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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 13 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SNCY SUN CTRY AIRLS HLDGS INC Industrials 13,117.0 $189K 0.06% NEW $14.39 +12.4%
242 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 16,596.0 $187K 0.06% NEW $11.29 +51.0%
243 DHT DHT HOLDINGS INC Energy 14,158.0 $173K 0.05% NEW $12.21 +58.8%
244 NAT NORDIC AMERICAN TANKERS LIMI Industrials 43,586.0 $150K 0.05% NEW $3.44 +88.1%
245 AGNC AGNC INVT CORP Real Estate 12,602.0 $135K 0.04% NEW $10.72 -2.1%
246 EBS EMERGENT BIOSOLUTIONS INC Healthcare 10,785.0 $133K 0.04% NEW $12.36 -31.8%
247 BAYTEX ENERGY CORP 38,485.0 $124K 0.04% NEW $3.23
248 NMR NOMURA HLDGS INC Financial Services 14,521.0 $122K 0.04% NEW $8.39 +2.6%
249 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 12,555.0 $121K 0.04% NEW $9.65 +15.7%
250 MFIN MEDALLION FINL CORP Financial Services 11,185.0 $115K 0.04% NEW $10.29 -3.3%
251 III INFORMATION SVCS GROUP INC Technology 19,365.0 $112K 0.03% NEW $5.78 -29.1%
252 WU WESTERN UN CO Financial Services 11,495.0 $107K 0.03% NEW $9.31 -24.5%
253 TK TEEKAY CORPORATION LTD Energy 10,480.0 $95K 0.03% NEW $9.03 +33.6%
254 ADT ADT INC DEL Industrials 10,313.0 $83K 0.03% NEW $8.07 -18.8%
255 CUREVAC N V 16,669.0 $75K 0.02% NEW $4.52
256 TBLA TABOOLA.COM LTD Communication Services 14,557.0 $67K 0.02% NEW $4.61 +0.9%
257 ICL ICL GROUP LTD Basic Materials 10,354.0 $59K 0.02% NEW $5.74 -11.7%
258 LYG LLOYDS BANKING GROUP PLC Financial Services 10,641.0 $56K 0.02% NEW $5.30 +5.8%
259 UROY URANIUM RTY CORP Energy 12,358.0 $44K 0.01% NEW $3.54 -21.5%
Page 13 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%