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Portfolio (Quarterly) Guide ↗

Baron Wealth Management LLC

· CIK 0001968507
13F Portfolio $386M AUM 304 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 47 New 129 Added 76 Reduced 22 Exited
Page 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AFL AFLAC INC Financial Services 4,528.0 $531K 0.14% +167.0 +3.8% $117.26 -0.6%
62 SYK STRYKER CORPORATION Healthcare 1,658.0 $522K 0.14% +251.0 +17.8% $314.75 +5.1%
63 KGC KINROSS GOLD CORP Basic Materials 21,941.0 $518K 0.13% +653.0 +3.1% $23.62 +32.4%
64 ALL ALLSTATE CORP Financial Services 2,141.0 $509K 0.13% +263.0 +14.0% $237.89 +9.5%
65 MFC MANULIFE FINL CORP Financial Services 12,432.0 $504K 0.13% +291.0 +2.4% $40.51 +5.6%
66 IGF ISHARES TR 7,394.0 $492K 0.13% +81.0 +1.1% $66.60 -2.5%
67 GEV GE VERNOVA INC Utilities 415.0 $488K 0.13% +34.0 +8.9% $1175.12 -22.4%
68 VRSK VERISK ANALYTICS INC Industrials 2,716.0 $488K 0.13% +193.0 +7.7% $179.54 +6.8%
69 FBP FIRST BANCORP CORPORATION Financial Services 18,551.0 $484K 0.12% +3K +22.0% $26.07 +7.4%
70 CTAS CINTAS CORP Industrials 2,739.0 $466K 0.12% +588.0 +27.3% $170.10 +20.0%
71 CNS COHEN & STEERS INC Financial Services 6,100.0 $464K 0.12% +1K +25.3% $76.14 +8.7%
72 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,587.0 $461K 0.12% +244.0 +18.2% $290.65 -9.6%
73 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,995.0 $459K 0.12% +355.0 +9.8% $115.00 -0.6%
74 IBM INTERNATIONAL BUSINESS MACHS Technology 1,603.0 $451K 0.12% +130.0 +8.8% $281.19 -16.2%
75 MLI MUELLER INDS INC Industrials 3,604.0 $443K 0.12% +20.0 +0.6% $122.93 -48.9%
76 KFY KORN FERRY Industrials 6,497.0 $433K 0.11% +3K +101.0% $66.58 +29.6%
77 KMT KENNAMETAL INC Industrials 12,054.0 $422K 0.11% +82.0 +0.7% $35.05 -15.7%
78 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,174.0 $421K 0.11% +20.0 +1.7% $359.00 -6.0%
79 IDMO INVESCO EXCH TRADED FD TR II 6,943.0 $419K 0.11% +59.0 +0.9% $60.29 +3.8%
80 PNC PNC FINL SVCS GROUP INC Financial Services 1,668.0 $411K 0.11% +106.0 +6.8% $246.27 -1.6%
Page 4 of 7  ·  129 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 26.3%
Financial Services 20.0%
Industrials 17.4%
Consumer Cyclical 12.6%
Healthcare 8.0%
Communication Services 4.3%
Consumer Defensive 3.6%
Basic Materials 3.2%
Energy 2.8%
Utilities 1.1%