BAER INVESTMENT ADVISORY LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EPD | 80K | $2.56M |
 | APH | 49K | $6.60M |
 | AMZN | 26K | $6.07M |
 | NFLX | 23K | $2.18M |
 | ADI | 18K | $4.98M |
 | NVDA | 18K | $3.27M |
 | TXN | 17K | $2.93M |
 | VEEV | 16K | $3.64M |
 | ECL | 15K | $3.82M |
 | AAPL | 14K | $3.79M |
 | SHOP | 11K | $1.69M |
 | SNAP | 10K | $80.70K |
 | EME | 8K | $5.16M |
 | DE | 8K | $3.89M |
 | CW | 8K | $4.39M |
 | IBM | 7K | $2.16M |
 | INTU | 7K | $4.84M |
 | RACE | 5K | $1.97M |
 | MSFT | 4K | $1.90M |
 | CDNS | 3K | $1.06M |
Enterprise Products Partners L.P.
EPD
Shares Held
80K
Value
$2.56M
Amphenol Corporation
APH
Shares Held
49K
Value
$6.60M
Amazon.com, Inc.
AMZN
Shares Held
26K
Value
$6.07M
Netflix, Inc.
NFLX
Shares Held
23K
Value
$2.18M
Analog Devices, Inc.
ADI
Shares Held
18K
Value
$4.98M
NVIDIA Corporation
NVDA
Shares Held
18K
Value
$3.27M
Texas Instruments Incorporated
TXN
Shares Held
17K
Value
$2.93M
Veeva Systems Inc.
VEEV
Shares Held
16K
Value
$3.64M
Ecolab Inc.
ECL
Shares Held
15K
Value
$3.82M
Apple Inc.
AAPL
Shares Held
14K
Value
$3.79M
Shopify Inc.
SHOP
Shares Held
11K
Value
$1.69M
Snap Inc.
SNAP
Shares Held
10K
Value
$80.70K
EMCOR Group, Inc.
EME
Shares Held
8K
Value
$5.16M
Deere & Company
DE
Shares Held
8K
Value
$3.89M
Curtiss-Wright Corporation
CW
Shares Held
8K
Value
$4.39M
International Business Machines Corporation
IBM
Shares Held
7K
Value
$2.16M
Intuit Inc.
INTU
Shares Held
7K
Value
$4.84M
Ferrari N.V.
RACE
Shares Held
5K
Value
$1.97M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.90M
Cadence Design Systems, Inc.
CDNS
Shares Held
3K
Value
$1.06M