Fund Holdings — Baer Investment Advisory LLC

Total Portfolio Value
$79.92M
Total Bought
$25.21M
Total Sold
$6.49M
Net Transaction
+$18.72M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ANALOG DEVICES INC(ADI)17,17818,406+1,2283704,5225.66%+4,152
CURTISS WRIGHT CORP(CW)07,639+7,63904,1485.19%+4,148
TEXAS INSTRS INC(TXN)5,26119,056+13,7959693,5014.38%+2,532
AMPHENOL CORP NEW50,72752,294+1,5674,5846,4718.10%+1,888
SHOPIFY INC(SHOP)010,933+10,93301,6252.03%+1,625
EMCOR GROUP INC(EME)8,1438,203+603,8245,3286.67%+1,505
INTUIT(INTU)4,5877,332+2,7453,5095,0076.26%+1,498
INVESCO QQQ TR01,877+1,87701,1271.41%+1,127
NVIDIA CORPORATION(NVDA)17,32817,665+3372,3813,2964.12%+915
UNITED RENTALS INC(URI)3,0813,127+462,1292,9853.74%+856
COSTCO WHSL CORP NEW(COST)2,3473,602+1,2552,4803,3344.17%+854
COSTAR GROUP INC(CSGP)49,36952,517+3,1483,6174,4315.54%+814
APPLE INC(AAPL)13,09513,528+4332,6413,4454.31%+803
VEEVA SYS INC(VEEV)14,34115,588+1,2473,9964,6445.81%+648
DEERE & CO(DE)6,2138,039+1,8263,1553,6764.60%+521
AMAZON COM INC(AMZN)25,58725,954+3675,2885,6997.13%+411
MICROSOFT CORP(MSFT)3,9354,177+2421,8182,1632.71%+346
ECOLAB INC(ECL)4,5615,359+7981,2091,4681.84%+258
NETFLIX INC(NFLX)1,9432,173+2302,3682,6053.26%+237
THERMO FISHER SCIENTIFIC INC(TMO)3,4883,010-4781,3831,4601.83%+77
SNAP INC(SNAP)10,00010,000082770.10%-5
HOME DEPOT INC(HD)5,6445,006-6382,0772,0282.54%-48
ZOETIS INC(ZTS)18,02120,391+2,3703,0532,9843.73%-70
ENTERPRISE PRODS PARTNERS L(EPD)64,66746,225-18,4422,0081,4451.81%-562
AIR PRODS & CHEMS INC11,0359,001-2,0343,0752,4553.07%-621
THE TRADE DESK INC(TTD)27,7300-27,7302,0730—-2,073
CADENCE DESIGN SYSTEM INC(CDNS)10,6270-10,6273,1090—-3,109
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Baer Investment Advisory LLC — 13F Holdings — Q3 2025 | TickerTrail