Holdings
Gerald Baker Financial Group LLC
As of Sep 30, 2026, Gerald Baker Financial Group LLC reported 65 positions worth US$147M. Largest: Glacier Bancorp, Inc., Nnn Reit, Inc. and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Glacier Bancorp, Inc. | 420K | US$18.2M | −138 | Sep 30, 2026 |
| Nnn Reit, Inc. | 358K | US$14.7M | +11,241 | Sep 30, 2026 |
| Caterpillar, Inc. | 15,331 | US$12.4M | +3 | Sep 30, 2026 |
| Microsoft Corp. | 19,146 | US$9.82M | no change | Sep 30, 2026 |
| Apple Inc | 24,078 | US$8.02M | +27 | Sep 30, 2026 |
| Nvidia Corporation | 31,949 | US$7.3M | −231 | Sep 30, 2026 |
| Chevron Corporation | 27,308 | US$5.58M | +135 | Sep 30, 2026 |
| Philip Morris International Inc | 27,986 | US$5.34M | no change | Sep 30, 2026 |
| Johnson & Johnson | 18,318 | US$4.85M | +14 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 7,147 | US$4.31M | −1,496 | Sep 30, 2026 |