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Portfolio (Quarterly) Guide ↗

Baring Financial LLC

· CIK 0002052588
13F Portfolio $182M AUM 89 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 28 Added 29 Reduced 1 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WM WASTE MGMT INC DEL Industrials 2,056.0 $458K 0.25% +12.0 +0.6% $222.87 -1.4%
22 WMT WALMART INC Consumer Defensive 3,034.0 $344K 0.19% +18.0 +0.6% $113.25 -9.0%
23 PG PROCTER & GAMBLE CO Consumer Defensive 2,226.0 $326K 0.18% +54.0 +2.5% $146.63 -2.0%
24 IEFA ISHARES TR 2,890.0 $279K 0.15% +24.0 +0.8% $96.57 +4.1%
25 HD HOME DEPOT INC Consumer Cyclical 753.0 $265K 0.15% +18.0 +2.5% $352.55 -6.3%
26 BAC BANK OF AMER CORP Financial Services 4,362.0 $249K 0.14% +117.0 +2.8% $56.99 +9.4%
27 BA BOEING CO Industrials 1,057.0 $229K 0.13% +22.0 +2.1% $216.47 -3.1%
28 SO SOUTHERN CO Utilities 2,267.0 $217K 0.12% +136.0 +6.4% $95.71 -7.8%
Page 2 of 2  ·  28 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 26.7%
Industrials 14.6%
Consumer Cyclical 8.2%
Communication Services 5.2%
Consumer Defensive 4.6%
Healthcare 4.5%
Real Estate 4.4%
Energy 3.3%
Basic Materials 0.4%