Baer Investment Advisory LLC - Portfolio overview

Baer Investment Advisory LLC has 28 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AMZN - AMAZON COM INC, 6.32%
2. CW - CURTISS WRIGHT CORP, 6.31%
3. EME - EMCOR GROUP INC, 5.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.