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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, ADI, APH, MA, and represent 27.34% of Baker Chad R's stock portfolio.
Added to shares of these 10 stocks: ABNB, ALC, UBER, AVGO, SN, IBM, UL, TILE, SOFI, RKT.
Reduced shares in these 10 stocks: GOOGL, WM, TSLA, AAPL, GOOG, JNJ, NET, APH, MRK, MICC.
Sold out of its position in MICC.
Baker Chad R was a net buyer of stock by $2.5M.
Baker Chad R has $530M in assets under management (AUM), dropping by -4.89%.
Central Index Key (CIK): 0001666470

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Portfolio Holdings for Baker Chad R

Baker Chad R holds 56 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	8.3	$44M	-2%	174k	253.79	View chart
Alphabet Common Stock (GOOGL)	5.9	$31M	-7%	109k	287.56	View chart
Analog Devices Common Stock (ADI)	4.6	$25M		77k	318.14	View chart
Amphenol Corporation Common Stock (APH)	4.3	$23M		181k	126.35	View chart
Mastercard Incorporated Common Stock (MA)	4.2	$22M		44k	499.66	View chart
Amazon Common Stock (AMZN)	3.9	$21M		100k	208.27	View chart
Microsoft Corp Common Stock (MSFT)	3.7	$20M		54k	370.17	View chart
Rockwell Automation Common Stock (ROK)	3.5	$19M		52k	358.88	View chart
Tesla Common Stock (TSLA)	3.5	$19M	-8%	50k	371.75	View chart
Advanced Micro Devices Common Stock (AMD)	3.2	$17M		84k	203.43	View chart
Waste Mgmt Inc Del Common Stock (WM)	3.1	$16M	-10%	72k	229.79	View chart
Johnson & Johnson Common Stock (JNJ)	3.1	$16M	-4%	66k	244.44	View chart
Cloudflare Common Stock (NET)	3.0	$16M	-4%	78k	206.34	View chart
T-mobile Us Common Stock (TMUS)	2.9	$15M		73k	210.03	View chart
Carrier Global Corporation Common Stock (CARR)	2.7	$14M		253k	56.31	View chart
Ul Solutions Common Stock (ULS)	2.7	$14M		166k	85.71	View chart
Walmart Common Stock (WMT)	2.4	$13M		103k	124.28	View chart
Xylem Common Stock (XYL)	2.2	$12M		99k	119.50	View chart
Danaher Corporation Common Stock (DHR)	2.1	$11M		58k	189.60	View chart
Abbott Labs Common Stock (ABT)	2.1	$11M		107k	102.67	View chart
Aptargroup Common Stock (ATR)	1.9	$10M		79k	126.02	View chart
Tjx Cos Common Stock (TJX)	1.9	$10M		62k	159.70	View chart
Norfolk Southn Corp Common Stock (NSC)	1.8	$9.7M		34k	287.00	View chart
Automatic Data Processing Common Stock (ADP)	1.6	$8.7M		43k	203.18	View chart
Veralto Corp Common Stock (VLTO)	1.5	$7.8M		88k	88.42	View chart
Home Depot Common Stock (HD)	1.5	$7.7M		23k	328.89	View chart
Procter And Gamble Common Stock (PG)	1.4	$7.6M		53k	144.44	View chart
RTX Corporation Common Stock (RTX)	1.4	$7.4M		38k	192.90	View chart
Lowes Cos Common Stock (LOW)	1.3	$6.6M		28k	236.28	View chart
Stryker Corporation Common Stock (SYK)	1.2	$6.1M		19k	328.59	View chart
Applied Matls Common Stock (AMAT)	1.1	$5.6M		17k	341.79	View chart
Crispr Therapeutics Common Stock (CRSP)	0.8	$4.4M		93k	47.57	View chart
Colgate Palmolive Common Stock (CL)	0.8	$4.4M		51k	85.23	View chart
Alphabet Common Stock (GOOG)	0.8	$4.3M	-16%	15k	286.86	View chart
Uber Technologies Common Stock (UBER)	0.8	$4.2M	+51%	59k	71.93	View chart
Csx Corp Common Stock (CSX)	0.8	$4.2M		102k	41.05	View chart
International Business Machs Common Stock (IBM)	0.7	$3.9M	+48%	16k	242.39	View chart
Unilever Int'l Common Stock (UL)	0.7	$3.9M	+43%	68k	56.97	View chart
Arm Holdings Common Stock (ARM)	0.7	$3.7M		24k	151.28	View chart
Sharkninja Common Stock (SN)	0.6	$3.3M	+65%	32k	105.90	View chart
Zoetis Common Stock (ZTS)	0.6	$2.9M		25k	118.21	View chart
Exxon Mobil Corp Common Stock (XOM)	0.5	$2.8M		16k	169.66	View chart
Broadcom Common Stock (AVGO)	0.5	$2.7M	+96%	8.7k	309.51	View chart
Interface Common Stock (TILE)	0.5	$2.5M	+68%	100k	24.92	View chart
Rocket Cos Common Stock (RKT)	0.4	$2.3M	+65%	159k	14.25	View chart
Adobe Systems Incorporated Common Stock (ADBE)	0.4	$2.2M		9.0k	243.08	View chart
Airbnb Common Stock (ABNB)	0.4	$2.1M	+462%	17k	126.28	View chart
Alcon Int'l Common Stock (ALC)	0.4	$2.1M	+234%	28k	75.35	View chart
Sofi Technologies Common Stock (SOFI)	0.4	$1.9M	+107%	121k	15.88	View chart
Merck & Co Common Stock (MRK)	0.3	$1.7M	-11%	14k	120.29	View chart
The Cigna Group Common Stock (CI)	0.3	$1.4M		5.3k	266.75	View chart
Nvidia Corporation Common Stock (NVDA)	0.2	$1.2M	-5%	6.7k	174.40	View chart
Mccormick & Co Common Stock (MKC)	0.2	$982k	+127%	20k	50.44	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.1	$335k		750.00	446.54	View chart
Relx Common Stock (RELX)	0.1	$333k	-4%	10k	33.15	View chart
Salesforce Common Stock (CRM)	0.1	$269k	-4%	1.4k	186.67	View chart

Past Filings by Baker Chad R

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

Baker Chad R 2026 Q1 filed April 17, 2026
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

View all past filings

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