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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, AMD, GOOGL, ADI, APH, and represent 33.36% of Baker Chad R's stock portfolio.
Added to shares of these 10 stocks: APH (+$15M), Exxon Mobil Corp, NXT, SXT, AVGO, TILE, BR, CHWY, SOFI, RKT.
Started 4 new stock positions in SXT, Exxon Mobil Corp, CHWY, NXT.
Reduced shares in these 3 stocks: TMUS (-$12M), ATR (-$9.9M), .
Sold out of its positions in ATR, XOM, TMUS.
Baker Chad R was a net buyer of stock by $8.8M.
Baker Chad R has $612M in assets under management (AUM), dropping by -1.31%.
Central Index Key (CIK): 0001666470

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Portfolio Holdings for Baker Chad R

Baker Chad R holds 52 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	8.9	$55M		164k	333.02	View chart
Advanced Micro Devices Common Stock (AMD)	8.3	$51M		83k	611.76	View chart
Alphabet Common Stock (GOOGL)	6.1	$38M		109k	344.08	View chart
Analog Devices Common Stock (ADI)	5.0	$31M		77k	396.71	View chart
Amphenol Corporation Common Stock (APH)	5.0	$31M	+99%	361k	84.30	View chart
Microsoft Corp Common Stock (MSFT)	4.5	$28M		54k	512.90	View chart
Cloudflare Common Stock (NET)	4.4	$27M		78k	347.28	View chart
Amazon Common Stock (AMZN)	4.1	$25M		100k	249.15	View chart
Mastercard Incorporated Common Stock (MA)	4.0	$24M		44k	551.47	View chart
Rockwell Automation Common Stock (ROK)	3.7	$23M		52k	435.33	View chart
Tesla Common Stock (TSLA)	2.9	$18M		50k	354.81	View chart
Johnson & Johnson Common Stock (JNJ)	2.9	$18M		66k	264.74	View chart
Waste Mgmt Inc Del Common Stock (WM)	2.4	$15M		72k	203.92	View chart
Carrier Global Corporation Common Stock (CARR)	2.3	$14M		253k	54.86	View chart
Danaher Corporation Common Stock (DHR)	2.1	$13M		58k	221.55	View chart
Automatic Data Processing Common Stock (ADP)	1.8	$11M		43k	258.06	View chart
Ul Solutions Common Stock (ULS)	1.8	$11M		166k	65.62	View chart
Walmart Common Stock (WMT)	1.7	$11M		103k	103.92	View chart
Abbott Labs Common Stock (ABT)	1.7	$11M		107k	98.83	View chart
Norfolk Southn Corp Common Stock (NSC)	1.7	$11M		34k	309.00	View chart
Xylem Common Stock (XYL)	1.7	$10M		100k	101.27	View chart
Applied Matls Common Stock (AMAT)	1.4	$8.5M		17k	511.38	View chart
Veralto Corp Common Stock (VLTO)	1.4	$8.3M		88k	94.32	View chart
Tjx Cos Common Stock (TJX)	1.3	$8.2M		62k	132.31	View chart
Sharkninja Common Stock (SN)	1.3	$8.2M		46k	180.12	View chart
Procter And Gamble Common Stock (PG)	1.3	$7.7M		53k	145.28	View chart
RTX Corporation Common Stock (RTX)	1.2	$7.1M		38k	185.65	View chart
Arm Holdings Common Stock (ARM)	1.1	$7.0M		24k	289.66	View chart
Home Depot Common Stock (HD)	1.1	$6.7M		23k	284.49	View chart
Broadcom Common Stock (AVGO)	1.1	$6.4M	+45%	18k	351.19	View chart
Unilever Int'l Common Stock (UL)	1.0	$5.9M		97k	60.73	View chart
Stryker Corporation Common Stock (SYK)	0.9	$5.6M		21k	275.39	View chart
Interface Common Stock (TILE)	0.9	$5.4M	+57%	158k	34.40	View chart
Lowes Cos Common Stock (LOW)	0.8	$5.2M		28k	184.29	View chart
Alphabet Common Stock (GOOG)	0.8	$5.2M		15k	340.74	View chart
International Business Machs Common Stock (IBM)	0.8	$5.0M		23k	219.93	View chart
Csx Corp Common Stock (CSX)	0.8	$4.7M		102k	46.51	View chart
Colgate Palmolive Common Stock (CL)	0.7	$4.4M		51k	85.32	View chart
Broadridge Finl Solutions Common Stock (BR)	0.6	$3.6M	+104%	23k	161.10	View chart
Sofi Technologies Common Stock (SOFI)	0.6	$3.6M	+88%	229k	15.72	View chart
Rocket Cos Common Stock (RKT)	0.6	$3.5M	+91%	305k	11.51	View chart
Airbnb Common Stock (ABNB)	0.5	$2.8M		18k	160.65	View chart
Exxonmobil Holdings Corp Common Stock	0.4	$2.7M	NEW	16k	162.75	View chart
Adobe Systems Incorporated Common Stock (ADBE)	0.4	$2.2M		9.0k	239.94	View chart
Nextpower Common Stock (NXT)	0.3	$2.1M	NEW	27k	77.93	View chart
Sensient Technologies Corp Common Stock (SXT)	0.3	$2.1M	NEW	16k	130.72	View chart
Merck & Co Common Stock (MRK)	0.3	$2.0M		14k	145.31	View chart
Zoetis Common Stock (ZTS)	0.3	$1.7M		25k	69.83	View chart
Chewy Common Stock (CHWY)	0.3	$1.7M	NEW	93k	18.20	View chart
The Cigna Group Common Stock (CI)	0.2	$1.4M		5.3k	271.83	View chart
Nvidia Corporation Common Stock (NVDA)	0.2	$1.4M		6.2k	228.38	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.1	$392k		750.00	522.81	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 Q3 filed Oct. 22, 2026
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

View all past filings

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