Fund Holdings — Baker Chad R

Total Portfolio Value
$581.06M
Total Bought
$14.36M
Total Sold
$27.42M
Net Transaction
-$13.06M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)195,384195,384040,08749,7518.56%+9,664
ALPHABET INC(GOOG)130,860130,860023,06131,8125.47%+8,751
TESLA INC(TSLA)61,13060,785-34519,41927,0324.65%+7,614
AMPHENOL CORPORATION230,339216,504-13,83522,74626,7924.61%+4,046
JOHNSON & JOHNSON(JNJ)69,37069,370010,59612,8632.21%+2,266
UBER TECHNOLOGIES INC(UBER)019,785+19,78501,9380.33%+1,938
APPLIED MATLS INC09,360+9,36001,9160.33%+1,916
INTERNATIONAL BUSINESS MACHS(IBM)06,545+6,54501,8470.32%+1,847
XYLEM INC(XYL)99,46099,360-10012,86614,6562.52%+1,789
UNILEVER PLC(UL)030,105+30,10501,7850.31%+1,785
ADVANCED MICRO DEVICES INC(AMD)84,06184,061011,92813,6002.34%+1,672
CRISPR THERAPEUTICS AG(CRSP)93,20593,20504,5336,0411.04%+1,507
NORFOLK SOUTHN CORP(NSC)33,90633,90608,67910,1861.75%+1,507
ALPHABET INC(GOOG)22,10022,10003,9205,3820.93%+1,462
ARM HOLDINGS PLC12,15524,225+12,0701,9663,4280.59%+1,462
HOME DEPOT INC(HD)21,54523,020+1,4757,8999,3271.61%+1,428
TJX COS INC NEW(TJX)62,34062,34007,6989,0111.55%+1,312
AIRBNB INC23,95536,845+12,8903,1704,4740.77%+1,304
SALESFORCE INC(CRM)17,52524,775+7,2504,7795,8721.01%+1,093
MICROSOFT CORP(MSFT)53,66053,555-10526,69127,7394.77%+1,048
ROCKWELL AUTOMATION INC(ROK)52,11052,060-5017,30918,1973.13%+887
LOWES COS INC(LOW)28,10028,10006,2357,0621.22%+827
RTX Corporation(RTX)38,34838,34805,6006,4171.10%+817
ANALOG DEVICES INC(ADI)80,46080,410-5019,15119,7573.40%+606
WALMART INC(WMT)103,020102,675-34510,07310,5821.82%+508
VERALTO CORP(VLTO)87,90287,90208,8749,3711.61%+498
CSX CORP(CSX)102,000102,00003,3283,6220.62%+294
MASTERCARD INCORPORATED(MA)44,20544,155-5024,84125,1164.32%+275
NEW YORK TIMES CO(NYT)143,325143,32508,0238,2271.42%+204
STRYKER CORPORATION(SYK)19,17020,915+1,7457,5847,7321.33%+147
T-MOBILE US INC(TMUS)72,89572,895017,36817,4503.00%+82
EXXON MOBIL CORP16,40016,40001,7681,8490.32%+81
BECTON DICKINSON & CO(BDX)5,4205,42009341,0140.17%+81
MERCK & CO INC(MRK)15,70015,70001,2431,3180.23%+75
AMAZON COM INC(AMZN)99,82399,588-23521,90021,8673.76%-34
NVIDIA CORPORATION(NVDA)9,7957,995-1,8001,5481,4920.26%-56
NOVO-NORDISK A S(NVO)4,8154,81503322670.05%-65
THE CIGNA GROUP(CI)5,2545,25401,7371,5140.26%-222
ABBOTT LABS107,680107,580-10014,64614,4092.48%-236
ZOETIS INC(ZTS)24,81824,81803,8703,6310.62%-239
PROCTER AND GAMBLE CO(PG)52,71052,71008,3988,0991.39%-299
MCCORMICK & CO INC(MKC)34,37034,37002,6062,3000.40%-306
ADOBE SYSTEMS INCORPORATED(ADBE)9,0009,00003,4823,1750.55%-307
UL SOLUTIONS INC(ULS)165,500165,525+2512,05811,7292.02%-329
VERTEX PHARMACEUTICALS INC(VRTX)9,7409,74004,3363,8150.66%-522
COLGATE PALMOLIVE CO(CL)51,20051,20004,6544,0930.70%-561
AUTOMATIC DATA PROCESSING INC43,15542,955-20013,30912,6072.17%-702
RELX PLC(RELX)169,025169,060+359,1858,0741.39%-1,111
CLOUDFLARE INC(NET)95,90081,305-14,59518,78017,4473.00%-1,333
ALCON AG(ALC)116,155116,155010,2548,6551.49%-1,599
APTARGROUP INC79,05079,050012,36610,5661.82%-1,800
WASTE MGMT INC DEL(WM)85,51579,515-6,00019,56817,5593.02%-2,008
DANAHER CORPORATION(DHR)68,66558,025-10,64013,56411,5041.98%-2,060
CARRIER GLOBAL CORPORATION(CARR)263,900252,905-10,99519,31515,0982.60%-4,216
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Baker Chad R — 13F Holdings — Q3 2025 | TickerTrail