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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 37 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ABNB AIRBNB INC COM CL A Consumer Cyclical 51.0 $7K 0.00% +23.0 +82.1% $143.10 +30.9%
722 ACI ALBERTSONS COMPANIES INC COMMON STOCK Consumer Defensive 539.0 $7K 0.00% +69.0 +14.7% $13.53 -8.5%
723 RUN SUNRUN INC COM Energy 544.0 $7K 0.00% +190.0 +53.7% $13.38 -31.5%
724 SNX TD SYNNEX CORPORATION COM Technology 27.0 $7K 0.00% +22.0 +440.0% $267.37 -6.4%
725 BHRB BURKE HERBERT FINL SVCS CORP COM Financial Services 100.0 $7K 0.00% NEW $71.76 -0.3%
726 SNN SMITH & NEPHEW PLC SPDN ADR NEW Healthcare 248.0 $7K 0.00% +98.0 +65.3% $28.81 +1.6%
727 CPRX CATALYST PHARMACEUTICALS INC COM Healthcare 227.0 $7K 0.00% +27.0 +13.5% $31.43 +0.2%
728 AWR AMER STATES WTR CO COM Utilities 86.0 $7K 0.00% +68.0 +377.8% $82.63 +7.3%
729 DOX AMDOCS LTD SHS Technology 140.0 $7K 0.00% +125.0 +833.3% $50.54 +21.5%
730 ADUS ADDUS HOMECARE CORP COM Healthcare 70.0 $7K 0.00% +66.0 +1650.0% $100.47 +20.2%
731 MSM MSC INDL DIRECT INC CL A Industrials 59.0 $7K 0.00% $118.95 +0.7%
732 NE NOBLE CORP PLC ORD SHS A Energy 188.0 $7K 0.00% +161.0 +596.3% $37.30 +24.0%
733 AKR ACADIA RLTY TR COM SH BEN INT Real Estate 335.0 $7K 0.00% +196.0 +141.0% $20.91 +0.7%
734 CNS COHEN & STEERS INC COM Financial Services 91.0 $7K 0.00% +51.0 +127.5% $76.13 +6.9%
735 SLB SLB LIMITED COM STK Energy 149.0 $7K 0.00% +82.0 +122.4% $46.49 +15.9%
736 EFC ELLINGTON FINANCIAL INC COM Real Estate 507.0 $7K 0.00% +412.0 +433.7% $13.61 +0.2%
737 MP MP MATERIALS CORP COM CL A Basic Materials 123.0 $7K 0.00% +3.0 +2.5% $56.01 +7.2%
738 KBH KB HOME COM Consumer Cyclical 110.0 $7K 0.00% +57.0 +107.5% $62.59 -11.5%
739 ENOV ENOVIS CORPORATION COM Industrials 332.0 $7K 0.00% +123.0 +58.9% $20.70 +25.9%
740 BTU PEABODY ENERGY CORP COM Energy 296.0 $7K 0.00% +106.0 +55.8% $23.12 +19.4%
Page 37 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%