Baer Investment Advisory LLC

Q2 2025 13F Holdings

  • Location
    corte madera, CA
  • Num holdings

    27

  • Value ($000)

    $88,379

  • Date Filed
    07/31/2025
  • Form type
    13F-HR
  • CIK
    0002057153
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.59 M
11 %

17,328

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.84 M
7 %

25,587

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.82 M
7 %

3,935

NFLX
NFLX

NETFLIX INC

COM
64110L106
$5.66 M
6 %

1,943

APH
APH

AMPHENOL CORP NEW

CL A
032095101
$4.62 M
5 %

50,727

VEEV
VEEV

VEEVA SYS INC

CL A COM
922475108
$4.33 M
5 %

14,341

INTU
INTU

INTUIT

COM
461202103
$4.28 M
5 %

4,587

CSGP
CSGP

COSTAR GROUP INC

COM
22160N109
$4.18 M
5 %

49,369

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$3.83 M
4 %

356

EME
EME

EMCOR GROUP INC

COM
29084Q100
$3.82 M
4 %

8,143

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