§ 13F · FUND PROFILE
Baer Investment Advisory LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $176.3T (13F)Positions · 67Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1K | $9.8T | 9.3% | −92% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 680 | $7.2T | 6.9% | −10% |
| 3 | APH | AMPHENOL CORP NEW | 49K | $6.6T | 6.3% | −7% |
| 4 | AMZN | AMAZON COM INC | 26K | $6.1T | 5.8% | +1% |
| 5 | EME | EMCOR GROUP INC | 8K | $5.2T | 4.9% | +3% |
| 6 | ADI | ANALOG DEVICES INC | 18K | $5.0T | 4.7% | ±0% |
| 7 | INTU | INTUIT | 7K | $4.8T | 4.6% | ±0% |
| 8 | CW | CURTISS WRIGHT CORP | 8K | $4.4T | 4.2% | +4% |
| 9 | MSFT | MICROSOFT CORP | 386 | $4.0T | 3.8% | −91% |
| 10 | DE | DEERE & CO | 8K | $3.9T | 3.7% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAER SIGNAL
AC read
Baer Investment Advisory LLC is a Other fund managing $176324.4 trillion in assets. The fund runs a portfolio of 67 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed