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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $360M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1532 New
Page 48 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 NOG NORTHERN OIL & GAS INC COM Energy 75.0 $2K NEW $21.47 +0.3%
942 CSR CENTERSPACE COM Real Estate 24.0 $2K NEW $66.71 +1.2%
943 PL PLANET LABS PBC COM CL A Industrials 81.0 $2K NEW $19.72 +158.4%
944 QBTS D-WAVE QUANTUM INC COM Technology 61.0 $2K NEW $26.15 +13.1%
945 PTCT PTC THERAPEUTICS INC COM Healthcare 21.0 $2K NEW $75.95 -7.1%
946 DV DOUBLEVERIFY HLDGS INC COM Technology 139.0 $2K NEW $11.44 -15.5%
947 NCNO NCINO INC COM Technology 62.0 $2K NEW $25.65 -38.1%
948 THC TENET HEALTHCARE CORP COM NEW Healthcare 8.0 $2K NEW $198.75 -12.8%
949 CORZ CORE SCIENTIFIC INC NEW COM Technology 109.0 $2K NEW $14.56 +92.4%
950 RPD RAPID7 INC COM Technology 104.0 $2K NEW $15.20 -50.8%
951 VCTR VICTORY CAP HLDGS INC COM CL A Financial Services 25.0 $2K NEW $63.08 +35.2%
952 GLOBUS MED INC CL A 18.0 $2K NEW $87.33
953 FRSH FRESHWORKS INC CLASS A COM Technology 128.0 $2K NEW $12.25 -25.8%
954 KMI KINDER MORGAN INC DEL COM Energy 57.0 $2K NEW $27.49 +16.1%
955 VRSK VERISK ANALYTICS INC COM Industrials 7.0 $2K NEW $223.71 -22.5%
956 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 29.0 $2K NEW $53.83 +15.9%
957 VAC MARRIOTT VACATIONS WORLDWIDE C COM Consumer Cyclical 27.0 $2K NEW $57.70 +51.1%
958 AJG GALLAGHER ARTHUR J & CO COM Financial Services 6.0 $2K NEW $258.83 -21.7%
959 LC LENDINGCLUB CORP COM NEW Financial Services 81.0 $2K NEW $18.94 -10.0%
960 OSIS OSI SYSTEMS INC COM Technology 6.0 $2K NEW $255.00 -13.8%
Page 48 of 77  ·  1,532 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 27.6%
Financial Services 24.7%
Consumer Cyclical 9.9%
Utilities 8.2%
Communication Services 7.4%
Industrials 6.9%
Healthcare 6.2%
Real Estate 2.7%
Energy 2.6%
Consumer Defensive 2.1%