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Baer Investment Advisory LLC

Q4 2025 13F Holdings

  • Location
    corte madera, CA
  • Num holdings

    36

  • Value ($000)

    $105,060

  • Date Filed
    01/21/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.76M
9 %

1,354

call
T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$7.25M
7 %

680

call
A
APH

AMPHENOL CORP NEW

CL A
032095101
$6.6M
6 %

48,822

A
AMZN

AMAZON COM INC

COM
023135106
$6.07M
6 %

26,311

E
EME

EMCOR GROUP INC

COM
29084Q100
$5.16M
5 %

8,439

A
ADI

ANALOG DEVICES INC

COM
032654105
$4.98M
5 %

18,351

I
INTU

INTUIT

COM
461202103
$4.84M
5 %

7,301

C
CW

CURTISS WRIGHT CORP

COM
231561101
$4.39M
4 %

7,963

M
MSFT

MICROSOFT CORP

COM
594918104
$3.97M
4 %

386

call
D
DE

DEERE & CO

COM
244199105
$3.89M
4 %

8,363

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