Baer Investment Advisory LLC

Q1 2025 13F Holdings

  • Location
    corte madera, CA
  • Num holdings

    25

  • Value ($000)

    $77,286

  • Date Filed
    05/02/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.59M
10 %

19,045

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.37M
7 %

25,631

CSGP
CSGP

COSTAR GROUP INC

COM
22160N109
$4.94M
6 %

52,776

NFLX
NFLX

NETFLIX INC

COM
64110L106
$4.37M
6 %

2,067

APD
APD

AIR PRODS & CHEMS INC

COM
009158106
$3.76M
5 %

11,403

VEEV
VEEV

VEEVA SYS INC

CL A COM
922475108
$3.63M
5 %

14,934

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$3.55M
5 %

4,025

AAPL
AAPL

APPLE INC

COM
037833100
$3.53M
5 %

13,254

ADI
ADI

ANALOG DEVICES INC

COM
032654105
$3.45M
5 %

17,315

INTU
INTU

INTUIT

COM
461202103
$3.43M
4 %

4,836

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