Baron Wealth Management LLC
Filing Date
Global Rank
#4,352
/ 8,232
▲ 381
Top Industry
Consumer Electronics
9.5%
3Y Alpha vs SPY
-6.7%
Period ended 2 months ago
Filed Apr 16, 2026 · 59d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.5%
SPY
+76.3%
Annualised alpha
-6.7%
Max drawdown
−18.3%
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
246 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.0%
+2.4 pts
Top 5
23.4%
+0.3 pts
Top 10
32.4%
−0.3 pts
HHI
183
Diversified+17
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.0% | $36,810,608 |
| Industrials | 16.4% | $26,283,452 |
| Financial Services | 15.3% | $24,516,052 |
| Consumer Cyclical | 13.7% | $22,002,018 |
| Healthcare | 8.8% | $14,183,917 |
| Energy | 5.0% | $8,063,672 |
| Communication Services | 4.6% | $7,323,389 |
| Unclassified | 4.4% | $6,980,415 |
| Consumer Defensive | 4.0% | $6,357,367 |
| Basic Materials | 3.5% | $5,686,416 |
| Utilities | 1.1% | $1,782,176 |
| Real Estate | 0.2% | $384,627 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BTE | Baytex Energy Corp. | +59,232 | 97,717 | $436,794 | |
| AAPL | Apple Inc. | +20,175 | 56,850 | $14,427,961 | |
| WU | Western Union CO | +8,497 | 19,992 | $174,530 | |
| EBS | Emergent BioSolutions Inc. | +4,335 | 15,120 | $125,496 | |
| DLX | Deluxe Corp | +3,531 | 16,651 | $458,568 | |
| CL | Colgate Palmolive Co | +3,360 | 6,865 | $585,103 | |
| GOOGL | Alphabet Inc. | +3,332 | 10,297 | $2,961,005 | |
| CTVA | Corteva, Inc. | +3,278 | 11,973 | $1,002,259 | |
| PBYI | Puma Biotechnology, Inc. | +2,886 | 38,278 | $244,596 | |
| NMR | Nomura Holdings Inc | +2,181 | 16,702 | $131,778 | |
| EFXT | Enerflex Ltd. | +2,111 | 29,779 | $622,976 | |
| BFH | Bread Financial Holdings, Inc. | +2,004 | 6,074 | $454,881 | |
| CBT | Cabot Corp | +1,775 | 6,437 | $484,770 | |
| MGA | Magna International Inc | +1,769 | 8,341 | $465,511 | |
| VOD | Vodafone Group Public Ltd Co | +1,713 | 50,496 | $758,449 | |
| ZIM | ZIM Integrated Shipping Services Ltd. | +1,701 | 11,216 | $295,541 | |
| CGAU | Centerra Gold Inc. | +1,621 | 27,602 | $491,039 | |
| NAT | NORDIC AMERICAN TANKERS Ltd | +1,471 | 45,057 | $264,034 | |
| NOW | ServiceNow, Inc. | +1,298 | 4,968 | $519,404 | |
| SAN | Banco Santander, S.A. | +1,162 | 93,196 | $1,051,250 | |
| MO | Altria Group, Inc. | +1,139 | 11,405 | $752,615 | |
| BKE | Buckle Inc | +1,095 | 7,997 | $402,728 | |
| ABBV | AbbVie Inc. | +1,028 | 3,469 | $754,472 | |
| FBP | First Bancorp /Pr/ | +1,011 | 15,207 | $324,821 | |
| BR | Broadridge Financial Solutions, Inc. | +954 | 1,903 | $309,199 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| F | Ford Motor Co | −50,823 | 58,916 | $679,890 | |
| SONY | Sony Group Corp | −7,399 | 9,854 | $203,977 | |
| ORLA | Orla Mining Ltd. | −5,072 | 12,480 | $201,302 | |
| BCS | Barclays PLC | −2,994 | 35,288 | $746,694 | |
| TBLA | Taboola.com Ltd. | −2,953 | 11,604 | $35,972 | |
| CVX | Chevron Corp | −2,937 | 2,611 | $540,215 | |
| ABT | Abbott Laboratories | −2,786 | 2,949 | $302,773 | |
| DB | Deutsche Bank Aktiengesellschaft | −2,573 | 24,859 | $740,301 | |
| MDT | Medtronic plc | −1,931 | 2,401 | $208,046 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | −1,178 | 22,890 | $495,797 | |
| WFC | Wells Fargo & Company/Mn | −1,132 | 8,834 | $703,274 | |
| MSFT | Microsoft Corp | −1,111 | 8,753 | $3,240,098 | |
| LOW | Lowes Companies Inc | −963 | 4,705 | $1,111,697 | |
| CSGP | Costar Group, Inc. | −865 | 6,277 | $253,214 | |
| NVDA | Nvidia Corp | −835 | 22,887 | $3,991,492 | |
| KGC | Kinross Gold Corp | −771 | 21,288 | $649,709 | |
| NFLX | Netflix Inc | −725 | 11,813 | $1,135,819 | |
| UNH | Unitedhealth Group Inc | −657 | 1,417 | $383,426 | |
| TRV | Travelers Companies, Inc. | −633 | 1,755 | $511,898 | |
| ON | On Semiconductor Corp | −605 | 6,212 | $384,647 | |
| FIVE | Five Below, Inc | −587 | 9,722 | $2,221,282 | |
| WMT | Walmart Inc. | −533 | 12,242 | $1,521,435 | |
| NWG | NatWest Group plc | −489 | 48,058 | $716,064 | |
| HUBG | Hub Group, Inc. | −465 | 5,705 | $205,608 | |
| VEEV | Veeva Systems Inc | −451 | 1,876 | $329,538 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ODFL | Old Dominion Freight Line, Inc. | 3,106 | $606,912 | |
| ADSK | Autodesk, Inc. | 2,085 | $499,149 | |
| VRSN | Verisign Inc/Ca | 1,687 | $418,983 | |
| PHM | Pultegroup Inc/Mi/ | 3,200 | $376,352 | |
| TSEM | Tower Semiconductor Ltd | 2,035 | $357,101 | |
| COP | Conocophillips | 2,622 | $346,104 | |
| PEP | Pepsico Inc | 2,011 | $312,288 | |
| OVV | Ovintiv Inc. | 5,208 | $309,146 | |
| CNS | Cohen & Steers, Inc. | 4,870 | $304,618 | |
| SII | Sprott Inc. | 2,035 | $290,801 | |
| KR | Kroger Co | 3,951 | $285,894 | |
| GLW | Corning Inc /Ny | 1,995 | $271,260 | |
| TDW | Tidewater Inc | 3,145 | $262,764 | |
| INMD | InMode Ltd. | 19,125 | $261,630 | |
| EMBC | Embecta Corp. | 28,403 | $251,082 | |
| PRDO | PERDOCEO EDUCATION Corp | 6,720 | $250,051 | |
| FHI | Federated Hermes, Inc. | 4,399 | $249,467 | |
| EOG | Eog Resources Inc | 1,702 | $246,058 | |
| DVN | Devon Energy Corp/De | 4,855 | $244,303 | |
| CYD | China Yuchai International Ltd | 5,885 | $226,572 | |
| BAP | Credicorp Ltd | 667 | $226,233 | |
| CDE | Coeur Mining, Inc. | 11,845 | $222,330 | |
| APA | APA Corp | 5,227 | $221,833 | |
| WAB | Westinghouse Air Brake Technologies Corp | 884 | $220,920 | |
| T | At&T Inc. | 7,495 | $217,280 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MMYT | MakeMyTrip Ltd | 4,389 | $360,424 | |
| FICO | Fair Isaac Corp | 192 | $324,599 | |
| PANW | Palo Alto Networks Inc | 1,726 | $317,929 | |
| PTC | Ptc Inc. | 1,509 | $262,882 | |
| PLTR | Palantir Technologies Inc. | 1,435 | $255,071 | |
| QCOM | Qualcomm Inc/De | 1,479 | $252,982 | |
| TFC | Truist Financial Corp | 5,116 | $251,758 | |
| THO | Thor Industries Inc | 2,376 | $243,943 | |
| ADP | Automatic Data Processing Inc | 933 | $239,995 | |
| HDB | Hdfc Bank Ltd | 6,446 | $235,536 | |
| PAYC | Paycom Software, Inc. | 1,341 | $213,701 | |
| BX | Blackstone Inc. | 1,381 | $212,867 | |
| OMF | OneMain Holdings, Inc. | 3,138 | $211,971 | |
| INTU | Intuit Inc. | 319 | $211,311 | |
| NGD | New Gold Inc. /FI | 24,040 | $209,388 | |
| IBEX | IBEX Ltd | 5,460 | $208,462 | |
| COR | Cencora, Inc. | 605 | $204,338 | |
| MFIN | Medallion Financial Corp | 11,185 | $115,093 | |
| III | Information Services Group Inc. | 19,365 | $111,929 | |
| ADT | ADT Inc. | 10,313 | $83,225 | |
| ICL | ICL Group Ltd. | 10,354 | $59,121 | |
| UROY | Uranium Royalty Corp. | 12,358 | $43,747 | |
| No positions match the current search. | ||||
246 positions ·
$160,374,109 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 246 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 56,850 | $14,427,961 | 9.00% | |
| SNA |
Snap-on Inc
Industrials
|
Added | 24,447 | $8,879,639 | 5.54% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 8,481 | $5,515,533 | 3.44% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
Held | 313,953 | $4,724,992 | 2.95% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 22,887 | $3,991,492 | 2.49% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 8,753 | $3,240,098 | 2.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,028 | $3,129,881 | 1.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 10,297 | $2,961,005 | 1.85% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 11,773 | $2,877,792 | 1.79% | |
| FIVE |
Five Below, Inc
Consumer Cyclical
|
Reduced | 9,722 | $2,221,282 | 1.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 6,160 | $1,812,025 | 1.13% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,775 | $1,787,420 | 1.11% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 1,823 | $1,632,022 | 1.02% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 12,242 | $1,521,435 | 0.95% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 2,538 | $1,464,882 | 0.91% | |
| BWA |
Borgwarner Inc
Consumer Cyclical
|
Added | 26,607 | $1,443,695 | 0.90% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 4,480 | $1,425,267 | 0.89% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,258 | $1,211,161 | 0.76% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,998 | $1,208,355 | 0.75% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 8,530 | $1,188,826 | 0.74% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,017 | $1,153,986 | 0.72% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 11,813 | $1,135,819 | 0.71% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 4,705 | $1,111,697 | 0.69% | |
| SAN |
Banco Santander, S.A.
Financial Services
|
Added | 93,196 | $1,051,250 | 0.66% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,181 | $1,045,135 | 0.65% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,460 | $1,034,351 | 0.64% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Added | 11,973 | $1,002,259 | 0.62% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 6,644 | $959,659 | 0.60% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 5,715 | $940,517 | 0.59% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 1,897 | $940,456 | 0.59% | |
| JBL |
Jabil Inc
Technology
|
Reduced | 3,531 | $937,939 | 0.58% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,774 | $937,473 | 0.58% | |
| FAST |
Fastenal Co
Industrials
|
Reduced | 20,061 | $930,830 | 0.58% | |
| AEIS |
Advanced Energy Industries Inc
Industrials
|
Added | 2,878 | $928,759 | 0.58% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 11,802 | $915,717 | 0.57% | |
| RRR |
Red Rock Resorts, Inc.
Consumer Cyclical
|
Added | 15,718 | $838,712 | 0.52% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 4,891 | $829,807 | 0.52% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 899 | $826,873 | 0.52% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 1,860 | $791,132 | 0.49% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 2,225 | $782,866 | 0.49% | |
| SU |
Suncor Energy Inc
Energy
|
Added | 11,636 | $769,255 | 0.48% | |
| VOD |
Vodafone Group Public Ltd Co
Communication Services
|
Added | 50,496 | $758,449 | 0.47% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,469 | $754,472 | 0.47% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 11,405 | $752,615 | 0.47% | |
| BCS |
Barclays PLC
Financial Services
|
Reduced | 35,288 | $746,694 | 0.47% | |
| DB |
Deutsche Bank Aktiengesellschaft
Financial Services
|
Reduced | 24,859 | $740,301 | 0.46% | |
| NWG |
NatWest Group plc
Financial Services
|
Reduced | 48,058 | $716,064 | 0.45% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 8,834 | $703,274 | 0.44% | |
| USB |
US Bancorp De
Financial Services
|
Added | 13,467 | $700,418 | 0.44% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Reduced | 58,916 | $679,890 | 0.42% |