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 (198 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days -9.6% · 6 months n/a · 1 year n/a · all -9.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 30233Q108 · 6.5% · long · since 2026-09-30
- 921908844 · 6.0% · long · since 2026-03-31
- 46090E103 · 5.3% · long · since 2026-03-31
- GBCI · 5.1% · long · since 2026-06-30
- 464287200 · 5.0% · long · since 2026-03-31
- NNN · 4.2% · long · since 2026-03-31
- CAT · 3.5% · long · since 2026-03-31
- 33740F755 · 2.8% · long · since 2026-03-31
- MSFT · 2.8% · long · since 2026-03-31
- 74348A467 · 2.7% · long · since 2026-03-31
- 756158101 · 2.6% · long · since 2026-03-31
- 464287721 · 2.5% · long · since 2026-03-31