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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 82 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 EPR EPR PPTYS COM SH BEN INT Real Estate 10.0 $580.0 $58.00 +4.1%
1622 PBFS PIONEER BANCORP INC MD COM Financial Services 34.0 $580.0 NEW $17.06 +1.3%
1623 VUZI VUZIX CORP COM NEW Technology 200.0 $580.0 NEW $2.90 +6.2%
1624 DBX DROPBOX INC CL A Technology 21.0 $577.0 +1.0 +5.0% $27.48 +23.3%
1625 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 1.0 $577.0 -2.0 -66.7% $577.00 -9.4%
1626 LMAT LEMAITRE VASCULAR INC COM Healthcare 6.0 $576.0 -19.0 -76.0% $96.00 -15.1%
1627 WAL WESTERN ALLIANCE BANCORP COM Financial Services 7.0 $575.0 NEW $82.14 -1.7%
1628 CRBG COREBRIDGE FINL INC COM Financial Services 20.0 $573.0 -17.0 -46.0% $28.65 +15.6%
1629 GRFS GRIFOLS S A SP ADR REP B NVT Healthcare 81.0 $573.0 $7.07 +9.6%
1630 TILE INTERFACE INC COM Consumer Cyclical 16.0 $573.0 $35.81 +7.6%
1631 LII LENNOX INTL INC COM Industrials 1.0 $573.0 $573.00 -28.3%
1632 AVPT AVEPOINT INC COM CL A Technology 51.0 $572.0 NEW $11.22 +18.8%
1633 CHRD CHORD ENERGY CORPORATION COM NEW Energy 5.0 $572.0 $114.40 +25.8%
1634 IX ORIX CORP SPONSORED ADR Financial Services 15.0 $571.0 NEW $38.07 +2.8%
1635 DOMO DOMO INC COM CL B Technology 182.0 $570.0 NEW $3.13 +19.7%
1636 DFH DREAM FINDERS HOMES INC COM CL A Consumer Cyclical 33.0 $570.0 NEW $17.27 -17.3%
1637 POR PORTLAND GEN ELEC CO COM NEW Utilities 11.0 $570.0 $51.82 -2.4%
1638 NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES 61.0 $570.0 NEW $9.34
1639 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 96.0 $567.0 $5.91 -10.1%
1640 ASPI ASP ISOTOPES INC COM Basic Materials 91.0 $566.0 NEW $6.22 -37.9%
Page 82 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%