Baer Investment Advisory LLC

Q3 2025 13F Holdings

  • Location
    corte madera, CA
  • Num holdings

    41

  • Value ($000)

    $116,665

  • Date Filed
    10/28/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.45M
9 %

1,445

call
TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$7.47M
6 %

752

call
APH
APH

AMPHENOL CORP NEW

CL A
032095101
$6.47M
6 %

52,294

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.70M
5 %

25,954

EME
EME

EMCOR GROUP INC

COM
29084Q100
$5.33M
5 %

8,203

INTU
INTU

INTUIT

COM
461202103
$5.01M
4 %

7,332

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.76M
4 %

374

call
VEEV
VEEV

VEEVA SYS INC

CL A COM
922475108
$4.64M
4 %

15,588

ADI
ADI

ANALOG DEVICES INC

COM
032654105
$4.52M
4 %

18,406

CSGP
CSGP

COSTAR GROUP INC

COM
22160N109
$4.43M
4 %

52,517

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