Baer Investment Advisory LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location corte madera, CACIK 0002057153All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
38 | $100.09M | TAIWAN SEMICONDUCTOR MFG LTD, NVIDIA CORPORATION, AMZN, CW | RESTATEMENT | Apr 29, 2026 | 000175496026000346 | ||
36 | $105.06M | NVDA, TSM, APH, AMZN | 13F-HR | Jan 21, 2026 | 000175496026000100 | ||
41 | $116.67M | NVDA, TSM, APH, AMZN | 13F-HR | Oct 28, 2025 | 000175496025000723 | ||
40 | $87.95M | NVDA, AMZN, APH, MSFT | RESTATEMENT | Aug 6, 2025 | 000175496025000552 | ||
25 | $77.29M | NVDA, AMZN, CSGP, NFLX | 13F-HR | May 2, 2025 | 000175496025000268 | ||
24 | $92.76M | ITOT, NDQ, AMZN, TSM | 13F-HR | Feb 20, 2025 | 000175496025000152 |