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.

$100M

Portfolio Value

Positions

2026-04-29 ↗

SEC 13F Filing

Changes This Q

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

Full Portfolio · 2026-04-29

38 positions — click any ticker to open its analysis page

#	Ticker	Company	Type	Value	% Portfolio	Δ %	Shares	Status

Quarter-over-Quarter Changes

2026-04-27 → 2026-04-29 · 50 positions moved

Action	Ticker	Company	Shares Δ ⓘ	Value ⓘ	Wt. Δ ⓘ	Portfolio % ⓘ