Fund HoldingsBaker Chad R

Total Portfolio Value
$619.69M
Total Bought
$12.22M
Total Sold
$54.51M
Net Transaction
-$42.29M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ADVANCED MICRO DEVICES INC(AMD)84,06183,168-89317,10148,3137.80%+31,213
AMPHENOL CORPORATION180,838180,838022,84931,8855.15%+9,036
ALPHABET INC(GOOG)109,280109,180-10031,42539,0186.30%+7,593
ROCKWELL AUTOMATION INC(ROK)52,01052,010018,66525,7494.16%+7,084
APPLIED MATLS INC16,53016,53005,65011,9511.93%+6,301
ANALOG DEVICES INC(ADI)76,86576,865024,45430,5284.93%+6,075
ARM HOLDINGS PLC24,25024,25003,6698,5981.39%+4,930
CARRIER GLOBAL CORPORATION(CARR)253,050253,050014,24918,5613.00%+4,312
SHARKNINJA INC(SN)31,48545,315+13,8303,3346,9001.11%+3,566
APPLE INC(AAPL)173,883163,883-10,00044,13047,4217.65%+3,291
CLOUDFLARE INC(NET)77,96077,960016,08619,1223.09%+3,036
AMAZON COM INC(AMZN)99,51899,518020,72723,7193.83%+2,993
UL SOLUTIONS INC(ULS)165,710165,710014,20316,8792.72%+2,676
INTERNATIONAL BUSINESS MACHS(IBM)16,26022,885+6,6253,9416,4351.04%+2,494
TESLA INC(TSLA)49,73949,739018,49020,9203.38%+2,430
BROADCOM INC(AVGO)8,70012,570+3,8702,6934,7480.77%+2,056
UNILEVER PLC(UL)68,43796,377+27,9403,8995,7940.94%+1,895
BROADRIDGE FINL SOLUTIONS INC(BR)011,080+11,08001,5170.24%+1,517
INTERFACE INC(TILE)100,155100,15502,4963,5900.58%+1,094
ALPHABET INC(GOOG)15,13515,13504,3425,3480.86%+1,006
NORFOLK SOUTHN CORP(NSC)33,90633,90609,73110,6661.72%+935
AUTOMATIC DATA PROCESSING INC42,95542,95508,7289,6201.55%+892
CSX CORP(CSX)102,000102,00004,1874,8480.78%+661
JOHNSON & JOHNSON(JNJ)66,37066,370016,22316,8562.72%+633
MASTERCARD INCORPORATED(MA)44,17544,175022,07222,6883.66%+616
HOME DEPOT INC(HD)23,41523,41507,7018,2581.33%+557
AIRBNB INC16,87517,510+6352,1312,5060.40%+375
COLGATE PALMOLIVE CO(CL)51,20051,20004,3644,6940.76%+330
STRYKER CORPORATION(SYK)18,67520,465+1,7906,1366,4431.04%+307
SOFI TECHNOLOGIES INC(SOFI)121,415121,41501,9282,1770.35%+249
ROCKET COS INC(RKT)159,135159,13502,2682,5060.40%+239
MICROSOFT CORP(MSFT)53,57553,575019,83219,9853.22%+153
PROCTER AND GAMBLE CO(PG)52,71052,71007,6137,7291.25%+116
MERCK & CO INC(MRK)13,95013,95001,6781,7930.29%+115
NVIDIA CORPORATION(NVDA)6,6756,225-4501,1641,2460.20%+81
DANAHER CORPORATION(DHR)58,02558,025011,00211,0531.78%+51
THE CIGNA GROUP(CI)5,2545,25401,4021,4480.23%+47
VERTEX PHARMACEUTICALS INC(VRTX)75075003353730.06%+38
VERALTO CORP(VLTO)87,87787,87707,7707,7931.26%+23
XYLEM INC(XYL)98,905100,080+1,17511,81911,8301.91%+11
APTARGROUP INC79,10079,10009,9689,9031.60%-65
RTX Corporation(RTX)38,34838,34807,3977,2761.17%-122
SALESFORCE INC(CRM)1,4400-1,4402690-269
RELX PLC(RELX)10,0550-10,0553330-333
ADOBE SYSTEMS INCORPORATED(ADBE)9,0009,00002,1881,8450.30%-343
LOWES COS INC(LOW)28,10028,10006,6396,1961.00%-444
WASTE MGMT INC DEL(WM)71,53571,535016,43815,9442.57%-494
TJX COS INC NEW(TJX)62,34062,34009,9569,4451.52%-511
EXXON MOBIL CORP16,40016,40002,7822,2420.36%-540
MCCORMICK & CO INC(MKC)19,4700-19,4709820-982
WALMART INC(WMT)102,675102,675012,76011,6291.88%-1,131
ZOETIS INC(ZTS)24,81824,81802,9341,7830.29%-1,150
ABBOTT LABS106,660106,660010,9519,6781.56%-1,272
ALCON AG(ALC)27,5250-27,5252,0740-2,074
T-MOBILE US INC(TMUS)72,94572,945015,32112,2351.97%-3,086
UBER TECHNOLOGIES INC(UBER)58,8300-58,8304,2320-4,232
CRISPR THERAPEUTICS AG(CRSP)93,3000-93,3004,4380-4,438
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