Fund HoldingsBaker Chad R

Total Portfolio Value
$557.39M
Total Bought
$31.42M
Total Sold
$61.42M
Net Transaction
-$30.00M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)130,860117,960-12,90031,81237,0226.64%+5,210
ADVANCED MICRO DEVICES INC(AMD)84,06184,061013,60018,1023.25%+4,501
UNILEVER PLC(UL)047,657+47,65703,1270.56%+3,127
APPLIED MATLS INC9,36016,530+7,1701,9164,2970.77%+2,381
ROCKWELL AUTOMATION INC(ROK)52,06052,030-3018,19720,4833.67%+2,287
SHARKNINJA INC(SN)019,000+19,00002,1600.39%+2,160
ROCKET COS INC(RKT)096,010+96,01001,9260.35%+1,926
DANAHER CORPORATION(DHR)58,02558,055+3011,50413,3922.40%+1,888
INTERFACE INC(TILE)059,495+59,49501,7180.31%+1,718
UL SOLUTIONS INC(ULS)165,525165,610+8511,72913,2982.39%+1,569
SOFI TECHNOLOGIES INC(SOFI)058,545+58,54501,5550.28%+1,555
BROADCOM INC(AVGO)04,425+4,42501,5480.28%+1,548
JOHNSON & JOHNSON(JNJ)69,37069,370012,86314,3532.58%+1,491
INTERNATIONAL BUSINESS MACHS(IBM)6,54510,975+4,4301,8473,3150.59%+1,468
ANALOG DEVICES INC(ADI)80,41077,150-3,26019,75721,2023.80%+1,446
AMAZON COM INC(AMZN)99,58899,518-7021,86723,1414.15%+1,274
UBER TECHNOLOGIES INC(UBER)19,78538,875+19,0901,9383,1920.57%+1,254
WALMART INC(WMT)102,675102,675010,58211,4912.06%+910
TJX COS INC NEW(TJX)62,34062,34009,0119,6851.74%+674
RTX Corporation(RTX)38,34838,34806,4177,0561.27%+640
MASTERCARD INCORPORATED(MA)44,15544,175+2025,11625,5084.58%+392
MERCK & CO INC(MRK)15,70015,70001,3181,6650.30%+347
ALPHABET INC(GOOG)22,10018,135-3,9655,3825,7041.02%+322
MAGNUM ICE CREAM CO NV(MICC)010,723+10,72301700.03%+170
EXXON MOBIL CORP16,40016,40001,8491,9840.36%+135
WASTE MGMT INC DEL(WM)79,51579,515017,55917,6623.17%+103
CSX CORP(CSX)102,000102,00003,6223,7150.67%+93
ADOBE SYSTEMS INCORPORATED(ADBE)9,0009,00003,1753,1730.57%-2
COLGATE PALMOLIVE CO(CL)51,20051,20004,0934,0710.73%-22
THE CIGNA GROUP(CI)5,2545,25401,5141,4530.26%-62
NVIDIA CORPORATION(NVDA)7,9957,060-9351,4921,3240.24%-168
LOWES COS INC(LOW)28,10028,10007,0626,8331.23%-228
NOVO-NORDISK A S(NVO)4,8150-4,8152670-267
NORFOLK SOUTHN CORP(NSC)33,90633,906010,1869,8361.76%-349
VERALTO CORP(VLTO)87,90287,977+759,3718,9171.60%-454
ZOETIS INC(ZTS)24,81824,81803,6313,1370.56%-494
PROCTER AND GAMBLE CO(PG)52,71052,71008,0997,5931.36%-506
ARM HOLDINGS PLC24,22524,250+253,4282,6880.48%-739
APTARGROUP INC79,05079,100+5010,5669,7091.74%-857
APPLE INC(AAPL)195,384178,883-16,50149,75148,8498.76%-901
ABBOTT LABS107,580106,735-84514,40913,4252.41%-984
BECTON DICKINSON & CO(BDX)5,4200-5,4201,0140-1,014
STRYKER CORPORATION(SYK)20,91518,960-1,9557,7326,7141.20%-1,018
XYLEM INC(XYL)99,36098,895-46514,65613,6072.44%-1,049
CRISPR THERAPEUTICS AG(CRSP)93,20593,270+656,0414,9610.89%-1,080
CLOUDFLARE INC(NET)81,30581,290-1517,44716,2272.91%-1,220
HOME DEPOT INC(HD)23,02023,040+209,3277,9801.43%-1,348
AUTOMATIC DATA PROCESSING INC42,95542,955012,60711,1482.00%-1,459
CARRIER GLOBAL CORPORATION(CARR)252,905253,050+14515,09813,5202.43%-1,578
MICROSOFT CORP(MSFT)53,55553,575+2027,73926,1174.69%-1,622
AMPHENOL CORPORATION216,504184,373-32,13126,79225,1124.51%-1,681
MCCORMICK & CO INC(MKC)34,3708,555-25,8152,3005860.11%-1,714
UNILEVER PLC(UL)30,1050-30,1051,7850-1,785
TESLA INC(TSLA)60,78554,649-6,13627,03224,8344.46%-2,198
T-MOBILE US INC(TMUS)72,89572,945+5017,45014,8662.67%-2,583
VERTEX PHARMACEUTICALS INC(VRTX)9,740750-8,9903,8153400.06%-3,474
AIRBNB INC36,8453,000-33,8454,4744110.07%-4,063
SALESFORCE INC(CRM)24,7751,505-23,2705,8724000.07%-5,471
RELX PLC(RELX)169,06010,505-158,5558,0744320.08%-7,642
ALCON AG(ALC)116,1558,225-107,9308,6556520.12%-8,002
NEW YORK TIMES CO(NYT)143,3250-143,3258,2270-8,227
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