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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 9 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SMBC SOUTHERN MO BANCORP INC COM Financial Services 16.0 $1K NEW $63.94 +9.3%
162 URBN URBAN OUTFITTERS INC COM Consumer Cyclical 16.0 $1K NEW $63.38 +19.0%
163 GRND GRINDR INC COM Technology 83.0 $1K NEW $12.08 +6.0%
164 ABR ARBOR REALTY TRUST INC COM Real Estate 130.0 $1K NEW $7.71 -29.6%
165 FIBK FIRST INTST BANCSYSTEM INC COM Financial Services 30.0 $1K NEW $33.40 +8.2%
166 NTLA INTELLIA THERAPEUTICS INC COM Healthcare 78.0 $1K NEW $12.82 -1.6%
167 BCH BANCO DE CHILE SPONSORED ADS Financial Services 27.0 $1K NEW $37.04 +3.4%
168 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 11.0 $995.0 NEW $90.45 -5.5%
169 IMMUNITYBIO INC COM 129.0 $989.0 NEW $7.67
170 COLM COLUMBIA SPORTSWEAR CO COM Consumer Cyclical 18.0 $986.0 NEW $54.78 +20.1%
171 PBA PEMBINA PIPELINE CORP COM Energy 22.0 $985.0 NEW $44.77 +7.8%
172 EVEREST GROUP LTD COM 3.0 $981.0 NEW $327.00
173 TOWN TOWNEBANK PORTSMOUTH VA COM Financial Services 29.0 $976.0 NEW $33.66 +2.7%
174 PINS PINTEREST INC CL A Communication Services 53.0 $972.0 NEW $18.34 +5.4%
175 INVH INVITATION HOMES INC COM Real Estate 39.0 $969.0 NEW $24.85 +18.3%
176 SEZL SEZZLE INC COM Financial Services 15.0 $949.0 NEW $63.27 +73.8%
177 UDMY UDEMY INC COM Consumer Defensive 205.0 $947.0 NEW $4.62 +0.2%
178 VNO VORNADO RLTY TR SH BEN INT Real Estate 36.0 $936.0 NEW $26.00 +25.8%
179 BXP BXP INC COM Real Estate 18.0 $934.0 NEW $51.89 +16.8%
180 NIU NIU TECHNOLOGIES ADS Consumer Cyclical 316.0 $913.0 NEW $2.89 -14.9%
Page 9 of 20  ·  385 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 27.5%
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%