Baron Technology ETF (BCTK)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
BCTK Chart
Baron Technology ETF Q1 2026 Shareholder Letter
Baron Technology ETF® declined roughly in line with its benchmark, the MSCI ACWI Information Technology Index. Top contributors were Lumentum Holdings Inc., Taiwan Semiconductor Manufacturing Company Limited, and Coherent Corp. Top detractors were Broadcom Inc., Amazon.com, Inc., and Tesla, Inc.
BCTK: Moving Beyond the Index Trap in Tech Investing
For the majority of investors, tech investing has become synonymous with passive index funds heavy with Magnificent Seven companies. While exposure to these funds has provided strong returns in recent years, Baron Technology ETF (BCTK) is a departure from the typical market-cap weighted status quo.
An ETF With An Active, Disciplined Approach to Tech
As the markets move through the first quarter of 2026, the tech sector continues to be the engine that's powering global growth. After the recent AI boom, investors are now looking for tech plays in sophisticated, actively managed vehicles with strategies that discern between hype and long-term opportunities.
Baron Technology ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EW Eddie Wilcox Rollins Financial Advisors LLC | 20,743 | $483,903 | $633,906.08 | $150,003.08 | 31% |
| KA Katherine Andersen Western Pacific Wealth Management LP | 92,113 | $2.29M | $2.81M | $525,827.15 | 22.97% |
 VestGen Advisors LLC VestGen Advisors LLC | 178,276 | $4.48M | $5.45M | $970,070.56 | 21.66% |
 Kerr Financial Planning Corp Kerr Financial Planning Corp | 4,917 | $123,515.04 | $150,460.2 | $26,945.16 | 21.82% |
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Baron Technology ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund focuses on investing primarily in the equity securities, specifically common stock, of companies that are actively involved in the broad spectrum of the health care industry. This encompasses entities dedicated to the research, development, production, sale, delivery, or distribution of health care products and services. The investment strategy emphasizes engaging with companies that have a significant portion of their business operations in these areas, aiming to benefit from the growth and advancements within the health care sector. The Adviser plays a crucial role in determining the eligibility of companies based on whether their activities align with the health care industry's objectives. Despite its specialized sector focus, it is important to note that the fund is non-diversified, meaning it may invest more heavily in individual stocks, potentially increasing volatility and risk.
Products and Services
- Equity Securities in Common Stock
This refers to the fund's primary investment in shares of public companies engaged in the health care sector. By concentrating at least 80% of its net assets in these equities, the fund seeks to capitalize on the growth potential of the health care industry. The selection of stocks is based on thorough research and analysis to identify companies with promising prospects in health care-related activities.
- Research, Development, Production, Sale, and Distribution of Health Care Products and Services
The fund targets companies across the entire value chain of the health care industry. This includes firms involved in the research and development of new medical technologies and treatments, production of health care equipment and supplies, and sale and distribution of medical products and services. This comprehensive approach allows the fund to diversify its portfolio within the health care sector, targeting areas with the highest growth potential and innovation.
