Fund HoldingsBaker Chad R

Total Portfolio Value
$479.06M
Total Bought
$13.20M
Total Sold
$29.27M
Net Transaction
-$16.06M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)255,554245,474-10,08043,82251,70210.79%+7,879
ALPHABET INC(GOOG)133,860133,860020,20324,3835.09%+4,179
TERADYNE INC(TER)80,67580,67509,10311,9632.50%+2,861
ANALOG DEVICES INC(ADI)80,58580,550-3515,93918,3863.84%+2,447
VERTEX PHARMACEUTICALS INC(VRTX)05,145+5,14502,4120.50%+2,412
VERALTO CORP(VLTO)67,11287,017+19,9055,9508,3081.73%+2,357
AMPHENOL CORPORATION115,760231,520+115,76013,35315,5983.26%+2,245
ALCON AG(ALC)40,79561,025+20,2303,3985,4361.13%+2,038
MICROSOFT CORP(MSFT)53,43553,435022,48123,8834.99%+1,402
CARRIER GLOBAL CORPORATION(CARR)275,775275,775016,03117,3963.63%+1,365
TESLA INC(TSLA)61,13061,130010,74612,0962.53%+1,350
AMAZON COM INC(AMZN)99,62899,823+19517,97119,2914.03%+1,320
NEW YORK TIMES CO(NYT)143,325143,32506,1957,3401.53%+1,145
T-MOBILE US INC(TMUS)72,74572,895+15011,87312,8432.68%+969
WALMART INC(WMT)103,020103,02006,1996,9751.46%+777
XYLEM INC(XYL)99,01099,810+80012,79613,5372.83%+741
ALPHABET INC(GOOG)22,10022,10003,3654,0540.85%+689
TJX COS INC NEW(TJX)62,34062,34006,3236,8641.43%+541
ADOBE SYSTEMS INCORPORATED(ADBE)9,0009,00004,5415,0001.04%+458
COLGATE PALMOLIVE CO(CL)51,20051,20004,6114,9681.04%+358
ENCORE WIRE CORP13,00013,00003,4163,7680.79%+352
NVIDIA CORPORATION(NVDA)1,09510,750+9,6559891,3280.28%+339
MCCORMICK & CO INC(MKC)5,62010,715+5,0954327600.16%+328
APTIV PLC(APTV)10,22014,845+4,6258141,0450.22%+231
BECTON DICKINSON & CO(BDX)1,9503,020+1,0704837060.15%+223
RTX Corporation(RTX)38,34838,34803,7403,8500.80%+110
ZOETIS INC(ZTS)24,81824,81804,1994,3020.90%+103
NOVO-NORDISK A S(NVO)5,3805,38006917680.16%+77
PROCTER AND GAMBLE CO(PG)53,46152,710-7518,6748,6931.81%+19
WASTE MGMT INC DEL(WM)85,57085,530-4018,23918,2473.81%+8
PFIZER INC(PFE)24,50024,50006806860.14%+6
DANAHER CORPORATION(DHR)64,24564,220-2516,04316,0453.35%+2
EXXON MOBIL CORP16,40016,40001,9061,8880.39%-18
MERCK & CO INC(MRK)21,70021,70002,8632,6860.56%-177
FORTIVE CORP(FTV)15,00015,00001,2901,1120.23%-179
CANADIAN NATL RY CO(CNI)13,27513,220-551,7481,5620.33%-187
THE CIGNA GROUP(CI)5,8415,84102,1211,9310.40%-191
SMUCKER J M CO(SJM)1,7000-1,7002140-214
APTARGROUP INC79,10079,050-5011,38211,1312.32%-251
STRYKER CORPORATION(SYK)19,14519,14506,8516,5141.36%-337
CSX CORP(CSX)102,000102,00003,7813,4120.71%-369
AUTOMATIC DATA PROCESSING INC43,18543,155-3010,78510,3012.15%-484
HOME DEPOT INC(HD)17,63517,63506,7656,0711.27%-694
JOHNSON & JOHNSON(JNJ)69,37069,370010,97410,1392.12%-835
ROCKWELL AUTOMATION INC(ROK)51,87551,850-2515,11314,2732.98%-839
LOWES COS INC(LOW)28,10028,10007,1586,1951.29%-963
ABBOTT LABS107,225107,225012,18711,1422.33%-1,045
CLOUDFLARE INC(NET)95,90095,90009,2867,9431.66%-1,343
NORFOLK SOUTHN CORP(NSC)33,90633,90608,6427,2791.52%-1,362
CRISPR THERAPEUTICS AG(CRSP)98,52098,52006,7155,3211.11%-1,394
MASTERCARD INCORPORATED(MA)44,29544,280-1521,33119,5354.08%-1,797
ADVANCED MICRO DEVICES INC(AMD)110,938110,938020,02317,9953.76%-2,028
NIKE INC(NKE)79,1150-79,1157,4350-7,435
CVS HEALTH CORP(CVS)96,6050-96,6057,7050-7,705
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