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Portfolio (Quarterly) Guide ↗

Baron Wealth Management LLC

· CIK 0001968507
13F Portfolio $325M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 259 New
Page 11 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GD GENERAL DYNAMICS CORP Industrials 744.0 $251K 0.08% NEW $336.70 +2.3%
202 ENTERGY CORP NEW 2,696.0 $249K 0.08% NEW $92.43
203 CME CME GROUP INC Financial Services 911.0 $249K 0.08% NEW $272.94 -15.1%
204 MSI MOTOROLA SOLUTIONS INC Technology 645.0 $247K 0.08% NEW $383.32 +4.5%
205 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,525.0 $247K 0.08% NEW $161.92 -19.7%
206 THO THOR INDS INC Consumer Cyclical 2,376.0 $244K 0.07% NEW $102.65 -26.5%
207 ADP AUTOMATIC DATA PROCESSING IN Industrials 933.0 $240K 0.07% NEW $257.18 -14.5%
208 ITW ILLINOIS TOOL WKS INC Industrials 969.0 $239K 0.07% NEW $246.32 +7.0%
209 ORLA ORLA MNG LTD NEW Basic Materials 17,552.0 $236K 0.07% NEW $13.47 -30.4%
210 HDB HDFC BANK LTD Financial Services 6,446.0 $236K 0.07% NEW $36.54 -30.0%
211 BK TECHNOLOGIES CORPORATION 3,156.0 $235K 0.07% NEW $74.59
212 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,807.0 $233K 0.07% NEW $82.89 +2.7%
213 VTWO VANGUARD SCOTTSDALE FDS 2,326.0 $231K 0.07% NEW $99.52 +20.5%
214 THC TENET HEALTHCARE CORP Healthcare 1,142.0 $227K 0.07% NEW $198.72 -7.9%
215 COST COSTCO WHSL CORP NEW Consumer Defensive 262.0 $226K 0.07% NEW $862.78 +11.4%
216 TOL TOLL BROTHERS INC Consumer Cyclical 1,671.0 $226K 0.07% NEW $135.25 +19.1%
217 GEV GE VERNOVA INC Utilities 342.0 $224K 0.07% NEW $653.68 +61.8%
218 MSCI MSCI INC Financial Services 388.0 $223K 0.07% NEW $574.16 +0.5%
219 DOV DOVER CORP Industrials 1,140.0 $223K 0.07% NEW $195.24 +14.9%
220 AMG AFFILIATED MANAGERS GROUP IN Financial Services 771.0 $222K 0.07% NEW $288.28 +17.6%
Page 11 of 13  ·  259 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 23.3%
Financial Services 21.0%
Consumer Cyclical 16.0%
Industrials 15.4%
Healthcare 9.3%
Communication Services 5.4%
Basic Materials 3.1%
Consumer Defensive 2.7%
Energy 2.6%
Utilities 0.9%