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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 36 of 46  ·  903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HVT HAVERTY FURNITURE COS INC COM Consumer Cyclical 180.0 $5K 0.00% +89.0 +97.8% $25.53 +11.0%
702 POST POST HLDGS INC COM Consumer Defensive 52.0 $5K 0.00% +42.0 +420.0% $88.27 -9.6%
703 DTE DTE ENERGY CO COM Utilities 30.0 $5K 0.00% +27.0 +900.0% $152.37 -8.0%
704 SEM SELECT MED HLDGS CORP COM Healthcare 276.0 $5K 0.00% +162.0 +142.1% $16.51 -0.0%
705 HTH HILLTOP HLDGS INC COM Financial Services 115.0 $4K 0.00% +85.0 +283.3% $38.78 +0.6%
706 UMH UMH PPTYS INC COM Real Estate 291.0 $4K 0.00% +182.0 +167.0% $15.14 +6.6%
707 CALX CALIX INC COM Technology 118.0 $4K 0.00% +16.0 +15.7% $37.31 +4.9%
708 MET METLIFE INC COM Financial Services 52.0 $4K 0.00% +12.0 +30.0% $84.60 +14.3%
709 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 23.0 $4K 0.00% +6.0 +35.3% $188.35 -23.2%
710 ENSG ENSIGN GROUP INC COM Healthcare 27.0 $4K 0.00% +24.0 +800.0% $160.30 +13.8%
711 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 43.0 $4K 0.00% +4.0 +10.3% $100.28 -8.7%
712 TLN TALEN ENERGY CORP COM Utilities 11.0 $4K 0.00% +8.0 +266.7% $384.27 -17.3%
713 SYNA SYNAPTICS INC COM Technology 34.0 $4K 0.00% +27.0 +385.7% $124.24 -15.6%
714 ENS ENERSYS COM Industrials 18.0 $4K 0.00% +4.0 +28.6% $233.78 -14.2%
715 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 118.0 $4K 0.00% +30.0 +34.1% $35.42 -12.4%
716 CDE COEUR MNG INC COM NEW Basic Materials 256.0 $4K 0.00% +176.0 +220.0% $16.32 +13.4%
717 VOYA VOYA FINANCIAL INC COM Financial Services 46.0 $4K 0.00% +17.0 +58.6% $90.52 +10.6%
718 WFRD WEATHERFORD INTL PLC ORD SHS Energy 51.0 $4K 0.00% +5.0 +10.9% $81.51 +12.9%
719 DEI DOUGLAS EMMETT INC COM Real Estate 349.0 $4K 0.00% +134.0 +62.3% $11.80 -1.9%
720 PYPL PAYPAL HLDGS INC COM Financial Services 95.0 $4K 0.00% +87.0 +1087.5% $43.18 +40.0%
Page 36 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%