Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q4 2015 (Next →)

Filing Date: Feb 10, 2016

Total Value ($000): $223,813 (100.0% shares, 0.0% debt)

Holdings (60)

GENERAL ELECTRIC CO 6.0%
Value ($000) $13,373 Shares 429,296 Est. Cost $31.15 Unrealized
JNJ JOHNSON & JOHNSON 5.9%
Value ($000) $13,173 Shares 128,241 Est. Cost $75.93 Unrealized 0.0%
PG PROCTER & GAMBLE 4.5%
Value ($000) $10,181 Shares 128,210 Est. Cost $57.94 Unrealized 0.0%
AAPL APPLE INC 4.1%
Value ($000) $9,069 Shares 86,150 Est. Cost $25.73 Unrealized 0.0%
PFE PFIZER INC 3.3%
Value ($000) $7,400 Shares 229,246 Est. Cost $20.38 Unrealized 0.0%
XOM EXXON MOBIL CORP 3.2%
Value ($000) $7,157 Shares 91,820 Est. Cost $51.39 Unrealized 0.0%
CVS CVS HEALTH CORPORATION 3.0%
Value ($000) $6,690 Shares 68,430 Est. Cost $72.61 Unrealized 0.0%
GOOGL ALPHABET INC A 2.9%
Value ($000) $6,539 Shares 8,405 Est. Cost $36.73 Unrealized 0.0%
TGT TARGET CORP 2.8%
Value ($000) $6,195 Shares 85,325 Est. Cost $55.25 Unrealized 0.0%
NVS NOVARTIS AG ADR 2.7%
Value ($000) $5,986 Shares 69,565 Est. Cost $86.05 Unrealized
JOHNSON CONTROLS INC 2.5%
Value ($000) $5,487 Shares 138,925 Est. Cost $39.50 Unrealized
KR KROGER CO 2.4%
Value ($000) $5,472 Shares 130,830 Est. Cost $31.65 Unrealized 0.0%
MA MASTERCARD INC 2.4%
Value ($000) $5,376 Shares 55,215 Est. Cost $92.19 Unrealized 0.0%
SIRONA DENTAL SYSTEMS INC 2.2%
Value ($000) $4,917 Shares 44,875 Est. Cost $109.57 Unrealized
ATR APTARGROUP INC 2.2%
Value ($000) $4,875 Shares 67,100 Est. Cost $62.89 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 2.1%
Value ($000) $4,753 Shares 56,185 Est. Cost $69.12 Unrealized 0.0%
IPGP IPG PHOTONICS CORP 2.1%
Value ($000) $4,644 Shares 52,085 Est. Cost $85.71 Unrealized 0.0%
WM WASTE MGMT INC 2.1%
Value ($000) $4,637 Shares 86,875 Est. Cost $43.91 Unrealized 0.0%
XYL XYLEM INC 1.9%
Value ($000) $4,314 Shares 118,175 Est. Cost $31.95 Unrealized 0.0%
PRGO PERRIGO CO PLC 1.9%
Value ($000) $4,285 Shares 29,615 Est. Cost $153.80 Unrealized 0.0%
MRK MERCK & CO INC 1.9%
Value ($000) $4,263 Shares 80,700 Est. Cost $36.77 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 1.9%
Value ($000) $4,255 Shares 50,215 Est. Cost $69.13 Unrealized 0.0%
MMM 3M CO 1.9%
Value ($000) $4,218 Shares 28,000 Est. Cost $92.11 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 1.9%
Value ($000) $4,189 Shares 40,820 Est. Cost $86.08 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 1.7%
Value ($000) $3,906 Shares 81,650 Est. Cost $36.51 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 1.6%
Value ($000) $3,483 Shares 40,900 Est. Cost $85.16 Unrealized
EMC CORP MASS 1.5%
Value ($000) $3,455 Shares 134,525 Est. Cost $25.68 Unrealized
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $3,411 Shares 51,200 Est. Cost $52.53 Unrealized 0.0%
ENCORE WIRE CORP 1.5%
Value ($000) $3,260 Shares 87,900 Est. Cost $37.09 Unrealized
HD HOME DEPOT INC 1.4%
Value ($000) $3,174 Shares 24,000 Est. Cost $99.98 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 1.4%
Value ($000) $3,102 Shares 168,225 Est. Cost $17.92 Unrealized 0.0%
FFIV F5 NETWORKS INC 1.3%
Value ($000) $3,020 Shares 31,145 Est. Cost $108.10 Unrealized 0.0%
STKL SUNOPTA INC 1.3%
Value ($000) $2,977 Shares 435,350 Est. Cost $6.19 Unrealized 0.0%
T AT&T INC 1.2%
Value ($000) $2,760 Shares 80,211 Est. Cost $12.43 Unrealized 0.0%
LOW LOWES COS INC 1.2%
Value ($000) $2,631 Shares 34,600 Est. Cost $61.72 Unrealized 0.0%
RAYTHEON CO 1.1%
Value ($000) $2,491 Shares 20,000 Est. Cost $124.55 Unrealized
SIERRA WIRELESS INC 1.1%
Value ($000) $2,451 Shares 155,725 Est. Cost $15.74 Unrealized
ILMN ILLUMINA INC 1.1%
Value ($000) $2,414 Shares 12,575 Est. Cost $161.39 Unrealized 0.0%
DIS WALT DISNEY CO 1.0%
Value ($000) $2,207 Shares 21,000 Est. Cost $102.22 Unrealized 0.0%
CMCSA COMCAST CORP A 1.0%
Value ($000) $2,201 Shares 39,000 Est. Cost $23.76 Unrealized 0.0%
ADSK AUTODESK INC 1.0%
Value ($000) $2,193 Shares 36,000 Est. Cost $58.09 Unrealized 0.0%
KELLOGG CO 1.0%
Value ($000) $2,168 Shares 30,000 Est. Cost $45.70 Unrealized 0.0%
EXPRESS SCRIPTS HOLDING CO 0.9%
Value ($000) $2,098 Shares 24,000 Est. Cost $87.42 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $2,098 Shares 21,000 Est. Cost $73.47 Unrealized 0.0%
WMT WAL MART STORES INC 0.9%
Value ($000) $2,023 Shares 33,000 Est. Cost $16.63 Unrealized 0.0%
BED BATH & BEYOND INC 0.8%
Value ($000) $1,882 Shares 39,000 Est. Cost $48.26 Unrealized
GOOG ALPHABET INC C 0.8%
Value ($000) $1,712 Shares 2,256 Est. Cost $35.61 Unrealized 0.0%
ADBE ADOBE SYSTEMS INC 0.8%
Value ($000) $1,691 Shares 18,000 Est. Cost $89.84 Unrealized 0.0%
CSX CSX CORP 0.6%
Value ($000) $1,401 Shares 54,000 Est. Cost $7.79 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $1,376 Shares 20,000 Est. Cost $46.69 Unrealized 0.0%
DU PONT E I DE NEMOURS & CO 0.6%
Value ($000) $1,332 Shares 20,000 Est. Cost $66.60 Unrealized
QCOM QUALCOMM INC 0.5%
Value ($000) $1,206 Shares 24,125 Est. Cost $39.99 Unrealized 0.0%
IFF INTL FLAVOR & FRAGRANCES 0.5%
Value ($000) $1,196 Shares 10,000 Est. Cost $90.33 Unrealized 0.0%
ZTS ZOETIS INC 0.5%
Value ($000) $1,189 Shares 24,818 Est. Cost $41.75 Unrealized 0.0%
CDK GLOBAL INC 0.2%
Value ($000) $514 Shares 10,833 Est. Cost $47.45 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $349 Shares 8,131 Est. Cost $30.85 Unrealized 0.0%
TECO ENERGY INC COM 0.1%
Value ($000) $276 Shares 10,340 Est. Cost $26.69 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $262 Shares 4,700 Est. Cost $48.56 Unrealized 0.0%
IVV ISHARES S&P 500 INDEX FUND (ETF) 0.1%
Value ($000) $234 Shares 1,140 Est. Cost $205.26 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $222 Shares 2,472 Est. Cost $58.43 Unrealized 0.0%