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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 29 of 46  ·  903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 HNI HNI CORP COM Industrials 195.0 $8K 0.00% +169.0 +650.0% $40.41 +17.6%
562 CTAS CINTAS CORP COM Industrials 46.0 $8K 0.00% +38.0 +475.0% $170.09 +17.3%
563 OII OCEANEERING INTL INC COM Energy 193.0 $8K 0.00% +168.0 +672.0% $40.52 +31.0%
564 ADMA ADMA BIOLOGICS INC COM Healthcare 932.0 $8K 0.00% +101.0 +12.2% $8.37 +14.0%
565 VSEC VSE CORP COM Industrials 34.0 $8K 0.00% +21.0 +161.5% $228.50 +3.1%
566 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 84.0 $8K 0.00% +21.0 +33.3% $92.08 -1.4%
567 AIR AAR CORP COM Industrials 54.0 $8K 0.00% +22.0 +68.8% $142.93 +4.3%
568 WDAY WORKDAY INC CL A Technology 63.0 $8K 0.00% +45.0 +250.0% $122.41 +55.7%
569 APG API GROUP CORP COM STK Industrials 181.0 $8K 0.00% +151.0 +503.3% $42.35 +1.0%
570 CLS CELESTICA INC COM Technology 21.0 $8K 0.00% +18.0 +600.0% $364.76 -14.9%
571 URBN URBAN OUTFITTERS INC COM Consumer Cyclical 108.0 $8K 0.00% +92.0 +575.0% $70.86 +5.3%
572 ALRM ALARM COM HLDGS INC COM Technology 163.0 $8K 0.00% +97.0 +147.0% $46.72 +18.9%
573 ABM ABM INDS INC COM Industrials 172.0 $8K 0.00% +149.0 +647.8% $44.24 +6.5%
574 WOR WORTHINGTON ENTERPRISES INC COM Industrials 141.0 $8K 0.00% +111.0 +370.0% $53.76 +6.0%
575 CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK Healthcare 252.0 $7K 0.00% +203.0 +414.3% $29.75 +17.8%
576 RS RELIANCE INC COM Basic Materials 20.0 $7K 0.00% +17.0 +566.7% $373.65 +12.8%
577 MTRN MATERION CORP COM Basic Materials 25.0 $7K 0.00% +19.0 +316.7% $297.40 -11.2%
578 TECHNIPFMC PLC COM 112.0 $7K 0.00% +97.0 +646.7% $66.29
579 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 54.0 $7K 0.00% +45.0 +500.0% $136.96 +24.0%
580 NXT NEXTPOWER INC CLASS A COM Technology 62.0 $7K 0.00% +39.0 +169.6% $119.15 -23.5%
Page 29 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%