Long-term investor
Baer Investment Advisory LLC @baerinvestmentadvisoryll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002057153).
Record
- Tracked since 2025-06-30 (441 days), 496 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +1.3% · all +1.3%
- Max drawdown n/a · win rate 1% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 9.7% · long · since 2025-06-30
- TSM · 6.7% · long · since 2025-06-30
- VEEV · 6.0% · long · since 2025-06-30
- APH · 5.8% · long · since 2025-06-30
- AMZN · 5.6% · long · since 2025-06-30
- CW · 5.0% · long · since 2025-09-30
- IBM · 4.8% · long · since 2025-12-31
- DE · 4.8% · long · since 2025-06-30
- CDNS · 4.7% · long · since 2025-06-30
- RACE · 4.3% · long · since 2025-12-31
- MSFT · 4.3% · long · since 2025-06-30
- EME · 4.2% · long · since 2025-06-30