Baron Financial Group, LLC reported 57 holdings worth US$205M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
Baron Financial Group, LLC reported 57 holdings worth US$205M as of Sep 30, 2026. Largest: Apple Inc, Citigroup, Inc. and Microsoft Corp. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$205M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 5,737 | US$1.91M | 0.93% |
| Citigroup, Inc. | 7,809 | US$1.01M | 0.49% |
| Microsoft Corp. | 1,595 | US$818K | 0.40% |
| International Business Machines Corporation | 2,665 | US$586K | 0.29% |
| Ares Capital Corporation | 25,977 | US$496K | 0.24% |
| Abbvie Inc. | 1,309 | US$342K | 0.17% |
| Colgate-palmolive Company | 3,415 | US$291K | 0.14% |
| Jp Morgan Chase & Co. | 815 | US$270K | 0.13% |
| Automatic Data Processing, Inc. | 840 | US$217K | 0.11% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |