Fund HoldingsBaer Investment Advisory LLC

Total Portfolio Value
$70.42M
Total Bought
$36.51M
Total Sold
$45.14M
Net Transaction
-$8.63M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TAIWAN SEMICONDUCTOR MANUFAC(Call)0657+65708,952+8,952
NVIDIA CORPORATION(NVDA)(Call)01,246+1,24606,929+6,929
FERRARI N V
COM
5,33013,650+8,3201,9704,6206.56%+2,650
NETFLIX INC.(NFLX)(Call)0976+97602,444+2,444
MICROSOFT CORP(MSFT)(Call)0379+37902,306+2,306
SHOPIFY INC(SHOP)(Call)0239+23901,557+1,557
NETFLIX INC.(NFLX)23,19837,116+13,9182,1753,5695.07%+1,394
INTUIT(INTU)(Call)0101+10101,214+1,214
COSTAR GROUP INC(CSGP)(Call)01,421+1,42101,194+1,194
AMPHENOL CORP(Call)0348+34801,027+1,027
INTERNATIONAL BUSINESS MACHS(Call)0243+24301,021+1,021
CURTISS WRIGHT CORP(CW)7,9637,941-224,3905,4097.68%+1,019
INTERNATIONAL BUSINESS MACHS(IBM)7,30612,281+4,9752,1642,9774.23%+813
DEERE & CO(DE)8,3638,263-1003,8944,6556.61%+761
THERMO FISHER SCIENTIFIC INC(TMO)(Call)069+690703+703
CADENCE DESIGN SYSTEM INC(Call)0183+1830652+652
AMAZON COM INC(Call)0106+1060566+566
INVESCO QQQ TR3541,339+9852177731.10%+555
UNITED RENTALS INC(URI)(Call)051+510452+452
CADENCE DESIGN SYSTEM INC(CDNS)3,3785,328+1,9501,0561,4802.10%+425
APPLE INC(Call)086+860414+414
SHOPIFY INC(SHOP)10,50317,359+6,8561,6912,0592.92%+368
TEXAS INSTRS INC(TXN)16,91216,535-3772,9343,2884.67%+354
DEERE & CO(DE)(Call)023+230235+235
ENTERPRISE PRODS PARTNERS L(EPD)79,77472,091-7,6832,5582,7283.87%+170
NVIDIA CORPORATION(NVDA)17,55019,509+1,9593,2733,4024.83%+129
ECOLAB INC(ECL)14,56114,579+183,8233,8785.51%+56
SNAP INC(SNAP)10,00010,000081460.07%-35
THERMO FISHER SCIENTIFIC INC(TMO)3,0233,116+931,7521,5322.17%-220
APPLE INC(AAPL)13,93813,997+593,7893,5525.04%-237
INVESCO QQQ TR(Put)3520-3522800-280
UNITED RENTALS INC(URI)3,3723,315-572,7292,4153.43%-314
EMCOR GROUP INC(EME)8,4396,442-1,9975,1634,7566.75%-407
APPLE INC(AAPL)(Call)780-785080-508
MICROSOFT CORP(MSFT)3,9303,646-2841,9011,3501.92%-551
AMAZON COM INC(AMZN)(Call)1020-1026340-634
AMAZON COM INC(AMZN)26,31126,012-2996,0735,4187.69%-656
UNITED RENTALS INC(URI)(Call)540-547330-733
VEEVA SYS INC(VEEV)16,28616,093-1933,6362,8274.01%-809
ANALOG DEVICES INC(ADI)18,35112,596-5,7554,9774,0075.69%-969
CADENCE DESIGN SYSTEM INC(CDNS)(Call)2440-2441,1970-1,197
THERMO FISHER SCIENTIFIC INC(TMO)(Call)690-691,2370-1,237
INTERNATIONAL BUSINESS MACHS(IBM)(Call)2420-2421,4560-1,456
COSTAR GROUP INC(CSGP)(Call)1,4540-1,4542,0330-2,033
SHOPIFY INC(SHOP)(Call)3250-3252,0830-2,083
NETFLIX INC(NFLX)(Call)9060-9062,2430-2,243
INTUIT(INTU)7,3014,844-2,4574,8362,1062.99%-2,730
AMPHENOL CORP48,82228,309-20,5136,5983,5775.08%-3,021
MICROSOFT CORP(MSFT)(Call)3860-3863,9730-3,973
TAIWAN SEMICONDUCTOR MFG LTD(TSM)(Call)6800-6807,2490-7,249
NVIDIA CORPORATION(NVDA)(Call)1,3540-1,3549,7580-9,758
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