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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, GOOGL, MSFT, MA, APH, and represent 29.17% of Baker Chad R's stock portfolio.
Added to shares of these 10 stocks: UL, SN, RKT, AMAT, TILE, UBER, SOFI, AVGO, IBM, MICC.
Started 7 new stock positions in AVGO, UL, SN, RKT, TILE, MICC, SOFI.
Reduced shares in these 10 stocks: ALC (-$8.6M), NYT (-$8.2M), RELX (-$6.5M), CRM (-$6.2M), ABNB, AAPL, APH, VRTX, GOOGL, TSLA.
Sold out of its positions in BDX, NYT, NVO, Unilever.
Baker Chad R was a net seller of stock by $-45M.
Baker Chad R has $557M in assets under management (AUM), dropping by -4.07%.
Central Index Key (CIK): 0001666470

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Portfolio Holdings for Baker Chad R

Baker Chad R holds 57 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	8.8	$49M	-8%	179k	273.08	View chart
Alphabet Common Stock (GOOGL)	6.6	$37M	-9%	118k	313.85	View chart
Microsoft Corp Common Stock (MSFT)	4.7	$26M		54k	487.48	View chart
Mastercard Incorporated Common Stock (MA)	4.6	$26M		44k	577.42	View chart
Amphenol Corporation Common Stock (APH)	4.5	$25M	-14%	184k	136.20	View chart
Tesla Common Stock (TSLA)	4.5	$25M	-10%	55k	454.43	View chart
Amazon Common Stock (AMZN)	4.2	$23M		100k	232.53	View chart
Analog Devices Common Stock (ADI)	3.8	$21M	-4%	77k	274.82	View chart
Rockwell Automation Common Stock (ROK)	3.7	$21M		52k	393.68	View chart
Advanced Micro Devices Common Stock (AMD)	3.2	$18M		84k	215.34	View chart
Waste Mgmt Inc Del Common Stock (WM)	3.2	$18M		80k	222.12	View chart
Cloudflare Common Stock (NET)	2.9	$16M		81k	199.62	View chart
T-mobile Us Common Stock (TMUS)	2.7	$15M		73k	203.80	View chart
Johnson & Johnson Common Stock (JNJ)	2.6	$14M		69k	206.91	View chart
Xylem Common Stock (XYL)	2.4	$14M		99k	137.59	View chart
Carrier Global Corporation Common Stock (CARR)	2.4	$14M		253k	53.43	View chart
Abbott Labs Common Stock (ABT)	2.4	$13M		107k	125.78	View chart
Danaher Corporation Common Stock (DHR)	2.4	$13M		58k	230.67	View chart
Ul Solutions Common Stock (ULS)	2.4	$13M		166k	80.30	View chart
Walmart Common Stock (WMT)	2.1	$12M		103k	111.92	View chart
Automatic Data Processing Common Stock (ADP)	2.0	$11M		43k	259.53	View chart
Norfolk Southn Corp Common Stock (NSC)	1.8	$9.8M		34k	290.11	View chart
Aptargroup Common Stock (ATR)	1.7	$9.7M		79k	122.74	View chart
Tjx Cos Common Stock (TJX)	1.7	$9.7M		62k	155.35	View chart
Veralto Corp Common Stock (VLTO)	1.6	$8.9M		88k	101.36	View chart
Home Depot Common Stock (HD)	1.4	$8.0M		23k	346.35	View chart
Procter And Gamble Common Stock (PG)	1.4	$7.6M		53k	144.05	View chart
RTX Corporation Common Stock (RTX)	1.3	$7.1M		38k	184.01	View chart
Lowes Cos Common Stock (LOW)	1.2	$6.8M		28k	243.18	View chart
Stryker Corporation Common Stock (SYK)	1.2	$6.7M	-9%	19k	354.12	View chart
Alphabet Common Stock (GOOG)	1.0	$5.7M	-17%	18k	314.55	View chart
Crispr Therapeutics Common Stock (CRSP)	0.9	$5.0M		93k	53.19	View chart
Applied Matls Common Stock (AMAT)	0.8	$4.3M	+76%	17k	259.97	View chart
Colgate Palmolive Common Stock (CL)	0.7	$4.1M		51k	79.51	View chart
Csx Corp Common Stock (CSX)	0.7	$3.7M		102k	36.42	View chart
International Business Machs Common Stock (IBM)	0.6	$3.3M	+67%	11k	302.05	View chart
Uber Technologies Common Stock (UBER)	0.6	$3.2M	+96%	39k	82.12	View chart
Adobe Systems Incorporated Common Stock (ADBE)	0.6	$3.2M		9.0k	352.51	View chart
Zoetis Common Stock (ZTS)	0.6	$3.1M		25k	126.41	View chart
Unilever Int'l Common Stock (UL)	0.6	$3.1M	NEW	48k	65.62	View chart
Arm Holdings Common Stock (ARM)	0.5	$2.7M		24k	110.86	View chart
Sharkninja Common Stock (SN)	0.4	$2.2M	NEW	19k	113.69	View chart
Exxon Mobil Corp Common Stock (XOM)	0.4	$2.0M		16k	120.99	View chart
Rocket Cos Common Stock (RKT)	0.3	$1.9M	NEW	96k	20.06	View chart
Interface Common Stock (TILE)	0.3	$1.7M	NEW	60k	28.87	View chart
Merck & Co Common Stock (MRK)	0.3	$1.7M		16k	106.06	View chart
Sofi Technologies Common Stock (SOFI)	0.3	$1.6M	NEW	59k	26.56	View chart
Broadcom Common Stock (AVGO)	0.3	$1.5M	NEW	4.4k	349.85	View chart
The Cigna Group Common Stock (CI)	0.3	$1.5M		5.3k	276.48	View chart
Nvidia Corporation Common Stock (NVDA)	0.2	$1.3M	-11%	7.1k	187.54	View chart
Alcon Int'l Common Stock (ALC)	0.1	$652k	-92%	8.2k	79.31	View chart
Mccormick & Co Common Stock (MKC)	0.1	$586k	-75%	8.6k	68.48	View chart
Relx Common Stock (RELX)	0.1	$432k	-93%	11k	41.11	View chart
Airbnb Common Stock (ABNB)	0.1	$411k	-91%	3.0k	136.91	View chart
Salesforce Common Stock (CRM)	0.1	$400k	-93%	1.5k	265.92	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.1	$340k	-92%	750.00	453.74	View chart
Magnum Ice Cream Co Nv Common Stock (MICC)	0.0	$171k	NEW	11k	15.90	View chart

Past Filings by Baker Chad R

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

Baker Chad R 2025 Q4 filed Jan. 13, 2026
Baker Chad R 2025 Q3 filed Oct. 16, 2025
Baker Chad R 2025 Q2 filed July 11, 2025
Baker Chad R 2025 Q1 filed April 16, 2025
Baker Chad R 2024 Q4 filed Jan. 15, 2025
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

View all past filings

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