Instuitional Investor - Baer Investment Advisory Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Taiwan Semiconductor Manufacturing Co LtdCALL	TSM	657	$8,952,137	8.94%
2.	Nvidia CorpCALL	NVDA	1,246	$6,929,219	6.92%
3.	Amazon Com Inc	AMZN	26,012	$5,417,519	5.41%
4.	Curtiss Wright Corp	CW	7,941	$5,408,774	5.4%
5.	Emcor Group Inc.	EME	6,442	$4,756,193	4.75%