Fund HoldingsBaker Chad R

Total Portfolio Value
$510.82M
Total Bought
$9.39M
Total Sold
$12.57M
Net Transaction
-$3.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TESLA INC(TSLA)61,13061,130015,99324,6874.83%+8,693
AMAZON COM INC(AMZN)99,82399,823018,60021,9004.29%+3,300
SALESFORCE INC(CRM)08,790+8,79002,9390.58%+2,939
UL SOLUTIONS INC(ULS)58,800112,300+53,5002,8995,6021.10%+2,703
ALPHABET INC(GOOG)133,860130,860-3,00022,20124,7724.85%+2,571
CLOUDFLARE INC(NET)95,90095,90007,75710,3272.02%+2,569
RELX PLC(RELX)56,775112,450+55,6752,6955,1071.00%+2,413
MASTERCARD INCORPORATED(MA)44,24544,205-4021,84823,2774.56%+1,429
T-MOBILE US INC(TMUS)72,89572,895015,04316,0903.15%+1,048
AMPHENOL CORPORATION231,520231,485-3515,08616,0773.15%+991
WALMART INC(WMT)103,020103,02008,3199,3081.82%+989
ROCKWELL AUTOMATION INC(ROK)51,85051,850013,92014,8182.90%+899
AUTOMATIC DATA PROCESSING INC43,15543,155011,94212,6332.47%+690
ALPHABET INC(GOOG)22,10022,10003,6954,2090.82%+514
TJX COS INC NEW(TJX)62,34062,34007,3277,5311.47%+204
NVIDIA CORPORATION(NVDA)10,5009,870-6301,2751,3250.26%+50
STRYKER CORPORATION(SYK)19,09519,09506,8986,8751.35%-23
MCCORMICK & CO INC(MKC)15,62515,62501,2861,1910.23%-95
ABBOTT LABS107,225107,225012,22512,1282.37%-97
EXXON MOBIL CORP16,40016,40001,9221,7640.35%-158
BECTON DICKINSON & CO(BDX)4,3853,935-4501,0578930.17%-164
NOVO-NORDISK A S(NVO)5,1805,160-206174440.09%-173
RTX Corporation(RTX)38,34838,34804,6464,4380.87%-209
CSX CORP(CSX)102,000102,00003,5223,2920.64%-231
APTARGROUP INC79,05079,050012,66312,4192.43%-244
HOME DEPOT INC(HD)17,63517,63507,1466,8601.34%-286
PROCTER AND GAMBLE CO(PG)52,71052,71009,1298,8371.73%-293
PFIZER INC(PFE)24,50012,500-12,0007093320.06%-377
THE CIGNA GROUP(CI)5,8415,84102,0241,6130.32%-411
MERCK & CO INC(MRK)21,70020,550-1,1502,4642,0440.40%-420
NORFOLK SOUTHN CORP(NSC)33,90633,90608,4267,9581.56%-468
MICROSOFT CORP(MSFT)53,43553,435022,99322,5234.41%-470
WASTE MGMT INC DEL(WM)85,53085,530017,75617,2593.38%-497
NEW YORK TIMES CO(NYT)143,325143,32507,9797,4601.46%-519
VERTEX PHARMACEUTICALS INC(VRTX)9,7409,74004,5303,9220.77%-608
TERADYNE INC(TER)80,67580,675010,80510,1591.99%-646
ADOBE SYSTEMS INCORPORATED(ADBE)9,0009,00004,6604,0020.78%-658
COLGATE PALMOLIVE CO(CL)51,20051,20005,3154,6550.91%-660
LOWES COS INC(LOW)28,10028,10007,6116,9351.36%-676
ZOETIS INC(ZTS)24,81824,81804,8494,0440.79%-805
VERALTO CORP(VLTO)87,01787,01709,7348,8631.73%-871
APPLE INC(AAPL)230,474210,474-20,00053,70052,70710.32%-994
CRISPR THERAPEUTICS AG(CRSP)99,28093,205-6,0754,6643,6690.72%-996
APTIV PLC(APTV)14,8450-14,8451,0690-1,069
JOHNSON & JOHNSON(JNJ)69,37069,370011,24210,0321.96%-1,210
ALCON AG(ALC)89,52589,850+3258,9597,6271.49%-1,331
ANALOG DEVICES INC(ADI)80,55080,550018,54017,1143.35%-1,427
XYLEM INC(XYL)99,46099,460013,43011,5392.26%-1,891
DANAHER CORPORATION(DHR)64,12064,120017,82714,7192.88%-3,108
CARRIER GLOBAL CORPORATION(CARR)271,710271,485-22521,87018,5323.63%-3,338
ADVANCED MICRO DEVICES INC(AMD)110,738110,738018,17013,3762.62%-4,794
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