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Portfolio (Quarterly) Guide ↗

Baring Financial LLC

· CIK 0002052588
13F Portfolio $164M AUM 70 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWP ISHARES TR 2,502.0 $343K 0.21% NEW $136.93 +1.8%
62 IWD ISHARES TR 1,556.0 $327K 0.20% NEW $210.31 +12.4%
63 WMT WALMART INC Consumer Defensive 2,870.0 $320K 0.20% NEW $111.40 +8.0%
64 RTX RTX CORPORATION Industrials 1,614.0 $296K 0.18% NEW $183.43 -3.5%
65 MU MICRON TECHNOLOGY INC Technology 975.0 $278K 0.17% NEW $285.48 +163.1%
66 IEFA ISHARES TR 2,866.0 $256K 0.16% NEW $89.45 +8.7%
67 HD HOME DEPOT INC Consumer Cyclical 708.0 $244K 0.15% NEW $344.29 -9.1%
68 PKG PACKAGING CORP AMER Consumer Cyclical 1,074.0 $221K 0.14% NEW $206.20 +4.7%
69 HODL VANECK BITCOIN ETF 8,830.0 $218K 0.13% NEW $24.73 -13.3%
70 NFLX NETFLIX INC Communication Services 2,181.0 $204K 0.12% NEW $93.76 -5.5%
Page 4 of 4  ·  70 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
Financial Services 27.9%
Technology 26.0%
Industrials 11.5%
Real Estate 9.2%
Consumer Cyclical 8.5%
Communication Services 6.0%
Consumer Defensive 4.4%
Healthcare 3.6%
Energy 3.0%