Position in WMS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,412
+$178 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#516
of 543 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Bare Financial Services, Inc holds $107,374 across 14 Building Products & Equipment names. WMS ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
47 | $23,084 | |
| 2 | AWI |
Armstrong World Industries Inc
|
141 | $22,618 | |
| 3 | JCI |
Johnson Controls International plc
|
149 | $21,769 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
55 | $13,484 | |
| 5 | CSL |
Carlisle Companies Inc
|
25 | $9,068 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
164 | $9,002 | |
| 7 | CARR |
CARRIER GLOBAL Corp
|
33 | $2,419 | |
| 8 | GFF |
Griffon Corp
|
23 | $2,242 |
All Filings in WMS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,412 | 9 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,234 | 9 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $579 | 4 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $554 | 4 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $459 | 4 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $977 | 9 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||