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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 10 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RS RELIANCE INC COM Basic Materials 3.0 $912.0 NEW $304.00 +23.8%
182 HOLOGIC INC COM 12.0 $907.0 NEW $75.58
183 SNOW SNOWFLAKE INC COM SHS Technology 6.0 $905.0 NEW $150.83 +17.7%
184 BDN BRANDYWINE RLTY TR SH BEN INT NEW Real Estate 333.0 $902.0 NEW $2.71 +11.1%
185 AMPH AMPHASTAR PHARMACEUTICALS INC COM Healthcare 46.0 $901.0 NEW $19.59 -4.0%
186 EXEL EXELIXIS INC COM Healthcare 21.0 $901.0 NEW $42.90 +16.5%
187 SNAP SNAP INC CL A Communication Services 195.0 $897.0 NEW $4.60 +25.0%
188 OII OCEANEERING INTL INC COM Energy 25.0 $887.0 NEW $35.48 +10.1%
189 LEN LENNAR CORP CL A Consumer Cyclical 10.0 $868.0 NEW $86.80 +2.9%
190 MTRN MATERION CORP COM Basic Materials 6.0 $868.0 NEW $144.67 +54.1%
191 GALAXY DIGITAL INC. CL A 47.0 $867.0 NEW $18.45
192 UWMC UWM HOLDINGS CORPORATION COM CL A Financial Services 234.0 $847.0 NEW $3.62 -14.1%
193 SNX TD SYNNEX CORPORATION COM Technology 5.0 $844.0 NEW $168.80 +42.2%
194 AYI ACUITY INC COM Industrials 3.0 $840.0 NEW $280.00 +6.3%
195 AD ARRAY DIGITAL INFRASTRUCTURE I COM Communication Services 18.0 $831.0 NEW $46.17 +9.8%
196 RGEN REPLIGEN CORP COM Healthcare 7.0 $825.0 NEW $117.86 -2.3%
197 REZOLVE AI PLC ORD SHS 316.0 $809.0 NEW $2.56
198 SYRE SPYRE THERAPEUTICS INC COM NEW Healthcare 16.0 $807.0 NEW $50.44 +46.0%
199 PUMP PROPETRO HLDG CORP COM Energy 54.0 $778.0 NEW $14.41 +17.1%
200 KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A 16.0 $770.0 NEW $48.12
Page 10 of 20  ·  385 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 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%