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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 47 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 VSEC VSE CORP COM Industrials 13.0 $2K 0.00% +9.0 +225.0% $184.38 +1.2%
922 SBH SALLY BEAUTY HLDGS INC COM Consumer Cyclical 173.0 $2K 0.00% NEW $13.85 -3.4%
923 DV DOUBLEVERIFY HLDGS INC COM Technology 252.0 $2K 0.00% +113.0 +81.3% $9.50 +1.2%
924 WAT WATERS CORP COM Healthcare 8.0 $2K 0.00% +4.0 +100.0% $297.88 +27.3%
925 IESC IES HOLDINGS INC COM Industrials 5.0 $2K 0.00% $476.40 +40.9%
926 SITE CTRS CORP COM 438.0 $2K 0.00% NEW $5.40
927 BNS BANK NOVA SCOTIA B C COM Financial Services 34.0 $2K 0.00% NEW $69.32 +15.0%
928 OKE ONEOK INC NEW COM Energy 26.0 $2K 0.00% -27.0 -50.9% $90.38 -7.0%
929 BFS SAUL CTRS INC COM Real Estate 72.0 $2K 0.00% -7.0 -8.9% $32.58 +5.8%
930 WDAY WORKDAY INC CL A Technology 18.0 $2K 0.00% +14.0 +350.0% $129.94 +9.3%
931 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 8.0 $2K 0.00% +4.0 +100.0% $290.50 -4.2%
932 CZFS CITIZENS FINL SVCS INC COM Financial Services 38.0 $2K 0.00% $61.16 +9.1%
933 SJM SMUCKER J M CO COM NEW Consumer Defensive 24.0 $2K 0.00% +19.0 +380.0% $96.46 +8.0%
934 TBBK BANCORP INC DEL COM Financial Services 43.0 $2K 0.00% +27.0 +168.8% $53.72 +2.8%
935 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 37.0 $2K 0.00% +13.0 +54.2% $62.41 -2.0%
936 FMBH FIRST MID BANCSHARES INC COM Financial Services 56.0 $2K 0.00% -12.0 -17.6% $41.20 +7.0%
937 POWI POWER INTEGRATIONS INC COM Technology 45.0 $2K 0.00% +32.0 +246.2% $51.20 +63.7%
938 KSS KOHLS CORP COM Consumer Cyclical 178.0 $2K 0.00% +127.0 +249.0% $12.90 +13.7%
939 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 103.0 $2K 0.00% -139.0 -57.4% $22.26 -2.4%
940 FRPH FRP HLDGS INC COM Real Estate 104.0 $2K 0.00% +82.0 +372.7% $21.88 +6.1%
Page 47 of 87  ·  1,730 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%