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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 46 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 UMH UMH PPTYS INC COM Real Estate 291.0 $4K 0.00% +182.0 +167.0% $15.14 +9.0%
902 CALX CALIX INC COM Technology 118.0 $4K 0.00% +16.0 +15.7% $37.31 +7.5%
903 MET METLIFE INC COM Financial Services 52.0 $4K 0.00% +12.0 +30.0% $84.60 +11.5%
904 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 10.0 $4K 0.00% $437.60 -12.3%
905 DVN DEVON ENERGY CORP NEW COM Energy 105.0 $4K 0.00% NEW $41.31 +18.8%
906 GLRE GREENLIGHT CAP RE LTD CLASS A Financial Services 268.0 $4K 0.00% $16.18 -5.5%
907 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 106.0 $4K 0.00% -14.0 -11.7% $40.87 +21.2%
908 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 23.0 $4K 0.00% +6.0 +35.3% $188.35 -24.8%
909 MUR MURPHY OIL CORP COM Energy 133.0 $4K 0.00% $32.56 +14.9%
910 ENSG ENSIGN GROUP INC COM Healthcare 27.0 $4K 0.00% +24.0 +800.0% $160.30 +12.0%
911 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 43.0 $4K 0.00% +4.0 +10.3% $100.28 +7.8%
912 WMT WALMART INC COM Consumer Defensive 38.0 $4K 0.00% -24.0 -38.7% $113.26 -8.4%
913 NDAQ NASDAQ INC COM Financial Services 54.0 $4K 0.00% -6.0 -10.0% $78.81 +24.6%
914 TLN TALEN ENERGY CORP COM Utilities 11.0 $4K 0.00% +8.0 +266.7% $384.27 -18.2%
915 SYNA SYNAPTICS INC COM Technology 34.0 $4K 0.00% +27.0 +385.7% $124.24 -21.4%
916 REPL REPLIMUNE GROUP INC COM Healthcare 381.0 $4K 0.00% NEW $11.07 +33.4%
917 ENS ENERSYS COM Industrials 18.0 $4K 0.00% +4.0 +28.6% $233.78 -18.8%
918 RELY REMITLY GLOBAL INC COM Technology 187.0 $4K 0.00% -151.0 -44.7% $22.41 +19.0%
919 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 159.0 $4K 0.00% -44.0 -21.7% $26.35 +3.2%
920 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 118.0 $4K 0.00% +30.0 +34.1% $35.42 -15.3%
Page 46 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%