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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 19 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ATO ATMOS ENERGY CORP COM Utilities 2.0 $369.0 NEW $184.50 -3.7%
362 DRH DIAMONDROCK HOSPITALITY CO COM Real Estate 39.0 $365.0 NEW $9.36 +18.2%
363 WSO WATSCO INC COM Industrials 1.0 $364.0 NEW $364.00 +3.1%
364 PYPL PAYPAL HLDGS INC COM Financial Services 8.0 $362.0 NEW $45.25 -2.4%
365 TRVI TREVI THERAPEUTICS INC COM Healthcare 30.0 $358.0 NEW $11.93 +20.5%
366 RGC REGENCELL BIOSCIENCE HLDGS LTD ORDINARY SHARES Healthcare 14.0 $356.0 NEW $25.43 -4.4%
367 MNTN INC CL A 40.0 $352.0 NEW $8.80
368 PHR PHREESIA INC COM Healthcare 41.0 $344.0 NEW $8.39 +6.7%
369 TYL TYLER TECHNOLOGIES INC COM Technology 1.0 $342.0 NEW $342.00 -10.1%
370 DNOW DNOW INC COM Energy 28.0 $333.0 NEW $11.89 +10.7%
371 FDP FRESH DEL MONTE PRODUCE INC ORD Consumer Defensive 8.0 $322.0 NEW $40.25 -18.6%
372 AI C3 AI INC CL A Technology 36.0 $303.0 NEW $8.42 +13.9%
373 OLMA OLEMA PHARMACEUTICALS INC COM Healthcare 20.0 $298.0 NEW $14.90 -9.1%
374 RIGEL PHARMACEUTICALS INC COM 11.0 $297.0 NEW $27.00
375 ZBIO ZENAS BIOPHARMA INC COM Healthcare 14.0 $274.0 NEW $19.57 -3.1%
376 AER AERCAP HOLDINGS NV SHS Industrials 2.0 $274.0 NEW $137.00 +2.3%
377 GRAL GRAIL INC COM Healthcare 5.0 $258.0 NEW $51.60 +33.6%
378 ELF E L F BEAUTY INC COM Consumer Defensive 4.0 $242.0 NEW $60.50 -10.5%
379 PEPG PEPGEN INC COM Healthcare 102.0 $181.0 NEW $1.77 -13.8%
380 PHVS PHARVARIS N V COM Healthcare 6.0 $170.0 NEW $28.33 +5.5%
Page 19 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%