Stock Taper

BARON WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Mercury General CorporationMCY2.16K$229.87K
The Allstate CorporationALL2.14K$509.33K
HEICO CorporationHEI2.11K$752.63K
Accenture plcACN2.1K$261.26K
Intercontinental Exchange, Inc.ICE2.09K$257.26K
Pinnacle Financial Partners, Inc.PNFP2.08K$209.73K
S&P Global Inc.SPGI2.05K$833.41K
Chubb LimitedCB2.04K$696.62K
Autodesk, Inc.ADSK2.03K$394.48K
American Tower CorporationAMT1.98K$323.77K
McDonald's CorporationMCD1.98K$534.06K
UnitedHealth Group IncorporatedUNH1.96K$813.24K
Linde plcLIN1.93K$1M
Shopify Inc.SHOP1.93K$219.8K
The Travelers Companies, Inc.TRV1.92K$633.25K
PepsiCo, Inc.PEP1.92K$259.39K
Agnico Eagle Mines LimitedAEM1.91K$295.78K
Veeva Systems Inc.VEEV1.83K$324.77K
Insight Enterprises, Inc.NSIT1.81K$220.82K
Broadridge Financial Solutions, Inc.BR1.78K$243.31K