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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 69 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 NAVI NAVIENT CORPORATION COM Financial Services 123.0 $1K -46.0 -27.2% $8.51 +6.6%
1362 VITL VITAL FARMS INC COM Consumer Defensive 90.0 $1K NEW $11.63 -7.7%
1363 GERN GERON CORP COM Healthcare 815.0 $1K +475.0 +139.7% $1.28 +22.7%
1364 CTGO CONTANGO SILVER & GOLD INC COM Basic Materials 66.0 $1K NEW $15.79 +31.6%
1365 TMP TOMPKINS FINL CORP COM Financial Services 11.0 $1K $94.55 +2.4%
1366 BETA BETA TECHNOLOGIES INC COM SHS CL A Industrials 62.0 $1K NEW $16.76 +50.9%
1367 PAY PAYMENTUS HOLDINGS INC COM CL A Technology 43.0 $1K +23.0 +115.0% $24.16 +64.7%
1368 IT GARTNER INC COM Technology 8.0 $1K NEW $129.62 +50.3%
1369 REGCO REGENCY CTRS CORP COM Real Estate 13.0 $1K NEW $79.69 -72.6%
1370 GEO GEO GROUP INC COM Industrials 35.0 $1K $29.54 +4.5%
1371 ALVO ALVOTECH ORDINARY SHARES Healthcare 280.0 $1K NEW $3.69 +7.1%
1372 INSP INSPIRE MED SYS INC COM Healthcare 23.0 $1K -26.0 -53.1% $44.61 +38.3%
1373 KMPR KEMPER CORP COM Financial Services 38.0 $1K -69.0 -64.5% $26.95 -1.1%
1374 KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A 16.0 $1K $63.94
1375 VERX VERTEX INC CL A Technology 89.0 $1K NEW $11.48 +18.0%
1376 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 30.0 $1K +15.0 +100.0% $34.00 +0.5%
1377 KT KT CORP SPONSORED ADR Communication Services 59.0 $1K $17.29 +8.8%
1378 GPOR GULFPORT ENERGY CORP COMMON SHARES Energy 6.0 $1K +3.0 +100.0% $169.67 +4.3%
1379 CXM SPRINKLR INC CL A Technology 197.0 $1K +16.0 +8.8% $5.16 +39.3%
1380 QIAGEN NV ORD SHARES 26.0 $1K -36.0 -58.1% $39.08
Page 69 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%