Baer Investment Advisory LLC — 13F holdings

Baer Investment Advisory LLC reported 65 holdings worth $126M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. VEEV VEEVA SYS INC — $9.52M (7.6%)
2. NVIDIA CORPORATION — $9.43M (7.5%)
3. TAIWAN SEMICONDUCTOR MFG LTD — $6.76M (5.4%)
4. MICROSOFT CORP — $6.59M (5.2%)
5. AMZN AMAZON COM INC — $6.31M (5.0%)
6. DE Deere & Co — $5.61M (4.4%)
7. RACE FERRARI N V — $5.33M (4.2%)
8. AAPL APPLE INC — $4.82M (3.8%)
9. TXN TEXAS INSTRS INC — $4.79M (3.8%)
10. APH AMPHENOL CORP NEW — $4.71M (3.7%)