Baron Financial Group, LLC

CIK

1832093

Location

Fair Lawn, NJ

Portfolio Value

Micro $48,367,955

Diversification

Highly concentrated

Filing Date

Global Rank

#6,858 / 8,605 ▲ 48 · as of Mar 2026

Top Industry

Consumer Electronics 29.1%

3Y Alpha vs SPY

+1.6%

Period ended 3 months ago

Filed Apr 9, 2026 · 3mo

23 quarters · since Sep 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+84.6%

SPY

+76.5%

Annualised alpha

+1.8%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

43.9%

+1.1 pts

Top 5

92.3%

+1.2 pts

Top 10

98.3%

+0.4 pts

HHI

2,848

Highly concentrated+112

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.2%	$43,143,987	4
Technology	6.8%	$3,293,932	4
Financial Services	2.8%	$1,354,282	3
Consumer Defensive	0.6%	$291,060	1
Healthcare	0.6%	$284,694	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+504	32,652	$21,234,901
QQQ	Invesco Qqq Trust, Series 1	+233	21,667	$12,505,759
IBM	International Business Machines Corp	+19	2,663	$645,484
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−1,778	5,984	$1,518,679
GLD	Spdr Gold Trust	−1,447	16,282	$7,005,981
NVDA	Nvidia Corp	−297	3,065	$534,536
MSFT	Microsoft Corp	−211	1,608	$595,233
C	Citigroup Inc	−166	5,700	$646,437
MDY	Spdr S&P Midcap 400 ETF Trust	−62	3,887	$2,397,346
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ADP	Automatic Data Processing Inc	848	$218,131
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $48,367,955 total · as of Mar 31, 2026

All sectors Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	32,652	+504	$21,234,901	−3.1%	43.90%
QQQ	Invesco Qqq Trust, Series 1	Added	21,667	+233	$12,505,759	−5.0%	25.86%
GLD	Spdr Gold Trust	Reduced	16,282	-1,447	$7,005,981	−0.3%	14.48%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	3,887	-62	$2,397,346	+0.6%	4.96%
AAPL	Apple Inc. Technology	Reduced	5,984	-1,778	$1,518,679	−28.0%	3.14%
C	Citigroup Inc Financial Services	Reduced	5,700	-166	$646,437	−5.6%	1.34%
IBM	International Business Machines Corp Technology	Added	2,663	+19	$645,484	−17.6%	1.33%
MSFT	Microsoft Corp Technology	Reduced	1,608	-211	$595,233	−32.3%	1.23%
NVDA	Nvidia Corp Technology	Reduced	3,065	-297	$534,536	−14.7%	1.11%
ARCC	Ares Capital Corp Financial Services	Held	25,977	0	$468,105	−10.9%	0.97%
CL	Colgate Palmolive Co Consumer Defensive	Held	3,415	0	$291,060	+7.9%	0.60%
ABBV	AbbVie Inc. Healthcare	Held	1,309	0	$284,694	−4.8%	0.59%
JPM	Jpmorgan Chase & Co Financial Services	Held	815	0	$239,740	−8.7%	0.50%