Bare Financial Services, Inc

CIK

2009426

Location

GAP, PA

Portfolio Value

Micro $4,100,960

Diversification

Diversified

Filing Date

Global Rank

#7,894 / 8,586 ▲ 139

Top Industry

Banks - Regional 12.3%

3Y Alpha vs SPY

+3.7%

Period ended 3 months ago

Filed May 14, 2026 · 33d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.6%

SPY

+55.8%

Annualised alpha

+3.8%

Max drawdown

−23.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,641 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.6%

−1.3 pts

Top 5

22.4%

−3.9 pts

Top 10

32.3%

−5.4 pts

HHI

171

Diversified−53

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.1%	$4,100,960	269
Financial Services	20.0%	$3,025,310	284
Industrials	8.5%	$1,287,183	218
Consumer Cyclical	8.4%	$1,274,644	177
Utilities	6.9%	$1,048,507	58
Healthcare	6.0%	$906,785	209
Communication Services	5.8%	$883,802	58
Unclassified	4.2%	$628,899	10
Energy	3.8%	$580,228	96
Real Estate	3.3%	$493,806	113
Consumer Defensive	3.1%	$462,949	73
Basic Materials	2.8%	$422,544	76

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HLN	Haleon plc	+1,055	1,243	$12,442
FULT	Fulton Financial Corp	+926	18,305	$372,322
KVUE	Kenvue Inc.	+814	873	$15,049
T	At&T Inc.	+460	561	$16,262
ADMA	Adma Biologics, Inc.	+448	831	$7,485
MIR	Mirion Technologies, Inc.	+408	454	$8,439
BGC	BGC Group, Inc.	+366	862	$8,429
BOX	Box Inc	+358	374	$8,840
NWL	Newell Brands Inc.	+346	628	$2,153
LYG	Lloyds Banking Group plc	+341	1,523	$7,659
CLBK	Columbia Financial, Inc.	+312	398	$6,968
LUMN	Lumen Technologies, Inc.	+311	1,145	$7,957
HAYW	Hayward Holdings, Inc.	+303	489	$6,541
AAPL	Apple Inc.	+275	5,744	$1,457,769
VG	Venture Global, Inc.	+272	341	$5,374
UL	Unilever PLC	+263	322	$18,343
MSFT	Microsoft Corp	+256	919	$340,185
ELME	Elme Communities	+251	410	$824
HBAN	Huntington Bancshares Inc /Md/	+246	292	$4,569
GWRS	Global Water Resources, Inc.	+238	296	$2,246
NVDA	Nvidia Corp	+235	3,355	$585,111
SONY	Sony Group Corp	+229	485	$10,039
BAC	Bank Of America Corp /De/	+227	1,027	$50,065
ING	Ing Groep NV	+225	448	$11,669
PRAA	Pra Group Inc	+224	466	$8,155
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−4,118	404	$15,521
SLV	iShares Silver Trust	−2,230	197	$13,423
AMZN	Amazon Com Inc	−637	807	$168,073
PKST	Peakstone Realty Trust	−619	37	$772
DOW	Dow Inc.	−619	839	$34,944
MCW	Mister Car Wash, Inc.	−340	312	$2,174
APLE	Apple Hospitality REIT, Inc.	−311	213	$2,451
CWH	Camping World Holdings, Inc.	−305	45	$307
GEO	Geo Group Inc	−270	35	$588
RXO	RXO, Inc.	−267	79	$1,154
DRVN	Driven Brands Holdings Inc.	−266	91	$1,147
SHO	Sunstone Hotel Investors, Inc.	−253	298	$2,684
DXC	DXC Technology Co	−248	33	$414
RKT	Rocket Companies, Inc.	−237	704	$10,032
MARA	MARA Holdings, Inc.	−224	640	$5,221
PRM	Perimeter Solutions, Inc.	−213	22	$537
NEOG	Neogen Corp	−206	593	$5,508
PAY	Paymentus Holdings, Inc.	−175	20	$508
OPEN	Opendoor Technologies Inc.	−174	179	$837
GNTX	Gentex Corp	−166	25	$546
NWSA	News Corp	−157	63	$1,570
CRGY	Crescent Energy Co	−139	280	$3,780
ACAD	Acadia Pharmaceuticals Inc	−139	103	$2,291
SFNC	Simmons First National Corp	−118	313	$6,086
AZTA	Azenta, Inc.	−116	18	$380
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MPB	Mid Penn Bancorp Inc	7,189	$231,198
PPLT	abrdn Platinum ETF Trust	104	$18,535
LKQ	Lkq Corp	441	$12,951
RELX	Relx PLC	378	$12,530
MKTX	Marketaxess Holdings Inc	71	$11,712
WAY	Waystar Holding Corp.	448	$10,800
CWST	Casella Waste Systems Inc	130	$10,313
CM	Canadian Imperial Bank Of Commerce /Can/	106	$10,043
EMN	Eastman Chemical Co	129	$9,844
KHC	Kraft Heinz Co	427	$9,602
OR	OR Royalties Inc.	250	$9,505
SFD	Smithfield Foods Inc	321	$8,978
AMTM	Amentum Holdings, Inc.	322	$8,397
FSSL	FS Specialty Lending Fund	664	$8,306
MHK	Mohawk Industries Inc	82	$8,072
ACI	Albertsons Companies, Inc.	470	$8,008
BULL	Webull Corp	1,588	$7,622
GIB	Cgi Inc	101	$7,382
ADT	ADT Inc.	1,091	$7,167
G	Genpact LTD	191	$7,114
AVB	Avalonbay Communities Inc	43	$7,023
TTAN	ServiceTitan, Inc.	109	$6,916
SMFG	Sumitomo Mitsui Financial Group, Inc.	343	$6,774
BBT	Beacon Financial Corp	217	$6,510
CBSH	Commerce Bancshares Inc /Mo/	131	$6,444
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	117	$21,511
NVS	Novartis AG	124	$17,095
SAN	Banco Santander, S.A.	1,207	$14,158
TM	Toyota Motor Corp/	57	$12,201
TGNA	TEGNA INC	397	$7,704
TFX	Teleflex Inc	60	$7,322
MO	Altria Group, Inc.	124	$7,149
COR	Cencora, Inc.	21	$7,092
GSK	GSK plc	143	$7,012
KKR	KKR & Co. Inc.	49	$6,246
FUBO	FuboTV Inc.	187	$5,654
BZ	Kanzhun Ltd	277	$5,645
CORT	Corcept Therapeutics Inc	134	$4,663
S	SentinelOne, Inc.	305	$4,575
PAYO	Payoneer Global Inc.	806	$4,529
TSLX	Sixth Street Specialty Lending, Inc.	190	$4,126
LVS	Las Vegas Sands Corp	63	$4,100
SE	Sea Ltd	32	$4,082
LAD	Lithia Motors Inc	12	$3,987
EYE	National Vision Holdings, Inc.	147	$3,795
PDD	PDD Holdings Inc.	33	$3,741
TAK	Takeda Pharmaceutical Co Ltd	230	$3,585
FLO	Flowers Foods Inc	318	$3,459
CR	Crane Co	18	$3,319
ARCC	Ares Capital Corp	164	$3,317
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

269 positions · $4,100,960 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 269 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APLD	Applied Digital Corp. Technology	Reduced	8	-10	$189	−57.1%	0.00%
AI	C3.ai, Inc. Technology	NEW	36	NEW	$303	NEW	0.01%
ARRY	Array Technologies, Inc. Technology	Reduced	43	-49	$310	−63.4%	0.01%
TYL	Tyler Technologies Inc Technology	NEW	1	NEW	$342	NEW	0.01%
MNTN	MNTN, Inc. Technology	NEW	40	NEW	$352	NEW	0.01%
NOK	Nokia Corp Technology	NEW	47	NEW	$377	NEW	0.01%
THRY	Thryv Holdings, Inc. Technology	NEW	138	NEW	$378	NEW	0.01%
RPD	Rapid7, Inc. Technology	Reduced	70	-34	$385	−75.6%	0.01%
ONTO	Onto Innovation Inc. Technology	Held	2	0	$410	+30.2%	0.01%
PRGS	Progress Software Corp /Ma Technology	NEW	16	NEW	$410	NEW	0.01%
DDD	3D Systems Corp Technology	NEW	220	NEW	$413	NEW	0.01%
DXC	DXC Technology Co Technology	Reduced	33	-248	$414	−89.9%	0.01%
BILL	BILL Holdings, Inc. Technology	NEW	11	NEW	$421	NEW	0.01%
KULR	KULR Technology Group, Inc. Technology	NEW	179	NEW	$424	NEW	0.01%
RPAY	Repay Holdings Corp Technology	NEW	165	NEW	$429	NEW	0.01%
UCTT	Ultra Clean Holdings, Inc. Technology	NEW	7	NEW	$435	NEW	0.01%
EXTR	Extreme Networks Inc Technology	Held	29	0	$437	−9.3%	0.01%
ALKT	Alkami Technology, Inc. Technology	NEW	28	NEW	$438	NEW	0.01%
FIVN	Five9, Inc. Technology	Reduced	29	-45	$439	−70.4%	0.01%
ASAN	Asana, Inc. Technology	NEW	71	NEW	$454	NEW	0.01%
DBX	Dropbox, Inc. Technology	Added	20	+7	$454	+25.8%	0.01%
AXTI	Axt Inc Technology	NEW	8	NEW	$455	NEW	0.01%
LOGI	Logitech International S.A. Technology	Held	5	0	$455	−9.2%	0.01%
BDC	Belden Inc. Technology	Reduced	4	-9	$459	−69.7%	0.01%
AEVA	Aeva Technologies, Inc. Technology	NEW	35	NEW	$460	NEW	0.01%
AMPL	Amplitude, Inc. Technology	Added	68	+18	$463	−20.0%	0.01%
CRWV	CoreWeave, Inc. Technology	NEW	6	NEW	$464	NEW	0.01%
HCKT	Hackett Group, Inc. Technology	Reduced	36	-22	$468	−58.9%	0.01%
SSNC	SS&C Technologies Holdings Inc Technology	Reduced	7	-56	$472	−91.4%	0.01%
OKTA	Okta, Inc. Technology	Reduced	6	-2	$472	−31.7%	0.01%
ERIC	Ericsson Lm Telephone Co Technology	NEW	42	NEW	$473	NEW	0.01%
APPF	Appfolio Inc Technology	NEW	3	NEW	$473	NEW	0.01%
GTLB	Gitlab Inc. Technology	NEW	22	NEW	$476	NEW	0.01%
TEAM	Atlassian Corp Technology	Added	7	+4	$477	−1.9%	0.01%
PATH	UiPath, Inc. Technology	NEW	43	NEW	$477	NEW	0.01%
APPN	Appian Corp Technology	NEW	20	NEW	$482	NEW	0.01%
CRSR	Corsair Gaming, Inc. Technology	NEW	87	NEW	$482	NEW	0.01%
HUBS	Hubspot Inc Technology	NEW	2	NEW	$488	NEW	0.01%
MDB	MongoDB, Inc. Technology	Reduced	2	-1	$489	−61.2%	0.01%
SYNA	SYNAPTICS Inc Technology	Reduced	7	-7	$490	−52.7%	0.01%
EVCM	EverCommerce Inc. Technology	Held	43	0	$491	−5.6%	0.01%
NCNO	nCino, Inc. Technology	Reduced	33	-29	$494	−68.9%	0.01%
OSPN	OneSpan Inc. Technology	NEW	47	NEW	$494	NEW	0.01%
NTNX	Nutanix, Inc. Technology	Reduced	13	-16	$494	−67.0%	0.01%
NABL	N-able, Inc. Technology	NEW	106	NEW	$495	NEW	0.01%
ESTC	Elastic N.V. Technology	NEW	10	NEW	$499	NEW	0.01%
PAY	Paymentus Holdings, Inc. Technology	Reduced	20	-175	$508	−91.8%	0.01%
PEGA	Pegasystems Inc Technology	NEW	12	NEW	$510	NEW	0.01%
BL	Blackline, Inc. Technology	Reduced	14	-93	$518	−91.2%	0.01%
MQ	Marqeta, Inc. Technology	Reduced	128	-106	$522	−53.0%	0.01%