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Baron Partners Fund open-end fund shares owned by Livelsberger Financial Advisory

Quarter-by-quarter ownership of Baron Partners Fund open-end fund (BPTRX) shares owned by Livelsberger Financial Advisory from 13F filings

Historical chart of Livelsberger Financial Advisory investment in Baron Partners Fund open-end fund

Tip: Access up to 7 years of quarterly data

All positions including Baron Partners Fund open-end fund held by Livelsberger Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Baron Partners Fund open-end fund by Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $263k 1.6k 159.60

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Invesco Insured Municipal Income Trust (IIM)
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Dws Municipal Income Cf non-tax cef (KTF)
Welltower Inc Com reit (WELL)
Apple (AAPL)
Abbott Laboratories (ABT)
Thornburg Income Builder (TBLD)
Exxon Mobil Corporation (XOM)
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Bank of America Corporation (BAC)
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View all positions for Livelsberger Financial Advisory

Top funds holding Baron Partners Fund open-end fund

Main Street Group

View all funds holding Baron Partners Fund open-end fund