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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 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 HLF HERBALIFE LTD COM SHS Consumer Defensive 35 $515.0 SOLD
102 DYN DYNE THERAPEUTICS INC COM Healthcare 28 $508.0 SOLD
103 MFA MFA FINL INC COM Real Estate 53 $508.0 SOLD
104 CNA CNA FINL CORP COM Financial Services 11 $505.0 SOLD
105 THR THERMON GROUP HLDGS INC COM Industrials 10 $504.0 SOLD
106 BROWN FORMAN CORP CL B 19 $502.0 SOLD
107 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 5 $500.0 SOLD
108 ESTC ELASTIC N V ORD SHS Technology 10 $500.0 SOLD
109 KRRO KORRO BIO INC COM Healthcare 44 $498.0 SOLD
110 NCNO NCINO INC COM Technology 33 $494.0 SOLD
111 NTNX NUTANIX INC CL A Technology 13 $494.0 SOLD
112 AOMR ANGEL OAK MORTGAGE REIT INC COM Real Estate 60 $493.0 SOLD
113 QNST QUINSTREET INC COM Communication Services 41 $492.0 SOLD
114 VICI VICI PPTYS INC COM Real Estate 18 $492.0 SOLD
115 EVCM EVERCOMMERCE INC COM Technology 43 $491.0 SOLD
116 MDB MONGODB INC CL A Technology 2 $490.0 SOLD
117 COUR COURSERA INC COM Consumer Defensive 84 $489.0 SOLD
118 APTIV PLC COM SHS 7 $486.0 SOLD
119 ASTE ASTEC INDS INC COM Industrials 9 $485.0 SOLD
120 APPN APPIAN CORP CL A Technology 20 $482.0 SOLD
Page 6 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%