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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PSX PHILLIPS 66 Energy 5,027.0 $850K 0.47% -185.0 -3.5% $169.06 +44.3%
42 IWF ISHARES TR 6,394.0 $794K 0.44% +5K +283.3% $124.16 -1.1%
43 XOM EXXON MOBIL CORP Energy 5,736.0 $784K 0.43% +59.0 +1.0% $136.73 +14.6%
44 PCAR PACCAR INC Industrials 6,358.0 $764K 0.42% $120.11 +4.4%
45 MU MICRON TECHNOLOGY INC Technology 603.0 $697K 0.38% -374.0 -38.3% $1155.22 -19.2%
46 SCHG SCHWAB STRATEGIC TR 18,453.0 $624K 0.34% -3K -12.4% $33.84 +5.7%
47 GOOG ALPHABET INC 1,767.0 $624K 0.34% +56.0 +3.3% $353.25
48 DFAC DIMENSIONAL ETF TRUST 13,570.0 $602K 0.33% -2K -13.6% $44.36 +2.8%
49 DE DEERE & CO Industrials 927.0 $588K 0.32% $634.08 -0.6%
50 AVGO BROADCOM INC Technology 1,453.0 $549K 0.30% -16.0 -1.1% $377.68 -2.4%
51 V VISA INC Financial Services 1,580.0 $542K 0.30% +62.0 +4.1% $343.14 +11.2%
52 HDV ISHARES TR 19,582.0 $537K 0.29% +16K +402.0% $27.41 +7.4%
53 META META PLATFORMS INC Communication Services 946.0 $533K 0.29% -5.0 -0.5% $563.26 +2.6%
54 DVY ISHARES TR 3,252.0 $508K 0.28% $156.29 +4.8%
55 IWD ISHARES TR 1,996.0 $484K 0.27% +177.0 +9.7% $242.38 +6.6%
56 LLY ELI LILLY & CO Healthcare 399.0 $479K 0.26% -11.0 -2.7% $1199.75 -2.2%
57 WM WASTE MGMT INC DEL Industrials 2,056.0 $458K 0.25% +12.0 +0.6% $222.87 -1.4%
58 IWB ISHARES TR 1,082.0 $443K 0.24% $409.44 +2.9%
59 IWP ISHARES TR 2,503.0 $367K 0.20% $146.43 -3.8%
60 GLD SPDR GOLD TR Financial Services 957.0 $353K 0.19% -18.0 -1.9% $368.38 +11.0%
Page 3 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%