Holdings
Baron Financial Group, LLC
As of Sep 30, 2026, Baron Financial Group, LLC reported 9 positions worth US$5.94M. Largest: Apple Inc, Citigroup, Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 5,737 | US$1.91M | −249 | Sep 30, 2026 |
| Citigroup, Inc. | 7,809 | US$1.01M | no change | Sep 30, 2026 |
| Microsoft Corp. | 1,595 | US$818K | +1 | Sep 30, 2026 |
| International Business Machines Corporation | 2,665 | US$586K | +4 | Sep 30, 2026 |
| Ares Capital Corporation | 25,977 | US$496K | no change | Sep 30, 2026 |
| Abbvie Inc. | 1,309 | US$342K | no change | Sep 30, 2026 |
| Colgate-palmolive Company | 3,415 | US$291K | no change | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 815 | US$270K | no change | Sep 30, 2026 |
| Automatic Data Processing, Inc. | 840 | US$217K | new | Sep 30, 2026 |