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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 23 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DLR DIGITAL RLTY TR INC COM Real Estate 29.0 $5K 0.00% +6.0 +26.1% $180.21 +7.1%
442 ALL ALLSTATE CORP COM Financial Services 25.0 $5K 0.00% +5.0 +25.0% $207.32 +1.6%
443 NSC NORFOLK SOUTHN CORP COM Industrials 18.0 $5K 0.00% +4.0 +28.6% $287.00 +13.0%
444 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 203.0 $5K 0.00% +44.0 +27.7% $25.37 -7.3%
445 CAKE CHEESECAKE FACTORY INC COM Consumer Cyclical 94.0 $5K 0.00% +48.0 +104.3% $54.76 +20.8%
446 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 27.0 $5K 0.00% +8.0 +42.1% $189.04 +26.6%
447 COLB COLUMBIA BKG SYS INC COM Financial Services 186.0 $5K 0.00% +18.0 +10.7% $27.43 +9.1%
448 URI UNITED RENTALS INC COM Industrials 7.0 $5K 0.00% +1.0 +16.7% $728.57 +34.8%
449 NDAQ NASDAQ INC COM Financial Services 60.0 $5K 0.00% +6.0 +11.1% $84.88 +6.2%
450 BKE BUCKLE INC COM Consumer Cyclical 101.0 $5K 0.00% +52.0 +106.1% $50.36 +0.6%
451 CRWD CROWDSTRIKE HLDGS INC CL A Technology 13.0 $5K 0.00% +1.0 +8.3% $390.38 +64.2%
452 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 212.0 $5K 0.00% +113.0 +114.1% $23.93 -0.9%
453 ORI OLD REP INTL CORP COM Financial Services 127.0 $5K 0.00% +99.0 +353.6% $39.91 -2.7%
454 TU TELUS CORPORATION COM Communication Services 393.0 $5K 0.00% +185.0 +88.9% $12.83 -1.6%
455 CALX CALIX INC COM Technology 102.0 $5K 0.00% +22.0 +27.5% $48.99 -16.9%
456 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 73.0 $5K 0.00% +61.0 +508.3% $68.44 +13.1%
457 SLAB SILICON LABORATORIES INC COM Technology 24.0 $5K 0.00% +16.0 +200.0% $208.17 +5.1%
458 OPLN OPENLANE INC COM Consumer Cyclical 171.0 $5K 0.00% +130.0 +317.1% $29.15 +26.2%
459 FR FIRST INDL RLTY TR INC COM Real Estate 86.0 $5K 0.00% +9.0 +11.7% $57.85 +10.4%
460 RLI RLI CORP COM Financial Services 87.0 $5K 0.00% +46.0 +112.2% $57.03 -8.0%
Page 23 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%