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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 16 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TK TEEKAY CORPORATION LTD Energy 10,478.0 $105K 0.03% -185.0 -1.7% $10.00 +27.7%
302 LYG LLOYDS BANKING GROUP PLC Financial Services 17,301.0 $101K 0.03% +7K +63.6% $5.83 +1.5%
303 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 17,973.0 $95K 0.03% NEW $5.27 -1.9%
304 III INFORMATION SVCS GROUP INC Technology 14,550.0 $60K 0.02% NEW $4.11 +22.6%
Page 16 of 16  ·  304 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%