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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 32 of 46  ·  903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 APOGEE THERAPEUTICS INC COM 48.0 $6K 0.00% +33.0 +220.0% $132.73
622 RCI ROGERS COMMUNICATIONS INC CL B Communication Services 195.0 $6K 0.00% +98.0 +101.0% $32.50 +11.5%
623 PEBO PEOPLES BANCORP INC COM Financial Services 164.0 $6K 0.00% +103.0 +168.8% $38.41 +6.3%
624 WU WESTERN UN CO COM Financial Services 815.0 $6K 0.00% +770.0 +1711.1% $7.70 -5.2%
625 FNV FRANCO NEV CORP COM Basic Materials 30.0 $6K 0.00% +28.0 +1400.0% $208.43 +18.7%
626 PRK PARK NATL CORP COM Financial Services 34.0 $6K 0.00% +3.0 +9.7% $183.00 +12.7%
627 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 245.0 $6K 0.00% +142.0 +137.9% $25.30 +21.0%
628 MGEE MGE ENERGY INC COM Utilities 76.0 $6K 0.00% +62.0 +442.9% $81.55 +0.8%
629 DHI D R HORTON INC COM Consumer Cyclical 38.0 $6K 0.00% +19.0 +100.0% $162.89 -6.8%
630 IVT INVENTRUST PPTYS CORP COM NEW Real Estate 174.0 $6K 0.00% +15.0 +9.4% $35.40 -5.4%
631 VRNS VARONIS SYS INC COM Technology 146.0 $6K 0.00% +2.0 +1.4% $41.96 +3.1%
632 HWKN HAWKINS INC COM Basic Materials 43.0 $6K 0.00% +35.0 +437.5% $142.12 -10.6%
633 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 116.0 $6K 0.00% +54.0 +87.1% $52.15 +4.7%
634 ALV AUTOLIV INC COM Consumer Cyclical 52.0 $6K 0.00% +34.0 +188.9% $116.17 +5.5%
635 DRH DIAMONDROCK HOSPITALITY CO COM Real Estate 492.0 $6K 0.00% +453.0 +1161.5% $12.18 +3.7%
636 FORTINET INC COM 39.0 $6K 0.00% +20.0 +105.3% $153.62
637 DT DYNATRACE INC COM NEW Technology 136.0 $6K 0.00% +51.0 +60.0% $43.91 +12.1%
638 CBZ CBIZ INC COM Industrials 186.0 $6K 0.00% +162.0 +675.0% $32.08 +71.0%
639 ACMR ACM RESH INC COM CL A Technology 47.0 $6K 0.00% +8.0 +20.5% $126.89 -35.4%
640 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 12.0 $6K 0.00% +1.0 +9.1% $496.75 +8.7%
Page 32 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%