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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $378M AUM 2,857 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 385 New 787 Added 308 Reduced 187 Exited
Page 20 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HAYW HAYWARD HLDGS INC COM Industrials 489.0 $7K 0.00% +303.0 +162.9% $13.38 +5.9%
382 IPAR INTERPARFUMS INC COM Consumer Defensive 72.0 $7K 0.00% +66.0 +1100.0% $90.83 +4.7%
383 TDW TIDEWATER INC NEW COM Energy 78.0 $7K 0.00% +25.0 +47.2% $83.55 -10.1%
384 UNH UNITEDHEALTH GROUP INC COM Healthcare 24.0 $6K 0.00% +5.0 +26.3% $270.58 +41.9%
385 FBP FIRST BANCORP CORPORATION COM NEW Financial Services 304.0 $6K 0.00% +50.0 +19.7% $21.36 +13.3%
386 EFX EQUIFAX INC COM Industrials 36.0 $6K 0.00% +33.0 +1100.0% $180.08 -9.1%
387 GIS GENERAL MILLS INC COM Consumer Defensive 174.0 $6K 0.00% +152.0 +690.9% $37.22 -9.6%
388 GOLF ACUSHNET HLDGS CORP COM Consumer Cyclical 69.0 $6K 0.00% +14.0 +25.4% $93.48 -3.3%
389 EW EDWARDS LIFESCIENCES CORP COM Healthcare 79.0 $6K 0.00% +19.0 +31.7% $80.06 +8.1%
390 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 5.0 $6K 0.00% +2.0 +66.7% $1261.20 -13.3%
391 BTU PEABODY ENERGY CORP COM Energy 190.0 $6K 0.00% +75.0 +65.2% $32.95 -20.1%
392 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 67.0 $6K 0.00% +24.0 +55.8% $93.28 +14.3%
393 HP HELMERICH & PAYNE INC COM Energy 173.0 $6K 0.00% +57.0 +49.1% $36.03 +6.8%
394 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 77.0 $6K 0.00% +19.0 +32.8% $80.95 -1.4%
395 TRN TRINITY INDS INC COM Industrials 193.0 $6K 0.00% +33.0 +20.6% $32.18 -0.1%
396 NVT NVENT ELEC PLC SHS Industrials 52.0 $6K 0.00% +34.0 +188.9% $118.27 +41.9%
397 NUVL NUVALENT INC COM Healthcare 60.0 $6K 0.00% +8.0 +15.4% $102.45 +4.8%
398 LNKB LINKBANCORP INC COM Financial Services 735.0 $6K 0.00% +6.0 +0.8% $8.34 +4.2%
399 LFUS LITTELFUSE INC COM Technology 18.0 $6K 0.00% +2.0 +12.5% $339.39 +40.2%
400 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 81.0 $6K 0.00% +46.0 +131.4% $75.26 +0.0%
Page 20 of 40  ·  787 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 27.5%
Financial Services 23.6%
Consumer Cyclical 8.3%
Industrials 8.1%
Utilities 7.2%
Communication Services 6.7%
Healthcare 5.9%
Energy 3.9%
Real Estate 3.1%
Consumer Defensive 2.9%