Fund HoldingsBaker Chad R

Total Portfolio Value
$444.39M
Total Bought
$25.30M
Total Sold
$27.04M
Net Transaction
-$1.74M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CLOUDFLARE INC(NET)32,19595,715+63,5202,0307,9691.79%+5,940
ADVANCED MICRO DEVICES INC(AMD)111,063111,063011,41916,3723.68%+4,952
VERALTO CORP(VLTO)046,690+46,69003,8410.86%+3,841
CRISPR THERAPEUTICS AG(CRSP)52,10098,520+46,4202,3656,1671.39%+3,803
APPLE INC(AAPL)265,789255,564-10,22545,50649,20411.07%+3,698
MICROSOFT CORP(MSFT)53,46553,435-3016,88220,0944.52%+3,212
XYLEM INC(XYL)94,01597,765+3,7508,55811,1802.52%+2,622
AMAZON COM INC(AMZN)100,623100,068-55512,79115,2043.42%+2,413
WASTE MGMT INC DEL(WM)85,03085,240+21012,96215,2663.44%+2,305
TJX COS INC NEW(TJX)42,00061,930+19,9303,7335,8101.31%+2,077
ANALOG DEVICES INC(ADI)80,48080,435-4514,09115,9713.59%+1,880
AMPHENOL CORP NEW115,370115,37009,69011,4372.57%+1,747
ALCON AG(ALC)020,265+20,26501,5830.36%+1,583
T-MOBILE US INC(TMUS)72,74572,745010,18811,6632.62%+1,475
ABBOTT LABS107,325107,225-10010,39411,8022.66%+1,408
NEW YORK TIMES CO(NYT)137,325143,325+6,0005,6587,0211.58%+1,364
NORFOLK SOUTHN CORP(NSC)33,90633,90606,6778,0151.80%+1,338
MASTERCARD INCORPORATED(MA)45,69545,475-22018,09119,3964.36%+1,304
ROCKWELL AUTOMATION INC(ROK)51,92051,890-3014,84216,1113.63%+1,268
ALPHABET INC(GOOG)134,470133,510-96017,59718,6504.20%+1,053
NIKE INC(NKE)79,11579,11507,5658,5901.93%+1,025
CVS HEALTH CORP(CVS)96,15096,15006,7137,5921.71%+879
HOME DEPOT INC(HD)17,44017,565+1255,2706,0871.37%+817
ADOBE SYSTEMS INCORPORATED(ADBE)9,0009,00004,5895,3691.21%+780
TERADYNE INC(TER)80,33080,33008,0708,7171.96%+647
ZOETIS INC(ZTS)24,81824,81804,3184,8981.10%+580
CARRIER GLOBAL CORPORATION(CARR)276,500275,775-72515,26315,8433.57%+580
APTIV PLC(APTV)05,995+5,99505380.12%+538
STRYKER CORPORATION(SYK)19,14519,14505,2325,7331.29%+501
RTX Corporation(RTX)38,34838,34802,7603,2270.73%+467
COLGATE PALMOLIVE CO(CL)51,20051,20003,6414,0810.92%+440
LOWES COS INC(LOW)28,10028,10005,8406,2541.41%+413
ENCORE WIRE CORP13,00013,00002,3722,7770.62%+405
CSX CORP(CSX)102,000102,00003,1373,5360.80%+400
CANADIAN NATL RY CO(CNI)13,38013,300-801,4491,6710.38%+221
UNILEVER PLC(UL)04,160+4,16002020.05%+202
MERCK & CO INC(MRK)21,70021,70002,2342,3660.53%+132
WALMART INC(WMT)33,11534,340+1,2255,2965,4141.22%+118
THE CIGNA GROUP(CI)5,8415,84101,6711,7490.39%+78
JOHNSON & JOHNSON(JNJ)69,37069,370010,80410,8732.45%+69
BECTON DICKINSON & CO(BDX)1,6501,950+3004274750.11%+49
NOVO-NORDISK A S(NVO)5,6305,380-2505125570.13%+45
AUTOMATIC DATA PROCESSING INC41,64543,190+1,54510,01910,0622.26%+43
SMUCKER J M CO(SJM)1,7001,70002092150.05%+6
FORTIVE CORP(FTV)15,00015,00001,1121,1040.25%-8
NVIDIA CORPORATION(NVDA)1,3501,145-2055875670.13%-20
TESLA INC(TSLA)61,13061,130015,29615,1903.42%-106
PFIZER INC(PFE)24,50024,50008137050.16%-107
PROCTER AND GAMBLE CO(PG)54,52653,481-1,0457,9537,8371.76%-116
APTARGROUP INC79,20579,130-759,9049,7822.20%-122
EXXON MOBIL CORP16,40016,40001,9281,6400.37%-289
MEDTRONIC PLC(MDT)4,1650-4,1653260-326
DANAHER CORPORATION(DHR)64,29064,260-3015,95014,8663.35%-1,084
3M CO(MMM)16,0000-16,0001,4980-1,498
ILLUMINA INC(ILMN)12,8150-12,8151,7590-1,759
INTERNATIONAL FLAVORS & FRAGRANCES(IFF)32,1050-32,1052,1890-2,189
ALPHABET INC(GOOG)45,13022,090-23,0405,9503,1130.70%-2,837
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