BI
Baer Investment Advisory
Baer Investment Advisory LLC
Actively managed — equities, derivatives & fixed income
California-based RIA offering personalized, actively managed portfolios built on in-house research across equities, derivatives, and fixed income.
Portfolio Map
Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis
New position
Increased
Reduced
Sold / Closed
Unchanged
CALLBullish options bet
PUTBearish options bet
Sector Allocation
% of portfolio value by sector · current filing only
Technology
43.75%
Industrials
12.41%
Other / Unclassified
12.36%
Healthcare
10.91%
Consumer Cyclical
10.54%
Basic Materials
3.22%
Communication Services
2.43%
Consumer Defensive
2.04%
Energy
1.68%
Real Estate
0.6%
Utilities
0.02%
Financial Services
0.02%
Full Portfolio · 2026-09-30
65 positions — click any ticker to open its analysis page
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| # | Ticker | Company | Type | Value | Price | Since Filed | % Portfolio | Δ % | Shares | Status |
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Conviction Moves
Largest portfolio-weight changes this quarter · bar length = change in % of portfolio
New / Increased
Reduced
Closed
Quarter-over-Quarter Changes
2026-06-30 → 2026-09-30 · 50 positions moved
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| Action | Ticker | Company | Shares Δ | Value | Wt. Δ | Portfolio % |
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