Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Baker Chad R

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

Top 5 stock holdings are AAPL, MSFT, MA, GOOGL, AMD, and represent 27.23% of Baker Chad R's stock portfolio.
Added to shares of these 10 stocks: WMT, VLTO, ALC, MKC, APTV, XYL, WM, GOOGL, APH, TJX.
Started 1 new stock position in MKC.
Reduced shares in these 10 stocks: MA, UL, AMZN, NVDA, AMD, ROK, ATR, DHR, CNI, PG.
Sold out of its position in UL.
Baker Chad R was a net buyer of stock by $8.0M.
Baker Chad R has $470M in assets under management (AUM), dropping by 5.67%.
Central Index Key (CIK): 0001666470

Tip: Access up to 7 years of quarterly data

Positions held by Baker Chad R consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Baker Chad R

Baker Chad R holds 53 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	9.3	$44M		256k	171.48	View chart
Microsoft Corp Common Stock (MSFT)	4.8	$23M		53k	420.72	View chart
Mastercard Incorporated Common Stock (MA)	4.5	$21M	-2%	44k	481.57	View chart
Alphabet Common Stock (GOOGL)	4.3	$20M		134k	150.93	View chart
Advanced Micro Devices Common Stock (AMD)	4.3	$20M		111k	180.49	View chart
Waste Mgmt Inc Del Common Stock (WM)	3.9	$18M		86k	213.15	View chart
Amazon Common Stock (AMZN)	3.8	$18M		100k	180.38	View chart
Danaher Corporation Common Stock (DHR)	3.4	$16M		64k	249.72	View chart
Carrier Global Corporation Common Stock (CARR)	3.4	$16M		276k	58.13	View chart
Analog Devices Common Stock (ADI)	3.4	$16M		81k	197.79	View chart
Rockwell Automation Common Stock (ROK)	3.2	$15M		52k	291.33	View chart
Amphenol Corp Common Stock (APH)	2.8	$13M		116k	115.35	View chart
Xylem Common Stock (XYL)	2.7	$13M		99k	129.24	View chart
Abbott Labs Common Stock (ABT)	2.6	$12M		107k	113.66	View chart
T-mobile Us Common Stock (TMUS)	2.5	$12M		73k	163.22	View chart
Aptargroup Common Stock (ATR)	2.4	$11M		79k	143.89	View chart
Johnson & Johnson Common Stock (JNJ)	2.3	$11M		69k	158.19	View chart
Automatic Data Processing Common Stock (ADP)	2.3	$11M		43k	249.74	View chart
Tesla Common Stock (TSLA)	2.3	$11M		61k	175.79	View chart
Cloudflare Common Stock (NET)	2.0	$9.3M		96k	96.83	View chart
Teradyne Common Stock (TER)	1.9	$9.1M		81k	112.83	View chart
Procter And Gamble Common Stock (PG)	1.8	$8.7M		54k	162.25	View chart
Norfolk Southn Corp Common Stock (NSC)	1.8	$8.6M		34k	254.87	View chart
Cvs Health Corp Common Stock (CVS)	1.6	$7.7M		97k	79.76	View chart
Nike Common Stock (NKE)	1.6	$7.4M		79k	93.98	View chart
Lowes Cos Common Stock (LOW)	1.5	$7.2M		28k	254.73	View chart
Stryker Corporation Common Stock (SYK)	1.5	$6.9M		19k	357.87	View chart
Home Depot Common Stock (HD)	1.4	$6.8M		18k	383.60	View chart
Crispr Therapeutics Common Stock (CRSP)	1.4	$6.7M		99k	68.16	View chart
Tjx Cos Common Stock (TJX)	1.3	$6.3M		62k	101.42	View chart
Walmart Common Stock (WMT)	1.3	$6.2M	+200%	103k	60.17	View chart
New York Times Common Stock (NYT)	1.3	$6.2M		143k	43.22	View chart
Veralto Corp Common Stock (VLTO)	1.3	$6.0M	+43%	67k	88.66	View chart
Colgate Palmolive Common Stock (CL)	1.0	$4.6M		51k	90.05	View chart
Adobe Systems Incorporated Common Stock (ADBE)	1.0	$4.5M		9.0k	504.60	View chart
Zoetis Common Stock (ZTS)	0.9	$4.2M		25k	169.21	View chart
Csx Corp Common Stock (CSX)	0.8	$3.8M		102k	37.07	View chart
RTX Corporation Common Stock (RTX)	0.8	$3.7M		38k	97.53	View chart
Encore Wire Corp Common Stock (WIRE)	0.7	$3.4M		13k	262.78	View chart
Alcon Int'l Common Stock (ALC)	0.7	$3.4M	+101%	41k	83.29	View chart
Alphabet Common Stock (GOOG)	0.7	$3.4M		22k	152.26	View chart
Merck & Co Common Stock (MRK)	0.6	$2.9M		22k	131.95	View chart
The Cigna Group Common Stock (CI)	0.5	$2.1M		5.8k	363.19	View chart
Exxon Mobil Corp Common Stock (XOM)	0.4	$1.9M		16k	116.24	View chart
Canadian Natl Ry Int'l Common Stock (CNI)	0.4	$1.7M		13k	131.71	View chart
Fortive Corp Common Stock (FTV)	0.3	$1.3M		15k	86.02	View chart
Nvidia Corporation Common Stock (NVDA)	0.2	$989k	-4%	1.1k	903.56	View chart
Aptiv Common Stock (APTV)	0.2	$814k	+70%	10k	79.65	View chart
Novo-nordisk A S Int'l Common Stock (NVO)	0.1	$691k		5.4k	128.40	View chart
Pfizer Common Stock (PFE)	0.1	$680k		25k	27.75	View chart
Becton Dickinson & Co Common Stock (BDX)	0.1	$483k		2.0k	247.45	View chart
Mccormick & Co Common Stock (MKC)	0.1	$432k	NEW	5.6k	76.81	View chart
Smucker J M Common Stock (SJM)	0.0	$214k		1.7k	125.87	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 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
Baker Chad R 2020 Q3 filed Nov. 9, 2020
Baker Chad R 2020 Q2 filed Aug. 4, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z