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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 9 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AVPT AVEPOINT INC COM CL A Technology 51.0 $572.0 NEW $11.22 +18.7%
162 IX ORIX CORP SPONSORED ADR Financial Services 15.0 $571.0 NEW $38.07 +2.8%
163 DOMO DOMO INC COM CL B Technology 182.0 $570.0 NEW $3.13 +20.2%
164 DFH DREAM FINDERS HOMES INC COM CL A Consumer Cyclical 33.0 $570.0 NEW $17.27 -16.0%
165 NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES 61.0 $570.0 NEW $9.34
166 ASPI ASP ISOTOPES INC COM Basic Materials 91.0 $566.0 NEW $6.22 -37.5%
167 FDBC FIDELITY D & D BANCORP INC COM Financial Services 11.0 $566.0 NEW $51.45 +7.2%
168 NODK NI HLDGS INC COM Financial Services 36.0 $566.0 NEW $15.72 -3.0%
169 AEE AMEREN CORP COM Utilities 5.0 $565.0 NEW $113.00 -2.9%
170 OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR Industrials 5.0 $565.0 NEW $113.00 -11.2%
171 LPLA LPL FINL HLDGS INC COM Financial Services 2.0 $563.0 NEW $281.50 +31.3%
172 CINF CINCINNATI FINL CORP COM Financial Services 3.0 $555.0 NEW $185.00 -7.2%
173 COTY COTY INC COM CL A Consumer Defensive 256.0 $553.0 NEW $2.16 +27.1%
174 QBTS D-WAVE QUANTUM INC COM Technology 23.0 $552.0 NEW $24.00 -18.3%
175 SPT SPROUT SOCIAL INC COM CL A Technology 73.0 $551.0 NEW $7.55 +29.8%
176 SAFEHOLD INC COM 35.0 $550.0 NEW $15.71
177 BTBT BIT DIGITAL INC SHS Financial Services 305.0 $549.0 NEW $1.80 -19.2%
178 IBEX IBEX LTD SHS NEW Technology 18.0 $547.0 NEW $30.39 +16.2%
179 AM ANTERO MIDSTREAM CORP COM Energy 24.0 $546.0 NEW $22.75 -0.7%
180 ODDITY TECH LTD SHS CL A 36.0 $545.0 NEW $15.14
Page 9 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%