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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 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 4,698.0 $3.2M 1.78% -165.0 -3.4% $686.82 +3.0%
22 NVDA NVIDIA CORPORATION Technology 16,075.0 $3.2M 1.77% -355.0 -2.2% $200.09 +8.7%
23 CAT CATERPILLAR INC Industrials 2,452.0 $2.6M 1.44% -341.0 -12.2% $1065.05 -24.9%
24 IBIT ISHARES BITCOIN TRUST ETF Financial Services 59,772.0 $2.0M 1.09% +3K +5.6% $33.29 +31.9%
25 EXPI AGNT INC Real Estate 362,841.0 $2.0M 1.08% -91K -20.0% $5.41 -12.6%
26 GOOGL ALPHABET INC Communication Services 5,045.0 $1.8M 0.99% +313.0 +6.6% $357.37 -3.0%
27 JPM JPMORGAN CHASE & CO Financial Services 5,494.0 $1.8M 0.99% -74.0 -1.3% $327.33 +9.3%
28 AMZN AMAZON COM INC Consumer Cyclical 7,482.0 $1.8M 0.98% +266.0 +3.7% $238.34 +11.8%
29 TSLA TESLA INC Consumer Cyclical 4,168.0 $1.8M 0.96% -235.0 -5.3% $420.60 -17.1%
30 USMV ISHARES TR 18,012.0 $1.7M 0.96% -861.0 -4.6% $96.46 +5.5%
31 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,108.0 $1.6M 0.87% +58.0 +2.8% $746.78 +3.0%
32 VTV VANGUARD INDEX FDS 7,181.0 $1.6M 0.86% +816.0 +12.8% $217.93 +3.4%
33 JNJ JOHNSON & JOHNSON Healthcare 6,017.0 $1.5M 0.84% -179.0 -2.9% $253.98 +5.5%
34 ITOT ISHARES TR 9,220.0 $1.5M 0.83% +81.0 +0.9% $164.28 +2.6%
35 LMT LOCKHEED MARTIN CORP Industrials 2,798.0 $1.4M 0.78% +17.0 +0.6% $509.44 +10.7%
36 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,453.0 $1.4M 0.75% -30.0 -2.0% $935.25 +1.1%
37 XLG INVESCO EXCHANGE TRADED FD T 19,825.0 $1.2M 0.67% -590.0 -2.9% $61.23 +2.3%
38 VUG VANGUARD INDEX FDS 13,259.0 $1.1M 0.63% +11K +418.1% $86.14 +2.8%
39 ASML ASML HLDG NV Technology 564.0 $1.1M 0.62% -32.0 -5.4% $1989.44 -14.7%
40 IWV ISHARES TR 2,205.0 $940K 0.52% -102.0 -4.4% $426.31 +2.6%
Page 2 of 5  ·  86 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%