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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 6 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JANX JANUX THERAPEUTICS INC COM Healthcare 69.0 $1K NEW $15.36 +14.0%
102 REAX THE REAL BROKERAGE INC COM NEW Real Estate 581.0 $1K NEW $1.82 +53.4%
103 VITL VITAL FARMS INC COM Consumer Defensive 90.0 $1K NEW $11.63 -6.6%
104 CTGO CONTANGO SILVER & GOLD INC COM Basic Materials 66.0 $1K NEW $15.79 +33.0%
105 BETA BETA TECHNOLOGIES INC COM SHS CL A Industrials 62.0 $1K NEW $16.76 +57.5%
106 IT GARTNER INC COM Technology 8.0 $1K NEW $129.62 +48.8%
107 REGCO REGENCY CTRS CORP COM Real Estate 13.0 $1K NEW $79.69 -72.5%
108 ALVO ALVOTECH ORDINARY SHARES Healthcare 280.0 $1K NEW $3.69 +8.2%
109 VERX VERTEX INC CL A Technology 89.0 $1K NEW $11.48 +17.7%
110 PAC GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B Industrials 4.0 $1K NEW $253.25 -18.5%
111 EXPI AGNT INC COM Real Estate 186.0 $1K NEW $5.41 -1.6%
112 RXST RXSIGHT INC COM Healthcare 203.0 $978.0 NEW $4.82 +27.9%
113 SE SEA LTD SPONSORD ADS Consumer Cyclical 10.0 $958.0 NEW $95.80 +24.3%
114 CSGP COSTAR GROUP INC COM Real Estate 33.0 $935.0 NEW $28.33 +19.0%
115 NDSN NORDSON CORP COM Industrials 3.0 $905.0 NEW $301.67 +2.7%
116 RCAT RED CAT HLDGS INC COM Technology 85.0 $905.0 NEW $10.65 -7.1%
117 ICHR ICHOR HOLDINGS SHS Technology 8.0 $898.0 NEW $112.25 -45.5%
118 GEF GREIF INC CL A Consumer Cyclical 12.0 $894.0 NEW $74.50 +17.6%
119 KOPN KOPIN CORP COM Technology 194.0 $869.0 NEW $4.48 +10.1%
120 TECH BIO-TECHNE CORP COM Healthcare 12.0 $848.0 NEW $70.67 +2.6%
Page 6 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%