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Baker Chad R

Latest statistics and disclosures from Baker Chad R's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, GOOGL, CARR, MA, and represent 28.02% of Baker Chad R's stock portfolio.
Added to shares of these 7 stocks: ULS, ALC, RELX, VRTX, MKC, BDX, CRSP.
Started 2 new stock positions in RELX, ULS.
Reduced shares in these 10 stocks: WIRE, AAPL, CNI, FTV, CARR, XYL, AMD, NVDA, DHR, NVO.
Sold out of its positions in CNI, WIRE, FTV.
Baker Chad R was a net buyer of stock by $891k.
Baker Chad R has $509M in assets under management (AUM), dropping by 6.26%.
Central Index Key (CIK): 0001666470

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Portfolio Holdings for Baker Chad R

Baker Chad R holds 50 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	10.5	$54M	-6%	231k	233.00	View chart
Microsoft Corp Common Stock (MSFT)	4.5	$23M		53k	430.30	View chart
Alphabet Common Stock (GOOGL)	4.4	$22M		134k	165.85	View chart
Carrier Global Corporation Common Stock (CARR)	4.3	$22M		272k	80.49	View chart
Mastercard Incorporated Common Stock (MA)	4.3	$22M		44k	493.80	View chart
Amazon Common Stock (AMZN)	3.7	$19M		100k	186.33	View chart
Analog Devices Common Stock (ADI)	3.6	$19M		81k	230.17	View chart
Advanced Micro Devices Common Stock (AMD)	3.6	$18M		111k	164.08	View chart
Danaher Corporation Common Stock (DHR)	3.5	$18M		64k	278.02	View chart
Waste Mgmt Inc Del Common Stock (WM)	3.5	$18M		86k	207.60	View chart
Tesla Common Stock (TSLA)	3.1	$16M		61k	261.63	View chart
Amphenol Corporation Common Stock (APH)	3.0	$15M		232k	65.16	View chart
T-mobile Us Common Stock (TMUS)	3.0	$15M		73k	206.36	View chart
Rockwell Automation Common Stock (ROK)	2.7	$14M		52k	268.46	View chart
Xylem Common Stock (XYL)	2.6	$13M		100k	135.03	View chart
Aptargroup Common Stock (ATR)	2.5	$13M		79k	160.19	View chart
Abbott Labs Common Stock (ABT)	2.4	$12M		107k	114.01	View chart
Automatic Data Processing Common Stock (ADP)	2.3	$12M		43k	276.73	View chart
Johnson & Johnson Common Stock (JNJ)	2.2	$11M		69k	162.06	View chart
Teradyne Common Stock (TER)	2.1	$11M		81k	133.93	View chart
Veralto Corp Common Stock (VLTO)	1.9	$9.7M		87k	111.86	View chart
Procter And Gamble Common Stock (PG)	1.8	$9.1M		53k	173.20	View chart
Alcon Int'l Common Stock (ALC)	1.8	$9.0M	+46%	90k	100.07	View chart
Norfolk Southn Corp Common Stock (NSC)	1.7	$8.4M		34k	248.50	View chart
Walmart Common Stock (WMT)	1.6	$8.3M		103k	80.75	View chart
New York Times Common Stock (NYT)	1.6	$8.0M		143k	55.67	View chart
Cloudflare Common Stock (NET)	1.5	$7.8M		96k	80.89	View chart
Lowes Cos Common Stock (LOW)	1.5	$7.6M		28k	270.85	View chart
Tjx Cos Common Stock (TJX)	1.4	$7.3M		62k	117.54	View chart
Home Depot Common Stock (HD)	1.4	$7.1M		18k	405.20	View chart
Stryker Corporation Common Stock (SYK)	1.4	$6.9M		19k	361.26	View chart
Colgate Palmolive Common Stock (CL)	1.0	$5.3M		51k	103.81	View chart
Zoetis Common Stock (ZTS)	1.0	$4.8M		25k	195.38	View chart
Crispr Therapeutics Common Stock (CRSP)	0.9	$4.7M		99k	46.98	View chart
Adobe Systems Incorporated Common Stock (ADBE)	0.9	$4.7M		9.0k	517.78	View chart
RTX Corporation Common Stock (RTX)	0.9	$4.6M		38k	121.16	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.9	$4.5M	+89%	9.7k	465.08	View chart
Alphabet Common Stock (GOOG)	0.7	$3.7M		22k	167.19	View chart
Csx Corp Common Stock (CSX)	0.7	$3.5M		102k	34.53	View chart
Ul Solutions Common Stock (ULS)	0.6	$2.9M	NEW	59k	49.30	View chart
Relx Common Stock (RELX)	0.5	$2.7M	NEW	57k	47.46	View chart
Merck & Co Common Stock (MRK)	0.5	$2.5M		22k	113.56	View chart
The Cigna Group Common Stock (CI)	0.4	$2.0M		5.8k	346.44	View chart
Exxon Mobil Corp Common Stock (XOM)	0.4	$1.9M		16k	117.22	View chart
Mccormick & Co Common Stock (MKC)	0.3	$1.3M	+45%	16k	82.30	View chart
Nvidia Corporation Common Stock (NVDA)	0.3	$1.3M	-2%	11k	121.44	View chart
Aptiv Common Stock (APTV)	0.2	$1.1M		15k	72.01	View chart
Becton Dickinson & Co Common Stock (BDX)	0.2	$1.1M	+45%	4.4k	241.10	View chart
Pfizer Common Stock (PFE)	0.1	$709k		25k	28.94	View chart
Novo-nordisk A S Int'l Common Stock (NVO)	0.1	$617k	-3%	5.2k	119.07	View chart

Past Filings by Baker Chad R

SEC 13F filings are viewable for Baker Chad R going back to 2015

Baker Chad R 2024 Q3 filed Oct. 18, 2024
Baker Chad R 2024 Q2 filed July 22, 2024
Baker Chad R 2024 Q1 filed April 17, 2024
Baker Chad R 2023 Q4 filed Jan. 22, 2024
Baker Chad R 2023 Q3 filed Oct. 17, 2023
Baker Chad R 2023 Q2 filed July 18, 2023
Baker Chad R 2023 Q1 filed April 27, 2023
Baker Chad R 2022 Q4 filed Feb. 10, 2023
Baker Chad R 2022 Q3 filed Nov. 3, 2022
Baker Chad R 2022 Q2 filed Aug. 11, 2022
Baker Chad R 2022 Q1 filed May 10, 2022
Baker Chad R 2021 Q4 filed Feb. 8, 2022
Baker Chad R 2021 Q3 filed Nov. 8, 2021
Baker Chad R 2021 Q2 filed Aug. 4, 2021
Baker Chad R 2021 Q1 filed May 11, 2021
Baker Chad R 2020 Q4 filed Feb. 10, 2021

View all past filings

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