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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 9 of 90  ·  1,784 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DOCN DIGITALOCEAN HLDGS INC COM Technology 183.0 $29K 0.01% +34.0 +22.8% $157.03 -20.3%
162 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 245.0 $29K 0.01% +62.0 +33.9% $116.67 +47.3%
163 CB CHUBB LIMITED COM Financial Services 82.0 $28K 0.01% +26.0 +46.4% $340.73 +1.8%
164 VIRT VIRTU FINL INC CL A Financial Services 466.0 $28K 0.01% +116.0 +33.1% $59.57 +2.3%
165 FTDR FRONTDOOR INC COM Consumer Cyclical 357.0 $28K 0.01% +146.0 +69.2% $77.59 +8.8%
166 AROC ARCHROCK INC COM Energy 679.0 $28K 0.01% +290.0 +74.5% $40.71 -15.5%
167 WFC WELLS FARGO & CO COM Financial Services 331.0 $27K 0.01% +161.0 +94.7% $82.64 +5.5%
168 RTX RTX CORPORATION COM Industrials 144.0 $27K 0.01% +7.0 +5.1% $189.73 +17.8%
169 DE DEERE & CO COM Industrials 43.0 $27K 0.01% +17.0 +65.4% $634.35 -6.2%
170 PEP PEPSICO INC COM Consumer Defensive 201.0 $27K 0.01% +61.0 +43.6% $135.40 +3.5%
171 FSS FEDERAL SIGNAL CORP COM Industrials 211.0 $27K 0.01% +96.0 +83.5% $128.49 -3.8%
172 GVA GRANITE CONSTR INC COM Industrials 171.0 $27K 0.01% +60.0 +54.0% $158.08 -21.4%
173 SNEX STONEX GROUP INC COM Financial Services 228.0 $27K 0.01% +80.0 +54.0% $118.50 -44.2%
174 DIOD DIODES INC COM Technology 245.0 $27K 0.01% +121.0 +97.6% $109.44 -9.3%
175 KRYS KRYSTAL BIOTECH INC COM Healthcare 72.0 $27K 0.01% +25.0 +53.2% $371.67 -9.8%
176 WELL WELLTOWER INC COM Real Estate 117.0 $27K 0.01% +43.0 +58.1% $226.97 +4.6%
177 QCOM QUALCOMM INC COM Technology 143.0 $26K 0.01% +52.0 +57.1% $184.79 -14.2%
178 O REALTY INCOME CORP COM Real Estate 426.0 $26K 0.01% +109.0 +34.4% $61.96 +0.8%
179 ECG EVERUS CONSTR GROUP COM Industrials 159.0 $26K 0.01% +57.0 +55.9% $165.95 -20.2%
180 MAC MACERICH CO COM Real Estate 1,047.0 $26K 0.01% +425.0 +68.3% $25.19 -2.3%
Page 9 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%