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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  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU MICRON TECHNOLOGY INC Technology 603.0 $697K 0.38% -374.0 -38.3% $1155.22 -19.2%
22 SCHG SCHWAB STRATEGIC TR 18,453.0 $624K 0.34% -3K -12.4% $33.84 +5.7%
23 DFAC DIMENSIONAL ETF TRUST 13,570.0 $602K 0.33% -2K -13.6% $44.36 +2.8%
24 AVGO BROADCOM INC Technology 1,453.0 $549K 0.30% -16.0 -1.1% $377.68 -2.4%
25 META META PLATFORMS INC Communication Services 946.0 $533K 0.29% -5.0 -0.5% $563.26 +2.6%
26 LLY ELI LILLY & CO Healthcare 399.0 $479K 0.26% -11.0 -2.7% $1199.75 -2.2%
27 GLD SPDR GOLD TR Financial Services 957.0 $353K 0.19% -18.0 -1.9% $368.38 +11.0%
28 NOC NORTHROP GRUMMAN CORP Industrials 542.0 $276K 0.15% -79.0 -12.7% $509.31 +7.1%
29 NFLX NETFLIX INC. Communication Services 3,044.0 $217K 0.12% -503.0 -14.2% $71.40 +14.5%
Page 2 of 2  ·  29 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%