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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 12 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LIBERTY GLOBAL LTD COM CL A 14.0 $159.0 NEW $11.36
222 PAHC PHIBRO ANIMAL HEALTH CORP CL A COM Healthcare 5.0 $157.0 NEW $31.40 +10.3%
223 VERSIGENT PLC ORDINARY SHARES 2.0 $84.0 NEW $42.00
Page 12 of 12  ·  223 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%