Baron Silver Stevens Financial Advisors, LLC
Baron Silver Stevens Financial Advisors, LLC reported 140 holdings worth US$791M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Baron Silver Stevens Financial Advisors, LLC reported 140 holdings worth US$791M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 140
- Value as reported
- US$791M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 66,717 | US$19.3M | 2.4% |
| Alphabet Inc (google) Class C | 15,767 | US$5.63M | 0.71% |
| Microsoft Corp. | 13,255 | US$4.94M | 0.63% |
| Jp Morgan Chase & Co. | 14,335 | US$4.69M | 0.59% |
| Amazon.com, Inc. | 12,217 | US$2.91M | 0.37% |
| Nvidia Corporation | 12,257 | US$2.45M | 0.31% |
| Berkshire Hathaway Inc. | 3,747 | US$1.87M | 0.24% |
| Visa Inc. | 5,136 | US$1.76M | 0.22% |
| Costco Wholesale Corporation | 1,811 | US$1.69M | 0.21% |
| Meta Platforms, Inc. | 2,946 | US$1.66M | 0.21% |
| Cincinnati Financial Corporation | 8,027 | US$1.49M | 0.19% |
| Johnson & Johnson | 5,253 | US$1.33M | 0.17% |
| Applied Materials, Inc. | 1,795 | US$1.3M | 0.16% |
| Tesla, Inc. | 3,057 | US$1.29M | 0.16% |
| Broadcom Inc. | 3,400 | US$1.28M | 0.16% |
| Nextera Energy, Inc. | 14,599 | US$1.28M | 0.16% |
| Pepsico, Inc. | 9,201 | US$1.25M | 0.16% |
| Procter & Gamble Company (the) | 7,956 | US$1.17M | 0.15% |
| Walt Disney Company (the) | 10,446 | US$1.01M | 0.13% |
| Eli Lilly And Company | 775 | US$931K | 0.12% |
| Gilead Sciences, Inc. | 7,173 | US$906K | 0.11% |
| Merck & Company, Inc. | 6,964 | US$895K | 0.11% |
| Exxon Mobil Corporation | 6,523 | US$892K | 0.11% |
| Walmart Inc. | 7,602 | US$861K | 0.11% |
| Caterpillar, Inc. | 794 | US$846K | 0.11% |
| Southern Company (the) | 8,372 | US$801K | 0.10% |
| Chevron Corporation | 4,329 | US$718K | 0.09% |
| Unitedhealth Group Incorporated | 1,565 | US$650K | 0.08% |
| Home Depot, Inc. (the) | 1,777 | US$627K | 0.08% |
| Altria Group, Inc. | 8,289 | US$596K | 0.08% |
| Cisco Systems, Inc. | 4,968 | US$584K | 0.07% |
| Mcdonald's Corporation | 2,042 | US$552K | 0.07% |
| Mastercard Incorporated | 1,072 | US$551K | 0.07% |
| Rtx Corporation | 2,895 | US$549K | 0.07% |
| Pfizer, Inc. | 22,560 | US$543K | 0.07% |
| International Business Machines Corporation | 1,909 | US$537K | 0.07% |
| Abbvie Inc. | 1,986 | US$500K | 0.06% |
| Duke Energy Corporation (holding Company) | 3,875 | US$491K | 0.06% |
| Advanced Micro Devices Inc | 813 | US$472K | 0.06% |
| Consolidated Edison, Inc. | 3,967 | US$439K | 0.06% |
| Amphenol Corporation | 2,268 | US$400K | 0.05% |
| Asml Holding Nv | 198 | US$394K | 0.05% |
| American Express Company | 1,137 | US$385K | 0.05% |
| Csx Corporation | 7,733 | US$368K | 0.05% |
| Goldman Sachs Group, Inc. (the) | 346 | US$350K | 0.04% |
| Morgan Stanley | 1,637 | US$342K | 0.04% |
| Northrop Grumman Corporation | 647 | US$330K | 0.04% |
| Deere & Company | 496 | US$315K | 0.04% |
| Kla Corporation | 1,030 | US$311K | 0.04% |
| Texas Instruments Incorporated | 1,039 | US$310K | 0.04% |
| Amgen Inc. | 835 | US$302K | 0.04% |
| Arista Networks, Inc. | 1,747 | US$297K | 0.04% |
| Philip Morris International Inc | 1,638 | US$296K | 0.04% |
| Coca-cola Company (the) | 3,580 | US$291K | 0.04% |
| Lockheed Martin Corporation | 563 | US$287K | 0.04% |
| Motorola Solutions, Inc. | 691 | US$287K | 0.04% |
| American Electric Power Company, Inc. | 2,067 | US$283K | 0.04% |
| Prudential Financial, Inc. | 2,451 | US$265K | 0.03% |
| Verizon Communications Inc. | 6,226 | US$264K | 0.03% |
| Union Pacific Corporation | 930 | US$253K | 0.03% |
| Oracle Corporation | 1,637 | US$240K | 0.03% |
| General Dynamics Corporation | 633 | US$224K | 0.03% |
| Thermo Fisher Scientific Inc | 444 | US$223K | 0.03% |
| Boeing Company (the) | 959 | US$208K | 0.03% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Shopify Inc. | 0 | US$0 | 0.00% |
Source
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