Loading…
CIK 0002057153 • 8 13F filings • May 2, 2025 – Aug 12, 2026
Import this data to Google Sheets with:
=jivedata("baer-investment-advisory-llc-0002057153-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | $3.8M | 4.9% | 11,403 SH | |
| AMAZON COM INC | COM | $5.4M | 7.0% | 25,631 SH | |
| AMPHENOL CORP NEW | CL A | $3.3M | 4.3% | 49,977 SH | |
| ANALOG DEVICES INC | COM | $3.5M | 4.5% | 17,315 SH | |
| APPLE INC | COM | $3.5M | 4.6% | 13,254 SH | |
| CADENCE DESIGN SYSTEM INC | COM | $3.0M | 3.9% | 9,693 SH | |
| COSTAR GROUP INC | COM | $4.9M | 6.4% | 52,776 SH | |
| COSTCO WHSL CORP NEW | COM | $3.3M | 4.2% | 2,421 SH | |
| DEERE & CO | COM | $3.3M | 4.3% | 6,346 SH | |
| EMCOR GROUP INC | COM | $3.1M | 4.0% | 8,306 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $1.5M | 1.9% | 43,866 SH | |
| HOME DEPOT INC | COM | $2.1M | 2.7% | 5,751 SH | |
| INTUIT | COM | $3.4M | 4.4% | 4,836 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $726K | 0.9% | 513 SH | |
| MICROSOFT CORP | COM | $3.6M | 4.6% | 4,025 SH | |
| NETFLIX INC | COM | $4.4M | 5.7% | 2,067 SH | |
| NVIDIA CORPORATION | COM | $7.6M | 9.8% | 19,045 SH | |
| SHOPIFY INC | CL A | $3.1M | 4.0% | 31,684 SH | |
| SNAP INC | CL A | $89K | 0.1% | 10,000 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.5M | 3.3% | 1,260 SH | |
| THE TRADE DESK INC | COM CL A | $565K | 0.7% | 951 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $2.1M | 2.7% | 3,613 SH | |
| UNITED RENTALS INC | COM | $2.8M | 3.6% | 3,202 SH | |
| VEEVA SYS INC | CL A COM | $3.6M | 4.7% | 14,934 SH | |
| ZOETIS INC | CL A | $2.1M | 2.7% | 12,952 SH |
| 13F-HR |
| 0001754960-25-000723 |
| $116.7M |
| View |
| Aug 12, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000758 | $119.5M | View |
| Aug 7, 2025 | Q2 2025 | 13F-HR/A | 0001754960-25-000552 | $87.9M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR/A | 0001754960-26-000346 | $100.1M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000268 | $77.3M | View |