Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 20, 2016

Total Value ($000): $220,211 (100.0% shares, 0.0% debt)

Holdings (58)

JNJ JOHNSON & JOHNSON 6.3%
Value ($000) $13,827 Shares 127,791 Est. Cost $75.93 Unrealized +3.7%
GENERAL ELECTRIC CO 6.2%
Value ($000) $13,647 Shares 429,296 Est. Cost $31.15 Unrealized
PG PROCTER & GAMBLE 4.8%
Value ($000) $10,514 Shares 127,735 Est. Cost $57.94 Unrealized +6.4%
AAPL APPLE INC 4.3%
Value ($000) $9,367 Shares 85,950 Est. Cost $25.73 Unrealized -12.4%
XOM EXXON MOBIL CORP 3.5%
Value ($000) $7,675 Shares 91,820 Est. Cost $51.39 Unrealized +1.1%
CVS CVS HEALTH CORPORATION 3.2%
Value ($000) $7,044 Shares 67,905 Est. Cost $72.61 Unrealized -0.3%
TGT TARGET CORP 3.2%
Value ($000) $6,967 Shares 84,675 Est. Cost $55.25 Unrealized +2.0%
PFE PFIZER INC 3.1%
Value ($000) $6,795 Shares 229,246 Est. Cost $20.38 Unrealized -8.3%
GOOGL ALPHABET INC A 2.9%
Value ($000) $6,336 Shares 8,305 Est. Cost $36.73 Unrealized -0.5%
JOHNSON CONTROLS INC 2.4%
Value ($000) $5,367 Shares 137,725 Est. Cost $39.50 Unrealized
ATR APTARGROUP INC 2.4%
Value ($000) $5,228 Shares 66,675 Est. Cost $62.89 Unrealized +2.0%
MA MASTERCARD INC 2.4%
Value ($000) $5,194 Shares 54,965 Est. Cost $92.19 Unrealized -9.5%
WM WASTE MGMT INC 2.3%
Value ($000) $5,100 Shares 86,450 Est. Cost $43.91 Unrealized +4.7%
NVS NOVARTIS AG ADR 2.3%
Value ($000) $5,003 Shares 69,065 Est. Cost $86.05 Unrealized
KR KROGER CO 2.3%
Value ($000) $4,972 Shares 129,980 Est. Cost $31.65 Unrealized -0.1%
IPGP IPG PHOTONICS CORP 2.3%
Value ($000) $4,966 Shares 51,685 Est. Cost $85.71 Unrealized -1.0%
XRAY DENTSPLY SIRONA INC 2.2%
Value ($000) $4,920 Shares 79,826 Est. Cost $58.93 Unrealized 0.0%
XYL XYLEM INC 2.2%
Value ($000) $4,797 Shares 117,275 Est. Cost $31.95 Unrealized +2.2%
NSC NORFOLK SOUTHERN CORP 2.1%
Value ($000) $4,677 Shares 56,185 Est. Cost $69.12 Unrealized -11.0%
MMM 3M CO 2.1%
Value ($000) $4,666 Shares 28,000 Est. Cost $92.11 Unrealized +0.7%
ROK ROCKWELL AUTOMATION INC 2.1%
Value ($000) $4,612 Shares 40,545 Est. Cost $86.08 Unrealized -2.5%
ADP AUTOMATIC DATA PROCESSING 2.0%
Value ($000) $4,458 Shares 49,690 Est. Cost $69.13 Unrealized -2.1%
MRK MERCK & CO INC 1.9%
Value ($000) $4,270 Shares 80,700 Est. Cost $36.77 Unrealized -2.0%
PRGO PERRIGO CO PLC 1.7%
Value ($000) $3,788 Shares 29,615 Est. Cost $153.80 Unrealized -11.1%
DIS WALT DISNEY CO 1.7%
Value ($000) $3,758 Shares 37,840 Est. Cost $96.33 Unrealized -7.6%
CL COLGATE PALMOLIVE CO 1.6%
Value ($000) $3,617 Shares 51,200 Est. Cost $52.53 Unrealized +0.6%
EMC CORP MASS 1.6%
Value ($000) $3,506 Shares 131,550 Est. Cost $25.68 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.6%
Value ($000) $3,445 Shares 40,900 Est. Cost $85.16 Unrealized
ENCORE WIRE CORP 1.5%
Value ($000) $3,374 Shares 86,650 Est. Cost $37.09 Unrealized
FFIV F5 NETWORKS INC 1.5%
Value ($000) $3,281 Shares 30,995 Est. Cost $108.10 Unrealized -11.4%
HD HOME DEPOT INC 1.5%
Value ($000) $3,202 Shares 24,000 Est. Cost $99.98 Unrealized -1.6%
BSX BOSTON SCIENTIFIC CORP 1.4%
Value ($000) $3,164 Shares 168,225 Est. Cost $17.92 Unrealized -2.0%
T AT&T INC 1.4%
Value ($000) $3,142 Shares 80,211 Est. Cost $12.43 Unrealized +11.3%
LOW LOWES COS INC 1.2%
Value ($000) $2,621 Shares 34,600 Est. Cost $61.72 Unrealized -4.6%
RAYTHEON CO 1.1%
Value ($000) $2,453 Shares 20,000 Est. Cost $124.55 Unrealized
CMCSA COMCAST CORP A 1.1%
Value ($000) $2,383 Shares 39,000 Est. Cost $23.76 Unrealized -4.3%
ILMN ILLUMINA INC 1.1%
Value ($000) $2,371 Shares 14,625 Est. Cost $160.20 Unrealized -4.6%
KELLOGG CO 1.0%
Value ($000) $2,297 Shares 30,000 Est. Cost $45.70 Unrealized +6.5%
WMT WAL MART STORES INC 1.0%
Value ($000) $2,260 Shares 33,000 Est. Cost $16.63 Unrealized +10.1%
PEP PEPSICO INC 1.0%
Value ($000) $2,152 Shares 21,000 Est. Cost $73.47 Unrealized -0.3%
BED BATH & BEYOND INC 0.9%
Value ($000) $1,936 Shares 39,000 Est. Cost $48.26 Unrealized
STKL SUNOPTA INC 0.9%
Value ($000) $1,899 Shares 425,950 Est. Cost $6.19 Unrealized -11.8%
DHR DANAHER CORP 0.8%
Value ($000) $1,692 Shares 17,840 Est. Cost $36.46 Unrealized 0.0%
GOOG ALPHABET INC C 0.8%
Value ($000) $1,680 Shares 2,256 Est. Cost $35.61 Unrealized -0.2%
EXPRESS SCRIPTS HOLDING CO 0.7%
Value ($000) $1,649 Shares 24,000 Est. Cost $87.42 Unrealized
CSX CSX CORP 0.6%
Value ($000) $1,391 Shares 54,000 Est. Cost $7.79 Unrealized -10.0%
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $1,278 Shares 20,000 Est. Cost $46.69 Unrealized -4.0%
DU PONT E I DE NEMOURS & CO 0.6%
Value ($000) $1,266 Shares 20,000 Est. Cost $66.60 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $1,212 Shares 23,700 Est. Cost $39.99 Unrealized -7.7%
IFF INTL FLAVOR & FRAGRANCES 0.5%
Value ($000) $1,138 Shares 10,000 Est. Cost $90.33 Unrealized -2.9%
ZTS ZOETIS INC 0.5%
Value ($000) $1,100 Shares 24,818 Est. Cost $41.75 Unrealized -5.9%
ADBE ADOBE SYSTEMS INC 0.4%
Value ($000) $844 Shares 9,000 Est. Cost $89.84 Unrealized -3.5%
CDK GLOBAL INC 0.2%
Value ($000) $504 Shares 10,833 Est. Cost $47.45 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $377 Shares 8,131 Est. Cost $30.85 Unrealized +3.2%
TECO ENERGY INC COM 0.1%
Value ($000) $285 Shares 10,340 Est. Cost $26.69 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $272 Shares 4,350 Est. Cost $48.56 Unrealized -3.8%
CVX CHEVRON CORP 0.1%
Value ($000) $236 Shares 2,472 Est. Cost $58.43 Unrealized -1.7%
IVV ISHARES S&P 500 INDEX FUND (ETF) 0.1%
Value ($000) $236 Shares 1,140 Est. Cost $205.26 Unrealized