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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 3 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RNR RENAISSANCERE HLDGS LTD COM Financial Services 12.0 $4K 0.00% -8.0 -40.0% $316.92 +0.5%
42 PRVA PRIVIA HEALTH GROUP INC COM Healthcare 146.0 $4K 0.00% -37.0 -20.2% $25.73 -16.4%
43 WEBULL CORP ORD SHS 567.0 $4K 0.00% -1K -64.3% $6.52
44 SNA SNAP ON INC COM Industrials 9.0 $4K 0.00% -3.0 -25.0% $402.44 -0.3%
45 SEIC SEI INVTS CO COM Financial Services 41.0 $4K 0.00% -13.0 -24.1% $87.73 +20.2%
46 VSCO VICTORIAS SECRET AND CO COMMON STOCK Consumer Cyclical 43.0 $4K 0.00% -5.0 -10.4% $83.49 +9.6%
47 BC BRUNSWICK CORP COM Consumer Cyclical 40.0 $3K 0.00% -38.0 -48.7% $84.25 -2.3%
48 GATX GATX CORP COM Industrials 19.0 $3K 0.00% -9.0 -32.1% $177.21 +1.9%
49 ULS UL SOLUTIONS INC CLASS A COM SHS Industrials 33.0 $3K 0.00% -6.0 -15.4% $101.85 -24.3%
50 UUUU ENERGY FUELS INC COM NEW Energy 227.0 $3K 0.00% -60.0 -20.9% $14.50 +2.0%
51 MRNA MODERNA INC COM Healthcare 46.0 $3K 0.00% -16.0 -25.8% $70.02 -7.9%
52 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 63.0 $3K 0.00% -36.0 -36.4% $51.00 +0.3%
53 CLSK CLEANSPARK INC COM NEW Technology 215.0 $3K 0.00% -300.0 -58.2% $14.55 -14.8%
54 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 54.0 $3K 0.00% -18.0 -25.0% $57.61 +12.2%
55 FMC FMC CORP COM NEW Basic Materials 264.0 $3K 0.00% -174.0 -39.7% $11.50 -11.5%
56 AMTB AMERANT BANCORP INC CL A Financial Services 115.0 $3K 0.00% -1.0 -0.9% $25.52 +13.7%
57 ABT ABBOTT LABORATORIES COM Healthcare 32.0 $3K 0.00% -25.0 -43.9% $90.75 +21.6%
58 KVYO KLAVIYO INC COM SER A Technology 190.0 $3K 0.00% -29.0 -13.2% $15.10 +16.2%
59 PEN PENUMBRA INC COM Healthcare 9.0 $3K 0.00% -1.0 -10.0% $315.78 +3.6%
60 BKE BUCKLE INC COM Consumer Cyclical 67.0 $3K 0.00% -34.0 -33.7% $42.21 +2.3%
Page 3 of 10  ·  191 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%