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Portfolio (Quarterly) Guide ↗

Bare Financial Services, Inc

· CIK 0002009426
13F Portfolio $378M AUM 2,857 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 385 New 787 Added 308 Reduced 187 Exited
Page 7 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 ACM AECOM COM Industrials 6 $572.0 SOLD
122 SLDE SLIDE INS HLDGS INC COM Financial Services 29 $565.0 SOLD
123 ALHC ALIGNMENT HEALTHCARE INC COM Healthcare 28 $553.0 SOLD
124 MGNI MAGNITE INC COM Communication Services 34 $552.0 SOLD
125 ROL ROLLINS INC COM Consumer Cyclical 9 $540.0 SOLD
126 UPWK UPWORK INC COM Industrials 27 $535.0 SOLD
127 COCO VITA COCO CO INC COM Consumer Defensive 10 $530.0 SOLD
128 CARS CARS COM INC COM Consumer Cyclical 43 $525.0 SOLD
129 WGS GENEDX HOLDINGS CORP COM CL A Healthcare 4 $520.0 SOLD
130 TWO HBRS INVT CORP COM 49 $515.0 SOLD
131 FOXF FOX FACTORY HLDG CORP COM Consumer Cyclical 30 $513.0 SOLD
132 LIFE360 INC COM 8 $513.0 SOLD
133 ATEC ALPHATEC HLDGS INC COM NEW Healthcare 24 $505.0 SOLD
134 PLRX PLIANT THERAPEUTICS INC COM Healthcare 413 $504.0 SOLD
135 COTY COTY INC COM CL A Consumer Defensive 163 $502.0 SOLD
136 CRY ARTIVION INC COM 11 $502.0 SOLD
137 AVPT AVEPOINT INC COM CL A Technology 36 $500.0 SOLD
138 OCUL OCULAR THERAPEUTIX INC COM Healthcare 41 $498.0 SOLD
139 VRDN VIRIDIAN THERAPEUTICS INC COM Healthcare 16 $498.0 SOLD
140 CEVA CEVA INC COM Technology 23 $495.0 SOLD
Page 7 of 10  ·  187 positions
Sector Allocation
Technology 27.5%
Financial Services 23.6%
Consumer Cyclical 8.3%
Industrials 8.1%
Utilities 7.2%
Communication Services 6.7%
Healthcare 5.9%
Energy 3.9%
Real Estate 3.1%
Consumer Defensive 2.9%