account_balance
Investment manager · 13F filer · SEC CIK 2057153
Baer Investment Advisory LLC
Reported value$87.9Mas of Sep 30, 2026
Positions44 20 new, 1 sold out
Top 10 weight61.9%VEEV alone is 11%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEEVVeeva Systems Inc
10.8%Trimmed −9%
AMZNAmazon.com Inc
7.2%
DEDeere & Co
6.4%Trimmed −2%
RACEFerrari N.V.
6.1%
AAPLApple Inc.
5.5%Trimmed −4%
TXNTexas Instruments Inc
5.4%Added +36%
APHAmphenol Corp
5.4%
EMEEmcor Group, Inc.
5.3%
NVDANVIDIA Corp
5.3%
ADIAnalog Devices Inc
4.6%
ECLEcolab Inc.
4.6%
SHOPShopify Inc.
4.6%Added +63%
VEEVVeeva Systems Inc
10.8%Trimmed −9%
AMZNAmazon.com Inc
7.2%
DEDeere & Co
6.4%
RACEFerrari N.V.
6.1%
AAPLApple Inc.
5.5%−4%
TXNTexas Instruments Inc
5.4%+36%
APHAmphenol Corp
5.4%
EMEEmcor Group, Inc.
5.3%
NVDANVIDIA Corp
5.3%
ADIAnalog Devices Inc
4.6%
ECLEcolab Inc.
4.6%
SHOPShopify Inc.
4.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEEV Veeva Systems Inc 10.8% Trimmed −9%AMZN Amazon.com Inc 7.2% HeldDE Deere & Co 6.4% Trimmed −2%RACE Ferrari N.V. 6.1% HeldAAPL Apple Inc. 5.5% Trimmed −4%TXN Texas Instruments Inc 5.4% Added +36%APH Amphenol Corp 5.4% HeldEME Emcor Group, Inc. 5.3% HeldNVDA NVIDIA Corp 5.3% HeldADI Analog Devices Inc 4.6% HeldECL Ecolab Inc. 4.6% HeldSHOP Shopify Inc. 4.6% Added +63%
What changed
Biggest moves since Jun 30, 2026
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