Read this manager's filing book
Disclosed positions
Baer Investment Advisory LLC: source evidence dated 2026-08-13T03:59:59.999Z.
- Issuer
- TAIWAN SEMICONDUCTOR MANUFAC
- Ticker
- TSM
- Class
- SPONSORED ADS
- Reported value
- $7,953,673
- Reported amount
- 593
- Unit
- SH
- Option
- Call
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001754960-26-000758Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $7,953,673 | 593 | SH | Call |
| NVIDIA CORPORATION | NVDA | COM | $7,674,953 | 1,259 | SH | Call |
| VEEVA SYS INC | VEEV | CL A COM | $6,749,637 | 36,639 | SH | None |
| AMAZON COM INC | AMZN | COM | $6,188,487 | 25,604 | SH | None |
| CURTISS WRIGHT CORP | CW | COM | $6,033,285 | 7,962 | SH | None |
| DEERE & CO | DE | COM | $5,349,918 | 8,524 | SH | None |
| FERRARI N V | RACE | COM | $5,175,928 | 13,815 | SH | None |
| EMCOR GROUP INC | EME | COM | $5,078,540 | 6,314 | SH | None |
| AMPHENOL CORP | APH | CL A | $4,809,416 | 27,926 | SH | None |
| APPLE INC | AAPL | COM | $4,224,360 | 15,029 | SH | None |
| ECOLAB INC | ECL | COM | $4,122,381 | 14,809 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $4,025,165 | 10,348 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,961,677 | 20,051 | SH | None |
| CADENCE DESIGN SYSTEM INC | CDNS | COM | $3,773,523 | 9,990 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $3,747,134 | 12,557 | SH | None |
| MICROSOFT CORP | MSFT | COM | $3,679,133 | 400 | SH | Call |
| UNITED RENTALS INC | URI | COM | $3,377,527 | 3,038 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $3,136,155 | 10,956 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $2,564,650 | 253 | SH | Call |
| ENTERPRISE PRODS PARTNERS L | EPD | COM | $2,202,485 | 60,309 | SH | None |
| AMPHENOL CORP | APH | CL A | $2,140,900 | 347 | SH | Call |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $2,022,585 | 16,629 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $2,000,120 | 430 | SH | Call |
| NETFLIX INC. | NFLX | COM | $1,804,004 | 24,316 | SH | None |
| CADENCE DESIGN SYSTEM INC | CDNS | COM | $1,789,010 | 183 | SH | Call |
| NETFLIX INC. | NFLX | COM | $1,770,155 | 1,236 | SH | Call |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $1,663,189 | 3,240 | SH | None |
| INTUIT | INTU | COM | $1,534,020 | 238 | SH | Call |
| HOME DEPOT INC | HD | COM | $1,429,673 | 4,075 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,406,465 | 3,660 | SH | None |
| UNITED RENTALS INC | URI | COM | $1,381,690 | 50 | SH | Call |
| NEXTERA ENERGY INC | NEE | COM | $1,228,527 | 14,224 | SH | None |
| COSTAR GROUP INC | CSGP | COM | $1,029,597 | 1,454 | SH | Call |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $742,205 | 69 | SH | Call |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $663,300 | 900 | SH | Put |
| APPLE INC | AAPL | COM | $626,290 | 97 | SH | Call |
| INTUIT | INTU | COM | $597,992 | 2,239 | SH | None |
| AMAZON COM INC | AMZN | COM | $549,495 | 96 | SH | Call |
| VEEVA SYS INC | VEEV | CL A COM | $388,825 | 73 | SH | Call |
| DEERE & CO | DE | COM | $327,650 | 23 | SH | Call |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $308,922 | 426 | SH | None |
| VERTIV HOLDINGS CO | VRT | COM CL A | $215,000 | 20 | SH | Call |
| SNAP INC | SNAP | CL A | $47,500 | 10,000 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 18 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.