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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $436M AUM 3,039 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 223 New 903 Added 191 Reduced 169 Exited
Page 13 of 46  ·  903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MPC MARATHON PETE CORP COM Energy 73.0 $19K 0.00% +36.0 +97.3% $255.67 +41.1%
242 PRIM PRIMORIS SVCS CORP COM Industrials 188.0 $19K 0.00% +126.0 +203.2% $99.12 -19.4%
243 KDP KEURIG DR PEPPER INC COM Consumer Defensive 567.0 $19K 0.00% +227.0 +66.8% $32.73 -5.1%
244 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 53.0 $19K 0.00% +15.0 +39.5% $350.08 -8.7%
245 FCX FREEPORT MCMORAN INC CL B Basic Materials 294.0 $18K 0.00% +69.0 +30.7% $62.89 +9.9%
246 CSX CSX CORP COM Industrials 389.0 $18K 0.00% +143.0 +58.1% $47.53 +6.6%
247 CNI CANADIAN NATL RY CO COM Industrials 154.0 $18K 0.00% +78.0 +102.6% $119.24 +7.0%
248 KVUE KENVUE INC COM Consumer Defensive 959.0 $18K 0.00% +86.0 +9.8% $19.11 +0.1%
249 E ENI SPA SPONSORED ADR Energy 391.0 $18K 0.00% +110.0 +39.1% $46.86 +19.4%
250 ALL ALLSTATE CORP COM Financial Services 77.0 $18K 0.00% +52.0 +208.0% $237.94 +9.2%
251 TGT TARGET CORP COM Consumer Defensive 140.0 $18K 0.00% +60.0 +75.0% $130.61 +21.7%
252 SONY SONY GROUP CORP SPONSORED ADR Technology 911.0 $18K 0.00% +426.0 +87.8% $20.06 +17.1%
253 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 3,134.0 $18K 0.00% +2K +105.8% $5.83 +1.9%
254 MDT MEDTRONIC PLC SHS Healthcare 233.0 $18K 0.00% +70.0 +42.9% $78.23 +20.3%
255 CBU COMMUNITY FINANCIAL SYSTEM INC COM Financial Services 271.0 $18K 0.00% +107.0 +65.2% $67.12 -5.9%
256 GD GENERAL DYNAMICS CORP COM Industrials 51.0 $18K 0.00% +24.0 +88.9% $354.24 +10.8%
257 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 258.0 $18K 0.00% +120.0 +87.0% $69.74 -14.9%
258 WCN WASTE CONNECTIONS INC COM Industrials 107.0 $18K 0.00% +50.0 +87.7% $166.69 +1.2%
259 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 2,319.0 $18K 0.00% +1K +102.5% $7.68 -20.2%
260 SCHW SCHWAB CHARLES CORP COM Financial Services 193.0 $18K 0.00% +79.0 +69.3% $92.27 +20.2%
Page 13 of 46  ·  903 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Financial Services 21.1%
Industrials 9.9%
Consumer Cyclical 8.5%
Communication Services 6.6%
Healthcare 6.0%
Utilities 4.1%
Real Estate 3.3%
Consumer Defensive 3.0%
Energy 3.0%