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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 33 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 FIS FIDELITY NATL INFORMATION SVCS COM Technology 226.0 $9K 0.00% +107.0 +89.9% $38.88 +6.3%
642 XEL XCEL ENERGY INC COM Utilities 109.0 $9K 0.00% +41.0 +60.3% $80.30 -5.0%
643 BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A Real Estate 516.0 $9K 0.00% +218.0 +73.2% $16.95 -15.8%
644 KWR QUAKER HOUGHTON COM Basic Materials 55.0 $9K 0.00% +38.0 +223.5% $158.85 +2.6%
645 JBHT HUNT J B TRANS SVCS INC COM Industrials 30.0 $9K 0.00% $289.43 -4.8%
646 AVB AVALONBAY CMNTYS INC COM Real Estate 46.0 $9K 0.00% +3.0 +7.0% $188.70 -2.5%
647 CLH CLEAN HARBORS INC COM Industrials 29.0 $9K 0.00% +20.0 +222.2% $298.76 +5.8%
648 FIBK FIRST INTST BANCSYSTEM INC COM Financial Services 224.0 $9K 0.00% +194.0 +646.7% $38.56 -2.8%
649 BHE BENCHMARK ELECTRS INC COM Technology 87.0 $9K 0.00% +77.0 +770.0% $98.68 -26.4%
650 EQH EQUITABLE HLDGS INC COM Financial Services 195.0 $9K 0.00% +130.0 +200.0% $43.88 +11.4%
651 ACT ENACT HLDGS INC COM Financial Services 187.0 $9K 0.00% +145.0 +345.2% $45.71 +7.6%
652 REYN REYNOLDS CONSUMER PRODS INC COM Consumer Cyclical 315.0 $8K 0.00% +258.0 +452.6% $26.85 -5.1%
653 CLBK COLUMBIA FINL INC COM Financial Services 398.0 $8K 0.00% $21.22 -44.4%
654 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 29.0 $8K 0.00% +16.0 +123.1% $290.59 -8.2%
655 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 108.0 $8K 0.00% +6.0 +5.9% $77.87 -8.1%
656 BRO BROWN & BROWN INC COM Financial Services 131.0 $8K 0.00% +84.0 +178.7% $64.15 +13.7%
657 WERN WERNER ENTERPRISES INC COM Industrials 192.0 $8K 0.00% +10.0 +5.5% $43.61 -10.8%
658 UNFI UNITED NAT FOODS INC COM Consumer Defensive 183.0 $8K 0.00% +4.0 +2.2% $45.67 +5.2%
659 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 67.0 $8K 0.00% +11.0 +19.6% $124.45 +48.9%
660 WF WOORI FINL GROUP INC SPONSORED ADS Financial Services 145.0 $8K 0.00% $57.40 +19.2%
Page 33 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 32.3%
Financial Services 21.2%
Industrials 9.9%
Consumer Cyclical 8.5%
Healthcare 6.0%
Communication Services 6.0%
Utilities 4.1%
Real Estate 3.3%
Consumer Defensive 3.0%
Energy 3.0%