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Baker Chad R

SEC CIK
0001666470
Latest filing
Jul 16, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
48
−2 vs. Q3 2022
Portfolio value
$356.5M
+$5.44M (+1.5%) vs. Q3 2022
Filed
Feb 10, 2023
SEC
Holdings of Baker Chad R in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock275,235$35.8M10.0%−650.0%ReducedHistory
DHRDanaher CorpStock62,505$16.6M4.7%−180−0.3%ReducedHistory
MAMastercard IncStock44,895$15.6M4.4%−115−0.3%ReducedHistory
WMWaste Management IncStock85,315$13.4M3.8%−125−0.1%ReducedHistory
ROKRockwell Automation, IncStock50,670$13.1M3.7%00.0%UnchangedHistory
ADIAnalog Devices IncStock78,845$12.9M3.6%00.0%UnchangedHistory
MSFTMicrosoft CorpStock52,625$12.6M3.5%00.0%UnchangedHistory
JNJJohnson & JohnsonStock69,370$12.3M3.4%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock132,580$11.7M3.3%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock104,540$11.5M3.2%00.0%UnchangedHistory
CARRCarrier Global CorpStock267,345$11.0M3.1%00.0%UnchangedHistory
XYLXylem Inc.COM93,340$10.3M2.9%00.0%UnchangedHistory
TMUST-Mobile US, Inc.Stock71,030$9.94M2.8%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock41,495$9.91M2.8%−30−0.1%ReducedHistory
NKENIKE, Inc.Stock76,610$8.96M2.5%00.0%UnchangedHistory
APHAmphenol CorpCL A111,570$8.49M2.4%00.0%UnchangedHistory
CVSCVS Health CorpStock90,805$8.46M2.4%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock33,906$8.36M2.3%00.0%UnchangedHistory
ATRAptargroup, Inc.Stock75,730$8.33M2.3%00.0%UnchangedHistory
PGProcter & Gamble CoStock54,576$8.27M2.3%−1,369−2.4%ReducedHistory
AMZNAmazon Com IncStock97,760$8.21M2.3%00.0%UnchangedHistory
SYYSysco CorpStock98,015$7.49M2.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock59,845$7.37M2.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock110,417$7.15M2.0%−150−0.1%ReducedHistory
NYTNew York Times CoCL A195,650$6.35M1.8%00.0%UnchangedHistory
DISWalt Disney CoStock67,500$5.86M1.6%00.0%UnchangedHistory
LOWLowes Companies IncStock28,100$5.60M1.6%00.0%UnchangedHistory
HDHome Depot, Inc.Stock17,000$5.37M1.5%00.0%UnchangedHistory
TERTeradyne, IncStock58,275$5.09M1.4%+16,810+40.5%AddedHistory
SYKStryker CorpStock19,145$4.68M1.3%00.0%UnchangedHistory
WMTWalmart Inc.Stock33,000$4.68M1.3%00.0%UnchangedHistory
ILMNIllumina, Inc.COM21,520$4.35M1.2%−255−1.2%ReducedHistory
CLColgate Palmolive CoStock51,200$4.03M1.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock45,120$4.00M1.1%00.0%UnchangedHistory
RTXRTX CorpStock38,348$3.87M1.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock24,818$3.64M1.0%00.0%UnchangedHistory
CSXCSX CorpStock102,000$3.16M0.9%00.0%UnchangedHistory
ADBEAdobe Inc.Stock9,000$3.03M0.8%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock21,700$2.41M0.7%00.0%UnchangedHistory
CICigna GroupStock5,841$1.94M0.5%00.0%UnchangedHistory
MMM3M CoStock16,000$1.92M0.5%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM16,400$1.81M0.5%00.0%UnchangedHistory
WIREEncore Wire CorpCOM13,000$1.79M0.5%00.0%UnchangedHistory
TJXTJX Companies IncStock20,025$1.59M0.4%+20,025NewHistory
PFEPfizer IncStock24,500$1.25M0.4%00.0%UnchangedHistory
CNICanadian National Railway CoStock9,960$1.18M0.3%00.0%UnchangedHistory
FTVFortive CorpStock15,000$964.0K0.3%00.0%UnchangedHistory
SJMJ M SMUCKER CoStock1,700$269.0K0.1%00.0%UnchangedHistory

Sold out since Q3 2022 (3)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Baker Chad R sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
PYPLPayPal Holdings, Inc.Stock88,940$7.66M2.2%History
MDTMedtronic plcStock37,550$3.03M0.9%History
BEAMBeam Therapeutics Inc.COM27,550$1.31M0.4%History