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Baron Wealth Management LLC

All holdings · as of Dec 31, 2025

259 positions

CompanyClassValueShares% of portfolio
CISCO SYSTEMS, INC.—$861.9K11,1890.3%
Mastercard Inc—$849.6K1,4880.3%
NATWEST GROUP PLC—$849.6K48,5470.3%
CHEVRON CORP—$845.6K5,5480.3%
PROCTER & GAMBLE Co—$838.9K5,8540.3%
HEICO CORP—$820.3K2,5350.3%
CATERPILLAR INC—$819.3K1,4300.3%
Fastenal Co—$812.8K20,2550.3%
JABIL INC—$809.9K3,5520.2%
ISHARES TR—$807.1K3,2790.2%
VANGUARD INDEX FDS—$799.8K4,1870.2%
ISHARES TR—$766.9K2,2360.2%
ABBOTT LABORATORIES—$718.5K5,7350.2%
US BANCORP \DE—$693.6K12,9980.2%
TRAVELERS COMPANIES, INC.—$692.6K2,3880.2%
DANAHER CORP /DE—$691.1K3,0190.2%
UNITEDHEALTH GROUP INC—$684.7K2,0740.2%
BANK OF AMERICA CORP /DE—$681.6K12,3930.2%
Salesforce Inc—$649.9K2,4530.2%
VODAFONE GROUP PLC NEW—$644.4K48,7830.2%
LINDE PLC—$642.6K1,5070.2%
Chubb Ltd—$635.9K2,0370.2%
ISHARES TR—$631.2K3,0010.2%
THE GOLDMAN SACHS GROUP, INC.—$622.6K7080.2%
KINROSS GOLD CORP—$621.2K22,0590.2%
AMGEN INC—$621.0K1,8970.2%
TYLER TECHNOLOGIES, INC.—$620.5K1,3670.2%
BNY MELLON ETF TRUST II—$616.3K21,2360.2%
EXXON MOBIL CORP—$612.6K5,0900.2%
VANGUARD INDEX FDS—$610.6K2,1040.2%
ADVANCED ENERGY INDUSTRIES INC—$602.4K2,8770.2%
EMERSON ELECTRIC CO—$595.5K4,4870.2%
ALTRIA GROUP, INC.—$591.9K10,2660.2%
RTX Corp—$587.0K3,2000.2%
Corteva, Inc.—$582.8K8,6950.2%
Verisk Analytics, Inc.—$573.8K2,5650.2%
ServiceNow Inc—$562.2K3,6700.2%
BANCO BILBAO VIZCAYA ARGENTA—$561.0K24,0680.2%
AbbVie Inc.—$557.8K2,4410.2%
ECOLAB INC.—$553.3K2,1080.2%
STERLING INFRASTRUCTURE, INC.—$552.1K1,8030.2%
Johnson Controls International plc—$541.9K4,5250.2%
JOYY Inc.JOYYADR$539.2K8,3260.2%
PENN Entertainment, Inc.—$536.4K36,3630.2%
VEEVA SYSTEMS INC—$519.5K2,3270.2%
UBIQUITI INC—$519.1K9380.2%
IDEXX LABORATORIES INC /DE—$514.2K7600.2%
3M CO—$511.7K3,1960.2%
SUNCOR ENERGY INC NEW—$503.1K11,3420.2%
MCDONALD'S CORP—$497.4K1,6280.2%
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