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Portfolio (Quarterly) Guide ↗

BAKER TILLY WEALTH MANAGEMENT, LLC

· CIK 0001840565
13F Portfolio $406M AUM 284 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 284 New
Page 13 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LIBERTY MEDIA CORP DEL 2,550.0 $251K 0.06% NEW $98.51
242 BRO BROWN & BROWN INC Financial Services 3,134.0 $250K 0.06% NEW $79.70 -28.5%
243 QUAL ISHARES TR 1,255.0 $249K 0.06% NEW $198.65 +8.6%
244 ADI ANALOG DEVICES INC Technology 919.0 $249K 0.06% NEW $271.20 +54.8%
245 VNQI VANGUARD INTL EQUITY INDEX F 5,389.0 $247K 0.06% NEW $45.84 +0.3%
246 DEO DIAGEO PLC Consumer Defensive 2,806.0 $242K 0.06% NEW $86.26 -1.5%
247 DHR DANAHER CORPORATION Healthcare 1,056.0 $242K 0.06% NEW $228.92 -24.5%
248 TPR TAPESTRY INC Consumer Cyclical 1,882.0 $240K 0.06% NEW $127.77 +10.1%
249 NOW SERVICENOW INC Technology 1,544.0 $237K 0.06% NEW $153.19 -34.7%
250 IBDR ISHARES TR 9,760.0 $236K 0.06% NEW $24.23 +0.0%
251 AFL AFLAC INC Financial Services 2,127.0 $235K 0.06% NEW $110.27 +6.0%
252 ENTG ENTEGRIS INC Technology 2,774.0 $234K 0.06% NEW $84.25 +68.7%
253 CNC CENTENE CORP DEL Healthcare 5,674.0 $233K 0.06% NEW $41.15 +39.1%
254 FAST FASTENAL CO Industrials 5,794.0 $233K 0.06% NEW $40.13 +10.8%
255 H HYATT HOTELS CORP Consumer Cyclical 1,449.0 $232K 0.06% NEW $160.34 +12.0%
256 TJX TJX COS INC NEW Consumer Cyclical 1,505.0 $231K 0.06% NEW $153.61 +3.5%
257 BSX BOSTON SCIENTIFIC CORP Healthcare 2,389.0 $228K 0.06% NEW $95.35 -39.5%
258 EQT EQT CORP Energy 4,245.0 $228K 0.06% NEW $53.59 +4.9%
259 NATWEST GROUP PLC 12,862.0 $225K 0.06% NEW $17.50
260 STT STATE STR CORP Financial Services 1,720.0 $222K 0.06% NEW $129.01 +22.9%
Page 13 of 15  ·  284 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 26.6%
Financial Services 23.5%
Communication Services 11.8%
Consumer Cyclical 9.2%
Healthcare 9.1%
Industrials 7.2%
Energy 3.2%
Consumer Defensive 3.2%
Basic Materials 2.7%
Real Estate 1.8%