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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 38 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 106.0 $7K 0.00% +69.0 +186.5% $64.45 +1.6%
742 DCI DONALDSON INC COM Industrials 76.0 $7K 0.00% $89.76 +3.9%
743 DB DEUTSCHE BK AG NAMEN AKT Financial Services 202.0 $7K 0.00% +83.0 +69.8% $33.76 +12.0%
744 STT STATE STR CORP COM Financial Services 40.0 $7K 0.00% +35.0 +700.0% $169.60 +10.3%
745 ADBE ADOBE INC COM Technology 33.0 $7K 0.00% +22.0 +200.0% $205.03 +34.3%
746 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 28.0 $7K 0.00% +1.0 +3.7% $241.00 +5.5%
747 LTC LTC PPTYS INC COM Real Estate 175.0 $7K 0.00% +149.0 +573.1% $38.45 +4.7%
748 SHO SUNSTONE HOTEL INVS INC NEW COM Real Estate 584.0 $7K 0.00% +286.0 +96.0% $11.45 -1.4%
749 WULF TERAWULF INC COM Financial Services 270.0 $7K 0.00% +89.0 +49.2% $24.70 -36.7%
750 PBA PEMBINA PIPELINE CORP COM Energy 144.0 $7K 0.00% +122.0 +554.5% $46.25 +5.4%
751 KEP KOREA ELEC PWR CORP SPONSORED ADR Utilities 550.0 $7K 0.00% $12.10 -6.9%
752 BWXT BWX TECHNOLOGIES INC COM Industrials 34.0 $7K 0.00% +21.0 +161.5% $194.65 -19.5%
753 UTL UNITIL CORP COM Utilities 125.0 $7K 0.00% +64.0 +104.9% $52.69 +0.9%
754 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 39.0 $7K 0.00% +2.0 +5.4% $168.54 -9.5%
755 NTR NUTRIEN LTD COM Basic Materials 104.0 $7K 0.00% +88.0 +550.0% $62.95 +19.6%
756 PCRX PACIRA BIOSCIENCES INC COM Healthcare 257.0 $7K 0.00% -14.0 -5.2% $25.37 -2.8%
757 BANR BANNER CORP COM NEW Financial Services 97.0 $6K 0.00% +18.0 +22.8% $66.44 +7.1%
758 MIRM MIRUM PHARMACEUTICALS INC COM Healthcare 55.0 $6K 0.00% +5.0 +10.0% $117.05 -17.7%
759 AZO AUTOZONE INC COM Consumer Cyclical 2.0 $6K 0.00% +1.0 +100.0% $3196.00 -7.4%
760 PCTY PAYLOCITY HLDG CORP COM Technology 61.0 $6K 0.00% -35.0 -36.5% $104.52 +46.7%
Page 38 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%