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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 5 of 46  ·  903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ETN EATON CORP PLC SHS Industrials 84.0 $36K 0.01% +39.0 +86.7% $426.12 +2.7%
82 BA BOEING CO COM Industrials 165.0 $36K 0.01% +40.0 +32.0% $216.47 +4.1%
83 VZ VERIZON COMMUNICATIONS INC COM Communication Services 841.0 $36K 0.01% +229.0 +37.4% $42.34 +14.8%
84 AMGN AMGEN INC COM Healthcare 96.0 $35K 0.01% +36.0 +60.0% $362.12 +17.2%
85 ADI ANALOG DEVICES INC COM Technology 86.0 $34K 0.01% +24.0 +38.7% $397.16 -4.7%
86 ESE ESCO TECHNOLOGIES INC COM Technology 97.0 $34K 0.01% +34.0 +54.0% $350.05 -13.5%
87 PSMT PRICESMART INC COM Consumer Defensive 171.0 $33K 0.01% +62.0 +56.9% $195.34 -8.6%
88 D DOMINION ENERGY INC COM Utilities 483.0 $33K 0.01% +60.0 +14.2% $68.29 +1.3%
89 MSGS MADISON SQUARE GRDN SPRT CORP CL A Communication Services 81.0 $33K 0.01% +23.0 +39.7% $401.84 +2.3%
90 TJX TJX COS INC NEW COM Consumer Cyclical 213.0 $32K 0.01% +69.0 +47.9% $151.51 +0.4%
91 PANW PALO ALTO NETWORKS INC COM Technology 94.0 $32K 0.01% +40.0 +74.1% $341.03 +10.2%
92 ACA ARCOSA INC COM Industrials 220.0 $32K 0.01% +105.0 +91.3% $145.29 -0.0%
93 LITE LUMENTUM HLDGS INC COM Technology 37.0 $32K 0.01% +3.0 +8.8% $858.05 +7.9%
94 NPO ENPRO INC COM Industrials 83.0 $31K 0.01% +30.0 +56.6% $376.94 -11.1%
95 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 1,561.0 $31K 0.01% +784.0 +100.9% $19.89 +15.0%
96 PLXS PLEXUS CORP COM Technology 103.0 $31K 0.01% +30.0 +41.1% $300.67 -13.2%
97 WDC WESTERN DIGITAL CORP COM Technology 47.0 $30K 0.01% +26.0 +123.8% $638.72 -20.8%
98 MCD MCDONALDS CORP COM Consumer Cyclical 111.0 $30K 0.01% +36.0 +48.0% $270.31 -1.0%
99 AXP AMERICAN EXPRESS CO COM Financial Services 87.0 $29K 0.01% +36.0 +70.6% $338.26 -0.2%
100 KLIC KULICKE & SOFFA INDS INC COM Technology 219.0 $29K 0.01% +79.0 +56.4% $133.76 -29.9%
Page 5 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%