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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 62 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 200.0 $2K $7.56 -20.9%
1222 NBR NABORS INDUSTRIES LTD SHS Energy 18.0 $2K $84.00 +10.0%
1223 SOC SABLE OFFSHORE CORP COM SHS Energy 489.0 $2K +408.0 +503.7% $3.08 +65.6%
1224 IMKTA INGLES MKTS INC CL A Consumer Defensive 17.0 $2K -4.0 -19.1% $88.59 -4.1%
1225 ATR APTARGROUP INC COM Healthcare 12.0 $2K +8.0 +200.0% $125.17 +7.7%
1226 PBF PBF ENERGY INC CL A Energy 33.0 $2K +1.0 +3.1% $45.52 +61.6%
1227 RGEN REPLIGEN CORP COM Healthcare 11.0 $2K +4.0 +57.1% $136.45 +32.7%
1228 SPSC SPS COMM INC COM Technology 26.0 $1K +13.0 +100.0% $57.15 +41.9%
1229 BCRX BIOCRYST PHARMACEUTICALS INC COM Healthcare 148.0 $1K $10.00 -4.5%
1230 SBSI SOUTHSIDE BANCSHARES INC COM Financial Services 42.0 $1K $35.19 -8.9%
1231 DOCU DOCUSIGN INC COM Technology 33.0 $1K +11.0 +50.0% $44.42 +39.6%
1232 BIOHAVEN LTD COM 98.0 $1K +42.0 +75.0% $14.88
1233 WK WORKIVA INC COM CL A Technology 30.0 $1K NEW $48.50 +54.3%
1234 STN STANTEC INC COM Industrials 21.0 $1K +3.0 +16.7% $68.90 +7.5%
1235 PM PHILIP MORRIS INTL INC COM Consumer Defensive 8.0 $1K -3.0 -27.3% $180.88 +4.1%
1236 RBRK RUBRIK INC. CL A Technology 18.0 $1K -9.0 -33.3% $80.28 +24.7%
1237 BLLN BILLIONTOONE INC CL A Healthcare 12.0 $1K NEW $120.00 -20.8%
1238 PPC PILGRIMS PRIDE CORP COM Consumer Defensive 51.0 $1K NEW $28.12 +14.7%
1239 PINE ALPINE INCOME PPTY TR INC COM Real Estate 69.0 $1K $20.75 -5.8%
1240 SYRE SPYRE THERAPEUTICS INC COM NEW Healthcare 16.0 $1K $88.75 +20.0%
Page 62 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%