Bare Financial Services
Latest statistics and disclosures from Bare Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IEFA, VTV, BND, AVUV, and represent 47.41% of Bare Financial Services's stock portfolio.
- Added to shares of these 10 stocks: BND, PYLD, MUB, ELCV, CLCG, VTV, SCHD, IBD, CGDG, AVUV.
- Started 339 new stock positions in XPEV, NATL, OFG, CNX, WSR, LMNR, SCL, LBRDK, SOLS, VCYT.
- Reduced shares in these 10 stocks: BIBL, IVV, IVW, CEG, FSCO, NVDA, QQQ, IWM, IVE, CGXU.
- Sold out of its positions in ACVA, ATEN, ADV, AIN, ARE, ALIT, ALGM, ALE, AWK, AMSF.
- Bare Financial Services was a net buyer of stock by $20M.
- Bare Financial Services has $360M in assets under management (AUM), dropping by 7.37%.
- Central Index Key (CIK): 0002009426
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Portfolio Holdings for Bare Financial Services
Bare Financial Services holds 1532 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Bare Financial Services has 1532 total positions. Only the first 250 positions are shown.
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- Download the Bare Financial Services December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Core S&p 500 Etf Etf (IVV) | 11.8 | $42M | 62k | 684.94 |
|
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 9.2 | $33M | +2% | 369k | 89.46 |
|
| Vanguard Value Etf Etf (VTV) | 9.0 | $32M | +5% | 169k | 190.99 |
|
| Vanguard Total Bond Market Etf Etf (BND) | 8.9 | $32M | +12% | 432k | 74.07 |
|
| Avantis U.s. Small Cap Value Etf Etf (AVUV) | 8.6 | $31M | +2% | 304k | 101.98 |
|
| Inspire International Etf Etf (WWJD) | 5.2 | $19M | +2% | 513k | 36.48 |
|
| Inspire Corporate Bond Etf Etf (IBD) | 4.8 | $17M | +6% | 715k | 24.20 |
|
| Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) | 4.6 | $17M | +14% | 618k | 26.68 |
|
| Crossmark Large Cap Growth Etf Etf (CLCG) | 3.1 | $11M | +18% | 417k | 27.00 |
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 3.1 | $11M | +7% | 92k | 121.75 |
|
| Eventide High Dividend Etf Etf (ELCV) | 3.1 | $11M | +20% | 415k | 26.54 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 3.0 | $11M | 147k | 72.68 |
|
|
| Timothy Plan Us Small Cap Core Etf Etf (TPSC) | 2.9 | $11M | +6% | 255k | 41.45 |
|
| Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC) | 2.6 | $9.3M | +2% | 205k | 45.45 |
|
| Vanguard Mid-cap Growth Etf Etf (VOT) | 2.4 | $8.6M | +7% | 31k | 279.14 |
|
| Inspire 100 Etf Etf (BIBL) | 2.2 | $8.1M | -13% | 179k | 45.13 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 1.6 | $5.7M | +52% | 53k | 107.11 |
|
| Capital Group International Focus Equity Etf Etf (CGXU) | 1.2 | $4.2M | -2% | 142k | 29.55 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 1.1 | $4.0M | 22k | 181.21 |
|
|
| Ishares S&p 500 Value Etf Etf (IVE) | 1.1 | $3.9M | -2% | 18k | 212.07 |
|
| Sovereigns Capital Flourish Fund Etf (SOVF) | 1.1 | $3.9M | +24% | 133k | 29.18 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 1.1 | $3.8M | 12k | 323.01 |
|
|
| Vanguard Total Stock Market Etf Etf (VTI) | 1.0 | $3.6M | 11k | 335.27 |
|
|
| Capital Group Core Balanced Etf Etf (CGBL) | 0.4 | $1.6M | +4% | 44k | 35.33 |
|
| Apple Stock (AAPL) | 0.4 | $1.5M | 5.5k | 271.86 |
|
|
| Capital Group Dividend Growers Etf Etf (CGDG) | 0.4 | $1.4M | +199% | 40k | 35.64 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $1.4M | -8% | 5.6k | 246.15 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.3 | $1.2M | NEW | 43k | 27.43 |
|
| Inspire Small/mid Cap Etf Etf (ISMD) | 0.3 | $1.1M | 29k | 38.58 |
|
|
| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.2 | $789k | +3% | 9.9k | 79.73 |
|
| Timothy Plan High Dividend Stock Etf Etf (TPHD) | 0.2 | $780k | +59% | 20k | 38.53 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.2 | $734k | +2% | 974.00 | 753.87 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.2 | $734k | -23% | 6.0k | 123.26 |
|
| Vanguard Health Care Etf Etf (VHT) | 0.2 | $725k | 2.5k | 287.84 |
|
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.2 | $583k | +31% | 1.9k | 313.00 |
|
| Nvidia Corporation Stock (NVDA) | 0.2 | $582k | -21% | 3.1k | 186.50 |
|
| Constellation Energy Corp Stock (CEG) | 0.2 | $541k | -27% | 1.5k | 353.29 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $380k | -16% | 1.8k | 208.74 |
|
| SPDR Gold Shares ETF Etf (GLD) | 0.1 | $358k | +18% | 902.00 | 396.31 |
|
| Capital Group Municipal Income Etf Etf (CGMU) | 0.1 | $339k | +221% | 12k | 27.38 |
|
| Fulton Finl Corp Pa Stock (FULT) | 0.1 | $336k | 17k | 19.33 |
|
|
| Amazon Stock (AMZN) | 0.1 | $333k | +7% | 1.4k | 230.82 |
|
| Microsoft Corp Stock (MSFT) | 0.1 | $321k | +65% | 663.00 | 483.62 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.1 | $225k | 4.5k | 49.65 |
|
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $185k | 873.00 | 211.79 |
|
|
| S & T Bancorp Stock (STBA) | 0.0 | $172k | 4.4k | 39.38 |
|
|
| Capital Group Short Duration Income Etf Etf (CGSD) | 0.0 | $170k | NEW | 6.5k | 26.01 |
|
| Capital Group Core Plus Income Etf Etf (CGCP) | 0.0 | $170k | NEW | 7.5k | 22.64 |
|
| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.0 | $166k | +100% | 1.2k | 143.97 |
|
| iShares Silver Trust ETF Etf (SLV) | 0.0 | $156k | 2.4k | 64.42 |
|
|
| Exelon Corp Stock (EXC) | 0.0 | $152k | -31% | 3.5k | 43.59 |
|
| Seacoast Bkg Corp Fla Stock (SBCF) | 0.0 | $145k | 4.6k | 31.43 |
|
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $140k | -51% | 228.00 | 614.31 |
|
| Tesla Stock (TSLA) | 0.0 | $128k | +39% | 285.00 | 449.72 |
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $127k | 1.4k | 88.49 |
|
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| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.0 | $125k | 910.00 | 136.94 |
|
|
| Merck & Co Stock (MRK) | 0.0 | $122k | +214% | 1.2k | 105.26 |
|
| Thor Inds Stock (THO) | 0.0 | $122k | 1.2k | 102.67 |
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|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $120k | 382.00 | 313.80 |
|
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| Jpmorgan Chase & Co Stock (JPM) | 0.0 | $116k | 361.00 | 322.22 |
|
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| State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.0 | $114k | 2.0k | 56.81 |
|
|
| Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.0 | $111k | 784.00 | 141.05 |
|
|
| Broadcom Stock (AVGO) | 0.0 | $108k | +4% | 313.00 | 346.10 |
|
| Ppl Corp Stock (PPL) | 0.0 | $106k | -3% | 3.0k | 35.02 |
|
| Pacer Us Cash Cows 100 Etf Etf (COWZ) | 0.0 | $105k | 1.7k | 60.17 |
|
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| Meta Platforms Inc Cl A Stock (META) | 0.0 | $104k | +207% | 157.00 | 660.08 |
|
| Vanguard Large-cap Etf Etf (VV) | 0.0 | $90k | 286.00 | 314.80 |
|
|
| Ishares U.s. Financials Etf Etf (IYF) | 0.0 | $89k | 688.00 | 128.93 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.0 | $87k | +49% | 172.00 | 502.63 |
|
| Ford Mtr Stock (F) | 0.0 | $86k | +11% | 6.6k | 13.12 |
|
| Prudential Finl Stock (PRU) | 0.0 | $82k | 721.00 | 113.00 |
|
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| Advanced Micro Devices Stock (AMD) | 0.0 | $77k | 358.00 | 214.16 |
|
|
| Ishares U.s. Regional Banks Etf Etf (IAT) | 0.0 | $76k | 1.4k | 55.15 |
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| Financial Select Sector SPDR ETF Etf (XLF) | 0.0 | $67k | 1.2k | 54.77 |
|
|
| Ast Spacemobile Inc Com Cl A Stock (ASTS) | 0.0 | $60k | 826.00 | 72.63 |
|
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| Applied Matls Stock (AMAT) | 0.0 | $59k | 231.00 | 257.00 |
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| Home Depot Stock (HD) | 0.0 | $59k | 170.00 | 344.07 |
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| Tweedy Browne Insider Value Etf Trust Units Etf (COPY) | 0.0 | $56k | 4.3k | 12.90 |
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| Wp Carey Reit (WPC) | 0.0 | $56k | 865.00 | 64.36 |
|
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| Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 0.0 | $54k | 1.2k | 44.41 |
|
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| Coca Cola Stock (KO) | 0.0 | $52k | +10% | 749.00 | 69.91 |
|
| Eli Lilly & Co Stock (LLY) | 0.0 | $52k | 48.00 | 1074.64 |
|
|
| Exxon Mobil Corp Stock (XOM) | 0.0 | $51k | +10% | 425.00 | 120.34 |
|
| Vanguard Mega Cap Value Etf Etf (MGV) | 0.0 | $50k | 355.00 | 141.16 |
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| Sila Realty Trust Inc Class A Reit (SILA) | 0.0 | $48k | 2.1k | 23.31 |
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|
| Inspire 500 Etf Etf (PTL) | 0.0 | $48k | 192.00 | 248.07 |
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| State Street Spdr S&p Dividend Etf Etf (SDY) | 0.0 | $48k | 342.00 | 139.16 |
|
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| Ugi Corp Stock (UGI) | 0.0 | $46k | -8% | 1.2k | 37.43 |
|
| Franklin Ftse India Etf Etf (FLIN) | 0.0 | $45k | -7% | 1.2k | 38.59 |
|
| Bank America Corp Stock (BAC) | 0.0 | $44k | +10% | 800.00 | 55.00 |
|
| Franklin Ftse Taiwan Etf Etf (FLTW) | 0.0 | $44k | 719.00 | 60.84 |
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| Visa Inc Com Cl A Stock (V) | 0.0 | $43k | +17% | 123.00 | 350.71 |
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| Truist Finl Corp Stock (TFC) | 0.0 | $41k | +56% | 822.00 | 49.22 |
|
| Intel Corp Stock (INTC) | 0.0 | $40k | +2% | 1.1k | 36.90 |
|
| Dimensional U.s. Core Equity 2 Etf Etf (DFAC) | 0.0 | $40k | 1.0k | 39.59 |
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| Mgm Resorts International Stock (MGM) | 0.0 | $38k | 1.0k | 36.49 |
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| Arista Networks Stock (ANET) | 0.0 | $35k | +6% | 265.00 | 131.03 |
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| Bank Ozk Little Rock Ark Stock (OZK) | 0.0 | $34k | 742.00 | 46.00 |
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| Dow Hldgs Stock (DOW) | 0.0 | $34k | 1.5k | 23.38 |
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| Duke Energy Corp Stock (DUK) | 0.0 | $34k | +3% | 289.00 | 117.21 |
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| Ge Aerospace Stock (GE) | 0.0 | $34k | 109.00 | 308.05 |
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| Johnson & Johnson Stock (JNJ) | 0.0 | $33k | +3% | 161.00 | 206.95 |
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| Manulife Finl Corp Stock (MFC) | 0.0 | $32k | 890.00 | 36.28 |
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| Cisco Sys Stock (CSCO) | 0.0 | $32k | +3% | 416.00 | 77.03 |
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| State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB) | 0.0 | $32k | 1.2k | 25.75 |
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| Energy Select Sector SPDR ETF Etf (XLE) | 0.0 | $32k | +100% | 704.00 | 44.71 |
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| Chevron Corporation Stock (CVX) | 0.0 | $31k | -6% | 206.00 | 152.39 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $27k | 154.00 | 177.77 |
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| Goldman Sachs Group Stock (GS) | 0.0 | $26k | 30.00 | 879.00 |
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| Mgp Ingredients Stock (MGPI) | 0.0 | $26k | 1.1k | 24.30 |
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| Pfizer Stock (PFE) | 0.0 | $25k | 1.0k | 24.90 |
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| Boeing Stock (BA) | 0.0 | $25k | 116.00 | 217.20 |
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| Disney Walt Stock (DIS) | 0.0 | $25k | -25% | 218.00 | 113.80 |
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| Abrdn Physical Silver Shares Etf Etf (SIVR) | 0.0 | $25k | 362.00 | 67.64 |
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| Abbvie Stock (ABBV) | 0.0 | $24k | -7% | 106.00 | 228.48 |
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| Micron Technology Stock (MU) | 0.0 | $24k | +16% | 84.00 | 285.40 |
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| Ge Vernova Stock (GEV) | 0.0 | $23k | +16% | 35.00 | 653.62 |
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| Centerpoint Energy Stock (CNP) | 0.0 | $23k | 596.00 | 38.34 |
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| Rtx Corporation Stock (RTX) | 0.0 | $23k | +9% | 124.00 | 183.39 |
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| Dominion Energy Stock (D) | 0.0 | $22k | +3% | 383.00 | 58.58 |
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| Franklin Ftse Europe Etf Etf (FLEE) | 0.0 | $22k | 612.00 | 36.54 |
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| Nuveen Pennsylvania Qlt Mun Cef (NQP) | 0.0 | $22k | 1.8k | 11.89 |
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| Franklin Ftse South Korea Etf Etf (FLKR) | 0.0 | $21k | 653.00 | 32.05 |
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| Netflix Stock (NFLX) | 0.0 | $21k | +668% | 223.00 | 93.77 |
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| Citigroup Stock (C) | 0.0 | $21k | +18% | 177.00 | 116.70 |
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| Royal Bk Cda Stock (RY) | 0.0 | $20k | 119.00 | 170.49 |
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| Intuitive Surgical Stock (ISRG) | 0.0 | $20k | +2% | 35.00 | 566.43 |
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| Graco Stock (GGG) | 0.0 | $19k | -4% | 237.00 | 81.96 |
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| First Trust Rising Dividend Achievers Etf Etf (RDVY) | 0.0 | $19k | 279.00 | 69.47 |
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| Mcdonalds Corp Stock (MCD) | 0.0 | $19k | +10% | 63.00 | 305.67 |
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| International Business Machs Stock (IBM) | 0.0 | $19k | +25% | 65.00 | 296.24 |
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| Sandisk Corp Stock (SNDK) | 0.0 | $19k | +77% | 80.00 | 237.33 |
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| Advanced Energy Inds Stock (AEIS) | 0.0 | $19k | +4% | 90.00 | 209.37 |
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| Caterpillar Stock (CAT) | 0.0 | $18k | 32.00 | 572.91 |
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| Rocket Cos Inc Com Cl A Stock (RKT) | 0.0 | $18k | +558% | 941.00 | 19.36 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 0.0 | $18k | -22% | 17.00 | 1069.88 |
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| S&p Global Stock (SPGI) | 0.0 | $18k | +9% | 34.00 | 522.62 |
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| Verizon Communications Stock (VZ) | 0.0 | $17k | -25% | 427.00 | 40.73 |
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| American Express Stock (AXP) | 0.0 | $17k | -4% | 47.00 | 369.92 |
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| Pepsico Stock (PEP) | 0.0 | $17k | -6% | 120.00 | 143.50 |
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| Harley Davidson Stock (HOG) | 0.0 | $17k | +10% | 835.00 | 20.49 |
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| Novartis Adr (NVS) | 0.0 | $17k | 124.00 | 137.87 |
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| Tjx Cos Stock (TJX) | 0.0 | $17k | +12% | 111.00 | 153.61 |
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| Realty Income Corp Reit (O) | 0.0 | $17k | 295.00 | 56.33 |
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| Qualcomm Stock (QCOM) | 0.0 | $17k | +6% | 97.00 | 171.03 |
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| Coherent Corp Stock (COHR) | 0.0 | $16k | +18% | 89.00 | 184.55 |
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| Abbott Labs Stock (ABT) | 0.0 | $16k | 131.00 | 125.30 |
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| Kratos Defense & Sec Solutions Stock (KTOS) | 0.0 | $16k | -24% | 215.00 | 75.93 |
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| Amphenol Corp Cl A Stock (APH) | 0.0 | $16k | +12% | 119.00 | 135.14 |
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| Deere & Co Stock (DE) | 0.0 | $16k | +47% | 34.00 | 465.50 |
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| Hershey Stock (HSY) | 0.0 | $16k | 85.00 | 182.00 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.0 | $15k | -11% | 140.00 | 109.91 |
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| Amgen Stock (AMGN) | 0.0 | $15k | +17% | 47.00 | 327.33 |
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| Corteva Stock (CTVA) | 0.0 | $15k | +5% | 225.00 | 67.00 |
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| Inspire Capital Appreciation Etf Etf (RISN) | 0.0 | $15k | 519.00 | 29.04 |
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| Chubb Stock (CB) | 0.0 | $15k | +20% | 48.00 | 312.13 |
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| Keycorp Stock (KEY) | 0.0 | $15k | NEW | 724.00 | 20.64 |
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| Franklin Ftse Japan Etf Etf (FLJP) | 0.0 | $15k | 432.00 | 34.45 |
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| Dycom Inds Stock (DY) | 0.0 | $15k | 44.00 | 338.00 |
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| Sanmina Corp Stock (SANM) | 0.0 | $15k | 97.00 | 150.06 |
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| Medtronic Stock (MDT) | 0.0 | $14k | +7% | 149.00 | 96.04 |
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| Caretrust Reit Reit (CTRE) | 0.0 | $14k | +23% | 395.00 | 36.15 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $14k | -19% | 1.2k | 11.73 |
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| Texas Instrs Stock (TXN) | 0.0 | $14k | +8% | 80.00 | 173.47 |
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| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 0.0 | $14k | NEW | 155.00 | 89.43 |
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| HSBC HLDGS Adr (HSBC) | 0.0 | $14k | -26% | 176.00 | 78.67 |
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| Semtech Corp Stock (SMTC) | 0.0 | $14k | +9% | 186.00 | 73.69 |
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| Borgwarner Stock (BWA) | 0.0 | $13k | +4% | 298.00 | 45.08 |
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| Interdigital Stock (IDCC) | 0.0 | $13k | -6% | 42.00 | 318.50 |
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| Banco Bilbao Vizcaya Argentari Adr (BBVA) | 0.0 | $13k | -19% | 570.00 | 23.31 |
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| Intuit Stock (INTU) | 0.0 | $13k | +5% | 20.00 | 662.50 |
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| Donaldson Stock (DCI) | 0.0 | $13k | 149.00 | 88.66 |
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| Madison Square Grdn Sprt Corp Cl A Stock (MSGS) | 0.0 | $13k | +13% | 51.00 | 258.62 |
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| Etsy Stock (ETSY) | 0.0 | $13k | 237.00 | 55.44 |
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| Te Connectivity Plc Ord Stock (TEL) | 0.0 | $13k | 57.00 | 227.51 |
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| Lowes Cos Stock (LOW) | 0.0 | $13k | +12% | 53.00 | 241.17 |
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| Kb Finl Group Adr (KB) | 0.0 | $13k | 148.00 | 86.04 |
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| Schwab Charles Corp Stock (SCHW) | 0.0 | $13k | +11% | 127.00 | 99.91 |
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| Arrowhead Pharmaceuticals Stock (ARWR) | 0.0 | $13k | +27% | 188.00 | 66.39 |
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| Prudential Adr (PUK) | 0.0 | $12k | 397.00 | 31.12 |
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| Shinhan Financial Group Co Ltd Spn Adr Restrd Adr (SHG) | 0.0 | $12k | 230.00 | 53.63 |
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| Cme Group Stock (CME) | 0.0 | $12k | -15% | 45.00 | 273.09 |
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| Moodys Corp Stock (MCO) | 0.0 | $12k | +4% | 24.00 | 511.00 |
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| Analog Devices Stock (ADI) | 0.0 | $12k | 45.00 | 271.25 |
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| Toyota Motor Corp Ads Adr (TM) | 0.0 | $12k | -10% | 57.00 | 214.05 |
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| Idexx Labs Stock (IDXX) | 0.0 | $12k | 18.00 | 676.67 |
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| Kla Corp Stock (KLAC) | 0.0 | $12k | +25% | 10.00 | 1215.00 |
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| Ametek Stock (AME) | 0.0 | $12k | +103% | 59.00 | 205.31 |
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| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.0 | $12k | +49% | 263.00 | 45.89 |
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| Gilead Sciences Stock (GILD) | 0.0 | $12k | +2% | 98.00 | 122.75 |
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| Sitime Corp Stock (SITM) | 0.0 | $12k | +9% | 34.00 | 353.20 |
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| Occidental Pete Corp Stock (OXY) | 0.0 | $12k | -8% | 291.00 | 41.08 |
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| Sterling Infrastructure Stock (STRL) | 0.0 | $12k | -7% | 39.00 | 306.25 |
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| Blackrock Muniyild Qult Cef (MQY) | 0.0 | $12k | 1.1k | 11.30 |
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| Salesforce Stock (CRM) | 0.0 | $12k | -23% | 45.00 | 264.92 |
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| Champion Homes Stock (SKY) | 0.0 | $12k | +113% | 141.00 | 84.51 |
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| Becton Dickinson & Co Stock (BDX) | 0.0 | $12k | +38% | 61.00 | 194.10 |
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| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.0 | $12k | +8% | 73.00 | 160.97 |
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| Arcosa Stock (ACA) | 0.0 | $12k | +23% | 110.00 | 106.33 |
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| Federal Signal Corp Stock (FSS) | 0.0 | $12k | 106.00 | 108.56 |
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| Armstrong World Inds Stock (AWI) | 0.0 | $12k | -9% | 60.00 | 191.10 |
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| Eaton Corp Stock (ETN) | 0.0 | $12k | +12% | 36.00 | 318.50 |
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| Danaher Corporation Stock (DHR) | 0.0 | $11k | +19% | 50.00 | 228.90 |
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| Pricesmart Stock (PSMT) | 0.0 | $11k | +16% | 93.00 | 122.67 |
|
| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.0 | $11k | +18% | 137.00 | 83.00 |
|
| Union Pac Corp Stock (UNP) | 0.0 | $11k | +13% | 49.00 | 231.36 |
|
| Automatic Data Processing Stock (ADP) | 0.0 | $11k | +29% | 44.00 | 257.25 |
|
| Colgate Palmolive Stock (CL) | 0.0 | $11k | +43% | 143.00 | 79.00 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $11k | -35% | 18.00 | 627.11 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $11k | -39% | 42.00 | 268.33 |
|
| Johnson Ctls Intl Stock (JCI) | 0.0 | $11k | 94.00 | 119.76 |
|
|
| Conocophillips Stock (COP) | 0.0 | $11k | -29% | 119.00 | 93.62 |
|
| Moelis & Co Cl A Stock (MC) | 0.0 | $11k | +14% | 162.00 | 68.74 |
|
| Qorvo Stock (QRVO) | 0.0 | $11k | 131.00 | 84.51 |
|
|
| Spx Technologies Stock (SPXC) | 0.0 | $11k | 55.00 | 200.05 |
|
|
| Totalenergies Se Act Stock (TTE) | 0.0 | $11k | NEW | 168.00 | 65.42 |
|
| Stepstone Group Inc Com Cl A Stock (STEP) | 0.0 | $11k | +17% | 171.00 | 64.17 |
|
| Lam Research Corp Stock (LRCX) | 0.0 | $11k | +23% | 64.00 | 171.19 |
|
| Jpmorgan Active Growth Etf Etf (JGRO) | 0.0 | $11k | 118.00 | 92.80 |
|
|
| Ttm Technologies Stock (TTMI) | 0.0 | $11k | +14% | 158.00 | 69.00 |
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $11k | +18% | 19.00 | 570.17 |
|
| Boot Barn Hldgs Stock (BOOT) | 0.0 | $11k | 61.00 | 176.50 |
|
|
| Astrazeneca Plc Ord Adr (AZN) | 0.0 | $11k | NEW | 117.00 | 91.93 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $11k | -50% | 2.00 | 5355.50 |
|
| Capital One Finl Corp Stock (COF) | 0.0 | $11k | -6% | 44.00 | 242.38 |
|
| Krystal Biotech Stock (KRYS) | 0.0 | $11k | 43.00 | 246.54 |
|
|
| Nextera Energy Stock (NEE) | 0.0 | $11k | +4% | 132.00 | 80.29 |
|
| Phillips Edison & Co Reit (PECO) | 0.0 | $11k | +577% | 298.00 | 35.57 |
|
| Welltower Reit (WELL) | 0.0 | $11k | -9% | 57.00 | 185.59 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $11k | +50% | 12.00 | 879.00 |
|
| Jbt Marel Corporation Stock (JBTM) | 0.0 | $11k | -7% | 70.00 | 150.62 |
|
| Piper Sandler Companies Stock (PIPR) | 0.0 | $11k | +6% | 31.00 | 339.67 |
|
| Dupont De Nemours Stock (DD) | 0.0 | $10k | 260.00 | 40.19 |
|
|
| Ross Stores Stock (ROST) | 0.0 | $10k | 58.00 | 180.17 |
|
|
| Qnity Electronics Stock (Q) | 0.0 | $10k | NEW | 128.00 | 81.64 |
|
| Comfort Sys Usa Stock (FIX) | 0.0 | $10k | +22% | 11.00 | 933.20 |
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $10k | +6% | 33.00 | 310.22 |
|
| Air Lease Corp Cl A Stock (AL) | 0.0 | $10k | 159.00 | 64.23 |
|
|
| Verisign Stock (VRSN) | 0.0 | $10k | +5% | 42.00 | 243.00 |
|
| Procter & Gamble Stock (PG) | 0.0 | $10k | -48% | 71.00 | 143.32 |
|
| Esco Technologies Stock (ESE) | 0.0 | $10k | +4% | 52.00 | 195.36 |
|
| Resideo Technologies Stock (REZI) | 0.0 | $10k | -5% | 289.00 | 35.12 |
|
| Mitsubishi Ufj Finl Group Adr (MUFG) | 0.0 | $10k | -18% | 639.00 | 15.86 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $10k | +64% | 46.00 | 219.72 |
|
| Ati Stock (ATI) | 0.0 | $10k | +7% | 88.00 | 114.83 |
|
| Jones Lang Lasalle Stock (JLL) | 0.0 | $10k | 30.00 | 336.40 |
|
|
| Prologis Reit (PLD) | 0.0 | $10k | +23% | 79.00 | 127.65 |
|
| iShares Gold Trust ETF Etf (IAU) | 0.0 | $10k | 124.00 | 81.17 |
|
|
| Knowles Corp Stock (KN) | 0.0 | $10k | -10% | 467.00 | 21.41 |
|
| Bank New York Mellon Corp Stock (BK) | 0.0 | $10k | 86.00 | 116.09 |
|
Past Filings by Bare Financial Services
SEC 13F filings are viewable for Bare Financial Services going back to 2023
- Bare Financial Services 2025 Q4 filed Feb. 6, 2026
- Bare Financial Services 2025 Q3 filed Nov. 12, 2025
- Bare Financial Services 2025 Q2 filed Aug. 13, 2025
- Bare Financial Services 2025 Q1 filed May 12, 2025
- Bare Financial Services 2024 Q4 filed Feb. 10, 2025
- Bare Financial Services 2024 Q3 filed Nov. 13, 2024
- Bare Financial Services 2024 Q2 filed Aug. 14, 2024
- Bare Financial Services 2024 Q1 filed May 13, 2024
- Bare Financial Services 2023 Q4 filed Feb. 6, 2024