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Loar Holdings shares owned by Gerald Baker Financial Group

Quarter-by-quarter ownership of Loar Holdings (LOAR) shares owned by Gerald Baker Financial Group from 13F filings

Historical chart of Gerald Baker Financial Group investment in Loar Holdings

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All positions including Loar Holdings held by Gerald Baker Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Loar Holdings by Gerald Baker Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $266k 3.3k 80.61

More positions owned by Gerald Baker Financial Group

Glacier Ban (GBCI)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Caterpillar (CAT)
National Retail Properties (NNN)
Reaves Util Income Com Sh Ben Int (UTG)
Proshares Tr S&p 500 Dv Arist (NOBL)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Ishares Tr U.s. Tech Etf (IYW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
NVIDIA Corporation (NVDA)

View all positions for Gerald Baker Financial Group

Top funds holding Loar Holdings

Abrams Capital Management
Capital Research and Management Company - Division 3
Wellington Management Company
Daniel D. Thurber
Bamco
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Federated Investors
UBS Group
Jpmorgan Chase & Co
Invesco
Dimensional Fund Advisors
TimesSquare Capital Management

View all funds holding Loar Holdings