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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 24 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SPXC SPX TECHNOLOGIES INC COM Industrials 55.0 $13K 0.00% $245.16 -16.1%
462 FUL FULLER H B CO COM Basic Materials 231.0 $13K 0.00% +76.0 +49.0% $58.29 +2.7%
463 IBIT ISHARES BITCOIN TRUST ETF Financial Services 404.0 $13K 0.00% $33.29 +22.9%
464 YUM YUM BRANDS INC COM Consumer Cyclical 84.0 $13K 0.00% +25.0 +42.4% $159.86 -8.5%
465 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 59.0 $13K 0.00% +45.0 +321.4% $226.80 -21.5%
466 KHC KRAFT HEINZ CO COM Consumer Defensive 565.0 $13K 0.00% +138.0 +32.3% $23.62 +8.3%
467 RDN RADIAN GROUP INC COM Financial Services 353.0 $13K 0.00% +196.0 +124.8% $37.67 -2.9%
468 BSV VANGUARD SHORT-TERM BOND ETF 170.0 $13K 0.00% NEW $77.87 -0.4%
469 VCTR VICTORY CAP HLDGS INC DEL COM CL A Financial Services 157.0 $13K 0.00% +102.0 +185.4% $84.06 +35.4%
470 SPG SIMON PPTY GROUP INC NEW COM Real Estate 59.0 $13K 0.00% +28.0 +90.3% $223.64 -0.9%
471 LRN STRIDE INC COM Consumer Defensive 153.0 $13K 0.00% +55.0 +56.1% $86.24 -4.5%
472 WWD WOODWARD INC COM Industrials 31.0 $13K 0.00% +19.0 +158.3% $425.42 -18.5%
473 HUBG HUB GROUP INC CL A Industrials 301.0 $13K 0.00% +152.0 +102.0% $43.79 -8.5%
474 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 1,375.0 $13K 0.00% +1K +567.5% $9.58 +5.8%
475 WSC WILLSCOT HLDGS CORP COM CL A Industrials 454.0 $13K 0.00% +284.0 +167.1% $28.86 -23.3%
476 RHI ROBERT HALF INC. COM Industrials 426.0 $13K 0.00% +195.0 +84.4% $30.70 +43.8%
477 CHEF CHEFS WHSE INC COM Consumer Defensive 136.0 $13K 0.00% +58.0 +74.4% $96.10 +12.8%
478 DAN DANA INC COM Consumer Cyclical 480.0 $13K 0.00% +195.0 +68.4% $27.21 +12.6%
479 RACE FERRARI N V COM Consumer Cyclical 35.0 $13K 0.00% +10.0 +40.0% $372.29 +14.5%
480 SIG SIGNET JEWELERS LTD SHS Consumer Cyclical 150.0 $13K 0.00% +57.0 +61.3% $86.20 -7.5%
Page 24 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%