Baer Investment Advisory LLC has filed its Form 13F-HR, disclosing equity securities held as of September 30, 2026. The filing lists a total of 65 distinct positions held by the firm, with the top holdings including Advanced Micro Devices, Amazon.com, Inc., and Apple Inc.
The portfolio is heavily weighted toward technology and semiconductor companies. Advanced Micro Devices, Inc. is the largest holding, with 12,235 shares. Other significant positions include Amazon.com Inc. with 6,310,222 shares and Apple Inc. with 4,822,804 shares. The filing also shows substantial exposure to other major technology names, including Broadcom Inc., Cadence Design Systems Inc., Microsoft Corp., and NVIDIA Corp.
In addition to common stock, the advisory firm holds several options positions. These include call options on Amazon.com, Apple, Microsoft, and NVIDIA, as well as put options on the Invesco QQQ Trust.
Other notable holdings in the portfolio include Deere & Co., Ecolab Inc., Intuit Inc., and Taiwan Semiconductor Manufacturing Company. The filing also lists smaller positions in companies such as Odyssey Marine Expl Inc., Scilex Holding Company, and Waste Management, Inc.
