Fund HoldingsBaker Chad R

Total Portfolio Value
$469.58M
Total Bought
$16.76M
Total Sold
$19.77M
Net Transaction
-$3.01M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ADVANCED MICRO DEVICES INC(AMD)111,063110,938-12516,37220,0234.26%+3,651
WASTE MGMT INC DEL(WM)85,24085,570+33015,26618,2393.88%+2,973
AMAZON COM INC(AMZN)100,06899,628-44015,20417,9713.83%+2,767
MICROSOFT CORP(MSFT)53,43553,435020,09422,4814.79%+2,387
VERALTO CORP(VLTO)46,69067,112+20,4223,8415,9501.27%+2,109
MASTERCARD INCORPORATED(MA)45,47544,295-1,18019,39621,3314.54%+1,936
AMPHENOL CORP NEW115,370115,760+39011,43713,3532.84%+1,916
ALCON AG(ALC)20,26540,795+20,5301,5833,3980.72%+1,815
XYLEM INC(XYL)97,76599,010+1,24511,18012,7962.73%+1,616
APTARGROUP INC79,13079,100-309,78211,3822.42%+1,600
ALPHABET INC(GOOG)133,510133,860+35018,65020,2034.30%+1,553
CLOUDFLARE INC(NET)95,71595,900+1857,9699,2861.98%+1,317
DANAHER CORPORATION(DHR)64,26064,245-1514,86616,0433.42%+1,177
STRYKER CORPORATION(SYK)19,14519,14505,7336,8511.46%+1,118
LOWES COS INC(LOW)28,10028,10006,2547,1581.52%+904
PROCTER AND GAMBLE CO(PG)53,48153,461-207,8378,6741.85%+837
WALMART INC(WMT)34,340103,020+68,6805,4146,1991.32%+785
AUTOMATIC DATA PROCESSING INC43,19043,185-510,06210,7852.30%+723
HOME DEPOT INC(HD)17,56517,635+706,0876,7651.44%+678
ENCORE WIRE CORP13,00013,00002,7773,4160.73%+639
NORFOLK SOUTHN CORP(NSC)33,90633,90608,0158,6421.84%+627
CRISPR THERAPEUTICS AG(CRSP)98,52098,52006,1676,7151.43%+548
COLGATE PALMOLIVE CO(CL)51,20051,20004,0814,6110.98%+529
RTX Corporation(RTX)38,34838,34803,2273,7400.80%+513
TJX COS INC NEW(TJX)61,93062,340+4105,8106,3231.35%+513
MERCK & CO INC(MRK)21,70021,70002,3662,8630.61%+498
MCCORMICK & CO INC(MKC)05,620+5,62004320.09%+432
NVIDIA CORPORATION(NVDA)1,1451,095-505679890.21%+422
TERADYNE INC(TER)80,33080,675+3458,7179,1031.94%+385
ABBOTT LABS107,225107,225011,80212,1872.60%+385
THE CIGNA GROUP(CI)5,8415,84101,7492,1210.45%+372
APTIV PLC(APTV)5,99510,220+4,2255388140.17%+276
EXXON MOBIL CORP16,40016,40001,6401,9060.41%+267
ALPHABET INC(GOOG)22,09022,100+103,1133,3650.72%+252
CSX CORP(CSX)102,000102,00003,5363,7810.81%+245
T-MOBILE US INC(TMUS)72,74572,745011,66311,8732.53%+210
CARRIER GLOBAL CORPORATION(CARR)275,775275,775015,84316,0313.41%+188
FORTIVE CORP(FTV)15,00015,00001,1041,2900.27%+186
NOVO-NORDISK A S(NVO)5,3805,38005576910.15%+134
CVS HEALTH CORP(CVS)96,15096,605+4557,5927,7051.64%+113
JOHNSON & JOHNSON(JNJ)69,37069,370010,87310,9742.34%+101
CANADIAN NATL RY CO(CNI)13,30013,275-251,6711,7480.37%+78
BECTON DICKINSON & CO(BDX)1,9501,95004754830.10%+7
SMUCKER J M CO(SJM)1,7001,70002152140.05%-1
PFIZER INC(PFE)24,50024,50007056800.14%-25
ANALOG DEVICES INC(ADI)80,43580,585+15015,97115,9393.39%-32
UNILEVER PLC(UL)4,1600-4,1602020-202
ZOETIS INC(ZTS)24,81824,81804,8984,1990.89%-699
NEW YORK TIMES CO(NYT)143,325143,32507,0216,1951.32%-827
ADOBE SYSTEMS INCORPORATED(ADBE)9,0009,00005,3694,5410.97%-828
ROCKWELL AUTOMATION INC(ROK)51,89051,875-1516,11115,1133.22%-998
NIKE INC(NKE)79,11579,11508,5907,4351.58%-1,154
TESLA INC(TSLA)61,13061,130015,19010,7462.29%-4,444
APPLE INC(AAPL)255,564255,554-1049,20443,8229.33%-5,381
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