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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 AMD, AAPL, GOOGL, APH, ADI, and represent 31.82% of Baker Chad R's stock portfolio.
Added to shares of these 8 stocks: SN, IBM, UL, BR, AVGO, SYK, XYL, ABNB.
Started 1 new stock position in BR.
Reduced shares in these 10 stocks: CRSP, UBER, AAPL, ALC, MKC, AMD, RELX, , NVDA, GOOGL.
Sold out of its positions in MKC, RELX, CRM, UBER, ALC, CRSP.
Baker Chad R was a net seller of stock by $-6.4M.
Baker Chad R has $620M in assets under management (AUM), dropping by 16.89%.
Central Index Key (CIK): 0001666470

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Portfolio Holdings for Baker Chad R

Baker Chad R holds 51 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Advanced Micro Devices Common Stock (AMD)	7.8	$48M		83k	580.91	View chart
Apple Common Stock (AAPL)	7.7	$47M	-5%	164k	289.36	View chart
Alphabet Common Stock (GOOGL)	6.3	$39M		109k	357.37	View chart
Amphenol Corporation Common Stock (APH)	5.1	$32M		181k	176.32	View chart
Analog Devices Common Stock (ADI)	4.9	$31M		77k	397.17	View chart
Rockwell Automation Common Stock (ROK)	4.2	$26M		52k	495.08	View chart
Amazon Common Stock (AMZN)	3.8	$24M		100k	238.34	View chart
Mastercard Incorporated Common Stock (MA)	3.7	$23M		44k	513.60	View chart
Tesla Common Stock (TSLA)	3.4	$21M		50k	420.60	View chart
Microsoft Corp Common Stock (MSFT)	3.2	$20M		54k	373.02	View chart
Cloudflare Common Stock (NET)	3.1	$19M		78k	245.28	View chart
Carrier Global Corporation Common Stock (CARR)	3.0	$19M		253k	73.35	View chart
Ul Solutions Common Stock (ULS)	2.7	$17M		166k	101.86	View chart
Johnson & Johnson Common Stock (JNJ)	2.7	$17M		66k	253.97	View chart
Waste Mgmt Inc Del Common Stock (WM)	2.6	$16M		72k	222.88	View chart
T-mobile Us Common Stock (TMUS)	2.0	$12M		73k	167.73	View chart
Applied Matls Common Stock (AMAT)	1.9	$12M		17k	723.00	View chart
Xylem Common Stock (XYL)	1.9	$12M		100k	118.21	View chart
Walmart Common Stock (WMT)	1.9	$12M		103k	113.26	View chart
Danaher Corporation Common Stock (DHR)	1.8	$11M		58k	190.48	View chart
Norfolk Southn Corp Common Stock (NSC)	1.7	$11M		34k	314.59	View chart
Aptargroup Common Stock (ATR)	1.6	$9.9M		79k	125.20	View chart
Abbott Labs Common Stock (ABT)	1.6	$9.7M		107k	90.74	View chart
Automatic Data Processing Common Stock (ADP)	1.6	$9.6M		43k	223.95	View chart
Tjx Cos Common Stock (TJX)	1.5	$9.4M		62k	151.50	View chart
Arm Holdings Common Stock (ARM)	1.4	$8.6M		24k	354.57	View chart
Home Depot Common Stock (HD)	1.3	$8.3M		23k	352.68	View chart
Veralto Corp Common Stock (VLTO)	1.3	$7.8M		88k	88.68	View chart
Procter And Gamble Common Stock (PG)	1.2	$7.7M		53k	146.64	View chart
RTX Corporation Common Stock (RTX)	1.2	$7.3M		38k	189.73	View chart
Sharkninja Common Stock (SN)	1.1	$6.9M	+43%	45k	152.27	View chart
Stryker Corporation Common Stock (SYK)	1.0	$6.4M	+9%	21k	314.84	View chart
International Business Machs Common Stock (IBM)	1.0	$6.4M	+40%	23k	281.21	View chart
Lowes Cos Common Stock (LOW)	1.0	$6.2M		28k	220.49	View chart
Unilever Int'l Common Stock (UL)	0.9	$5.8M	+40%	96k	60.12	View chart
Alphabet Common Stock (GOOG)	0.9	$5.3M		15k	353.33	View chart
Csx Corp Common Stock (CSX)	0.8	$4.8M		102k	47.53	View chart
Broadcom Common Stock (AVGO)	0.8	$4.7M	+44%	13k	377.75	View chart
Colgate Palmolive Common Stock (CL)	0.8	$4.7M		51k	91.68	View chart
Interface Common Stock (TILE)	0.6	$3.6M		100k	35.84	View chart
Rocket Cos Common Stock (RKT)	0.4	$2.5M		159k	15.75	View chart
Airbnb Common Stock (ABNB)	0.4	$2.5M	+3%	18k	143.10	View chart
Exxon Mobil Corp Common Stock (XOM)	0.4	$2.2M		16k	136.72	View chart
Sofi Technologies Common Stock (SOFI)	0.4	$2.2M		121k	17.93	View chart
Adobe Systems Incorporated Common Stock (ADBE)	0.3	$1.8M		9.0k	205.02	View chart
Merck & Co Common Stock (MRK)	0.3	$1.8M		14k	128.50	View chart
Zoetis Common Stock (ZTS)	0.3	$1.8M		25k	71.86	View chart
Broadridge Finl Solutions Common Stock (BR)	0.2	$1.5M	NEW	11k	136.95	View chart
The Cigna Group Common Stock (CI)	0.2	$1.4M		5.3k	275.68	View chart
Nvidia Corporation Common Stock (NVDA)	0.2	$1.2M	-6%	6.2k	200.09	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.1	$373k		750.00	496.73	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 Q2 filed July 16, 2026
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

View all past filings

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