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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 17 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CBU COMMUNITY FINANCIAL SYSTEM INC COM Financial Services 271.0 $18K 0.00% +107.0 +65.2% $67.12 -3.7%
322 GD GENERAL DYNAMICS CORP COM Industrials 51.0 $18K 0.00% +24.0 +88.9% $354.24 +11.1%
323 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 258.0 $18K 0.00% +120.0 +87.0% $69.74 -14.7%
324 FIX COMFORT SYS USA INC COM Industrials 9.0 $18K 0.00% $1982.00 -12.3%
325 WCN WASTE CONNECTIONS INC COM Industrials 107.0 $18K 0.00% +50.0 +87.7% $166.69 -0.7%
326 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 2,319.0 $18K 0.00% +1K +102.5% $7.68 -20.2%
327 SCHW SCHWAB CHARLES CORP COM Financial Services 193.0 $18K 0.00% +79.0 +69.3% $92.27 +21.0%
328 A AGILENT TECHNOLOGIES INC COM Healthcare 134.0 $18K 0.00% +83.0 +162.8% $132.84 +11.7%
329 UBS UBS GROUP AG SHS Financial Services 359.0 $18K 0.00% +154.0 +75.1% $49.56 +6.9%
330 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 56.0 $18K 0.00% +19.0 +51.4% $317.54 -5.5%
331 ARWR ARROWHEAD PHARMACEUTICALS INC COM Healthcare 218.0 $18K 0.00% $81.51 +7.8%
332 MDU MDU RES GROUP INC COM Industrials 832.0 $18K 0.00% +387.0 +87.0% $21.21 -3.6%
333 AGX ARGAN INC COM Industrials 22.0 $18K 0.00% +19.0 +633.3% $798.59 -30.7%
334 THOMSON REUTERS CORP COM 214.0 $17K 0.00% NEW $81.67
335 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 301.0 $17K 0.00% +131.0 +77.1% $57.84 +8.3%
336 JLL JONES LANG LASALLE INC COM Real Estate 56.0 $17K 0.00% +22.0 +64.7% $309.96 +19.7%
337 LMT LOCKHEED MARTIN CORP COM Industrials 34.0 $17K 0.00% +14.0 +70.0% $509.44 +19.2%
338 PUK PRUDENTIAL PLC ADR Financial Services 646.0 $17K 0.00% +213.0 +49.2% $26.81 +4.7%
339 SYK STRYKER CORPORATION COM Healthcare 55.0 $17K 0.00% +34.0 +161.9% $314.84 +5.3%
340 SM SM ENERGY COMPANY COM Energy 663.0 $17K 0.00% +265.0 +66.6% $26.10 +36.0%
Page 17 of 90  ·  1,784 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%