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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $360M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1532 New
Page 75 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 APLD APPLIED DIGITAL CORP COM NEW Technology 18.0 $441.0 NEW $24.50 +86.9%
1482 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 3.0 $432.0 NEW $144.00 +53.2%
1483 OSCR OSCAR HEALTH INC CL A Healthcare 30.0 $431.0 NEW $14.37 +53.2%
1484 CXT CRANE NXT CO COM Industrials 9.0 $424.0 NEW $47.11 -12.5%
1485 DLO DLOCAL LTD CLASS A COM Technology 30.0 $424.0 NEW $14.13 -16.1%
1486 CXW CORECIVIC INC COM Real Estate 22.0 $420.0 NEW $19.09 +11.6%
1487 VERX VERTEX INC CL A Technology 21.0 $419.0 NEW $19.95 -33.6%
1488 NN NEXTNAV INC COMMON STOCK Communication Services 25.0 $416.0 NEW $16.64 +36.9%
1489 SIX FLAGS ENTERTAINMENT CORP COM 27.0 $414.0 NEW $15.33
1490 CAH CARDINAL HEALTH INC COM Healthcare 2.0 $411.0 NEW $205.50 -2.2%
1491 CAVA CAVA GROUP INC COM Consumer Cyclical 7.0 $411.0 NEW $58.71 +36.4%
1492 TRUP TRUPANION INC COM Financial Services 11.0 $411.0 NEW $37.36 -41.4%
1493 FLY FIREFLY AEROSPACE INC COM Industrials 18.0 $403.0 NEW $22.39 +165.0%
1494 DOX AMDOCS LTD SHS Technology 5.0 $403.0 NEW $80.60 -22.5%
1495 TTEK TETRA TECH INC NEW COM Industrials 12.0 $402.0 NEW $33.50 -16.9%
1496 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 13.0 $401.0 NEW $30.85 -9.7%
1497 CRL CHARLES RIV LABS INTL INC COM Healthcare 2.0 $399.0 NEW $199.50 -21.6%
1498 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 1.0 $398.0 NEW $398.00 -25.5%
1499 VFC V F CORP COM Consumer Cyclical 22.0 $398.0 NEW $18.09 -9.8%
1500 MTN VAIL RESORTS INC COM Consumer Cyclical 3.0 $398.0 NEW $132.67 -4.6%
Page 75 of 77  ·  1,532 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 27.6%
Financial Services 24.7%
Consumer Cyclical 9.9%
Utilities 8.2%
Communication Services 7.4%
Industrials 6.9%
Healthcare 6.2%
Real Estate 2.7%
Energy 2.6%
Consumer Defensive 2.1%