Brian Bares - Bares Capital Management Portfolio Allocation (Sep 30, 2025)
As of Sep 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 Nov 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 45.3% of total portfolio value, followed by Technology and Healthcare and Consumer Cyclical. Together, the top three sectors account for 76.7% 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.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology | 45.30% | |
| Healthcare | 17.10% | |
| Consumer Cyclical | 14.27% | |
| Financial Services | 13.08% | |
| Real Estate | 9.54% | |
| Industrials | 0.67% | |