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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 75 of 87  ·  1,730 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 SABR SABRE CORP COM Consumer Cyclical 373.0 $541.0 NEW $1.45 +14.5%
1482 RDDT REDDIT INC CL A Communication Services 4.0 $539.0 +1.0 +33.3% $134.75 +14.5%
1483 SNDX SYNDAX PHARMACEUTICALS INC COM Healthcare 23.0 $537.0 NEW $23.35 -16.0%
1484 PERIMETER SOLUTIONS INC COMMON STOCK 22.0 $537.0 -213.0 -90.6% $24.41
1485 HOPE HOPE BANCORP INC COM Financial Services 48.0 $536.0 $11.17 +12.2%
1486 EIG EMPLOYERS HLDGS INC COM Financial Services 13.0 $535.0 -13.0 -50.0% $41.15 +6.5%
1487 L LOEWS CORP COM Financial Services 5.0 $534.0 NEW $106.80 +0.2%
1488 SN SHARKNINJA INC COM SHS Consumer Cyclical 5.0 $530.0 NEW $106.00 +10.3%
1489 NN NEXTNAV INC COMMON STOCK Communication Services 33.0 $529.0 +8.0 +32.0% $16.03 +34.1%
1490 LQDA LIQUIDIA CORPORATION COM NEW Healthcare 14.0 $528.0 NEW $37.71 +64.5%
1491 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 46.0 $526.0 $11.43 +12.9%
1492 CNXN PC CONNECTION INC COM Technology 9.0 $526.0 $58.44 +14.6%
1493 RVTY REVVITY INC COM Healthcare 6.0 $526.0 -5.0 -45.5% $87.67 +10.4%
1494 LUV SOUTHWEST AIRLS CO COM Industrials 14.0 $526.0 NEW $37.57 +16.3%
1495 NMRK NEWMARK GROUP INC CL A Real Estate 35.0 $525.0 -1.0 -2.8% $15.00 -3.3%
1496 FOUR SHIFT4 PMTS INC CL A Technology 12.0 $525.0 +7.0 +140.0% $43.75 -1.8%
1497 GDRX GOODRX HLDGS INC COM CL A Healthcare 267.0 $523.0 NEW $1.96 +46.0%
1498 MQ MARQETA INC CLASS A COM Technology 128.0 $522.0 -106.0 -45.3% $4.08 -6.3%
1499 DAVE INC CLASS A COM NEW 3.0 $522.0 NEW $174.00
1500 CBK COMMERCIAL BANCGROUP INC COM Financial Services 20.0 $520.0 NEW $26.00 +12.1%
Page 75 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%