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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 38 of 46  ·  903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BANC BANC OF CALIFORNIA INC COM Financial Services 180.0 $4K 0.00% +152.0 +542.9% $20.43 -5.5%
742 HRL HORMEL FOODS CORP COM Consumer Defensive 148.0 $4K 0.00% +108.0 +270.0% $24.82 -1.9%
743 GWRE GUIDEWIRE SOFTWARE INC COM Technology 29.0 $4K 0.00% +15.0 +107.1% $123.03 +44.5%
744 NUE NUCOR CORP COM Basic Materials 16.0 $4K 0.00% +3.0 +23.1% $222.75 +18.6%
745 TTD THE TRADE DESK INC COM CL A Technology 194.0 $4K 0.00% +175.0 +921.0% $18.08 -25.8%
746 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 36.0 $3K 0.00% +4.0 +12.5% $96.92 +2.3%
747 PR PERMIAN RESOURCES CORP CLASS A COM Energy 188.0 $3K 0.00% +10.0 +5.6% $18.41 +21.4%
748 RPC RIDGEPOST CAP INC CL A COM Financial Services 436.0 $3K 0.00% +145.0 +49.8% $7.87 +8.3%
749 CTO CTO RLTY GROWTH INC NEW COM Real Estate 159.0 $3K 0.00% +93.0 +140.9% $21.51 +1.6%
750 AVY AVERY DENNISON CORP COM Industrials 21.0 $3K 0.00% +13.0 +162.5% $162.33 +9.5%
751 ARI APOLLO COML REAL ESTATE FIN COM Real Estate 319.0 $3K 0.00% +279.0 +697.5% $10.68 -36.1%
752 DXC DXC TECHNOLOGY CO COM Technology 383.0 $3K 0.00% +350.0 +1060.6% $8.85 +18.7%
753 AN AUTONATION INC COM Consumer Cyclical 18.0 $3K 0.00% +12.0 +200.0% $185.78 +6.0%
754 UNM UNUM GROUP COM Financial Services 37.0 $3K 0.00% +28.0 +311.1% $89.41 +0.4%
755 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 373.0 $3K 0.00% +81.0 +27.7% $8.75 +32.4%
756 RAMP LIVERAMP HLDGS INC COM Technology 86.0 $3K 0.00% +11.0 +14.7% $37.64 -0.6%
757 GDDY GODADDY INC CL A Technology 38.0 $3K 0.00% +21.0 +123.5% $84.87 +12.9%
758 HLIO HELIOS TECHNOLOGIES INC COM Industrials 36.0 $3K 0.00% +15.0 +71.4% $89.25 -11.0%
759 UFCS UNITED FIRE GROUP INC COM Financial Services 61.0 $3K 0.00% +13.0 +27.1% $52.44 +2.3%
760 TROW PRICE T ROWE GROUP INC COM Financial Services 28.0 $3K 0.00% +3.0 +12.0% $113.71 -3.0%
Page 38 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%