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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 26 of 46  ·  903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 85.0 $10K 0.00% +39.0 +84.8% $112.32 +33.8%
502 WDFC WD 40 CO COM Basic Materials 39.0 $10K 0.00% +18.0 +85.7% $243.64 -13.0%
503 VOD VODAFONE GROUP PLC SPONSORED ADR Communication Services 717.0 $9K 0.00% +213.0 +42.3% $13.22 +21.1%
504 AMTM AMENTUM HOLDINGS INC COM Industrials 458.0 $9K 0.00% +136.0 +42.2% $20.67 -0.3%
505 KMI KINDER MORGAN INC DEL COM Energy 296.0 $9K 0.00% +207.0 +232.6% $31.97 -1.1%
506 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 165.0 $9K 0.00% +69.0 +71.9% $57.22 +18.3%
507 INCY INCYTE CORP COM Healthcare 83.0 $9K 0.00% +36.0 +76.6% $113.35 +12.2%
508 KFY KORN FERRY COM NEW Industrials 141.0 $9K 0.00% +18.0 +14.6% $66.58 +27.0%
509 DLR DIGITAL RLTY TR INC COM Real Estate 52.0 $9K 0.00% +23.0 +79.3% $179.58 +8.2%
510 TBBK BANCORP INC DEL COM Financial Services 149.0 $9K 0.00% +106.0 +246.5% $62.64 +6.8%
511 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 241.0 $9K 0.00% +87.0 +56.5% $38.73 +57.3%
512 HP HELMERICH & PAYNE INC COM Energy 284.0 $9K 0.00% +111.0 +64.2% $32.74 +34.7%
513 IPAR INTERPARFUMS INC COM Consumer Defensive 83.0 $9K 0.00% +11.0 +15.3% $111.86 +2.6%
514 PLMR PALOMAR HLDGS INC COM Financial Services 73.0 $9K 0.00% +25.0 +52.1% $126.38 +2.0%
515 WEC WEC ENERGY GROUP INC COM Utilities 79.0 $9K 0.00% +38.0 +92.7% $116.77 -7.1%
516 BX BLACKSTONE INC COM Financial Services 78.0 $9K 0.00% +42.0 +116.7% $117.67 +20.1%
517 CCI CROWN CASTLE INC COM Real Estate 121.0 $9K 0.00% +61.0 +101.7% $75.73 -0.4%
518 PATK PATRICK INDS INC COM Consumer Cyclical 102.0 $9K 0.00% +37.0 +56.9% $89.78 -4.8%
519 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 27.0 $9K 0.00% +22.0 +440.0% $338.15 +0.6%
520 EHC ENCOMPASS HEALTH CORP COM Healthcare 90.0 $9K 0.00% +26.0 +40.6% $101.08 +19.6%
Page 26 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%