672 NNNN ANBIO BIOTECHNOLOGY SHS CL A Healthcare 15.0 $385.0 NEW $25.67 +28.6%
1673 AZTA AZENTA INC COM Healthcare 18.0 $380.0 -116.0 -86.6% $21.11 -2.9%
1674 CMCO COLUMBUS MCKINNON CORP N Y COM Industrials 26.0 $378.0 -43.0 -62.3% $14.54 +8.8%
1675 NOK NOKIA CORP SPONSORED ADR Technology 47.0 $378.0 NEW $8.04 +104.5%
1676 THRY THRYV HLDGS INC COM NEW Communication Services 138.0 $378.0 NEW $2.74 +32.9%
1677 ADUS ADDUS HOMECARE CORP COM Healthcare 4.0 $375.0 NEW $93.75 -0.6%
1678 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 20.0 $374.0 NEW $18.70 -8.6%
1679 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 54.0 $371.0 NEW $6.87 +45.6%
1680 GLBE GLOBAL E ONLINE LTD SHS Consumer Cyclical 12.0 $370.0 $30.83 -3.7%
Page 84 of 87  ·  1,730 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%