Fund HoldingsBaker Chad R

Total Portfolio Value
$396.13M
Total Bought
$19.31M
Total Sold
$21.19M
Net Transaction
-$1.88M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CRISPR THERAPEUTICS AG(CRSP)052,100+52,10002,3650.60%+2,365
INTERNATIONAL FLAVORS & FRAGRANCES(IFF)032,105+32,10502,1890.55%+2,189
CLOUDFLARE INC(NET)032,195+32,19502,0300.51%+2,030
CARRIER GLOBAL CORPORATION(CARR)275,640276,500+86013,70215,2633.85%+1,561
ALPHABET INC(GOOG)134,470134,470016,09617,5974.44%+1,501
AUTOMATIC DATA PROCESSING INC41,46541,645+1809,11410,0192.53%+905
APTARGROUP INC78,93579,205+2709,1459,9042.50%+758
DANAHER CORPORATION(DHR)63,92064,290+37015,34115,9504.03%+610
ALPHABET INC(GOOG)45,13045,13005,4595,9501.50%+491
NEW YORK TIMES CO(NYT)136,490137,325+8355,3755,6581.43%+283
TJX COS INC NEW(TJX)41,41042,000+5903,5113,7330.94%+222
ADOBE SYSTEMS INCORPORATED(ADBE)9,0009,00004,4014,5891.16%+188
EXXON MOBIL CORP16,40016,40001,7591,9280.49%+169
MASTERCARD INCORPORATED(MA)45,58045,695+11517,92718,0914.57%+164
NOVO-NORDISK A S(NVO)2,2955,630+3,3353715120.13%+141
T-MOBILE US INC(TMUS)72,45572,745+29010,06410,1882.57%+124
WALMART INC(WMT)33,00033,115+1155,1875,2961.34%+109
CVS HEALTH CORP(CVS)95,71596,150+4356,6176,7131.69%+96
BECTON DICKINSON & CO(BDX)1,3751,650+2753634270.11%+64
ZOETIS INC(ZTS)24,81824,81804,2744,3181.09%+44
THE CIGNA GROUP(CI)5,8415,84101,6391,6710.42%+32
NVIDIA CORPORATION(NVDA)1,3501,35005715870.15%+16
MEDTRONIC PLC(MDT)3,5554,165+6103133260.08%+13
FORTIVE CORP(FTV)15,00015,00001,1221,1120.28%-9
AMPHENOL CORP NEW114,420115,370+9509,7209,6902.45%-30
SMUCKER J M CO(SJM)1,7001,70002512090.05%-42
ENCORE WIRE CORP13,00013,00002,4172,3720.60%-45
PFIZER INC(PFE)24,50024,50008998130.21%-86
3M CO(MMM)16,00016,00001,6011,4980.38%-104
HOME DEPOT INC(HD)17,36517,440+755,3945,2701.33%-125
CANADIAN NATL RY CO(CNI)13,04013,380+3401,5791,4490.37%-129
MERCK & CO INC(MRK)21,70021,70002,5042,2340.56%-270
COLGATE PALMOLIVE CO(CL)51,20051,20003,9443,6410.92%-304
PROCTER AND GAMBLE CO(PG)54,52654,52608,2747,9532.01%-321
AMAZON COM INC(AMZN)100,623100,623013,11712,7913.23%-326
CSX CORP(CSX)102,000102,00003,4783,1370.79%-342
LOWES COS INC(LOW)28,10028,10006,3425,8401.47%-502
STRYKER CORPORATION(SYK)19,14519,14505,8415,2321.32%-609
JOHNSON & JOHNSON(JNJ)69,37069,370011,48210,8042.73%-678
TESLA INC(TSLA)61,13061,130016,00215,2963.86%-706
TERADYNE INC(TER)79,76080,330+5708,8808,0702.04%-810
RTX Corporation(RTX)38,34838,34803,7572,7600.70%-997
NORFOLK SOUTHN CORP(NSC)33,90633,90607,6896,6771.69%-1,011
NIKE INC(NKE)78,81079,115+3058,6987,5651.91%-1,133
ADVANCED MICRO DEVICES INC(AMD)111,063111,063012,65111,4192.88%-1,232
ABBOTT LABS106,695107,325+63011,63210,3942.62%-1,237
MICROSOFT CORP(MSFT)53,46553,465018,20716,8824.26%-1,325
ANALOG DEVICES INC(ADI)80,48080,480015,67814,0913.56%-1,587
WASTE MGMT INC DEL(WM)85,03085,030014,74612,9623.27%-1,784
XYLEM INC(XYL)93,77594,015+24010,5618,5582.16%-2,003
ROCKWELL AUTOMATION INC(ROK)51,75051,920+17017,04914,8423.75%-2,207
ILLUMINA INC(ILMN)22,85512,815-10,0404,2851,7590.44%-2,526
DISNEY WALT CO(DIS)55,4900-55,4904,9540-4,954
APPLE INC(AAPL)265,809265,789-2051,55945,50611.49%-6,053
SYSCO CORP(SYY)103,1850-103,1857,6560-7,656
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