Baron-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
210
Total Value
227600622
Accession Number
0001968507-25-000004
Form Type
13F-HR
Manager Name
Baron-Wealth-Management
Data Enrichment
96% identified
202 identified8 unidentified

Holdings

210 positions • $227.6M total value
Manager:
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LOWES COMPANIES INC
Shares:5.0K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$227.6M)
BERKSHIRE HATHAWAY INC
Shares:2.1K
Value:$1.1M
% of Portfolio:0.5% ($1.1M/$227.6M)
S&P Global Inc.
Shares:2.1K
Value:$1.1M
% of Portfolio:0.5% ($1.1M/$227.6M)
PROCTER & GAMBLE Co
Shares:6.1K
Value:$1.0M
% of Portfolio:0.5% ($1.0M/$227.6M)
922908363
Shares:2.0K
Value:$1.0M
% of Portfolio:0.5% ($1.0M/$227.6M)
ANALOG DEVICES INC
Shares:5.0K
Value:$1.0M
% of Portfolio:0.4% ($1.0M/$227.6M)
Salesforce, Inc.
Shares:3.8K
Value:$1.0M
% of Portfolio:0.4% ($1.0M/$227.6M)
464287465
Shares:12.3K
Value:$1.0M
% of Portfolio:0.4% ($1.0M/$227.6M)
HEICO CORP
Shares:3.8K
Value:$1.0M
% of Portfolio:0.4% ($1.0M/$227.6M)
CHEVRON CORP
Shares:6.0K
Value:$1.0M
% of Portfolio:0.4% ($1.0M/$227.6M)
Tesla, Inc.
Shares:3.7K
Value:$958.6K
% of Portfolio:0.4% ($958.6K/$227.6M)
TYLER TECHNOLOGIES INC
Shares:1.6K
Value:$929.6K
% of Portfolio:0.4% ($929.6K/$227.6M)
33741X102
Shares:24.9K
Value:$832.8K
% of Portfolio:0.4% ($832.8K/$227.6M)
Alphabet Inc.
Shares:5.4K
Value:$831.2K
% of Portfolio:0.4% ($831.2K/$227.6M)
FASTENAL CO
Shares:10.5K
Value:$810.8K
% of Portfolio:0.4% ($810.8K/$227.6M)
EXXON MOBIL CORP
Shares:6.7K
Value:$799.4K
% of Portfolio:0.4% ($799.4K/$227.6M)
FIVE BELOW, INC
Shares:10.5K
Value:$787.5K
% of Portfolio:0.3% ($787.5K/$227.6M)
UNITEDHEALTH GROUP INC
Shares:1.5K
Value:$778.3K
% of Portfolio:0.3% ($778.3K/$227.6M)
Parker-Hannifin Corp
Shares:1.3K
Value:$776.8K
% of Portfolio:0.3% ($776.8K/$227.6M)
ServiceNow, Inc.
Shares:968
Value:$770.7K
% of Portfolio:0.3% ($770.7K/$227.6M)