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Portfolio (Quarterly) Guide ↗

Baltimore-Washington Financial Advisors, Inc.

· CIK 0001555486
13F Portfolio $2.7B AUM 206 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 85 Added 58 Reduced 6 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GS GOLDMAN SACHS GROUP INC Financial Services 218.0 $220K 0.01% NEW $1011.37 +3.0%
22 AMD ADVANCED MICRO DEVICES INC Technology 379.0 $220K 0.01% NEW $581.04 -16.8%
23 IEMG ISHARES INC 2,654.0 $220K 0.01% NEW $82.86 -1.0%
24 VOOG VANGUARD ADMIRAL FDS INC 2,625.0 $217K 0.01% NEW $82.62 +0.7%
25 VONE VANGUARD SCOTTSDALE FDS 605.0 $205K 0.01% NEW $338.72 +2.4%
26 IBDS ISHARES TR 8,385.0 $203K 0.01% NEW $24.22 -0.1%
Page 2 of 2  ·  26 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 37.9%
Financial Services 30.4%
Consumer Cyclical 17.1%
Communication Services 5.1%
Consumer Defensive 5.0%
Utilities 1.6%
Healthcare 1.5%
Industrials 1.1%
Energy 0.3%
Basic Materials 0.0%