Baron-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GTX",
  "GLOB",
  "PLTK",
  "EFX.TO",
  "STRL",
  "RBA.TO",
  "NSIT",
  "MU",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "ALL",
  "GOOGL",
  "AIG",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "SAN",
  "WRB",
  "BSX",
  "JOYY",
  "DUK",
  "QS",
  "EOG",
  "SIGI",
  "MMYT",
  "GILD",
  "ARDT",
  "MCD",
  "QBTS",
  null,
  "FIVE",
  "FMX",
  "UNP",
  "ISRG",
  "ITW",
  "RIVN",
  "EMR",
  "ICE",
  "META",
  "ORLA",
  "IVW",
  null,
  null,
  "KNSL",
  "KGC",
  "LIN",
  "ENSG",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MFG",
  "MS",
  "TMUS",
  null,
  "FICO",
  "FIS",
  "GE",
  "GWRE",
  "HEI",
  "ODFL",
  "FAST",
  "ANSS",
  "IJR",
  "KR",
  "PAYX",
  "PANW",
  "PNC",
  "PGR",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  null,
  "SPGI",
  "NOW",
  "SNA",
  "SHEL",
  "RTX",
  "SAP",
  "AMT",
  "SYK",
  "SBUX",
  "SMFG",
  "ERIC",
  "TEL",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TYL",
  "UNM",
  "VO",
  "PNFP",
  "SCHW",
  "ALC",
  "AEIS",
  "JBL",
  null,
  "VIG",
  "SXC",
  "TSM",
  "IT",
  "RMD",
  "GHC",
  "ETR",
  "VRSK",
  "LOPE",
  "MEDP",
  "SAIA",
  "MLI",
  "AFL",
  "SONY",
  "DOV",
  "F",
  "EQR",
  "IWR",
  "HOFT",
  "IDXX",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "CLF",
  "OVV",
  "HDB",
  "RGA",
  "USB",
  "VEA",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WBA",
  "WFC",
  "WST",
  "JCI",
  "MFC",
  "ICL",
  "SO",
  "ON",
  "BPOP",
  "ROL",
  "CRM",
  "TDY",
  "TS",
  "LII",
  "MCK",
  null,
  "NGD",
  "GWW",
  "PAYC",
  "ADP",
  "BAC",
  "BBVA",
  "BCS",
  "BRK-B",
  "BWA",
  "BMY",
  "BR",
  "CBT",
  "CALM",
  "CSL",
  "CBOE",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "CLX",
  "CME",
  "CNS",
  "CTSH",
  "CL",
  "COST",
  "CTVA",
  "CSGP",
  "CRWD",
  "DHR",
  "DB",
  "EFA",
  "J",
  "ADI",
  "VOD",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "MO",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: baron-wealth-management
Manager Name: Baron-Wealth-Management

Data Enrichment

96% identified

202 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

210 positions • $227.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 11

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LINDE PLC

LIN|G54950103

Shares:1.6K

Value:$766.5K

% of Portfolio:0.3% ($766.5K/$227.6M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:6.8K

Value:$758.4K

% of Portfolio:0.3% ($758.4K/$227.6M)

464287499

IWR|464287499

Shares:8.9K

Value:$758.3K

% of Portfolio:0.3% ($758.3K/$227.6M)

Alphabet Inc.

GOOG|02079K107

Shares:4.8K

Value:$751.5K

% of Portfolio:0.3% ($751.5K/$227.6M)

Walmart Inc.

WMT|931142103

Shares:8.2K

Value:$723.9K

% of Portfolio:0.3% ($723.9K/$227.6M)

ABBOTT LABORATORIES

ABT|002824100

Shares:5.4K

Value:$713.7K

% of Portfolio:0.3% ($713.7K/$227.6M)

Mastercard Inc

MA|57636Q104

Shares:1.3K

Value:$706.6K

% of Portfolio:0.3% ($706.6K/$227.6M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:2.3K

Value:$692.6K

% of Portfolio:0.3% ($692.6K/$227.6M)

Ardent Health Partners, Inc.

ARDT|03980N107

Shares:49.7K

Value:$683.1K

% of Portfolio:0.3% ($683.1K/$227.6M)

DEUTSCHE BANK AKTIENGESELLSCHAFT

DB|D18190898

Shares:27.9K

Value:$663.8K

% of Portfolio:0.3% ($663.8K/$227.6M)

464287655

IWM|464287655

Shares:3.3K

Value:$649.1K

% of Portfolio:0.3% ($649.1K/$227.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:10.4K

Value:$640.8K

% of Portfolio:0.3% ($640.8K/$227.6M)

922908629

VO|922908629

Shares:2.4K

Value:$625.7K

% of Portfolio:0.3% ($625.7K/$227.6M)

Chubb Ltd

CB|H1467J104

Shares:2.1K

Value:$624.3K

% of Portfolio:0.3% ($624.3K/$227.6M)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:7.8K

Value:$617.6K

% of Portfolio:0.3% ($617.6K/$227.6M)

BORGWARNER INC

BWA|099724106

Shares:21.2K

Value:$608.6K

% of Portfolio:0.3% ($608.6K/$227.6M)

464287101

Shares:2.2K

Value:$605.6K

% of Portfolio:0.3% ($605.6K/$227.6M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:2.2K

Value:$588.1K

% of Portfolio:0.3% ($588.1K/$227.6M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:2.5K

Value:$587.4K

% of Portfolio:0.3% ($587.4K/$227.6M)

DANAHER CORP /DE/

DHR|235851102

Shares:2.8K

Value:$578.7K

% of Portfolio:0.3% ($578.7K/$227.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LINDE PLC(LINcusipG54950103)	1.6K	QoQ +4.11% (+65) YoY +3.06% (+49)	All Managers (Combined)	$766.5K	0.3% ($766.5K/$227.6M)	QoQ +15.79% (+$104.5K) YoY +3.36% (+$24.9K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	6.8K	QoQ +80.04% (+3.0K) YoY NEW(+6.8K)	All Managers (Combined)	$758.4K	0.3% ($758.4K/$227.6M)	QoQ +118.41% (+$411.1K) YoY NEW(+$758.4K)
(IWRcusip464287499)	8.9K	QoQ -2.41% (-221) YoY -1.86% (-169)	All Managers (Combined)	$758.3K	0.3% ($758.3K/$227.6M)	QoQ -6.09% (-$49.2K) YoY -0.71% (-$5.5K)
Alphabet Inc.(GOOGcusip02079K107)	4.8K	QoQ +5.13% (-235) YoY +6.84% (+308)	All Managers (Combined)	$751.5K	0.3% ($751.5K/$227.6M)	QoQ -13.74% (-$119.8K) YoY +9.63% (+$66.0K)
Walmart Inc.(WMTcusip931142103)	8.2K	QoQ -1.73% (-146) YoY +18.61% (+1.3K)	All Managers (Combined)	$723.9K	0.3% ($723.9K/$227.6M)	QoQ -4.52% (-$34.3K) YoY +73.03% (+$305.5K)
ABBOTT LABORATORIES(ABTcusip002824100)	5.4K	QoQ +51.80% (+1.8K) YoY NEW(+5.4K)	All Managers (Combined)	$713.7K	0.3% ($713.7K/$227.6M)	QoQ +78.04% (+$312.8K) YoY NEW(+$713.7K)
Mastercard Inc(MAcusip57636Q104)	1.3K	QoQ +31.12% (+306) YoY +82.57% (+583)	All Managers (Combined)	$706.6K	0.3% ($706.6K/$227.6M)	QoQ +36.49% (+$188.9K) YoY +107.82% (+$366.6K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	2.3K	QoQ +0.30% (+7) YoY -1.18% (-28)	All Managers (Combined)	$692.6K	0.3% ($692.6K/$227.6M)	QoQ +8.38% (+$53.6K) YoY +24.75% (-$137.4K)
Ardent Health Partners, Inc.(ARDTcusip03980N107)	49.7K	QoQ NEW(+49.7K) YoY NEW(+49.7K)	All Managers (Combined)	$683.1K	0.3% ($683.1K/$227.6M)	QoQ NEW(+$683.1K) YoY NEW(+$683.1K)
DEUTSCHE BANK AKTIENGESELLSCHAFT(DBcusipD18190898)	27.9K	QoQ +124.19% (+15.4K) YoY NEW(+27.9K)	All Managers (Combined)	$663.8K	0.3% ($663.8K/$227.6M)	QoQ +213.34% (+$452.0K) YoY NEW(+$663.8K)
(IWMcusip464287655)	3.3K	QoQ +0.18% (-6) YoY +1.02% (-33)	All Managers (Combined)	$649.1K	0.3% ($649.1K/$227.6M)	QoQ -9.56% (-$68.7K) YoY -4.16% (-$28.2K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	10.4K	QoQ -3.57% (-385) YoY +32.29% (+2.5K)	All Managers (Combined)	$640.8K	0.3% ($640.8K/$227.6M)	QoQ +0.51% (-$3.3K) YoY +63.56% (+$249.0K)
(VOcusip922908629)	2.4K	QoQ +0.12% (-3) YoY +0.49% (+12)	All Managers (Combined)	$625.7K	0.3% ($625.7K/$227.6M)	QoQ -1.94% (-$12.4K) YoY +4.04% (+$24.3K)
Chubb Ltd(CBcusipH1467J104)	2.1K	QoQ +9.77% (+184) YoY +20.03% (+345)	All Managers (Combined)	$624.3K	0.3% ($624.3K/$227.6M)	QoQ +19.97% (+$104.0K) YoY +39.89% (+$178.0K)
COSTAR GROUP, INC.(CSGPcusip22160N109)	7.8K	QoQ -5.98% (-496) YoY -7.68% (-649)	All Managers (Combined)	$617.6K	0.3% ($617.6K/$227.6M)	QoQ +4.05% (-$24.0K) YoY -24.28% (-$198.1K)
BORGWARNER INC(BWAcusip099724106)	21.2K	QoQ +6.34% (-1.3K) YoY +8.37% (-1.6K)	All Managers (Combined)	$608.6K	0.3% ($608.6K/$227.6M)	QoQ -4.16% (-$26.4K) YoY -10.62% (-$72.3K)
(cusip464287101)✕	2.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$605.6K	0.3% ($605.6K/$227.6M)	QoQ -6.23% (-$40.3K) YoY +9.46% (+$52.4K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	2.2K	QoQ +31.44% (+532) YoY +122.17% (+1.2K)	All Managers (Combined)	$588.1K	0.3% ($588.1K/$227.6M)	QoQ +44.23% (+$180.4K) YoY +155.20% (+$357.6K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	2.5K	QoQ -3.83% (-101) YoY -4.66% (-124)	All Managers (Combined)	$587.4K	0.3% ($587.4K/$227.6M)	QoQ +5.94% (-$33.0K) YoY -4.68% (-$28.9K)
DANAHER CORP /DE/(DHRcusip235851102)	2.8K	QoQ -4.62% (-137) YoY -4.33% (-128)	All Managers (Combined)	$578.7K	0.3% ($578.7K/$227.6M)	QoQ -14.82% (-$100.8K) YoY -21.46% (-$158.2K)