Baron Financial Group, LLC reported 56 holdings worth US$210M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Baron Financial Group, LLC reported 56 holdings worth US$210M as of Jun 30, 2026. Largest: Apple Inc, Citigroup, Inc. and Exxon Mobil Corporation. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 56
- Value as reported
- US$210M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 5,986 | US$1.73M | 0.83% |
| Citigroup, Inc. | 7,809 | US$1.09M | 0.52% |
| Exxon Mobil Corporation | 6,711 | US$917K | 0.44% |
| International Business Machines Corporation | 2,661 | US$748K | 0.36% |
| Nvidia Corporation | 3,074 | US$615K | 0.29% |
| Microsoft Corp. | 1,594 | US$595K | 0.28% |
| Ares Capital Corporation | 25,977 | US$481K | 0.23% |
| Abbvie Inc. | 1,309 | US$329K | 0.16% |
| Colgate-palmolive Company | 3,415 | US$313K | 0.15% |
| Jp Morgan Chase & Co. | 815 | US$267K | 0.13% |