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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 68 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 DASH DOORDASH INC CL A Communication Services 6.0 $1K -6.0 -50.0% $184.67 +19.3%
1342 JKHY HENRY JACK & ASSOC INC COM Technology 8.0 $1K +4.0 +100.0% $137.75 +18.6%
1343 OI O-I GLASS INC COM Consumer Cyclical 114.0 $1K NEW $9.63 -31.1%
1344 REZOLVE AI PLC ORD SHS 348.0 $1K +32.0 +10.1% $3.15
1345 FSBW FS BANCORP INC COM Financial Services 25.0 $1K NEW $43.40 -1.3%
1346 IBCP INDEPENDENT BK CORP MICH COM NEW Financial Services 30.0 $1K NEW $36.07 +2.4%
1347 SOLV SOLVENTUM CORP COM SHS Healthcare 14.0 $1K +7.0 +100.0% $77.14 +12.9%
1348 EVEREST GROUP LTD COM 3.0 $1K $357.33
1349 AVNS AVANOS MED INC COM Healthcare 43.0 $1K $24.88 +0.4%
1350 IRT INDEPENDENCE RLTY TR INC COM Real Estate 64.0 $1K -119.0 -65.0% $16.69 -1.1%
1351 PGNY PROGYNY INC COM Healthcare 37.0 $1K -20.0 -35.1% $28.84 -9.2%
1352 NNI NELNET INC CL A Financial Services 8.0 $1K +4.0 +100.0% $133.25 -6.2%
1353 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 46.0 $1K NEW $23.13 -16.8%
1354 JANX JANUX THERAPEUTICS INC COM Healthcare 69.0 $1K NEW $15.36 +12.5%
1355 GAMESTOP CORP CL A 48.0 $1K $22.08
1356 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 28.0 $1K +2.0 +7.7% $37.79 -2.9%
1357 REAX THE REAL BROKERAGE INC COM NEW Real Estate 581.0 $1K NEW $1.82 +51.4%
1358 TE T1 ENERGY INC COM NEW Industrials 111.0 $1K $9.48 -51.8%
1359 MYGN MYRIAD GENETICS INC COM Healthcare 184.0 $1K +98.0 +114.0% $5.71 -44.5%
1360 CRNX CRINETICS PHARMACEUTICALS INC COM Healthcare 28.0 $1K +5.0 +21.7% $37.43 +126.4%
Page 68 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 32.1%
Financial Services 21.1%
Industrials 9.9%
Consumer Cyclical 8.5%
Communication Services 6.6%
Healthcare 6.0%
Utilities 4.1%
Real Estate 3.3%
Consumer Defensive 3.0%
Energy 3.0%