Fund HoldingsBaer Investment Advisory LLC

Total Portfolio Value
$61.20M
Total Bought
$6.52M
Total Sold
$24.90M
Net Transaction
-$18.38M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)(Call)00007,212+7,212
MICROSOFT CORP(MSFT)(Call)00003,997+3,997
TAIWAN SEMICONDUCTOR MFG LTD(TSM)(Call)00003,763+3,763
NETFLIX INC(NFLX)(Call)00003,292+3,292
SHOPIFY INC(SHOP)(Call)00001,672+1,672
THE TRADE DESK INC(TTD)(Call)00001,594+1,594
THE TRADE DESK INC(TTD)95127,730+26,7795652,0733.39%+1,508
AMPHENOL CORP NEW49,97750,727+7503,3124,5847.49%+1,272
ECOLAB INC(ECL)04,561+4,56101,2091.98%+1,209
UNITED RENTALS INC(URI)(Call)0000996+996
TEXAS INSTRS INC(TXN)05,261+5,26109691.58%+969
ZOETIS INC(ZTS)12,95218,021+5,0692,0973,0534.99%+956
INTUIT(INTU)(Call)0000770+770
EMCOR GROUP INC(EME)8,3068,143-1633,1193,8246.25%+705
COSTAR GROUP INC(CSGP)(Call)0000558+558
AMAZON COM INC(AMZN)(Call)0000552+552
CADENCE DESIGN SYSTEM INC(CDNS)(Call)0000516+516
ENTERPRISE PRODS PARTNERS L(EPD)43,86664,667+20,8011,5012,0083.28%+507
THERMO FISHER SCIENTIFIC INC(TMO)(Call)0000435+435
APPLE INC(AAPL)(Call)0000403+403
VEEVA SYS INC(VEEV)14,93414,341-5933,6283,9966.53%+368
DEERE & CO(DE)(Call)0000344+344
VEEVA SYS INC(VEEV)(Call)0000336+336
AIR PRODS & CHEMS INC(Call)0000307+307
CADENCE DESIGN SYSTEM INC(CDNS)9,69310,627+9343,0153,1095.08%+94
INTUIT(INTU)4,8364,587-2493,4303,5095.73%+79
SNAP INC(SNAP)10,00010,000089820.13%-7
HOME DEPOT INC(HD)5,7515,644-1072,1242,0773.39%-47
AMAZON COM INC(AMZN)25,63125,587-445,3725,2888.64%-84
DEERE & CO(DE)6,3466,213-1333,3253,1555.16%-170
UNITED RENTALS INC(URI)3,2023,081-1212,7662,1293.48%-636
AIR PRODS & CHEMS INC11,40311,035-3683,7633,0755.03%-687
INVESCO QQQ TR5130-5137260-726
THERMO FISHER SCIENTIFIC INC(TMO)3,6133,488-1252,1101,3832.26%-727
COSTCO WHSL CORP NEW(COST)2,4212,347-743,2712,4804.05%-791
APPLE INC(AAPL)13,25413,095-1593,5342,6414.32%-893
COSTAR GROUP INC(CSGP)52,77649,369-3,4074,9373,6175.91%-1,320
MICROSOFT CORP(MSFT)4,0253,935-903,5531,8182.97%-1,736
NETFLIX INC(NFLX)2,0671,943-1244,3692,3683.87%-2,000
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,2600-1,2602,5470-2,547
ANALOG DEVICES INC(ADI)17,31517,178-1373,4543700.60%-3,084
SHOPIFY INC(SHOP)31,6840-31,6843,0940-3,094
NVIDIA CORPORATION(NVDA)19,04517,328-1,7177,5872,3813.89%-5,206
Page 1 of 1