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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 2 of 46  ·  903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION COM Technology 4,293.0 $859K 0.20% +938.0 +28.0% $200.09 +12.5%
22 GOOGL ALPHABET INC CAP STK CL A Communication Services 2,312.0 $826K 0.19% +453.0 +24.4% $357.37 -3.7%
23 FULT FULTON FINL CORP PA COM Financial Services 18,621.0 $450K 0.10% +316.0 +1.7% $24.19 +1.2%
24 MSFT MICROSOFT CORP COM Technology 1,178.0 $440K 0.10% +259.0 +28.2% $373.10 +28.7%
25 AMAT APPLIED MATLS INC COM Technology 349.0 $252K 0.06% +50.0 +16.7% $723.00 -26.0%
26 AMD ADVANCED MICRO DEVICES INC COM Technology 418.0 $243K 0.06% +36.0 +9.4% $580.91 -12.9%
27 AVGO BROADCOM INC COM Technology 581.0 $219K 0.05% +204.0 +54.1% $377.75 +3.9%
28 STBA S & T BANCORP INC COM Financial Services 4,425.0 $217K 0.05% +71.0 +1.6% $49.08 +3.9%
29 MU MICRON TECHNOLOGY INC COM Technology 178.0 $205K 0.05% +46.0 +34.9% $1154.29 -12.3%
30 AMZN AMAZON COM INC COM Consumer Cyclical 812.0 $194K 0.04% +5.0 +0.6% $238.34 +9.6%
31 INTC INTEL CORP COM Technology 1,371.0 $191K 0.04% +211.0 +18.2% $139.63 -25.9%
32 TSLA TESLA INC COM Consumer Cyclical 405.0 $170K 0.04% +122.0 +43.1% $420.60 -19.3%
33 SBCF SEACOAST BKG CORP FLA COM NEW Financial Services 4,864.0 $162K 0.04% +185.0 +4.0% $33.25 +7.7%
34 JPM JPMORGAN CHASE & CO COM Financial Services 494.0 $162K 0.04% +104.0 +26.7% $327.33 +10.3%
35 BERKSHIRE HATHAWAY INC DEL CL B NEW 316.0 $158K 0.04% +90.0 +39.8% $500.39
36 META META PLATFORMS INC CL A Communication Services 217.0 $122K 0.03% +59.0 +37.3% $563.29 +1.0%
37 LLY ELI LILLY & CO COM Healthcare 93.0 $112K 0.03% +27.0 +40.9% $1199.42 -1.2%
38 F FORD MTR CO COM Consumer Cyclical 7,305.0 $102K 0.02% +537.0 +7.9% $13.90 +1.1%
39 ASTS AST SPACEMOBILE INC COM CL A Technology 1,105.0 $98K 0.02% +195.0 +21.4% $88.86 -19.9%
40 SNDK SANDISK CORP COM Technology 41.0 $93K 0.02% +5.0 +13.9% $2273.73 -21.4%
Page 2 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%