Stock Taper 
BARON WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lowe's Companies, Inc. | LOW | 4.38K | $965.79K |
 Visa Inc. | V | 4.42K | $1.52M |
 Fluor Corporation | FLR | 4.45K | $232.87K |
 Aflac Incorporated | AFL | 4.53K | $530.94K |
 PHINIA Inc. | PHIN | 4.54K | $374.12K |
 Federated Hermes, Inc. | FHI | 4.54K | $250.96K |
| ER EQUITY RESIDENTIAL | EQR | 4.68K | $317.84K |
 ServiceNow, Inc. | NOW | 4.69K | $465.23K |
 Johnson Controls International plc | JCI | 4.71K | $687.39K |
 NextEra Energy, Inc. | NEE | 4.78K | $419.6K |
 Devon Energy Corporation | DVN | 4.86K | $200.61K |
 Exxon Mobil Corporation | XOM | 4.92K | $672.59K |
 Crown Castle Inc. | CCI | 5.13K | $388.81K |
 Ovintiv Inc. | OVV | 5.21K | $274.41K |
 Cognizant Technology Solutions Corporation | CTSH | 5.59K | $216.53K |
 Morgan Stanley | MS | 5.82K | $1.22M |
 CSX Corporation | CSX | 6.06K | $288.02K |
 Cohen & Steers, Inc. | CNS | 6.1K | $464.47K |
 ON Semiconductor Corporation | ON | 6.21K | $587.28K |
 W. R. Berkley Corporation | WRB | 6.22K | $438.77K |