Bare Financial Services, Inc

13F filer · CIK 0002009426

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$436MU.S. long equity reported on 13F

Positions1,711209 new · 159 closed

Net flow last quarter+$5.46MBuys minus sells

Top 10 positions weight7.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 20261,711 positions
EMXCEmax Holdings Corp	$14.9M	3.41%	Not reported	-1.9%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$10.5M	2.40%	Not reported	+3.5%	Q4 2023
AAPLApple Inc.	$1.83M	0.42%	0.00%	+10.0%	Q4 2023
NVDANvidia Corp	$859K	0.20%	0.00%	+28.0%	Q4 2023
GOOGLAlphabet Inc.	$826K	0.19%	0.00%	+24.4%	Q4 2023
FULTFulton Financial Corp	$450K	0.10%	0.01%	+1.7%	Q4 2023
PNCPNC Financial Services Group, Inc.	$450K	0.10%	0.00%	+0.2%	Q4 2023
MSFTMicrosoft Corp	$440K	0.10%	0.00%	+28.2%	Q4 2023
GLDSPDR Gold Trust	$283K	0.06%	0.00%	-16.3%	Q4 2023
AMATApplied Materials Inc	$252K	0.06%	0.00%	+16.7%	Q1 2025
MPBMid Penn Bancorp Inc	$250K	0.06%	0.03%	Not reported	Q1 2026
AMDAdvanced Micro Devices Inc	$243K	0.06%	0.00%	+9.4%	Q4 2023
AVGOBroadcom Inc.	$219K	0.05%	0.00%	+54.1%	Q2 2024
STBAS&T Bancorp Inc	$217K	0.05%	0.01%	+1.6%	Q4 2023
MUMicron Technology Inc	$205K	0.05%	0.00%	+34.9%	Q1 2025
AMZNAmazon Com Inc	$194K	0.04%	0.00%	+0.6%	Q4 2023
INTCIntel Corp	$191K	0.04%	0.00%	+18.2%	Q4 2023
CEGConstellation Energy Corp	$189K	0.04%	0.00%	-48.0%	Q4 2023
TSLATesla, Inc.	$170K	0.04%	0.00%	+43.1%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$168K	0.04%	Not reported	Not reported	Q4 2023
CGCPCardiogenesis Corp	$167K	0.04%	Not reported	Not reported	Q4 2025
SBCFSeacoast Banking Corp of Florida	$162K	0.04%	0.01%	+4.0%	Q1 2024
JPMJPMorgan Chase & Co	$162K	0.04%	0.00%	+26.7%	Q4 2023
BRK.BBerkshire Hathaway Inc	$158K	0.04%	Not reported	+39.8%	Q1 2025
MRKMerck & Co., Inc.	$132K	0.03%	0.00%	-1.6%	Q4 2023
IWSImageware Systems Inc	$129K	0.03%	Not reported	Not reported	Q1 2024
GOOGAlphabet Inc.	$128K	0.03%	Not reported	Not reported	Q1 2024
METAMeta Platforms, Inc.	$122K	0.03%	Not reported	+37.3%	Q2 2025
PPLPPL Corp	$112K	0.03%	0.00%	Not reported	Q4 2023
LLYELI LILLY & Co	$112K	0.03%	0.00%	+40.9%	Q1 2025
FFord Motor Co	$102K	0.02%	0.00%	+7.9%	Q1 2024
ASTSAST SpaceMobile, Inc.	$98.2K	0.02%	Not reported	+21.4%	Q1 2024
SNDKSandisk Corp	$93.2K	0.02%	0.00%	+13.9%	Q3 2025
XOMExxonMobil Holdings Corp	$92.3K	0.02%	0.00%	+38.0%	Q4 2023
THOThor Industries Inc	$89.3K	0.02%	0.00%	Not reported	Q4 2023
KOCoca Cola Co	$89.1K	0.02%	0.00%	+36.5%	Q4 2023
ASMLAsml Holding NV	$87.5K	0.02%	0.00%	+100.0%	Q1 2025
LRCXLam Research Corp	$80.2K	0.02%	0.00%	+122.9%	Q4 2023
BACBank of America Corp	$78.6K	0.02%	0.00%	+34.4%	Q4 2023
CSCOCisco Systems, Inc.	$78.5K	0.02%	0.00%	+45.5%	Q1 2025
PRUPrudential Financial Inc	$77.3K	0.02%	0.00%	+0.6%	Q4 2024
EXCExelon Corp	$72.6K	0.02%	0.00%	-55.6%	Q4 2023
CATCaterpillar Inc	$71.3K	0.02%	0.00%	+63.4%	Q1 2025
HDHome Depot, Inc.	$70.5K	0.02%	0.00%	+25.0%	Q4 2023
WPCW. P. Carey Inc.	$68.1K	0.02%	0.00%	+7.7%	Q4 2023
VVisa Inc.	$67.6K	0.02%	0.00%	+103.1%	Q1 2025
GEGeneral Electric Co	$65.4K	0.02%	0.00%	+44.6%	Q2 2024
SILASila Realty Trust, Inc.	$63.3K	0.01%	0.00%	Not reported	Q2 2024
GEVGE Vernova Inc.	$62.3K	0.01%	0.00%	+35.9%	Q2 2024
KLACKla Corp	$60.3K	0.01%	0.00%	+81.8%	Q1 2025

Q1 2026Reported May 14, 20261,659 positions
EMXCEmax Holdings Corp	$11.7M	3.08%	Not reported	+0.5%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$8.51M	2.25%	Not reported	+7.5%	Q4 2023
AAPLApple Inc.	$1.46M	0.39%	0.00%	+5.0%	Q4 2023
NVDANvidia Corp	$585K	0.15%	0.00%	+7.5%	Q4 2023
GOOGLAlphabet Inc.	$535K	0.14%	0.00%	-0.2%	Q4 2023
CEGConstellation Energy Corp	$409K	0.11%	0.00%	-4.4%	Q4 2023
GLDSPDR Gold Trust	$395K	0.10%	0.00%	+1.8%	Q4 2023
PNCPNC Financial Services Group, Inc.	$380K	0.10%	0.00%	+0.2%	Q4 2023
FULTFulton Financial Corp	$372K	0.10%	0.01%	+5.3%	Q4 2023
MSFTMicrosoft Corp	$340K	0.09%	0.00%	+38.6%	Q4 2023
MPBMid Penn Bancorp Inc	$231K	0.06%	0.03%	New	Q1 2026
STBAS&T Bancorp Inc	$182K	0.05%	0.01%	Not reported	Q4 2023
EXCExelon Corp	$172K	0.05%	0.00%	+0.4%	Q4 2023
AMZNAmazon Com Inc	$168K	0.04%	0.00%	-44.1%	Q4 2023
CGCPCardiogenesis Corp	$167K	0.04%	Not reported	Not reported	Q4 2025
SBCFSeacoast Banking Corp of Florida	$142K	0.04%	0.00%	+1.2%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$132K	0.03%	Not reported	Not reported	Q4 2023
MRKMerck & Co., Inc.	$126K	0.03%	0.00%	-9.6%	Q4 2023
PPLPPL Corp	$117K	0.03%	0.00%	+1.1%	Q4 2023
AVGOBroadcom Inc.	$117K	0.03%	0.00%	+20.5%	Q2 2024
JPMJPMorgan Chase & Co	$115K	0.03%	0.00%	+8.0%	Q4 2023
IWSImageware Systems Inc	$114K	0.03%	Not reported	Not reported	Q1 2024
BRK.BBerkshire Hathaway Inc	$108K	0.03%	Not reported	+31.4%	Q1 2025
TSLATesla, Inc.	$105K	0.03%	0.00%	-0.7%	Q4 2023
GOOGAlphabet Inc.	$104K	0.03%	Not reported	-5.0%	Q1 2024
AMATApplied Materials Inc	$102K	0.03%	0.00%	+29.4%	Q1 2025
THOThor Industries Inc	$94.9K	0.03%	0.00%	+0.4%	Q4 2023
METAMeta Platforms, Inc.	$90.4K	0.02%	Not reported	+0.6%	Q2 2025
XOMExxonMobil Holdings Corp	$83K	0.02%	0.00%	+15.1%	Q4 2023
FFord Motor Co	$78.1K	0.02%	0.00%	+3.0%	Q1 2024
AMDAdvanced Micro Devices Inc	$77.7K	0.02%	0.00%	+6.7%	Q4 2023
ASTSAST SpaceMobile, Inc.	$75.4K	0.02%	Not reported	+10.2%	Q1 2024
PRUPrudential Financial Inc	$69.6K	0.02%	0.00%	-1.3%	Q4 2024
KOCoca Cola Co	$61.1K	0.02%	0.00%	+7.2%	Q4 2023
LLYELI LILLY & Co	$60.7K	0.02%	0.00%	+37.5%	Q1 2025
WPCW. P. Carey Inc.	$60.1K	0.02%	0.00%	+2.2%	Q4 2023
HDHome Depot, Inc.	$52.6K	0.01%	0.00%	-5.9%	Q4 2023
INTCIntel Corp	$51.2K	0.01%	0.00%	+7.0%	Q4 2023
CVXChevron Corp	$50.9K	0.01%	0.00%	+19.4%	Q4 2023
BACBank of America Corp	$50.1K	0.01%	0.00%	+28.4%	Q4 2023
SILASila Realty Trust, Inc.	$49.3K	0.01%	0.00%	+1.3%	Q2 2024
UGIUgi Corp	$44.9K	0.01%	0.00%	Not reported	Q1 2025
MUMicron Technology Inc	$44.6K	0.01%	0.00%	+57.1%	Q1 2025
DUKDuke Energy CORP	$40.5K	0.01%	0.00%	+6.9%	Q1 2025
MGMMGM Resorts International	$38.2K	0.01%	0.00%	Not reported	Q1 2024
TFCTruist Financial Corp	$37.2K	0.01%	0.00%	-1.6%	Q4 2023
CSCOCisco Systems, Inc.	$35.6K	0.01%	0.00%	+10.3%	Q1 2025
DOWDow Inc.	$35K	0.01%	0.00%	-42.5%	Q1 2024
GEGeneral Electric Co	$34.3K	0.01%	0.00%	+11.0%	Q2 2024
OZKBank OZK	$34.1K	0.01%	Not reported	+0.3%	Q4 2023

Q4 2025Reported Feb 6, 20261,461 positions
EMXCEmax Holdings Corp	$10.7M	2.98%	Not reported	-0.3%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$8.58M	2.39%	Not reported	+7.9%	Q4 2023
AAPLApple Inc.	$1.49M	0.41%	0.00%	-1.9%	Q4 2023
GOOGLAlphabet Inc.	$583K	0.16%	0.00%	+31.4%	Q4 2023
NVDANvidia Corp	$582K	0.16%	0.00%	-21.2%	Q4 2023
CEGConstellation Energy Corp	$541K	0.15%	0.00%	-27.9%	Q4 2023
PNCPNC Financial Services Group, Inc.	$380K	0.11%	0.00%	-16.0%	Q4 2023
GLDSPDR Gold Trust	$357K	0.10%	0.00%	+18.5%	Q4 2023
FULTFulton Financial Corp	$336K	0.09%	0.01%	-0.8%	Q4 2023
AMZNAmazon Com Inc	$333K	0.09%	0.00%	+7.5%	Q4 2023
MSFTMicrosoft Corp	$321K	0.09%	0.00%	+65.8%	Q4 2023
IBITiShares Bitcoin Trust ETF	$225K	0.06%	0.00%	+1.6%	Q4 2024
STBAS&T Bancorp Inc	$171K	0.05%	0.01%	+0.3%	Q4 2023
CGCPCardiogenesis Corp	$170K	0.05%	Not reported	New	Q4 2025
SLViShares Silver Trust	$156K	0.04%	0.00%	Not reported	Q4 2023
EXCExelon Corp	$152K	0.04%	0.00%	-31.2%	Q4 2023
SBCFSeacoast Banking Corp of Florida	$145K	0.04%	0.00%	+1.7%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$140K	0.04%	Not reported	-51.3%	Q4 2023
TSLATesla, Inc.	$128K	0.04%	0.00%	+39.7%	Q4 2023
MRKMerck & Co., Inc.	$122K	0.03%	0.00%	+214.7%	Q4 2023
THOThor Industries Inc	$121K	0.03%	0.00%	Not reported	Q4 2023
GOOGAlphabet Inc.	$120K	0.03%	Not reported	+0.8%	Q1 2024
JPMJPMorgan Chase & Co	$116K	0.03%	0.00%	+0.8%	Q4 2023
IWSImageware Systems Inc	$111K	0.03%	Not reported	Not reported	Q1 2024
AVGOBroadcom Inc.	$108K	0.03%	0.00%	+4.7%	Q2 2024
PPLPPL Corp	$106K	0.03%	0.00%	-3.2%	Q4 2023
METAMeta Platforms, Inc.	$104K	0.03%	Not reported	+207.8%	Q2 2025
BRK.BBerkshire Hathaway Inc	$86.5K	0.02%	Not reported	+49.6%	Q1 2025
FFord Motor Co	$86.3K	0.02%	0.00%	+11.9%	Q1 2024
PRUPrudential Financial Inc	$81.4K	0.02%	0.00%	+2.0%	Q4 2024
AMDAdvanced Micro Devices Inc	$76.7K	0.02%	0.00%	Not reported	Q4 2023
ASTSAST SpaceMobile, Inc.	$60K	0.02%	Not reported	Not reported	Q1 2024
AMATApplied Materials Inc	$59.4K	0.02%	0.00%	-1.7%	Q1 2025
HDHome Depot, Inc.	$58.5K	0.02%	0.00%	Not reported	Q4 2023
COPYAnixa Biosciences Inc	$56K	0.02%	Not reported	Not reported	Q2 2025
WPCW. P. Carey Inc.	$55.7K	0.02%	0.00%	Not reported	Q4 2023
KOCoca Cola Co	$52.4K	0.01%	0.00%	+10.3%	Q4 2023
LLYELI LILLY & Co	$51.6K	0.01%	0.00%	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$51.1K	0.01%	0.00%	+10.7%	Q4 2023
SILASila Realty Trust, Inc.	$47.9K	0.01%	0.00%	Not reported	Q2 2024
UGIUgi Corp	$46.1K	0.01%	0.00%	-8.4%	Q1 2025
BACBank of America Corp	$44K	0.01%	0.00%	+10.5%	Q4 2023
FLTWFleetwood Enterprises Inc	$43.7K	0.01%	Not reported	Not reported	Q1 2025
VVisa Inc.	$43.1K	0.01%	0.00%	+17.1%	Q1 2025
TFCTruist Financial Corp	$40.5K	0.01%	0.00%	+56.9%	Q4 2023
INTCIntel Corp	$40K	0.01%	0.00%	+2.9%	Q4 2023
MGMMGM Resorts International	$37.6K	0.01%	0.00%	Not reported	Q1 2024
ANETArista Networks, Inc.	$34.7K	0.01%	0.00%	+6.0%	Q1 2025
OZKBank OZK	$34.1K	0.01%	Not reported	Not reported	Q4 2023
DOWDow Inc.	$34.1K	0.01%	0.00%	-0.2%	Q1 2024

Q3 2025Reported Nov 12, 20251,315 positions
EMXCEmax Holdings Corp	$9.98M	2.98%	Not reported	+3.0%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$8.38M	2.50%	Not reported	+7.6%	Q4 2023
AAPLApple Inc.	$1.42M	0.42%	0.00%	-9.6%	Q4 2023
NVDANvidia Corp	$739K	0.22%	0.00%	+7.2%	Q4 2023
CEGConstellation Energy Corp	$699K	0.21%	0.00%	+14.2%	Q4 2023
PNCPNC Financial Services Group, Inc.	$436K	0.13%	0.00%	+140.0%	Q4 2023
GOOGLAlphabet Inc.	$345K	0.10%	0.00%	+4.0%	Q4 2023
FULTFulton Financial Corp	$327K	0.10%	0.01%	+114.0%	Q4 2023
AMZNAmazon Com Inc	$295K	0.09%	0.00%	+4.4%	Q4 2023
IBITiShares Bitcoin Trust ETF	$289K	0.09%	0.00%	+0.1%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$281K	0.08%	Not reported	-0.4%	Q4 2023
GLDSPDR Gold Trust	$271K	0.08%	0.00%	-9.3%	Q4 2023
EXCExelon Corp	$228K	0.07%	0.00%	+1.3%	Q4 2023
MSFTMicrosoft Corp	$207K	0.06%	0.00%	+20.9%	Q4 2023
FSCOFS Credit Opportunities Corp.	$203K	0.06%	Not reported	Not reported	Q2 2025
STBAS&T Bancorp Inc	$163K	0.05%	0.01%	Not reported	Q4 2023
SBCFSeacoast Banking Corp of Florida	$138K	0.04%	0.01%	+0.5%	Q1 2024
THOThor Industries Inc	$123K	0.04%	0.00%	Not reported	Q4 2023
PPLPPL Corp	$117K	0.03%	0.00%	+564.6%	Q4 2023
JPMJPMorgan Chase & Co	$113K	0.03%	0.00%	+8.2%	Q4 2023
IWSImageware Systems Inc	$110K	0.03%	Not reported	Not reported	Q1 2024
SLViShares Silver Trust	$103K	0.03%	0.00%	Not reported	Q4 2023
AVGOBroadcom Inc.	$98.6K	0.03%	0.00%	+11.6%	Q2 2024
GOOGAlphabet Inc.	$92.3K	0.03%	Not reported	+89.5%	Q1 2024
TSLATesla, Inc.	$90.7K	0.03%	0.00%	+12.1%	Q4 2023
PRUPrudential Financial Inc	$73.3K	0.02%	0.00%	+50.8%	Q4 2024
FFord Motor Co	$70.3K	0.02%	0.00%	+1.7%	Q1 2024
HDHome Depot, Inc.	$68.9K	0.02%	0.00%	+3.7%	Q4 2023
WPCW. P. Carey Inc.	$58.4K	0.02%	0.00%	Not reported	Q4 2023
AMDAdvanced Micro Devices Inc	$57.9K	0.02%	0.00%	+8.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$57.8K	0.02%	Not reported	+17.4%	Q1 2025
COPYAnixa Biosciences Inc	$53.4K	0.02%	Not reported	Not reported	Q2 2025
SILASila Realty Trust, Inc.	$51.6K	0.02%	0.00%	-12.0%	Q2 2024
AMATApplied Materials Inc	$48.1K	0.01%	0.00%	+2.2%	Q1 2025
KOCoca Cola Co	$45K	0.01%	0.00%	+3.8%	Q4 2023
UGIUgi Corp	$44.7K	0.01%	0.00%	+103.8%	Q1 2025
XOMExxonMobil Holdings Corp	$43.3K	0.01%	0.00%	+4.9%	Q4 2023
FLTWFleetwood Enterprises Inc	$42.2K	0.01%	Not reported	Not reported	Q1 2025
ASTSAST SpaceMobile, Inc.	$40.5K	0.01%	Not reported	+16.3%	Q1 2024
OZKBank OZK	$37.8K	0.01%	Not reported	Not reported	Q4 2023
METAMeta Platforms, Inc.	$37.5K	0.01%	Not reported	+27.5%	Q2 2025
BACBank of America Corp	$37.4K	0.01%	0.00%	+187.3%	Q4 2023
LLYELI LILLY & Co	$36.6K	0.01%	0.00%	+20.0%	Q1 2025
ANETArista Networks, Inc.	$36.4K	0.01%	0.00%	+2.5%	Q1 2025
VVisa Inc.	$35.8K	0.01%	0.00%	+18.0%	Q1 2025
MGMMGM Resorts International	$35.7K	0.01%	0.00%	Not reported	Q1 2024
INTCIntel Corp	$35.3K	0.01%	0.00%	+4.0%	Q4 2023
NFLXNetflix Inc	$34.8K	0.01%	0.00%	+93.3%	Q1 2025
DUKDuke Energy CORP	$34.7K	0.01%	0.00%	+211.1%	Q1 2025
CVXChevron Corp	$34.2K	0.01%	0.00%	+17.0%	Q4 2023

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