Fund HoldingsBaer Investment Advisory LLC

Total Portfolio Value
$77.29M
Total Bought
$25.62M
Total Sold
$23.39M
Net Transaction
+$2.23M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)019,045+19,04507,5879.82%+7,587
NETFLIX INC(NFLX)02,067+2,06704,3695.65%+4,369
ZOETIS INC(ZTS)012,952+12,95202,0972.71%+2,097
THERMO FISHER SCIENTIFIC INC(TMO)1,5363,613+2,0771,0912,1102.73%+1,019
ENTERPRISE PRODS PARTNERS L(EPD)23,70143,866+20,1657931,5011.94%+709
COSTAR GROUP INC(CSGP)52,47052,776+3064,5224,9376.39%+416
AMPHENOL CORP NEW43,04249,977+6,9352,9723,3124.28%+340
INTUIT(INTU)4,8434,836-73,2613,4304.44%+169
COSTCO WHSL CORP NEW(COST)1,3712,421+1,0503,1933,2714.23%+78
SNAP INC(SNAP)10,00010,0000109890.12%-19
DEERE & CO(DE)6,2906,346+563,3673,3254.30%-42
VEEVA SYS INC(VEEV)14,83614,934+983,7513,6284.69%-123
HOME DEPOT INC(HD)5,6805,751+712,3672,1242.75%-243
ANALOG DEVICES INC(ADI)17,40617,315-913,7433,4544.47%-289
EMCOR GROUP INC(EME)8,2888,306+183,5333,1194.04%-414
AIR PRODS & CHEMS INC11,36011,403+434,1903,7634.87%-427
CADENCE DESIGN SYSTEM INC(CDNS)8,6169,693+1,0773,5133,0153.90%-497
THE TRADE DESK INC(TTD)849951+1021,2205650.73%-655
UNITED RENTALS INC(URI)3,1843,202+183,6822,7663.58%-917
MICROSOFT CORP(MSFT)4,0914,025-664,4723,5534.60%-918
SHOPIFY INC(SHOP)31,60431,684+804,0563,0944.00%-963
APPLE INC(AAPL)11,89713,254+1,3574,5253,5344.57%-991
AMAZON COM INC(AMZN)25,48025,631+1516,5665,3726.95%-1,194
TAIWAN SEMICONDUCTOR MFG LTD(TSM)8611,260+3995,0902,5473.30%-2,543
UNITEDHEALTH GROUP INC(UNH)4,0650-4,0653,1440-3,144
INVESCO QQQ TR4,192513-3,6797,6577260.94%-6,931
ISHARES TR19,2110-19,21111,9430-11,943
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