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Portfolio (Quarterly) Guide ↗

Baring Financial LLC

· CIK 0002052588
13F Portfolio $182M AUM 89 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 28 Added 29 Reduced 1 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 44,764.0 $13.6M 7.46% -3K -6.7% $302.97 -2.6%
2 QQQ INVESCO QQQ TR Financial Services 8,640.0 $6.4M 3.50% -363.0 -4.0% $736.38 -2.7%
3 BIL SPDR SERIES TRUST 63,393.0 $5.8M 3.20% -5K -7.2% $91.64 +0.0%
4 SGOV ISHARES TR 56,863.0 $5.7M 3.15% -541.0 -0.9% $100.67 +0.0%
5 IJT ISHARES TR 22,826.0 $4.1M 2.24% -270.0 -1.2% $178.60 -4.2%
6 IJS ISHARES TR 27,598.0 $3.8M 2.08% -193.0 -0.7% $136.68 +0.6%
7 VOE VANGUARD INDEX FDS 18,513.0 $3.7M 2.01% -448.0 -2.4% $197.60 +5.2%
8 VOO VANGUARD INDEX FDS 4,698.0 $3.2M 1.78% -165.0 -3.4% $686.82 +3.0%
9 NVDA NVIDIA CORPORATION Technology 16,075.0 $3.2M 1.77% -355.0 -2.2% $200.09 +8.7%
10 CAT CATERPILLAR INC Industrials 2,452.0 $2.6M 1.44% -341.0 -12.2% $1065.05 -24.9%
11 EXPI AGNT INC Real Estate 362,841.0 $2.0M 1.08% -91K -20.0% $5.41 -12.6%
12 JPM JPMORGAN CHASE & CO Financial Services 5,494.0 $1.8M 0.99% -74.0 -1.3% $327.33 +9.3%
13 TSLA TESLA INC Consumer Cyclical 4,168.0 $1.8M 0.96% -235.0 -5.3% $420.60 -17.1%
14 USMV ISHARES TR 18,012.0 $1.7M 0.96% -861.0 -4.6% $96.46 +5.5%
15 JNJ JOHNSON & JOHNSON Healthcare 6,017.0 $1.5M 0.84% -179.0 -2.9% $253.98 +5.5%
16 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,453.0 $1.4M 0.75% -30.0 -2.0% $935.25 +1.1%
17 XLG INVESCO EXCHANGE TRADED FD T 19,825.0 $1.2M 0.67% -590.0 -2.9% $61.23 +2.3%
18 ASML ASML HLDG NV Technology 564.0 $1.1M 0.62% -32.0 -5.4% $1989.44 -14.7%
19 IWV ISHARES TR 2,205.0 $940K 0.52% -102.0 -4.4% $426.31 +2.6%
20 PSX PHILLIPS 66 Energy 5,027.0 $850K 0.47% -185.0 -3.5% $169.06 +44.3%
Page 1 of 2  ·  29 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 26.7%
Industrials 14.6%
Consumer Cyclical 8.2%
Communication Services 5.2%
Consumer Defensive 4.6%
Healthcare 4.5%
Real Estate 4.4%
Energy 3.3%
Basic Materials 0.4%