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Baron Partners I mutual fund shares owned by McMahon Financial Advisors

Quarter-by-quarter ownership of Baron Partners I mutual fund (BPTIX) shares owned by McMahon Financial Advisors from 13F filings

Historical chart of McMahon Financial Advisors investment in Baron Partners I mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Baron Partners I mutual fund held by McMahon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Baron Partners I mutual fund by McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 109 174.58
2024-06-30 $17k 109 153.22

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Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Value Advantage Money Ultra Shares Schwab Non-sweep Mmf (SNAXX)
Vanguard World Mega Cap Val Etf (MGV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Global Energ Etf (IXC)
Eaton Vance Short Dur Infl-prot Inc I Bond Funds (EIRRX)

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Top funds holding Baron Partners I mutual fund

McMahon Financial Advisors

View all funds holding Baron Partners I mutual fund