Baer Investment Advisory LLC filed its 13F report for Q4 2025 on January 21, 2026. The portfolio totaled 105.06 M reflecting a -9.95% change from the prior quarter, spanning 36 assets. Allocations were 68.2% Equities, 31.8% Options, and 0.0% Debt. The top 10 holdings comprised 65.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 5 complete exits.
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Baer Investment Advisory submitted their Form 13F-HR for the Q4 2025 period on 01/21/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Baer Investment Advisory reported a managed portfolio value of 105.06 M, consisting of 36 individual positions.
This page displays the raw filing documents. To see which stocks Baer Investment Advisory bought or sold during Q4 2025, please visit Baer Investment Advisory's Portfolio Analysis page.