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Baer Investment Advisory LLC

Q1 2026 13F Holdings

  • Location
    corte madera, CA
  • Num holdings

    38

  • Value ($000)

    $100,089

  • Date Filed
    04/29/2026
  • Form type
    restatement
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TAIWAN SEMICONDUCTOR MANUFAC

CALL
874039900
$8.95M
9 %

657

call
---

NVIDIA CORPORATION

CALL
67066G904
$6.93M
7 %

1,246

call
A
AMZN

AMAZON COM INC

COM
023135106
$5.42M
5 %

26,012

C
CW

CURTISS WRIGHT CORP

COM
231561101
$5.41M
5 %

7,941

E
EME

EMCOR GROUP INC

COM
29084Q100
$4.76M
5 %

6,442

D
DE

DEERE & CO

COM
244199105
$4.65M
5 %

8,263

---

FERRARI N V

COM
N3167Y103
$4.62M
5 %

13,650

A
ADI

ANALOG DEVICES INC

COM
032654105
$4.01M
4 %

12,596

E
ECL

ECOLAB INC

COM
278865100
$3.88M
4 %

14,579

A
APH

AMPHENOL CORP

CL A
032095101
$3.58M
4 %

28,309

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