BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

CIK

1851395

Location

Boca Raton, FL

Portfolio Value

Micro $64,810,384

Diversification

Diversified

Filing Date

Global Rank

#6,125 / 8,232 ▲ 105

Top Industry

Consumer Electronics 16.8%

3Y Alpha vs SPY

-3.4%

Period ended 2 months ago

Filed May 13, 2026 · 32d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+61.9%

SPY

+76.3%

Annualised alpha

-3.4%

Max drawdown

−18.4%

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

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

Top Position

15.8%

−0.0 pts

Top 5

35.6%

−4.2 pts

Top 10

50.6%

−4.8 pts

HHI

462

Diversified−49

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.7%	$21,215,147	13
Financial Services	11.3%	$7,316,777	8
Consumer Defensive	9.8%	$6,382,902	7
Healthcare	9.3%	$6,019,089	10
Communication Services	9.1%	$5,869,817	5
Consumer Cyclical	7.7%	$4,983,079	4
Industrials	6.4%	$4,126,708	10
Unclassified	5.9%	$3,794,673	3
Utilities	5.1%	$3,333,694	5
Energy	2.3%	$1,460,136	2
Basic Materials	0.5%	$308,362	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	+2,601	6,771	$814,483
UNH	Unitedhealth Group Inc	+791	1,565	$423,473
DUK	Duke Energy CORP	+763	3,954	$517,736
ORCL	Oracle Corp	+500	1,647	$242,290
CVX	Chevron Corp	+491	4,475	$925,877
VZ	Verizon Communications Inc	+295	6,226	$312,545
DIS	Walt Disney Co	+265	10,469	$1,009,002
CSCO	Cisco Systems, Inc.	+163	4,998	$387,794
PRU	Prudential Financial Inc	+102	2,451	$239,438
AVGO	Broadcom Inc.	+73	3,290	$1,018,287
META	Meta Platforms, Inc.	+61	2,930	$1,676,340
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	−6,603	8,015	$2,357,692
XOM	Exxon Mobil Corp	−3,094	3,149	$534,259
PG	PROCTER & GAMBLE Co	−2,136	8,041	$1,161,442
AAPL	Apple Inc.	−1,717	40,299	$10,227,483
NVDA	Nvidia Corp	−1,336	12,296	$2,144,422
GOOGL	Alphabet Inc.	−916	9,053	$2,603,280
PM	Philip Morris International Inc.	−718	1,576	$260,575
JNJ	Johnson & Johnson	−668	4,977	$1,216,577
BRK-B	Berkshire Hathaway Inc	−579	3,521	$1,687,263
IBM	International Business Machines Corp	−491	1,418	$343,709
AXP	American Express Co	−337	1,108	$335,147
MSFT	Microsoft Corp	−299	13,409	$4,963,609
NEE	Nextera Energy Inc	−296	14,010	$1,301,248
HD	Home Depot, Inc.	−256	1,824	$599,895
KO	Coca Cola Co	−200	3,580	$272,259
ED	Consolidated Edison Inc	−150	3,967	$448,985
WMT	Walmart Inc.	−137	7,602	$944,776
GD	General Dynamics Corp	−137	633	$217,258
GILD	Gilead Sciences, Inc.	−87	7,173	$999,701
MA	Mastercard Inc	−86	1,022	$510,652
AMZN	Amazon Com Inc	−80	12,215	$2,544,018
COST	Costco Wholesale Corp /New	−77	1,830	$1,823,466
LLY	ELI LILLY & Co	−75	784	$721,099
MCD	Mcdonalds Corp	−51	2,230	$693,061
TSLA	Tesla, Inc.	−50	3,083	$1,146,105
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
SO	Southern Co	8,085	$780,364
NOC	Northrop Grumman Corp /De/	647	$441,409
LIN	Linde PLC	622	$308,362
MSI	Motorola Solutions, Inc.	691	$299,873
T	At&T Inc.	9,267	$268,650
UNP	Union Pacific Corp	852	$206,712
TXN	Texas Instruments Inc	1,061	$205,982
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CINF	Cincinnati Financial Corp	8,109	$1,324,361
QQQ	Invesco Qqq Trust, Series 1	950	$583,594
ACN	Accenture plc	981	$263,202
CRM	Salesforce, Inc.	957	$253,518
DHR	Danaher Corp /De/	1,045	$239,221
ANET	Arista Networks, Inc.	1,658	$217,247
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 positions · $64,810,384 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	40,299	-1,717	$10,227,483	−10.5%	15.78%
MSFT	Microsoft Corp Technology	Reduced	13,409	-299	$4,963,609	−25.1%	7.66%
SPY	Spdr S&P 500 ETF Trust	Held	4,213	0	$2,739,882	−4.6%	4.23%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,053	-916	$2,603,280	−16.6%	4.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,215	-80	$2,544,018	−10.4%	3.93%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,015	-6,603	$2,357,692	−49.9%	3.64%
NVDA	Nvidia Corp Technology	Reduced	12,296	-1,336	$2,144,422	−15.7%	3.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,830	-77	$1,823,466	+10.9%	2.81%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,521	-579	$1,687,263	−18.1%	2.60%
META	Meta Platforms, Inc. Communication Services	Added	2,930	+61	$1,676,340	−11.5%	2.59%
V	Visa Inc. Financial Services	Held	5,436	0	$1,642,976	−13.8%	2.54%
PEP	Pepsico Inc Consumer Defensive	Reduced	9,269	-35	$1,439,383	+7.8%	2.22%
NEE	Nextera Energy Inc Utilities	Reduced	14,010	-296	$1,301,248	+13.3%	2.01%
JNJ	Johnson & Johnson Healthcare	Reduced	4,977	-668	$1,216,577	+4.1%	1.88%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	8,041	-2,136	$1,161,442	−20.4%	1.79%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,083	-50	$1,146,105	−18.7%	1.77%
AVGO	Broadcom Inc. Technology	Added	3,290	+73	$1,018,287	−8.5%	1.57%
DIS	Walt Disney Co Communication Services	Added	10,469	+265	$1,009,002	−13.1%	1.56%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	7,173	-87	$999,701	+12.2%	1.54%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,602	-137	$944,776	+9.6%	1.46%
CVX	Chevron Corp Energy	Added	4,475	+491	$925,877	+52.5%	1.43%
TT	Trane Technologies plc Industrials	Held	2,079	0	$866,402	+7.1%	1.34%
GLD	Spdr Gold Trust	Held	1,925	0	$828,308	+8.6%	1.28%
MRK	Merck & Co., Inc. Healthcare	Added	6,771	+2,601	$814,483	+85.6%	1.26%
SO	Southern Co Utilities	NEW	8,085	NEW	$780,364	NEW	1.20%
LLY	ELI LILLY & Co Healthcare	Reduced	784	-75	$721,099	−21.9%	1.11%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,230	-51	$693,061	−0.6%	1.07%
PFE	Pfizer Inc Healthcare	Held	22,860	0	$641,908	+12.8%	0.99%
AMAT	Applied Materials Inc /De Technology	Held	1,795	0	$613,513	+33.0%	0.95%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,824	-256	$599,895	−16.2%	0.93%
RTX	RTX Corp Industrials	Reduced	2,889	-40	$557,288	+3.7%	0.86%
CAT	Caterpillar Inc Industrials	Reduced	777	-29	$550,473	+19.2%	0.85%
XOM	Exxon Mobil Corp Energy	Reduced	3,149	-3,094	$534,259	−28.9%	0.82%
DUK	Duke Energy CORP Utilities	Added	3,954	+763	$517,736	+38.4%	0.80%
MA	Mastercard Inc Financial Services	Reduced	1,022	-86	$510,652	−19.3%	0.79%
MO	Altria Group, Inc. Consumer Defensive	Held	7,289	0	$481,001	+14.4%	0.74%
ED	Consolidated Edison Inc Utilities	Reduced	3,967	-150	$448,985	+9.8%	0.69%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	647	NEW	$441,409	NEW	0.68%
ABBV	AbbVie Inc. Healthcare	Held	2,002	0	$435,414	−4.8%	0.67%
UNH	Unitedhealth Group Inc Healthcare	Added	1,565	+791	$423,473	+65.7%	0.65%
CSCO	Cisco Systems, Inc. Technology	Added	4,998	+163	$387,794	+4.1%	0.60%
IBM	International Business Machines Corp Technology	Reduced	1,418	-491	$343,709	−39.2%	0.53%
LMT	Lockheed Martin Corp Industrials	Reduced	563	-12	$340,271	+22.4%	0.53%
AXP	American Express Co Financial Services	Reduced	1,108	-337	$335,147	−37.3%	0.52%
HON	Honeywell International Inc Industrials	Reduced	1,464	-46	$330,907	+12.3%	0.51%
CSX	Csx Corp Industrials	Held	7,733	0	$317,439	+13.2%	0.49%
VZ	Verizon Communications Inc Communication Services	Added	6,226	+295	$312,545	+29.4%	0.48%
LIN	Linde PLC Basic Materials	NEW	622	NEW	$308,362	NEW	0.48%
MSI	Motorola Solutions, Inc. Technology	NEW	691	NEW	$299,873	NEW	0.46%
DE	Deere & Co Industrials	Held	530	0	$298,549	+21.0%	0.46%