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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $378M AUM 2,857 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 385 New 787 Added 308 Reduced 187 Exited
Page 9 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 SHLS SHOALS TECHNOLOGIES GROUP INC CL A Energy 54 $459.0 SOLD
162 TVTX TRAVERE THERAPEUTICS INC COM Healthcare 12 $459.0 SOLD
163 VERA VERA THERAPEUTICS INC CL A Healthcare 9 $456.0 SOLD
164 AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS Technology 23 $456.0 SOLD
165 LMNR LIMONEIRA CO COM Consumer Defensive 36 $455.0 SOLD
166 NFE NEW FORTRESS ENERGY INC COM CL A Utilities 397 $453.0 SOLD
167 BBAI BIGBEAR AI HLDGS INC COM Technology 83 $448.0 SOLD
168 ESAB ESAB CORPORATION COM Industrials 4 $447.0 SOLD
169 QXO QXO INC COM NEW Industrials 23 $444.0 SOLD
170 CIDARA THERAPEUTICS INC COM NEW 2 $442.0 SOLD
171 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 3 $432.0 SOLD
172 CXT CRANE NXT CO COM Industrials 9 $424.0 SOLD
173 VERX VERTEX INC CL A Technology 21 $419.0 SOLD
174 CAH CARDINAL HEALTH INC COM Healthcare 2 $411.0 SOLD
175 TRUP TRUPANION INC COM Financial Services 11 $411.0 SOLD
176 MTN VAIL RESORTS INC COM Consumer Cyclical 3 $398.0 SOLD
177 PLCE CHILDRENS PL INC NEW COM Consumer Cyclical 99 $394.0 SOLD
178 SGHC SUPER GROUP SGHC LIMITED ORD SHS Consumer Cyclical 32 $382.0 SOLD
179 FLYW FLYWIRE CORPORATION COM VTG Technology 26 $368.0 SOLD
180 VVV VALVOLINE INC COM Energy 12 $349.0 SOLD
Page 9 of 10  ·  187 positions
Sector Allocation
Technology 27.5%
Financial Services 23.6%
Consumer Cyclical 8.3%
Industrials 8.1%
Utilities 7.2%
Communication Services 6.7%
Healthcare 5.9%
Energy 3.9%
Real Estate 3.1%
Consumer Defensive 2.9%