Baer Investment Advisory LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Baer Investment Advisory LLC held in its portfolio 26 assets valued at $105,059,982 (i.e. $105.06M).

The most valuable assets in the portfolio included: NVIDIA CORPORATION ($13.03M), TAIWAN SEMICONDUCTOR MFG LTD ($7.25M), and AMAZON COM INC ($6.71M).

The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Baer Investment Advisory LLC Portfolio

NVIDIA CORPORATION

TAIWAN SEMICONDUCTOR MFG LTD

AMAZON COM INC

AMPHENOL CORP NEW

MICROSOFT CORP

EMCOR GROUP INC

ANALOG DEVICES INC

INTUIT

NETFLIX INC

CURTISS WRIGHT CORP

Baer Investment Advisory LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
NVIDIA CORPORATION	18904	13030920	COM
TAIWAN SEMICONDUCTOR MFG LTD	680	7249103	SPONSORED ADS
AMAZON COM INC	26413	6706848	COM
AMPHENOL CORP NEW	48822	6597804	CL A
MICROSOFT CORP	4316	5874015	COM
EMCOR GROUP INC	8439	5162896	COM
ANALOG DEVICES INC	18351	4976790	COM
INTUIT	7301	4836328	COM
NETFLIX INC	24104	4418072	COM
CURTISS WRIGHT CORP	7963	4389763	COM
APPLE INC	14016	4296694	COM
DEERE & CO	8363	3893562	COM
ECOLAB INC	14561	3822554	COM
VEEVA SYS INC	16286	3635524	CL A COM
INTERNATIONAL BUSINESS MACHS	7548	3619637	COM
UNITED RENTALS INC	3426	3462389	COM
THERMO FISHER SCIENTIFIC INC	3092	2988405	COM
TEXAS INSTRS INC	16912	2934063	COM
ENTERPRISE PRODS PARTNERS L	79774	2557554	COM
CADENCE DESIGN SYSTEM INC	3622	2253178	COM
SHOPIFY INC	325	2082645	NOTE 0.125%11/0
COSTAR GROUP INC	1454	2032661	COM
FERRARI N V	5330	1969755	COM
SHOPIFY INC	10503	1690668	CL A SUB VTG SHS
INVESCO QQQ TR	706	497454	UNIT SER 1
SNAP INC	10000	80700	CL A