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Portfolio (Quarterly) Guide ↗

Baltimore-Washington Financial Advisors, Inc.

· CIK 0001555486
13F Portfolio $2.3B AUM 186 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 83 Added 46 Reduced 20 Exited
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EXC EXELON CORP Utilities 6,004.0 $294K 0.01% +236.0 +4.1% $49.02 -7.5%
82 VEA VANGUARD TAX-MANAGED FDS 3,867.0 $248K 0.01% +34.0 +0.9% $64.08 +10.3%
83 UAMY UNITED STATES ANTIMONY CORP Basic Materials 18,145.0 $158K 0.01% +2K +13.2% $8.73 -4.6%
Page 5 of 5  ·  83 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 32.7%
Financial Services 28.2%
Consumer Cyclical 17.0%
Communication Services 10.7%
Consumer Defensive 5.6%
Healthcare 3.0%
Utilities 1.6%
Industrials 0.8%
Energy 0.3%
Basic Materials 0.0%