Fund Holdings — Baker Chad R

Total Portfolio Value
$530.15M
Total Bought
$13.28M
Total Sold
$35.75M
Net Transaction
-$22.47M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ANALOG DEVICES INC(ADI)77,15076,865-28521,20224,4544.61%+3,251
JOHNSON & JOHNSON(JNJ)69,37066,370-3,00014,35316,2233.06%+1,870
AIRBNB INC3,00016,875+13,8754112,1310.40%+1,720
ALCON AG(ALC)8,22527,525+19,3006522,0740.39%+1,422
APPLIED MATLS INC16,53016,53004,2975,6501.07%+1,352
WALMART INC(WMT)102,675102,675011,49112,7602.41%+1,269
SHARKNINJA INC(SN)19,00031,485+12,4852,1603,3340.63%+1,174
BROADCOM INC(AVGO)4,4258,700+4,2751,5482,6930.51%+1,145
UBER TECHNOLOGIES INC(UBER)38,87558,830+19,9553,1924,2320.80%+1,039
ARM HOLDINGS PLC24,25024,25002,6883,6690.69%+980
UL SOLUTIONS INC(ULS)165,610165,710+10013,29814,2032.68%+905
EXXON MOBIL CORP16,40016,40001,9842,7820.52%+798
INTERFACE INC(TILE)59,495100,155+40,6601,7182,4960.47%+778
UNILEVER PLC(UL)47,65768,437+20,7803,1273,8990.74%+772
CARRIER GLOBAL CORPORATION(CARR)253,050253,050013,52014,2492.69%+729
INTERNATIONAL BUSINESS MACHS(IBM)10,97516,260+5,2853,3153,9410.74%+626
CSX CORP(CSX)102,000102,00003,7154,1870.79%+472
T-MOBILE US INC(TMUS)72,94572,945014,86615,3212.89%+454
MCCORMICK & CO INC(MKC)8,55519,470+10,9155869820.19%+396
SOFI TECHNOLOGIES INC(SOFI)58,545121,415+62,8701,5551,9280.36%+373
ROCKET COS INC(RKT)96,010159,135+63,1251,9262,2680.43%+342
RTX Corporation(RTX)38,34838,34807,0567,3971.40%+341
COLGATE PALMOLIVE CO(CL)51,20051,20004,0714,3640.82%+293
TJX COS INC NEW(TJX)62,34062,34009,6859,9561.88%+271
APTARGROUP INC79,10079,10009,7099,9681.88%+259
PROCTER AND GAMBLE CO(PG)52,71052,71007,5937,6131.44%+21
MERCK & CO INC(MRK)15,70013,950-1,7501,6651,6780.32%+13
VERTEX PHARMACEUTICALS INC(VRTX)75075003403350.06%-5
THE CIGNA GROUP(CI)5,2545,25401,4531,4020.26%-51
RELX PLC(RELX)10,50510,055-4504323330.06%-99
NORFOLK SOUTHN CORP(NSC)33,90633,90609,8369,7311.84%-105
SALESFORCE INC(CRM)1,5051,440-654002690.05%-131
CLOUDFLARE INC(NET)81,29077,960-3,33016,22716,0863.03%-141
NVIDIA CORPORATION(NVDA)7,0606,675-3851,3241,1640.22%-160
MAGNUM ICE CREAM CO NV(MICC)10,7230-10,7231700—-170
LOWES COS INC(LOW)28,10028,10006,8336,6391.25%-194
ZOETIS INC(ZTS)24,81824,81803,1372,9340.55%-204
HOME DEPOT INC(HD)23,04023,415+3757,9807,7011.45%-279
CRISPR THERAPEUTICS AG(CRSP)93,27093,300+304,9614,4380.84%-523
STRYKER CORPORATION(SYK)18,96018,675-2856,7146,1361.16%-578
ADOBE SYSTEMS INCORPORATED(ADBE)9,0009,00003,1732,1880.41%-985
ADVANCED MICRO DEVICES INC(AMD)84,06184,061018,10217,1013.23%-1,001
VERALTO CORP(VLTO)87,97787,877-1008,9177,7701.47%-1,147
WASTE MGMT INC DEL(WM)79,51571,535-7,98017,66216,4383.10%-1,224
ALPHABET INC(GOOG)18,13515,135-3,0005,7044,3420.82%-1,363
XYLEM INC(XYL)98,89598,905+1013,60711,8192.23%-1,788
ROCKWELL AUTOMATION INC(ROK)52,03052,010-2020,48318,6653.52%-1,818
AMPHENOL CORPORATION184,373180,838-3,53525,11222,8494.31%-2,263
DANAHER CORPORATION(DHR)58,05558,025-3013,39211,0022.08%-2,390
AMAZON COM INC(AMZN)99,51899,518023,14120,7273.91%-2,414
AUTOMATIC DATA PROCESSING INC42,95542,955011,1488,7281.65%-2,421
ABBOTT LABS106,735106,660-7513,42510,9512.07%-2,474
MASTERCARD INCORPORATED(MA)44,17544,175025,50822,0724.16%-3,435
APPLE INC(AAPL)178,883173,883-5,00048,84944,1308.32%-4,720
ALPHABET INC(GOOG)117,960109,280-8,68037,02231,4255.93%-5,597
MICROSOFT CORP(MSFT)53,57553,575026,11719,8323.74%-6,285
TESLA INC(TSLA)54,64949,739-4,91024,83418,4903.49%-6,344
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Baker Chad R — 13F Holdings — Q1 2026 | TickerTrail