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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, TSLA, APH, and represent 28.07% of Baker Chad R's stock portfolio.
Added to shares of these 10 stocks: UBER, AMAT, IBM, UL, CRM, ARM, ABNB, SYK, HD, ULS.
Started 4 new stock positions in IBM, UBER, UL, AMAT.
Reduced shares in these 10 stocks: NET, DHR, APH, WM, CARR, NVDA, TSLA, ADP, MSFT, AMZN.
Baker Chad R was a net buyer of stock by $4.0M.
Baker Chad R has $581M in assets under management (AUM), dropping by 7.95%.
Central Index Key (CIK): 0001666470

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Portfolio Holdings for Baker Chad R

Baker Chad R holds 54 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	8.6	$50M		195k	254.63	View chart
Alphabet Common Stock (GOOGL)	5.5	$32M		131k	243.10	View chart
Microsoft Corp Common Stock (MSFT)	4.8	$28M		54k	517.95	View chart
Tesla Common Stock (TSLA)	4.7	$27M		61k	444.72	View chart
Amphenol Corporation Common Stock (APH)	4.6	$27M	-6%	217k	123.75	View chart
Mastercard Incorporated Common Stock (MA)	4.3	$25M		44k	568.81	View chart
Amazon Common Stock (AMZN)	3.8	$22M		100k	219.57	View chart
Analog Devices Common Stock (ADI)	3.4	$20M		80k	245.70	View chart
Rockwell Automation Common Stock (ROK)	3.1	$18M		52k	349.53	View chart
Waste Mgmt Inc Del Common Stock (WM)	3.0	$18M	-7%	80k	220.83	View chart
T-mobile Us Common Stock (TMUS)	3.0	$17M		73k	239.38	View chart
Cloudflare Common Stock (NET)	3.0	$17M	-15%	81k	214.59	View chart
Carrier Global Corporation Common Stock (CARR)	2.6	$15M	-4%	253k	59.70	View chart
Xylem Common Stock (XYL)	2.5	$15M		99k	147.50	View chart
Abbott Labs Common Stock (ABT)	2.5	$14M		108k	133.94	View chart
Advanced Micro Devices Common Stock (AMD)	2.3	$14M		84k	161.79	View chart
Johnson & Johnson Common Stock (JNJ)	2.2	$13M		69k	185.42	View chart
Automatic Data Processing Common Stock (ADP)	2.2	$13M		43k	293.50	View chart
Ul Solutions Common Stock (ULS)	2.0	$12M		166k	70.86	View chart
Danaher Corporation Common Stock (DHR)	2.0	$12M	-15%	58k	198.26	View chart
Walmart Common Stock (WMT)	1.8	$11M		103k	103.06	View chart
Aptargroup Common Stock (ATR)	1.8	$11M		79k	133.66	View chart
Norfolk Southn Corp Common Stock (NSC)	1.8	$10M		34k	300.41	View chart
Veralto Corp Common Stock (VLTO)	1.6	$9.4M		88k	106.61	View chart
Home Depot Common Stock (HD)	1.6	$9.3M	+6%	23k	405.19	View chart
Tjx Cos Common Stock (TJX)	1.6	$9.0M		62k	144.54	View chart
Alcon Int'l Common Stock (ALC)	1.5	$8.7M		116k	74.51	View chart
New York Times Common Stock (NYT)	1.4	$8.2M		143k	57.40	View chart
Procter And Gamble Common Stock (PG)	1.4	$8.1M		53k	153.65	View chart
Relx Common Stock (RELX)	1.4	$8.1M		169k	47.76	View chart
Stryker Corporation Common Stock (SYK)	1.3	$7.7M	+9%	21k	369.67	View chart
Lowes Cos Common Stock (LOW)	1.2	$7.1M		28k	251.31	View chart
RTX Corporation Common Stock (RTX)	1.1	$6.4M		38k	167.33	View chart
Crispr Therapeutics Common Stock (CRSP)	1.0	$6.0M		93k	64.81	View chart
Salesforce Common Stock (CRM)	1.0	$5.9M	+41%	25k	237.00	View chart
Alphabet Common Stock (GOOG)	0.9	$5.4M		22k	243.55	View chart
Airbnb Common Stock (ABNB)	0.8	$4.5M	+53%	37k	121.42	View chart
Colgate Palmolive Common Stock (CL)	0.7	$4.1M		51k	79.94	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.7	$3.8M		9.7k	391.64	View chart
Zoetis Common Stock (ZTS)	0.6	$3.6M		25k	146.32	View chart
Csx Corp Common Stock (CSX)	0.6	$3.6M		102k	35.51	View chart
Arm Holdings Common Stock (ARM)	0.6	$3.4M	+99%	24k	141.49	View chart
Adobe Systems Incorporated Common Stock (ADBE)	0.5	$3.2M		9.0k	352.75	View chart
Mccormick & Co Common Stock (MKC)	0.4	$2.3M		34k	66.91	View chart
Uber Technologies Common Stock (UBER)	0.3	$1.9M	NEW	20k	97.97	View chart
Applied Matls Common Stock (AMAT)	0.3	$1.9M	NEW	9.4k	204.74	View chart
Exxon Mobil Corp Common Stock (XOM)	0.3	$1.8M		16k	112.75	View chart
International Business Machs Common Stock (IBM)	0.3	$1.8M	NEW	6.5k	282.16	View chart
Unilever Int'l Common Stock (UL)	0.3	$1.8M	NEW	30k	59.28	View chart
The Cigna Group Common Stock (CI)	0.3	$1.5M		5.3k	288.25	View chart
Nvidia Corporation Common Stock (NVDA)	0.3	$1.5M	-18%	8.0k	186.58	View chart
Merck & Co Common Stock (MRK)	0.2	$1.3M		16k	83.93	View chart
Becton Dickinson & Co Common Stock (BDX)	0.2	$1.0M		5.4k	187.17	View chart
Novo-nordisk A S Int'l Common Stock (NVO)	0.0	$267k		4.8k	55.49	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 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
Baker Chad R 2021 Q4 filed Feb. 8, 2022

View all past filings

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