Fund HoldingsBaker Chad R

Total Portfolio Value
$490.96M
Total Bought
$26.58M
Total Sold
$30.77M
Net Transaction
-$4.19M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
UL SOLUTIONS INC(ULS)112,300165,500+53,2005,6029,3341.90%+3,733
RELX PLC(RELX)112,450169,025+56,5755,1078,5211.74%+3,413
ALCON AG(ALC)89,850116,155+26,3057,62711,0272.25%+3,399
T-MOBILE US INC(TMUS)72,89572,895016,09019,4423.96%+3,352
AIRBNB INC023,955+23,95502,8620.58%+2,862
WASTE MGMT INC DEL(WM)85,53085,515-1517,25919,7984.03%+2,538
ABBOTT LABS107,225107,680+45512,12814,2842.91%+2,156
SALESFORCE INC(CRM)8,79017,525+8,7352,9394,7030.96%+1,764
MCCORMICK & CO INC(MKC)15,62534,370+18,7451,1912,8290.58%+1,638
JOHNSON & JOHNSON(JNJ)69,37069,370010,03211,5042.34%+1,472
ARM HOLDINGS PLC012,155+12,15501,2980.26%+1,298
HOME DEPOT INC(HD)17,63521,545+3,9106,8607,8961.61%+1,036
MASTERCARD INCORPORATED(MA)44,20544,205023,27724,2304.94%+953
VERTEX PHARMACEUTICALS INC(VRTX)9,7409,74003,9224,7220.96%+800
RTX Corporation(RTX)38,34838,34804,4385,0801.03%+642
AUTOMATIC DATA PROCESSING INC43,15543,155012,63313,1852.69%+552
CLOUDFLARE INC(NET)95,90095,900010,32710,8072.20%+480
BECTON DICKINSON & CO(BDX)3,9355,420+1,4858931,2420.25%+349
XYLEM INC(XYL)99,46099,460011,53911,8812.42%+342
THE CIGNA GROUP(CI)5,8415,84101,6131,9220.39%+309
STRYKER CORPORATION(SYK)19,09519,170+756,8757,1361.45%+261
EXXON MOBIL CORP16,40016,40001,7641,9500.40%+186
PROCTER AND GAMBLE CO(PG)52,71052,71008,8378,9831.83%+146
COLGATE PALMOLIVE CO(CL)51,20051,20004,6554,7970.98%+143
NORFOLK SOUTHN CORP(NSC)33,90633,90607,9588,0311.64%+73
TJX COS INC NEW(TJX)62,34062,34007,5317,5931.55%+62
ZOETIS INC(ZTS)24,81824,81804,0444,0860.83%+43
NOVO-NORDISK A S(NVO)5,1604,815-3454443340.07%-110
WALMART INC(WMT)103,020103,02009,3089,0441.84%-264
NVIDIA CORPORATION(NVDA)9,8709,795-751,3251,0620.22%-264
CSX CORP(CSX)102,000102,00003,2923,0020.61%-290
VERALTO CORP(VLTO)87,01787,902+8858,8638,5661.74%-297
PFIZER INC(PFE)12,5000-12,5003320-332
NEW YORK TIMES CO(NYT)143,325143,32507,4607,1091.45%-351
LOWES COS INC(LOW)28,10028,10006,9356,5541.33%-381
CRISPR THERAPEUTICS AG(CRSP)93,20593,20503,6693,1720.65%-497
ADOBE SYSTEMS INCORPORATED(ADBE)9,0009,00004,0023,4520.70%-550
MERCK & CO INC(MRK)20,55015,700-4,8502,0441,4090.29%-635
DANAHER CORPORATION(DHR)64,12068,665+4,54514,71914,0762.87%-642
APTARGROUP INC79,05079,050012,41911,7292.39%-689
ALPHABET INC(GOOG)22,10022,10004,2093,4530.70%-756
ANALOG DEVICES INC(ADI)80,55080,460-9017,11416,2263.31%-887
AMPHENOL CORPORATION231,485231,485016,07715,1833.09%-894
ROCKWELL AUTOMATION INC(ROK)51,85052,110+26014,81813,4642.74%-1,354
CARRIER GLOBAL CORPORATION(CARR)271,485263,900-7,58518,53216,7313.41%-1,800
MICROSOFT CORP(MSFT)53,43553,660+22522,52320,1434.10%-2,379
AMAZON COM INC(AMZN)99,82399,823021,90018,9923.87%-2,908
ALPHABET INC(GOOG)130,860130,860024,77220,2364.12%-4,536
ADVANCED MICRO DEVICES INC(AMD)110,73884,061-26,67713,3768,6361.76%-4,740
TESLA INC(TSLA)61,13061,130024,68715,8423.23%-8,844
APPLE INC(AAPL)210,474195,384-15,09052,70743,4018.84%-9,306
TERADYNE INC(TER)80,6750-80,67510,1590-10,159
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