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Portfolio (Quarterly) Guide ↗

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

· CIK 0001851395
13F Portfolio $791M AUM 140 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 140 New
Page 6 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO Financial Services 1,137.0 $385K 0.05% NEW $338.25 -1.7%
102 CSX CSX CORP Industrials 7,733.0 $368K 0.05% NEW $47.53 +7.4%
103 ESGU ISHARES TR 2,224.0 $364K 0.05% NEW $163.67 +2.1%
104 ESGV VANGUARD WORLD FD 2,684.0 $355K 0.04% NEW $132.24 +2.2%
105 IUSB ISHARES TR 7,613.0 $351K 0.04% NEW $46.15 -1.4%
106 GS GOLDMAN SACHS GROUP INC Financial Services 346.0 $350K 0.04% NEW $1012.63 -0.8%
107 IWM ISHARES TR 1,161.0 $349K 0.04% NEW $300.45 -1.0%
108 MS MORGAN STANLEY Financial Services 1,637.0 $342K 0.04% NEW $209.04 +0.0%
109 CGGR CAPITAL GROUP GROWTH ETF 7,199.0 $340K 0.04% NEW $47.20 -1.7%
110 NOC NORTHROP GRUMMAN CORP Industrials 647.0 $330K 0.04% NEW $509.31 +11.2%
111 LIN LINDE PLC Basic Materials 622.0 $323K 0.04% NEW $518.94 -7.5%
112 JEPI J P MORGAN EXCHANGE TRADED F 5,618.0 $317K 0.04% NEW $56.48 +2.2%
113 DE DEERE & CO Industrials 496.0 $315K 0.04% NEW $634.33 -2.8%
114 KLAC KLA CORP Technology 1,030.0 $311K 0.04% NEW $301.71 -38.6%
115 TXN TEXAS INSTRS INC Technology 1,039.0 $310K 0.04% NEW $298.09 -10.8%
116 AMGN AMGEN INC Healthcare 835.0 $302K 0.04% NEW $362.12 +19.7%
117 BSCR INVESCO EXCH TRD SLF IDX FD 15,408.0 $302K 0.04% NEW $19.61 +0.3%
118 ANET ARISTA NETWORKS INC Technology 1,747.0 $297K 0.04% NEW $169.88 +8.5%
119 PM PHILIP MORRIS INTL INC Consumer Defensive 1,638.0 $296K 0.04% NEW $180.95 +6.3%
120 KO COCA COLA CO Consumer Defensive 3,580.0 $291K 0.04% NEW $81.27 +12.2%
Page 6 of 7  ·  140 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 39.6%
Financial Services 17.3%
Communication Services 10.2%
Healthcare 7.5%
Consumer Defensive 7.4%
Consumer Cyclical 6.4%
Industrials 5.3%
Utilities 3.9%
Energy 1.9%
Basic Materials 0.4%