Fund HoldingsBaker Chad R

Total Portfolio Value
$509.04M
Total Bought
$12.77M
Total Sold
$17.88M
Net Transaction
-$5.11M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CARRIER GLOBAL CORPORATION(CARR)275,775271,710-4,06517,39621,8704.30%+4,474
TESLA INC(TSLA)61,13061,130012,09615,9933.14%+3,897
ALCON AG(ALC)61,02589,525+28,5005,4368,9591.76%+3,523
UL SOLUTIONS INC(ULS)058,800+58,80002,8990.57%+2,899
RELX PLC(RELX)056,775+56,77502,6950.53%+2,695
MASTERCARD INCORPORATED(MA)44,28044,245-3519,53521,8484.29%+2,314
T-MOBILE US INC(TMUS)72,89572,895012,84315,0432.96%+2,200
VERTEX PHARMACEUTICALS INC(VRTX)5,1459,740+4,5952,4124,5300.89%+2,118
APPLE INC(AAPL)245,474230,474-15,00051,70253,70010.55%+1,999
DANAHER CORPORATION(DHR)64,22064,120-10016,04517,8273.50%+1,781
AUTOMATIC DATA PROCESSING INC43,15543,155010,30111,9422.35%+1,642
APTARGROUP INC79,05079,050011,13112,6632.49%+1,532
VERALTO CORP(VLTO)87,01787,01708,3089,7341.91%+1,426
LOWES COS INC(LOW)28,10028,10006,1957,6111.50%+1,416
WALMART INC(WMT)103,020103,02006,9758,3191.63%+1,343
NORFOLK SOUTHN CORP(NSC)33,90633,90607,2798,4261.66%+1,146
JOHNSON & JOHNSON(JNJ)69,37069,370010,13911,2422.21%+1,103
ABBOTT LABS107,225107,225011,14212,2252.40%+1,083
HOME DEPOT INC(HD)17,63517,63506,0717,1461.40%+1,075
RTX Corporation(RTX)38,34838,34803,8504,6460.91%+796
NEW YORK TIMES CO(NYT)143,325143,32507,3407,9791.57%+639
ZOETIS INC(ZTS)24,81824,81804,3024,8490.95%+546
MCCORMICK & CO INC(MKC)10,71515,625+4,9107601,2860.25%+526
TJX COS INC NEW(TJX)62,34062,34006,8647,3271.44%+464
PROCTER AND GAMBLE CO(PG)52,71052,71008,6939,1291.79%+436
STRYKER CORPORATION(SYK)19,14519,095-506,5146,8981.36%+384
BECTON DICKINSON & CO(BDX)3,0204,385+1,3657061,0570.21%+351
COLGATE PALMOLIVE CO(CL)51,20051,20004,9685,3151.04%+347
ADVANCED MICRO DEVICES INC(AMD)110,938110,738-20017,99518,1703.57%+175
ANALOG DEVICES INC(ADI)80,55080,550018,38618,5403.64%+154
CSX CORP(CSX)102,000102,00003,4123,5220.69%+110
THE CIGNA GROUP(CI)5,8415,84101,9312,0240.40%+93
EXXON MOBIL CORP16,40016,40001,8881,9220.38%+34
APTIV PLC(APTV)14,84514,84501,0451,0690.21%+24
PFIZER INC(PFE)24,50024,50006867090.14%+24
NVIDIA CORPORATION(NVDA)10,75010,500-2501,3281,2750.25%-53
XYLEM INC(XYL)99,81099,460-35013,53713,4302.64%-107
NOVO-NORDISK A S(NVO)5,3805,180-2007686170.12%-151
CLOUDFLARE INC(NET)95,90095,90007,9437,7571.52%-186
MERCK & CO INC(MRK)21,70021,70002,6862,4640.48%-222
ADOBE SYSTEMS INCORPORATED(ADBE)9,0009,00005,0004,6600.92%-340
ROCKWELL AUTOMATION INC(ROK)51,85051,850014,27313,9202.73%-354
ALPHABET INC(GOOG)22,10022,10004,0543,6950.73%-359
WASTE MGMT INC DEL(WM)85,53085,530018,24717,7563.49%-491
AMPHENOL CORPORATION231,520231,520015,59815,0862.96%-512
CRISPR THERAPEUTICS AG(CRSP)98,52099,280+7605,3214,6640.92%-657
AMAZON COM INC(AMZN)99,82399,823019,29118,6003.65%-691
MICROSOFT CORP(MSFT)53,43553,435023,88322,9934.52%-890
FORTIVE CORP(FTV)15,0000-15,0001,1120-1,111
TERADYNE INC(TER)80,67580,675011,96310,8052.12%-1,158
CANADIAN NATL RY CO(CNI)13,2200-13,2201,5620-1,562
ALPHABET INC(GOOG)133,860133,860024,38322,2014.36%-2,182
ENCORE WIRE CORP13,0000-13,0003,7680-3,768
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