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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, MA, GOOGL, MSFT, WM, and represent 26.03% of Baker Chad R's stock portfolio.
Added to shares of these 10 stocks: ULS, ABNB, RELX, ALC, CRM, MKC, HD, ARM, DHR, BDX.
Started 2 new stock positions in ARM, ABNB.
Reduced shares in these 10 stocks: TER (-$10M), AAPL, AMD, CARR, MRK, PFE, NVO, ADI, NVDA, WM.
Sold out of its positions in PFE, TER.
Baker Chad R was a net buyer of stock by $1.9M.
Baker Chad R has $491M in assets under management (AUM), dropping by -3.89%.
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 March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	8.8	$43M	-7%	195k	222.13	View chart
Mastercard Incorporated Common Stock (MA)	4.9	$24M		44k	548.12	View chart
Alphabet Common Stock (GOOGL)	4.1	$20M		131k	154.64	View chart
Microsoft Corp Common Stock (MSFT)	4.1	$20M		54k	375.39	View chart
Waste Mgmt Inc Del Common Stock (WM)	4.0	$20M		86k	231.51	View chart
T-mobile Us Common Stock (TMUS)	4.0	$19M		73k	266.71	View chart
Amazon Common Stock (AMZN)	3.9	$19M		100k	190.26	View chart
Carrier Global Corporation Common Stock (CARR)	3.4	$17M	-2%	264k	63.40	View chart
Analog Devices Common Stock (ADI)	3.3	$16M		81k	201.67	View chart
Tesla Common Stock (TSLA)	3.2	$16M		61k	259.16	View chart
Amphenol Corporation Common Stock (APH)	3.1	$15M		232k	65.59	View chart
Abbott Labs Common Stock (ABT)	2.9	$14M		108k	132.65	View chart
Danaher Corporation Common Stock (DHR)	2.9	$14M	+7%	69k	205.00	View chart
Rockwell Automation Common Stock (ROK)	2.7	$14M		52k	258.38	View chart
Automatic Data Processing Common Stock (ADP)	2.7	$13M		43k	305.53	View chart
Xylem Common Stock (XYL)	2.4	$12M		100k	119.46	View chart
Aptargroup Common Stock (ATR)	2.4	$12M		79k	148.38	View chart
Johnson & Johnson Common Stock (JNJ)	2.3	$12M		69k	165.84	View chart
Alcon Int'l Common Stock (ALC)	2.2	$11M	+29%	116k	94.93	View chart
Cloudflare Common Stock (NET)	2.2	$11M		96k	112.69	View chart
Ul Solutions Common Stock (ULS)	1.9	$9.3M	+47%	166k	56.40	View chart
Walmart Common Stock (WMT)	1.8	$9.0M		103k	87.79	View chart
Procter And Gamble Common Stock (PG)	1.8	$9.0M		53k	170.42	View chart
Advanced Micro Devices Common Stock (AMD)	1.8	$8.6M	-24%	84k	102.74	View chart
Veralto Corp Common Stock (VLTO)	1.7	$8.6M		88k	97.45	View chart
Relx Common Stock (RELX)	1.7	$8.5M	+50%	169k	50.41	View chart
Norfolk Southn Corp Common Stock (NSC)	1.6	$8.0M		34k	236.85	View chart
Home Depot Common Stock (HD)	1.6	$7.9M	+22%	22k	366.49	View chart
Tjx Cos Common Stock (TJX)	1.5	$7.6M		62k	121.80	View chart
Stryker Corporation Common Stock (SYK)	1.5	$7.1M		19k	372.25	View chart
New York Times Common Stock (NYT)	1.4	$7.1M		143k	49.60	View chart
Lowes Cos Common Stock (LOW)	1.3	$6.6M		28k	233.23	View chart
RTX Corporation Common Stock (RTX)	1.0	$5.1M		38k	132.46	View chart
Colgate Palmolive Common Stock (CL)	1.0	$4.8M		51k	93.70	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	1.0	$4.7M		9.7k	484.82	View chart
Salesforce Common Stock (CRM)	1.0	$4.7M	+99%	18k	268.36	View chart
Zoetis Common Stock (ZTS)	0.8	$4.1M		25k	164.65	View chart
Alphabet Common Stock (GOOG)	0.7	$3.5M		22k	156.23	View chart
Adobe Systems Incorporated Common Stock (ADBE)	0.7	$3.5M		9.0k	383.53	View chart
Crispr Therapeutics Common Stock (CRSP)	0.6	$3.2M		93k	34.03	View chart
Csx Corp Common Stock (CSX)	0.6	$3.0M		102k	29.43	View chart
Airbnb Common Stock (ABNB)	0.6	$2.9M	NEW	24k	119.46	View chart
Mccormick & Co Common Stock (MKC)	0.6	$2.8M	+119%	34k	82.31	View chart
Exxon Mobil Corp Common Stock (XOM)	0.4	$2.0M		16k	118.93	View chart
The Cigna Group Common Stock (CI)	0.4	$1.9M		5.8k	329.00	View chart
Merck & Co Common Stock (MRK)	0.3	$1.4M	-23%	16k	89.76	View chart
Arm Holdings Common Stock (ARM)	0.3	$1.3M	NEW	12k	106.79	View chart
Becton Dickinson & Co Common Stock (BDX)	0.3	$1.2M	+37%	5.4k	229.06	View chart
Nvidia Corporation Common Stock (NVDA)	0.2	$1.1M		9.8k	108.38	View chart
Novo-nordisk A S Int'l Common Stock (NVO)	0.1	$334k	-6%	4.8k	69.44	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 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
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

View all past filings

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