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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 79 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 RYANAIR HOLDINGS PLC SPONSORED ADR 10.0 $648.0 NEW $64.80
1562 CBK COMMERCIAL BANCGROUP INC COM Financial Services 20.0 $646.0 $32.30 +4.7%
1563 PAR PAR TECHNOLOGY CORP COM Technology 37.0 $645.0 NEW $17.43 +10.6%
1564 SKYWARD SPECIALTY INS GROUP IN COM 11.0 $642.0 -91.0 -89.2% $58.36
1565 PCVX VAXCYTE INC COM Healthcare 11.0 $639.0 NEW $58.09 +9.0%
1566 SGRY SURGERY PARTNERS INC COM Healthcare 38.0 $638.0 NEW $16.79 -19.0%
1567 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 24.0 $638.0 -3.0 -11.1% $26.58 -11.4%
1568 NIU NIU TECHNOLOGIES ADS Consumer Cyclical 316.0 $635.0 $2.01 +4.0%
1569 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 8.0 $634.0 $79.25 +5.1%
1570 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 42.0 $634.0 $15.10 +55.4%
1571 ARQT ARCUTIS BIOTHERAPEUTICS INC COM Healthcare 24.0 $629.0 +7.0 +41.2% $26.21 +1.0%
1572 ZD ZIFF DAVIS INC COM Communication Services 12.0 $628.0 $52.33 +6.1%
1573 WBTN WEBTOON ENTMT INC COM Technology 55.0 $628.0 $11.42 -25.2%
1574 GTLS CHART INDS INC COM Industrials 3.0 $627.0 $209.00 +0.4%
1575 USAR USA RARE EARTH INC COM Basic Materials 29.0 $626.0 $21.59 -16.2%
1576 DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW Healthcare 63.0 $624.0 NEW $9.90 -22.2%
1577 TEAM ATLASSIAN CORPORATION CL A Technology 8.0 $622.0 +1.0 +14.3% $77.75 +124.1%
1578 NBHC NATIONAL BK HLDGS CORP CL A Financial Services 14.0 $622.0 $44.43 -6.0%
1579 USNA USANA HEALTH SCIENCES INC COM Consumer Defensive 29.0 $619.0 $21.34 -37.9%
1580 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 5.0 $616.0 $123.20 +8.1%
Page 79 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%