Brian Bares – Bares Capital Management Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Bares Capital Management portfolio managed by Brian Bares was diversified across 6 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Technology sector represents the largest share at 45.2% of total portfolio value, followed by Financial Services and Healthcare and Consumer Cyclical. Together, the top three sectors account for 79.1% of the portfolio, reflecting Brian Bares's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.