Bare Financial Services, Inc
Top Portfolio Positions
1,637 positions ·
$14,991,441 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
5,744 | $1,457,769 | 9.72% | |
| NVDA |
Nvidia Corp
Technology
|
3,355 | $585,111 | 3.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,859 | $534,573 | 3.57% | |
| CEG |
Constellation Energy Corp
Utilities
|
1,465 | $409,100 | 2.73% | |
| GLD |
Spdr Gold Trust
|
918 | $395,006 | 2.63% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
1,824 | $379,555 | 2.53% | |
| FULT |
Fulton Financial Corp
Financial Services
|
18,305 | $372,322 | 2.48% | |
| MSFT |
Microsoft Corp
Technology
|
919 | $340,185 | 2.27% | |
| MPB |
Mid Penn Bancorp Inc
Financial Services
|
7,189 | $231,198 | 1.54% | |
| STBA |
S&T Bancorp Inc
Financial Services
|
4,354 | $182,127 | 1.21% |
Portfolio Trend
Holdings in HGTY
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,579 | 150 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,265 | 243 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,479 | 206 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $535 | 53 | Shares | Sole | 2025-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||