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Portfolio (Quarterly) Guide ↗

Baring Financial LLC

· CIK 0002052588
13F Portfolio $163M AUM 72 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 40 Added 11 Reduced 3 Exited
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 16,430.0 $2.9M 1.75% +3K +20.8% $174.40 +23.5%
22 AAPL APPLE INC Technology 11,171.0 $2.8M 1.73% +1K +11.1% $253.80 +21.7%
23 EXPI EXP WORLD HLDGS INC Real Estate 453,682.0 $2.7M 1.66% $5.99 -15.6%
24 IBIT ISHARES BITCOIN TRUST ETF Financial Services 56,616.0 $2.2M 1.33% -2K -3.8% $38.42 +11.8%
25 CAT CATERPILLAR INC Industrials 2,793.0 $2.0M 1.21% $708.34 +24.2%
26 USMV ISHARES TR 18,873.0 $1.8M 1.07% +852.0 +4.7% $92.74 +4.5%
27 LMT LOCKHEED MARTIN CORP Industrials 2,781.0 $1.7M 1.03% +27.0 +1.0% $604.40 -11.8%
28 JPM JPMORGAN CHASE & CO. Financial Services 5,568.0 $1.6M 1.00% $294.17 +4.2%
29 TSLA TESLA INC Consumer Cyclical 4,403.0 $1.6M 1.00% -104.0 -2.3% $371.75 +14.6%
30 JNJ JOHNSON & JOHNSON Healthcare 6,196.0 $1.5M 0.93% +436.0 +7.6% $244.43 -4.1%
31 AMZN AMAZON COM INC Consumer Cyclical 7,216.0 $1.5M 0.92% +1K +25.4% $208.27 +27.9%
32 COST COSTCO WHSL CORP NEW Consumer Defensive 1,483.0 $1.5M 0.90% +29.0 +2.0% $996.10 +3.2%
33 GOOGL ALPHABET INC Communication Services 4,732.0 $1.4M 0.83% +414.0 +9.6% $287.57 +33.2%
34 SPY SPDR S&P 500 ETF TR Financial Services 2,050.0 $1.3M 0.82% +72.0 +3.6% $650.37 +14.6%
35 ITOT ISHARES TR 9,139.0 $1.3M 0.80% +82.0 +0.9% $142.44 +14.4%
36 VTV VANGUARD INDEX FDS 6,365.0 $1.2M 0.76% +179.0 +2.9% $196.21 +7.5%
37 VUG VANGUARD INDEX FDS 2,559.0 $1.1M 0.68% -400.0 -13.5% $436.84 -80.0%
38 XLG INVESCO EXCHANGE TRADED FD T 20,415.0 $1.1M 0.68% +1K +5.7% $54.55 +16.5%
39 XOM EXXON MOBIL CORP Energy 5,677.0 $963K 0.59% +110.0 +2.0% $169.67 -8.7%
40 PSX PHILLIPS 66 Energy 5,212.0 $950K 0.58% +45.0 +0.9% $182.18 -2.5%
Page 2 of 4  ·  72 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
Financial Services 25.7%
Technology 25.0%
Industrials 14.7%
Consumer Cyclical 8.4%
Communication Services 6.2%
Real Estate 6.1%
Consumer Defensive 4.9%
Energy 4.3%
Healthcare 4.3%
Utilities 0.5%