Baer Investment Advisory LLC: 13F holdings
CIK 20571532026Q2
| Positions | 28 |
|---|
| Reported value | $119.5m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 28 (-10 vs prior quarter) |
|---|
| Reported value | $119.5m (+19.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEEV VEEVA SYS INC | 36,639 | $6.7m | 5.6% |
| AMZN AMAZON COM INC | 25,604 | $6.2m | 5.2% |
| CW CURTISS WRIGHT CORP | 7,962 | $6.0m | 5.0% |
| DE DEERE & CO | 8,524 | $5.3m | 4.5% |
| FERRARI N V | 13,815 | $5.2m | 4.3% |
| EME EMCOR GROUP INC | 6,314 | $5.1m | 4.2% |
| APH AMPHENOL CORP | 27,926 | $4.8m | 4.0% |
| AAPL APPLE INC | 15,029 | $4.2m | 3.5% |
| ECL ECOLAB INC | 14,809 | $4.1m | 3.4% |
| ADI ANALOG DEVICES INC | 10,348 | $4.0m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2057153")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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