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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $378M AUM 2,857 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 385 New 787 Added 308 Reduced 187 Exited
Page 68 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 GLNG GOLAR LNG LTD SHS Energy 15.0 $812.0 -2.0 -11.8% $54.13 -8.9%
1342 BROS DUTCH BROS INC CL A Consumer Cyclical 16.0 $811.0 -15.0 -48.4% $50.69 +11.6%
1343 WHR WHIRLPOOL CORP COM Consumer Cyclical 15.0 $809.0 -3.0 -16.7% $53.93 -18.3%
1344 REZOLVE AI PLC ORD SHS 316.0 $809.0 NEW $2.56
1345 SYRE SPYRE THERAPEUTICS INC COM NEW Healthcare 16.0 $807.0 NEW $50.44 +43.0%
1346 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 87.0 $807.0 +52.0 +148.6% $9.28 -4.1%
1347 KNOP KNOT OFFSHORE PARTNERS LP COM UNITS Industrials 80.0 $806.0 $10.07 +11.1%
1348 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 42.0 $805.0 -22.0 -34.4% $19.17 -12.8%
1349 ON ON SEMICONDUCTOR CORP COM Technology 13.0 $805.0 $61.92 +99.9%
1350 IPGP IPG PHOTONICS CORP COM Technology 7.0 $802.0 $114.57 +2.4%
1351 ON24 INC COM 99.0 $802.0 $8.10
1352 OTEX OPEN TEXT CORP COM Technology 36.0 $801.0 $22.25 +4.8%
1353 RPM RPM INTL INC COM Basic Materials 8.0 $795.0 -3.0 -27.3% $99.38 +7.6%
1354 ACHR ARCHER AVIATION INC COM CL A Industrials 153.0 $791.0 -84.0 -35.4% $5.17 +31.7%
1355 FANG DIAMONDBACK ENERGY INC COM Energy 4.0 $791.0 $197.75 -1.8%
1356 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 4.0 $782.0 $195.50 +13.0%
1357 GNRC GENERAC HLDGS INC COM Industrials 4.0 $781.0 $195.25 +43.1%
1358 CF CF INDUSTRIES HOLD COM Basic Materials 6.0 $779.0 $129.83 -10.3%
1359 VECO VEECO INSTRS INC DEL COM Technology 23.0 $779.0 $33.87 +74.6%
1360 PUMP PROPETRO HLDG CORP COM Energy 54.0 $778.0 NEW $14.41 +5.2%
Page 68 of 87  ·  1,730 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 27.5%
Financial Services 23.6%
Consumer Cyclical 8.3%
Industrials 8.1%
Utilities 7.2%
Communication Services 6.7%
Healthcare 5.9%
Energy 3.9%
Real Estate 3.1%
Consumer Defensive 2.9%