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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CEREBRAS SYSTEMS INC 1,364.0 $301K 0.17% NEW $221.00
2 MSFT CALL MICROSOFT CORP Technology 800.0 $298K 0.16% NEW $373.02 +37.7%
3 AMD ADVANCED MICRO DEVICES INC Technology 470.0 $273K 0.15% NEW $580.91 -19.9%
4 LRCX LAM RESEARCH CORP Technology 586.0 $254K 0.14% NEW $433.33 -30.3%
5 TSLA CALL TESLA INC Consumer Cyclical 600.0 $252K 0.14% NEW $420.60 -17.1%
6 MO ALTRIA GROUP INC Consumer Defensive 3,318.0 $239K 0.13% NEW $71.95 -4.6%
7 VTI VANGUARD INDEX FDS 631.0 $234K 0.13% NEW $370.08 +2.5%
8 GNRC GENERAC HLDGS INC Industrials 770.0 $225K 0.12% NEW $292.81 -37.2%
9 PKG PACKAGING CORP AMER Consumer Cyclical 942.0 $224K 0.12% NEW $238.16 +0.9%
10 WELL WELLTOWER INC Real Estate 963.0 $219K 0.12% NEW $226.97 +4.9%
11 FCX FREEPORT MCMORAN INC Basic Materials 3,393.0 $213K 0.12% NEW $62.89 +21.6%
12 SPYM SPDR SERIES TRUST 2,421.0 $213K 0.12% NEW $87.90 +3.0%
13 ABBV ABBVIE INC Healthcare 831.0 $209K 0.12% NEW $251.69 +1.5%
14 C CITIGROUP INC Financial Services 1,478.0 $207K 0.11% NEW $140.00 -5.1%
15 NVDA CALL NVIDIA CORPORATION Technology 200.0 $40K 0.02% NEW $200.09 +8.7%

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%