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Home > Institutional Investor > Baer Investment Advisory Llc > Profile

Instuitional Investor - Baer Investment Advisory Llc

Fund Profile
Filing Period:
Fund Name: Baer Investment Advisory Llc
Portfolio Value $88,379,231
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 17,328 $9,592,254 10.85%
2.
Amazon Com Inc
 AMZN 25,587 $5,839,437 6.61%
3.
Microsoft Corp
 MSFT 3,935 $5,815,326 6.58%
4.
Netflix Inc
 NFLX 1,943 $5,660,525 6.4%
5.
Amphenol Corp
 APH 50,727 $4,624,392 5.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)