Holdings
Baer Investment Advisory LLC
As of Sep 30, 2026, Baer Investment Advisory LLC reported 39 positions worth US$82.1M. Largest: Veeva Systems Inc., Amazon.com, Inc. and Deere & Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Veeva Systems Inc. | 33,339 | US$9.52M | −3,300 | Sep 30, 2026 |
| Amazon.com, Inc. | 25,327 | US$6.31M | −277 | Sep 30, 2026 |
| Deere & Company | 8,349 | US$5.61M | −175 | Sep 30, 2026 |
| Apple Inc | 14,482 | US$4.82M | −547 | Sep 30, 2026 |
| Texas Instruments Incorporated | 17,085 | US$4.79M | +4,528 | Sep 30, 2026 |
| Amphenol Corporation | 55,902 | US$4.71M | +27,976 | Sep 30, 2026 |
| Emcor Group, Inc. | 6,195 | US$4.67M | −119 | Sep 30, 2026 |
| Nvidia Corporation | 20,225 | US$4.62M | +174 | Sep 30, 2026 |
| Analog Devices, Inc. | 10,257 | US$4.07M | −91 | Sep 30, 2026 |
| Ecolab Inc. | 14,768 | US$4.05M | −41 | Sep 30, 2026 |