Long-term investor

Gerald Baker Financial Group LLC @geraldbakerfinancialgrou

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002133489).

Record

  • Tracked since 2026-03-31 (159 days), 52 trades recorded
  • Returns: week n/a · month n/a · 90 days +19.0% · 6 months n/a · 1 year n/a · all +19.0%
  • Max drawdown n/a · win rate 0% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GBCI · 6.2% · long · since 2026-06-30
  • 921908844 · 6.1% · long · since 2026-03-31
  • XOM · 5.5% · long · since 2026-03-31
  • QQQ · 5.2% · long · since 2026-03-31
  • 464287200 · 4.8% · long · since 2026-03-31
  • CAT · 4.6% · long · since 2026-03-31
  • NNN · 4.6% · long · since 2026-03-31
  • 756158101 · 2.9% · long · since 2026-03-31
  • 74348A467 · 2.9% · long · since 2026-03-31
  • 33740F755 · 2.7% · long · since 2026-03-31
  • 464287721 · 2.4% · long · since 2026-03-31
  • MSFT · 2.0% · long · since 2026-03-31

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