Fund HoldingsBaer Investment Advisory LLC

Total Portfolio Value
$71.68M
Total Bought
$16.31M
Total Sold
$23.26M
Net Transaction
-$6.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ECOLAB INC(ECL)5,35914,561+9,2021,4683,8235.33%+2,355
INTERNATIONAL BUSINESS MACHS(IBM)07,306+7,30602,1643.02%+2,164
FERRARI N V
COM
05,330+5,33001,9702.75%+1,970
INTERNATIONAL BUSINESS MACHS(IBM)(Call)0242+24201,456+1,456
COSTAR GROUP INC(CSGP)(Call)4321,454+1,0228412,033+1,192
ENTERPRISE PRODS PARTNERS L(EPD)46,22579,774+33,5491,4452,5583.57%+1,112
CADENCE DESIGN SYSTEM INC(CDNS)03,378+3,37801,0561.47%+1,056
THERMO FISHER SCIENTIFIC INC(TMO)(Call)696907561,237+481
ANALOG DEVICES INC(ADI)18,40618,351-554,5224,9776.94%+454
AMAZON COM INC(AMZN)25,95426,311+3575,6996,0738.47%+374
APPLE INC(AAPL)13,52813,938+4103,4453,7895.29%+345
THERMO FISHER SCIENTIFIC INC(TMO)3,0103,023+131,4601,7522.44%+292
INVESCO QQQ TR(Put)0352+3520280+280
CURTISS WRIGHT CORP(CW)7,6397,963+3244,1484,3906.12%+242
DEERE & CO(DE)8,0398,363+3243,6763,8945.43%+218
AMPHENOL CORP NEW52,29448,822-3,4726,4716,5989.20%+126
SHOPIFY INC(SHOP)10,93310,503-4301,6251,6912.36%+66
AMAZON COM INC(AMZN)(Call)95102+7595634+39
SNAP INC(SNAP)10,00010,000077810.11%+4
NVIDIA CORPORATION(NVDA)17,66517,550-1153,2963,2734.57%-23
APPLE INC(AAPL)(Call)11078-32656508-148
EMCOR GROUP INC(EME)8,2038,439+2365,3285,1637.20%-165
INTUIT(INTU)7,3327,301-315,0074,8366.75%-171
DEERE & CO(DE)(Call)260-262130-213
AIR PRODS & CHEMS INC(Call)1360-1362200-220
TAIWAN SEMICONDUCTOR MFG LTD(TSM)(Call)752680-727,4727,249-223
UNITED RENTALS INC(URI)3,1273,372+2452,9852,7293.81%-256
MICROSOFT CORP(MSFT)4,1773,930-2472,1631,9012.65%-263
INTUIT(INTU)(Call)220-223240-324
VEEVA SYS INC(VEEV)(Call)650-653620-362
SHOPIFY INC(SHOP)(Call)401325-762,4742,083-391
NETFLIX INC(NFLX)2,17323,198+21,0252,6052,1753.03%-430
TEXAS INSTRS INC(TXN)19,05616,912-2,1443,5012,9344.09%-567
NETFLIX INC(NFLX)(Call)92906+8142,8102,243-567
UNITED RENTALS INC(URI)(Call)5954-51,368733-634
NVIDIA CORPORATION(NVDA)(Call)1,4451,354-9110,4559,758-697
MICROSOFT CORP(MSFT)(Call)374386+124,7623,973-788
INVESCO QQQ TR1,877354-1,5231,1272170.30%-909
VEEVA SYS INC(VEEV)15,58816,286+6984,6443,6365.07%-1,008
THE TRADE DESK INC(TTD)(Call)9670-9671,0250-1,025
CADENCE DESIGN SYSTEM INC(CDNS)(Call)339244-952,4091,197-1,212
HOME DEPOT INC(HD)5,0060-5,0062,0280-2,028
AIR PRODS & CHEMS INC9,0010-9,0012,4550-2,455
ZOETIS INC(ZTS)20,3910-20,3912,9840-2,984
COSTCO WHSL CORP NEW(COST)3,6020-3,6023,3340-3,334
COSTAR GROUP INC(CSGP)52,5170-52,5174,4310-4,431
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