Baker Chad R
- SEC CIK
- 0001666470
- Latest filing
- Jul 16, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 11, 2021. Long positions only.
- Positions
- 53
- No 13F data for Q4 2020
- Portfolio value
- $417.4M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SJMJ M SMUCKER Co | Stock | 1,700 | $215.0K | 0.1% | – | – | History |
| CDKCDK Global, Inc. | COM | 10,833 | $586.0K | 0.1% | – | – | History |
| NVSNovartis AG | ADR | 9,315 | $796.0K | 0.2% | – | – | History |
| WIREEncore Wire Corp | COM | 13,000 | $873.0K | 0.2% | – | – | History |
| FTVFortive Corp | Stock | 15,000 | $1.06M | 0.3% | – | – | History |
| CNICanadian National Railway Co | Stock | 10,050 | $1.17M | 0.3% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 10,000 | $1.40M | 0.3% | – | – | History |
| CICigna Group | Stock | 5,841 | $1.41M | 0.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 26,301 | $1.47M | 0.4% | – | – | History |
| PFEPfizer Inc | Stock | 48,500 | $1.76M | 0.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 30,577 | $2.36M | 0.6% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 10,000 | $2.43M | 0.6% | – | – | History |
| MMM3M Co | Stock | 16,000 | $3.08M | 0.7% | – | – | History |
| CSXCSX Corp | Stock | 34,000 | $3.28M | 0.8% | – | – | History |
| RTXRTX Corp | Stock | 46,696 | $3.61M | 0.9% | – | – | History |
| ZTSZoetis Inc. | Stock | 24,818 | $3.91M | 0.9% | – | – | History |
| CLColgate Palmolive Co | Stock | 51,200 | $4.04M | 1.0% | – | – | History |
| ADBEAdobe Inc. | Stock | 9,000 | $4.28M | 1.0% | – | – | History |
| WMTWalmart Inc. | Stock | 33,000 | $4.48M | 1.1% | – | – | History |
| TDOCTeladoc Health, Inc. | COM | 25,470 | $4.63M | 1.1% | – | – | History |
| SYKStryker Corp | Stock | 19,145 | $4.66M | 1.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 2,256 | $4.67M | 1.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 17,000 | $5.19M | 1.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 28,100 | $5.34M | 1.3% | – | – | History |
| FISVFiserv Inc | Stock | 53,100 | $6.32M | 1.5% | – | – | History |
| CVSCVS Health Corp | Stock | 91,180 | $6.86M | 1.6% | – | – | History |
| APHAmphenol Corp | CL A | 111,570 | $7.36M | 1.8% | – | – | History |
| PGProcter & Gamble Co | Stock | 55,980 | $7.58M | 1.8% | – | – | History |
| SYYSysco Corp | Stock | 98,015 | $7.72M | 1.8% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 41,590 | $7.84M | 1.9% | – | – | History |
| ILMNIllumina, Inc. | COM | 21,825 | $8.38M | 2.0% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 71,030 | $8.90M | 2.1% | – | – | History |
| XYLXylem Inc. | COM | 93,460 | $9.83M | 2.4% | – | – | History |
| NYTNew York Times Co | CL A | 195,650 | $9.90M | 2.4% | – | – | History |
| NKENIKE, Inc. | Stock | 76,610 | $10.2M | 2.4% | – | – | History |
| ATRAptargroup, Inc. | Stock | 75,775 | $10.7M | 2.6% | – | – | History |
| WMWaste Management Inc | Stock | 85,520 | $11.0M | 2.6% | – | – | History |
| XLNXXilinx Inc | COM | 89,530 | $11.1M | 2.7% | – | – | History |
| CARRCarrier Global Corp | Stock | 267,345 | $11.3M | 2.7% | – | – | History |
| JNJJohnson & Johnson | Stock | 69,370 | $11.4M | 2.7% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 45,000 | $12.1M | 2.9% | – | – | History |
| ADIAnalog Devices Inc | Stock | 78,875 | $12.2M | 2.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 52,625 | $12.4M | 3.0% | – | – | History |
| DISWalt Disney Co | Stock | 67,675 | $12.5M | 3.0% | – | – | History |
| ABTAbbott Laboratories | Stock | 104,540 | $12.5M | 3.0% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 50,735 | $13.5M | 3.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 6,629 | $13.7M | 3.3% | – | – | History |
| TSLATesla, Inc. | Stock | 20,595 | $13.8M | 3.3% | – | – | History |
| DHRDanaher Corp | Stock | 62,740 | $14.1M | 3.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 4,888 | $15.1M | 3.6% | – | – | History |
| MAMastercard Inc | Stock | 45,060 | $16.0M | 3.8% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 89,170 | $21.7M | 5.2% | – | – | History |
| AAPLApple Inc. | Stock | 284,000 | $34.7M | 8.3% | – | – | History |