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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 6 of 46  ·  903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TER TERADYNE INC COM Technology 60.0 $29K 0.01% +15.0 +33.3% $483.83 -16.3%
102 IBM INTERNATIONAL BUSINESS MACHS COM Technology 103.0 $29K 0.01% +55.0 +114.6% $281.20 -17.5%
103 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 162.0 $29K 0.01% +158.0 +3950.0% $178.24 +17.3%
104 BMO BANK MONTREAL MEDIUM COM Financial Services 163.0 $29K 0.01% +70.0 +75.3% $176.70 +4.1%
105 KN KNOWLES CORP COM Technology 694.0 $29K 0.01% +177.0 +34.2% $41.48 -12.6%
106 NFLX NETFLIX INC. COM Communication Services 403.0 $29K 0.01% +93.0 +30.0% $71.40 +9.6%
107 DOCN DIGITALOCEAN HLDGS INC COM Technology 183.0 $29K 0.01% +34.0 +22.8% $157.03 -18.7%
108 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 245.0 $29K 0.01% +62.0 +33.9% $116.67 +48.2%
109 CB CHUBB LIMITED COM Financial Services 82.0 $28K 0.01% +26.0 +46.4% $340.73 +2.2%
110 VIRT VIRTU FINL INC CL A Financial Services 466.0 $28K 0.01% +116.0 +33.1% $59.57 -0.4%
111 FTDR FRONTDOOR INC COM Consumer Cyclical 357.0 $28K 0.01% +146.0 +69.2% $77.59 +9.1%
112 AROC ARCHROCK INC COM Energy 679.0 $28K 0.01% +290.0 +74.5% $40.71 -15.1%
113 WFC WELLS FARGO & CO COM Financial Services 331.0 $27K 0.01% +161.0 +94.7% $82.64 +6.0%
114 RTX RTX CORPORATION COM Industrials 144.0 $27K 0.01% +7.0 +5.1% $189.73 +17.6%
115 DE DEERE & CO COM Industrials 43.0 $27K 0.01% +17.0 +65.4% $634.35 -6.1%
116 PEP PEPSICO INC COM Consumer Defensive 201.0 $27K 0.01% +61.0 +43.6% $135.40 +3.5%
117 FSS FEDERAL SIGNAL CORP COM Industrials 211.0 $27K 0.01% +96.0 +83.5% $128.49 -3.2%
118 GVA GRANITE CONSTR INC COM Industrials 171.0 $27K 0.01% +60.0 +54.0% $158.08 -21.2%
119 SNEX STONEX GROUP INC COM Financial Services 228.0 $27K 0.01% +80.0 +54.0% $118.50 -44.0%
120 DIOD DIODES INC COM Technology 245.0 $27K 0.01% +121.0 +97.6% $109.44 -7.9%
Page 6 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%