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, AVUV, BND, and represent 48.04% of Bare Financial Services's stock portfolio.
- Added to shares of these 10 stocks: Crossmark Etf Trust (+$9.5M), ELCV (+$9.2M), BND, SOVF, AVUV, PYLD, VTV, IBD, IEFA, VOT.
- Started 264 new stock positions in FRO, TTD, SBAC, COMP, IONQ, LAZR, PM, WPP, OPEN, MSEX.
- Reduced shares in these 10 stocks: BIBL (-$8.9M), TPLC, TPHD, IAT, CGXU, AAPL, Theratechnologies, AWI, VTI, IWM.
- Sold out of its positions in AKR, AKRO, AMR, AMPH, ANSS, AVPT, Brookline Ban, BF.B, CBZ, GIB.
- Bare Financial Services was a net buyer of stock by $22M.
- Bare Financial Services has $335M in assets under management (AUM), dropping by 12.95%.
- Central Index Key (CIK): 0002009426
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Portfolio Holdings for Bare Financial Services
Bare Financial Services holds 1392 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Bare Financial Services has 1392 total positions. Only the first 250 positions are shown.
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- Download the Bare Financial Services September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Core S&p 500 Etf Etf (IVV) | 12.4 | $42M | 62k | 669.30 |
|
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 9.4 | $32M | +2% | 361k | 87.31 |
|
| Vanguard Value Etf Etf (VTV) | 8.9 | $30M | +4% | 160k | 186.49 |
|
| Avantis U.s. Small Cap Value Etf Etf (AVUV) | 8.8 | $29M | +8% | 295k | 99.53 |
|
| Vanguard Total Bond Market Etf Etf (BND) | 8.5 | $29M | +14% | 384k | 74.37 |
|
| Inspire International Etf Etf (WWJD) | 5.3 | $18M | +3% | 500k | 35.27 |
|
| Inspire Corporate Bond Etf Etf (IBD) | 4.9 | $16M | +5% | 674k | 24.15 |
|
| Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) | 4.3 | $15M | +12% | 539k | 26.84 |
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 3.1 | $10M | +5% | 85k | 120.50 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 3.0 | $10M | +2% | 148k | 67.51 |
|
| Timothy Plan Us Small Cap Core Etf Etf (TPSC) | 3.0 | $9.9M | 239k | 41.57 |
|
|
| Crossmark Large Cap Growth Etf Etf | 2.8 | $9.5M | NEW | 353k | 27.03 |
|
| Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC) | 2.8 | $9.2M | -25% | 199k | 46.30 |
|
| Eventide High Dividend Etf Etf (ELCV) | 2.8 | $9.2M | NEW | 345k | 26.74 |
|
| Inspire 100 Etf Etf (BIBL) | 2.7 | $9.2M | -49% | 207k | 44.43 |
|
| Vanguard Mid-cap Growth Etf Etf (VOT) | 2.5 | $8.4M | +7% | 29k | 293.79 |
|
| Capital Group International Focus Equity Etf Etf (CGXU) | 1.3 | $4.3M | -3% | 145k | 29.62 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 1.2 | $3.9M | 22k | 176.81 |
|
|
| Ishares S&p 500 Value Etf Etf (IVE) | 1.2 | $3.9M | 19k | 206.51 |
|
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 1.2 | $3.9M | 12k | 320.04 |
|
|
| Ishares National Muni Bond Etf Etf (MUB) | 1.1 | $3.7M | +3% | 35k | 106.49 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 1.0 | $3.5M | 11k | 328.17 |
|
|
| Sovereigns Capital Flourish Fund Etf (SOVF) | 1.0 | $3.2M | +10731% | 107k | 30.28 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $1.5M | -2% | 6.1k | 241.97 |
|
| Capital Group Core Balanced Etf Etf (CGBL) | 0.4 | $1.5M | +16% | 42k | 34.72 |
|
| Apple Stock (AAPL) | 0.4 | $1.4M | -9% | 5.6k | 254.63 |
|
| Inspire Small/mid Cap Etf Etf (ISMD) | 0.3 | $1.1M | -3% | 29k | 38.86 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.3 | $940k | 7.8k | 120.72 |
|
|
| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.2 | $765k | 9.6k | 79.93 |
|
|
| Nvidia Corporation Stock (NVDA) | 0.2 | $739k | +7% | 4.0k | 186.58 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.2 | $706k | -4% | 946.00 | 746.70 |
|
| Constellation Energy Corp Stock (CEG) | 0.2 | $699k | +14% | 2.1k | 329.00 |
|
| Vanguard Health Care Etf Etf (VHT) | 0.2 | $646k | +16% | 2.5k | 259.56 |
|
| Timothy Plan High Dividend Stock Etf Etf (TPHD) | 0.1 | $499k | -84% | 13k | 39.34 |
|
| Capital Group Dividend Growers Etf Etf (CGDG) | 0.1 | $468k | +77% | 14k | 34.65 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $436k | +139% | 2.2k | 201.00 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.1 | $345k | +4% | 1.4k | 243.10 |
|
| Fulton Finl Corp Pa Stock (FULT) | 0.1 | $327k | +114% | 18k | 18.63 |
|
| Amazon Stock (AMZN) | 0.1 | $295k | +4% | 1.3k | 219.58 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.1 | $289k | 4.5k | 65.00 |
|
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $281k | 468.00 | 600.37 |
|
|
| SPDR Gold Shares ETF Etf (GLD) | 0.1 | $271k | -9% | 761.00 | 355.47 |
|
| Exelon Corp Stock (EXC) | 0.1 | $228k | 5.1k | 45.01 |
|
|
| Microsoft Corp Stock (MSFT) | 0.1 | $207k | +20% | 400.00 | 517.96 |
|
| Fs Credit Opportunities Corp Cef (FSCO) | 0.1 | $203k | 29k | 6.91 |
|
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $182k | 873.00 | 208.71 |
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|
| S & T Bancorp Stock (STBA) | 0.0 | $163k | 4.3k | 37.59 |
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|
| Technology Select Sector Spdr Fund Etf (XLK) | 0.0 | $163k | 578.00 | 281.86 |
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|
| Seacoast Bkg Corp Fla Stock (SBCF) | 0.0 | $138k | 4.5k | 30.43 |
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| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $131k | 1.4k | 91.42 |
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|
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.0 | $130k | 910.00 | 142.41 |
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| Thor Inds Stock (THO) | 0.0 | $123k | 1.2k | 103.69 |
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| Ppl Corp Stock (PPL) | 0.0 | $117k | +564% | 3.1k | 37.17 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.0 | $113k | +8% | 358.00 | 315.43 |
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| Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.0 | $111k | 2.0k | 55.33 |
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| Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.0 | $110k | 784.00 | 139.67 |
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| Capital Group Municipal Income Etf Etf (CGMU) | 0.0 | $105k | 3.9k | 27.29 |
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| iShares Silver Trust ETF Etf (SLV) | 0.0 | $103k | 2.4k | 42.37 |
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| Pacer Us Cash Cows 100 Etf Etf (COWZ) | 0.0 | $100k | 1.7k | 57.47 |
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| Broadcom Stock (AVGO) | 0.0 | $99k | +11% | 299.00 | 329.91 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $92k | +89% | 379.00 | 243.55 |
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| Tesla Stock (TSLA) | 0.0 | $91k | +12% | 204.00 | 444.70 |
|
| Vanguard Large-cap Etf Etf (VV) | 0.0 | $88k | -14% | 286.00 | 307.86 |
|
| Ishares U.s. Financials Etf Etf (IYF) | 0.0 | $87k | 688.00 | 126.64 |
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| Prudential Finl Stock (PRU) | 0.0 | $73k | +50% | 707.00 | 103.75 |
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| Ishares U.s. Regional Banks Etf Etf (IAT) | 0.0 | $72k | -84% | 1.4k | 52.53 |
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| Ford Mtr Stock (F) | 0.0 | $70k | 5.9k | 11.96 |
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| Home Depot Stock (HD) | 0.0 | $69k | +3% | 170.00 | 405.17 |
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| Financial Select Sector SPDR ETF Etf (XLF) | 0.0 | $66k | 1.2k | 53.87 |
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| Wp Carey Reit (WPC) | 0.0 | $58k | 865.00 | 67.57 |
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| Advanced Micro Devices Stock (AMD) | 0.0 | $58k | +8% | 358.00 | 161.76 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.0 | $58k | +17% | 115.00 | 502.70 |
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| Tweedy Browne Insider Value Etf Trust Units Etf (COPY) | 0.0 | $53k | 4.3k | 12.31 |
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| Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 0.0 | $52k | 1.2k | 42.79 |
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| Sila Realty Trust Inc Class A Reit (SILA) | 0.0 | $52k | -11% | 2.1k | 25.10 |
|
| Vanguard Mega Cap Value Etf Etf (MGV) | 0.0 | $49k | 355.00 | 137.74 |
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| Applied Matls Stock (AMAT) | 0.0 | $48k | +2% | 235.00 | 204.67 |
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| Spdr S&p Dividend Etf Etf (SDY) | 0.0 | $48k | 342.00 | 140.05 |
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| Inspire 500 Etf Etf (PTL) | 0.0 | $48k | +11% | 191.00 | 248.92 |
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| Franklin Ftse India Etf Etf (FLIN) | 0.0 | $47k | 1.3k | 37.29 |
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| Coca Cola Stock (KO) | 0.0 | $45k | +3% | 679.00 | 66.32 |
|
| Ugi Corp Stock (UGI) | 0.0 | $45k | +103% | 1.3k | 33.26 |
|
| Exxon Mobil Corp Stock (XOM) | 0.0 | $43k | +4% | 384.00 | 112.75 |
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| Franklin Ftse Taiwan Etf Etf (FLTW) | 0.0 | $42k | 719.00 | 58.73 |
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| Ast Spacemobile Inc Com Cl A Stock (ASTS) | 0.0 | $41k | +16% | 826.00 | 49.08 |
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| Dimensional U.s. Core Equity 2 Etf Etf (DFAC) | 0.0 | $39k | 1.0k | 38.57 |
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| Bank Ozk Little Rock Ark Stock (OZK) | 0.0 | $38k | 742.00 | 51.00 |
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| Meta Platforms Inc Cl A Stock (META) | 0.0 | $38k | +27% | 51.00 | 734.35 |
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| Bank America Corp Stock (BAC) | 0.0 | $37k | +187% | 724.00 | 51.59 |
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| Eli Lilly & Co Stock (LLY) | 0.0 | $37k | +20% | 48.00 | 763.00 |
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| Arista Networks Stock (ANET) | 0.0 | $36k | +2% | 250.00 | 145.71 |
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| Visa Inc Com Cl A Stock (V) | 0.0 | $36k | +17% | 105.00 | 341.43 |
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| Mgm Resorts International Stock (MGM) | 0.0 | $36k | 1.0k | 34.66 |
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| Intel Corp Stock (INTC) | 0.0 | $35k | +3% | 1.1k | 33.55 |
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| Netflix Stock (NFLX) | 0.0 | $35k | +93% | 29.00 | 1199.00 |
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| Duke Energy Corp Stock (DUK) | 0.0 | $35k | +211% | 280.00 | 123.74 |
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| Chevron Corp Stock (CVX) | 0.0 | $34k | +17% | 220.00 | 155.30 |
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| Dow Stock (DOW) | 0.0 | $34k | +535% | 1.5k | 22.95 |
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| Disney Walt Stock (DIS) | 0.0 | $33k | +48% | 291.00 | 114.50 |
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| Ge Aerospace Stock (GE) | 0.0 | $33k | +14% | 110.00 | 300.83 |
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| Spdr Portfolio Aggregate Bond Etf Etf (SPAB) | 0.0 | $32k | NEW | 1.2k | 25.85 |
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| Energy Select Sector SPDR ETF Etf (XLE) | 0.0 | $31k | 352.00 | 89.34 |
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| Spdr Doubleline Total Return Tactical Etf Etf (TOTL) | 0.0 | $31k | NEW | 773.00 | 40.57 |
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| Merck & Co Stock (MRK) | 0.0 | $31k | 368.00 | 83.93 |
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| Johnson & Johnson Stock (JNJ) | 0.0 | $29k | +20% | 156.00 | 185.44 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $29k | +54% | 156.00 | 182.43 |
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| Manulife Finl Corp Stock (MFC) | 0.0 | $28k | +11% | 890.00 | 31.15 |
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| Cisco Sys Stock (CSCO) | 0.0 | $28k | +9% | 402.00 | 68.43 |
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| Abbvie Stock (ABBV) | 0.0 | $27k | +40% | 115.00 | 231.50 |
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| Kratos Defense & Sec Solutions Stock (KTOS) | 0.0 | $26k | +20% | 286.00 | 91.36 |
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| Mgp Ingredients Stock (MGPI) | 0.0 | $26k | 1.1k | 24.19 |
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| Pfizer Stock (PFE) | 0.0 | $26k | -6% | 1.0k | 25.48 |
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| Verizon Communications Stock (VZ) | 0.0 | $25k | +12% | 576.00 | 43.95 |
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| Boeing Stock (BA) | 0.0 | $25k | -52% | 116.00 | 215.84 |
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| Truist Finl Corp Stock (TFC) | 0.0 | $24k | 524.00 | 45.72 |
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| Goldman Sachs Group Stock (GS) | 0.0 | $24k | +25% | 30.00 | 796.50 |
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| Centerpoint Energy Stock (CNP) | 0.0 | $23k | 596.00 | 38.80 |
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| Dominion Energy Stock (D) | 0.0 | $23k | 371.00 | 61.17 |
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| Nuveen Pennsylvania Qlt Mun Cef (NQP) | 0.0 | $22k | 1.8k | 12.00 |
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| Linde Stock (LIN) | 0.0 | $22k | +27% | 46.00 | 475.00 |
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| Booking Holdings Stock (BKNG) | 0.0 | $22k | +100% | 4.00 | 5399.00 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $21k | +29% | 22.00 | 968.00 |
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| Franklin Ftse Europe Etf Etf (FLEE) | 0.0 | $21k | 612.00 | 34.70 |
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| Graco Stock (GGG) | 0.0 | $21k | 249.00 | 84.96 |
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| Harley Davidson Stock (HOG) | 0.0 | $21k | +3% | 758.00 | 27.90 |
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| Procter And Gamble Stock (PG) | 0.0 | $21k | +11% | 137.00 | 153.64 |
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| Dupont De Nemours Stock (DD) | 0.0 | $20k | 257.00 | 77.91 |
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| Rtx Corporation Stock (RTX) | 0.0 | $19k | +13% | 113.00 | 167.32 |
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| First Trust Rising Dividend Achievers Etf Etf (RDVY) | 0.0 | $19k | 279.00 | 67.26 |
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| Ge Vernova Stock (GEV) | 0.0 | $19k | +25% | 30.00 | 615.00 |
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| Pepsico Stock (PEP) | 0.0 | $18k | +14% | 129.00 | 140.50 |
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| Realty Income Corp Reit (O) | 0.0 | $18k | +48% | 297.00 | 60.79 |
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| Franklin Ftse South Korea Etf Etf (FLKR) | 0.0 | $18k | 653.00 | 26.99 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.0 | $18k | 158.00 | 111.22 |
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| Royal Bk Cda Stock (RY) | 0.0 | $18k | 119.00 | 147.32 |
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| Abbott Labs Stock (ABT) | 0.0 | $17k | +9% | 130.00 | 133.92 |
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| Mcdonalds Corp Stock (MCD) | 0.0 | $17k | +29% | 57.00 | 304.00 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $17k | 28.00 | 612.39 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $17k | +9% | 69.00 | 246.50 |
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| HSBC HLDGS Adr (HSBC) | 0.0 | $17k | +35% | 239.00 | 70.98 |
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| Sap Se Adr (SAP) | 0.0 | $16k | +56% | 61.00 | 267.22 |
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| American Express Stock (AXP) | 0.0 | $16k | +32% | 49.00 | 332.17 |
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| Abrdn Physical Silver Shares Etf Etf (SIVR) | 0.0 | $16k | 362.00 | 44.48 |
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| Novartis Adr (NVS) | 0.0 | $16k | +20% | 124.00 | 128.24 |
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| Hershey Stock (HSY) | 0.0 | $16k | +4150% | 85.00 | 187.00 |
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| Conocophillips Stock (COP) | 0.0 | $16k | +7% | 168.00 | 94.60 |
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| Banco Santander Adr (SAN) | 0.0 | $16k | +57% | 1.5k | 10.48 |
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| Etsy Stock (ETSY) | 0.0 | $16k | +30% | 237.00 | 66.39 |
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| Interdigital Stock (IDCC) | 0.0 | $16k | +4% | 45.00 | 345.29 |
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| Inspire Tactical Balanced Etf Etf (RISN) | 0.0 | $16k | 519.00 | 29.82 |
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| Caterpillar Stock (CAT) | 0.0 | $15k | +28% | 32.00 | 477.25 |
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| Intuitive Surgical Stock (ISRG) | 0.0 | $15k | +70% | 34.00 | 447.33 |
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| Qualcomm Stock (QCOM) | 0.0 | $15k | +21% | 91.00 | 166.33 |
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| Citigroup Stock (C) | 0.0 | $15k | +7% | 149.00 | 101.50 |
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| S&p Global Stock (SPGI) | 0.0 | $15k | +34% | 31.00 | 486.50 |
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| Occidental Pete Corp Stock (OXY) | 0.0 | $15k | +4% | 318.00 | 47.25 |
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| Franklin Ftse Japan Etf Etf (FLJP) | 0.0 | $15k | 432.00 | 34.56 |
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| Aerovironment Stock (AVAV) | 0.0 | $15k | +6% | 47.00 | 314.80 |
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| Mr Cooper Group Stock | 0.0 | $15k | 70.00 | 210.79 |
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| Servicenow Stock (NOW) | 0.0 | $15k | +33% | 16.00 | 920.00 |
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| International Business Machs Stock (IBM) | 0.0 | $15k | +15% | 52.00 | 282.25 |
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| Spotify Technology S A Stock (SPOT) | 0.0 | $15k | +90% | 21.00 | 698.00 |
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| Advanced Energy Inds Stock (AEIS) | 0.0 | $15k | +16% | 86.00 | 170.13 |
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| Corteva Stock (CTVA) | 0.0 | $14k | -3% | 213.00 | 67.63 |
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| Cme Group Stock (CME) | 0.0 | $14k | +165% | 53.00 | 270.17 |
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| Tjx Cos Stock (TJX) | 0.0 | $14k | +37% | 99.00 | 144.50 |
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| Sterling Infrastructure Stock (STRL) | 0.0 | $14k | +740% | 42.00 | 339.71 |
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| Salesforce Stock (CRM) | 0.0 | $14k | +11% | 59.00 | 237.00 |
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| Mp Materials Corp Com Cl A Stock (MP) | 0.0 | $14k | +34% | 206.00 | 67.06 |
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| Banco Bilbao Vizcaya Argentari Adr (BBVA) | 0.0 | $14k | +69% | 710.00 | 19.25 |
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| Texas Instrs Stock (TXN) | 0.0 | $14k | 74.00 | 183.67 |
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| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.0 | $13k | NEW | 577.00 | 23.12 |
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| Medtronic Stock (MDT) | 0.0 | $13k | +11% | 139.00 | 95.24 |
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| Resideo Technologies Stock (REZI) | 0.0 | $13k | +25% | 305.00 | 43.18 |
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| Amphenol Corp New Cl A Stock (APH) | 0.0 | $13k | +9% | 106.00 | 123.77 |
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| Intuit Stock (INTU) | 0.0 | $13k | +26% | 19.00 | 683.00 |
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| Armstrong World Inds Stock (AWI) | 0.0 | $13k | -81% | 66.00 | 196.02 |
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| Dycom Inds Stock (DY) | 0.0 | $13k | +29% | 44.00 | 291.80 |
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| Agnico Eagle Mines Stock (AEM) | 0.0 | $13k | -11% | 76.00 | 168.55 |
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| Federal Signal Corp Stock (FSS) | 0.0 | $13k | +4% | 107.00 | 119.00 |
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| Borgwarner Stock (BWA) | 0.0 | $13k | +22% | 286.00 | 43.93 |
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| Te Connectivity Plc Ord Stock (TEL) | 0.0 | $13k | 57.00 | 219.53 |
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| Mitsubishi Ufj Finl Group Adr (MUFG) | 0.0 | $12k | +17% | 780.00 | 15.94 |
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| Boston Scientific Corp Stock (BSX) | 0.0 | $12k | +44% | 127.00 | 97.64 |
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| Blackrock Muniyild Qult Cef (MQY) | 0.0 | $12k | 1.1k | 11.65 |
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| Kb Finl Group Adr (KB) | 0.0 | $12k | 148.00 | 82.91 |
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| Toyota Motor Corp Ads Adr (TM) | 0.0 | $12k | +56% | 64.00 | 191.11 |
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| Donaldson Stock (DCI) | 0.0 | $12k | +119% | 149.00 | 81.85 |
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| Semtech Corp Stock (SMTC) | 0.0 | $12k | +15% | 170.00 | 71.45 |
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| Knowles Corp Stock (KN) | 0.0 | $12k | 520.00 | 23.30 |
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| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.0 | $12k | 176.00 | 68.58 |
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| Micron Technology Stock (MU) | 0.0 | $12k | +2% | 72.00 | 167.31 |
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| Eaton Corp Stock (ETN) | 0.0 | $12k | +3% | 32.00 | 374.33 |
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| Qorvo Stock (QRVO) | 0.0 | $12k | 131.00 | 91.08 |
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| Lowes Cos Stock (LOW) | 0.0 | $12k | +9% | 47.00 | 251.33 |
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| Shinhan Financial Group Co Ltd Spn Adr Restrd Adr (SHG) | 0.0 | $12k | 230.00 | 50.37 |
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| Idexx Labs Stock (IDXX) | 0.0 | $12k | +28% | 18.00 | 639.00 |
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| California Res Corp Stock (CRC) | 0.0 | $11k | 215.00 | 53.18 |
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| Totalenergies Se Adr (TTE) | 0.0 | $11k | -2% | 190.00 | 59.68 |
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| Chubb Stock (CB) | 0.0 | $11k | +8% | 40.00 | 282.33 |
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| Sanmina Corporation Stock (SANM) | 0.0 | $11k | +5% | 98.00 | 115.11 |
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| Amgen Stock (AMGN) | 0.0 | $11k | +29% | 40.00 | 282.00 |
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| Welltower Reit (WELL) | 0.0 | $11k | +90% | 63.00 | 178.14 |
|
| Verisign Stock (VRSN) | 0.0 | $11k | 40.00 | 279.60 |
|
|
| Corcept Therapeutics Stock (CORT) | 0.0 | $11k | -8% | 134.00 | 83.11 |
|
| Caretrust Reit Reit (CTRE) | 0.0 | $11k | +10% | 321.00 | 34.68 |
|
| Prudential Adr (PUK) | 0.0 | $11k | +74% | 397.00 | 27.99 |
|
| Jpmorgan Active Growth Etf Etf (JGRO) | 0.0 | $11k | 118.00 | 93.75 |
|
|
| Analog Devices Stock (ADI) | 0.0 | $11k | -2% | 45.00 | 245.75 |
|
| Moodys Corp Stock (MCO) | 0.0 | $11k | +4% | 23.00 | 476.50 |
|
| Schwab Charles Corp Stock (SCHW) | 0.0 | $11k | +26% | 114.00 | 95.47 |
|
| Uber Technologies Stock (UBER) | 0.0 | $11k | +29% | 111.00 | 98.00 |
|
| Synopsys Stock (SNPS) | 0.0 | $11k | +57% | 22.00 | 493.00 |
|
| Unilever Adr (UL) | 0.0 | $11k | +10% | 182.00 | 59.28 |
|
| Ferrari N V Stock (RACE) | 0.0 | $11k | +15% | 22.00 | 485.23 |
|
| Jbt Marel Corporation Stock (JBTM) | 0.0 | $11k | +8% | 76.00 | 140.43 |
|
| Gilead Sciences Stock (GILD) | 0.0 | $11k | +14% | 96.00 | 111.00 |
|
| Adobe Stock (ADBE) | 0.0 | $11k | +7% | 30.00 | 352.67 |
|
| Esco Technologies Stock (ESE) | 0.0 | $11k | +4% | 50.00 | 211.11 |
|
| Deere & Co Stock (DE) | 0.0 | $11k | +43% | 23.00 | 457.50 |
|
| Korn Ferry Stock (KFY) | 0.0 | $11k | +4% | 150.00 | 70.00 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $10k | +3% | 62.00 | 168.33 |
|
| Johnson Ctls Intl Stock (JCI) | 0.0 | $10k | 94.00 | 109.95 |
|
|
| Cencora Stock (COR) | 0.0 | $10k | +725% | 33.00 | 312.67 |
|
| Spx Technologies Stock (SPXC) | 0.0 | $10k | +5% | 55.00 | 186.78 |
|
| Us Foods Hldg Corp Stock (USFD) | 0.0 | $10k | +91% | 134.00 | 76.64 |
|
| Madison Square Grdn Sprt Corp Cl A Stock (MSGS) | 0.0 | $10k | +9% | 45.00 | 227.00 |
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.0 | $10k | +10% | 72.00 | 141.77 |
|
| Union Pac Corp Stock (UNP) | 0.0 | $10k | -6% | 43.00 | 236.25 |
|
| Air Lease Corp Cl A Stock (AL) | 0.0 | $10k | +32% | 159.00 | 63.65 |
|
| Boot Barn Hldgs Stock (BOOT) | 0.0 | $10k | +22% | 61.00 | 165.70 |
|
| Honeywell Intl Stock (HON) | 0.0 | $10k | +14% | 48.00 | 210.50 |
|
| Gates Indl Corp Plc Ord Stock (GTES) | 0.0 | $10k | +11% | 407.00 | 24.82 |
|
| Frontdoor Stock (FTDR) | 0.0 | $10k | +14% | 150.00 | 67.29 |
|
| Piper Sandler Companies Stock (PIPR) | 0.0 | $10k | +11% | 29.00 | 347.00 |
|
| Moelis & Co Cl A Stock (MC) | 0.0 | $10k | +6% | 141.00 | 71.31 |
|
| Stryker Corporation Stock (SYK) | 0.0 | $10k | +22% | 27.00 | 370.00 |
|
| Capital One Finl Corp Stock (COF) | 0.0 | $10k | +38% | 47.00 | 212.50 |
|
| Automatic Data Processing Stock (ADP) | 0.0 | $10k | +25% | 34.00 | 293.60 |
|
| Sony Group Corp Adr (SONY) | 0.0 | $10k | +5% | 346.00 | 28.79 |
|
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.0 | $10k | +34% | 67.00 | 148.61 |
|
| Enpro Stock (NPO) | 0.0 | $9.9k | +18% | 44.00 | 226.00 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $9.8k | +19% | 25.00 | 392.00 |
|
| Southern Stock (SO) | 0.0 | $9.8k | +32% | 103.00 | 94.78 |
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $9.7k | +14% | 16.00 | 609.33 |
|
| Zurn Elkay Water Solns Corp Stock (ZWS) | 0.0 | $9.7k | +12% | 207.00 | 47.03 |
|
| Mara Holdings Stock (MARA) | 0.0 | $9.7k | +43% | 531.00 | 18.26 |
|
| Pricesmart Stock (PSMT) | 0.0 | $9.7k | +23% | 80.00 | 121.20 |
|
| Progressive Corp Stock (PGR) | 0.0 | $9.6k | +21% | 39.00 | 247.00 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.0 | $9.6k | +12% | 27.00 | 356.50 |
|
Past Filings by Bare Financial Services
SEC 13F filings are viewable for Bare Financial Services going back to 2023
- 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