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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 2 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ALLE ALLEGION PLC ORD SHS Industrials 24 $3K 0.00% SOLD
22 UPBOUND GROUP INC COM 193 $3K 0.00% SOLD
23 FRPT FRESHPET INC COM Consumer Defensive 58 $3K 0.00% SOLD
24 MD PEDIATRIX MEDICAL GROUP INC COM Healthcare 159 $3K 0.00% SOLD
25 MORN MORNINGSTAR INC COM Financial Services 20 $3K 0.00% SOLD
26 FOLD AMICUS THERAPEUTIC COM Healthcare 216 $3K 0.00% SOLD
27 REGN REGENERON PHARMACEUTICALS COM Healthcare 4 $3K 0.00% SOLD
28 KR KROGER CO COM Consumer Defensive 37 $3K 0.00% SOLD
29 TENB TENABLE HLDGS INC COM Technology 155 $3K 0.00% SOLD
30 SITE CTRS CORP COM 438 $2K 0.00% SOLD
31 WGO WINNEBAGO INDS INC COM Consumer Cyclical 73 $2K 0.00% SOLD
32 GWRS GLOBAL WTR RES INC COM Utilities 296 $2K 0.00% SOLD
33 WTM WHITE MTNS INS GROUP LTD COM Financial Services 1 $2K 0.00% SOLD
34 MCW MISTER CAR WASH INC COM Consumer Cyclical 312 $2K 0.00% SOLD
35 EEFT EURONET WORLDWIDE INC COM Technology 32 $2K 0.00% SOLD
36 LOB LIVE OAK BANCSHARES INC COM Financial Services 63 $2K 0.00% SOLD
37 VLYPN VALLEY NATL BANCORP COM Financial Services 169 $2K 0.00% SOLD
38 FRBA FIRST BK WILLIAMSTOWN NEW JERS COM Financial Services 121 $2K 0.00% SOLD
39 COMMERCE.COM INC COM SER 1 715 $2K 0.00% SOLD
40 SRPT SAREPTA THERAPEUTICS INC COM Healthcare 81 $2K SOLD
Page 2 of 9  ·  169 positions
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%