Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 12, 2016

Total Value ($000): $224,171 (100.0% shares, 0.0% debt)

Holdings (58)

JNJ JOHNSON & JOHNSON 6.9%
Value ($000) $15,501 Shares 127,791 Est. Cost $75.93 Unrealized +14.6%
GENERAL ELECTRIC CO 6.0%
Value ($000) $13,514 Shares 429,296 Est. Cost $31.15 Unrealized
PG PROCTER & GAMBLE 4.8%
Value ($000) $10,816 Shares 127,735 Est. Cost $57.94 Unrealized +9.3%
XOM EXXON MOBIL CORP 3.8%
Value ($000) $8,607 Shares 91,820 Est. Cost $51.39 Unrealized +12.6%
AAPL APPLE INC 3.7%
Value ($000) $8,216 Shares 85,950 Est. Cost $25.73 Unrealized -12.1%
PFE PFIZER INC 3.6%
Value ($000) $8,072 Shares 229,246 Est. Cost $20.38 Unrealized +3.3%
CVS CVS HEALTH CORPORATION 2.9%
Value ($000) $6,501 Shares 67,905 Est. Cost $72.61 Unrealized +2.6%
JOHNSON CONTROLS INC 2.7%
Value ($000) $6,096 Shares 137,725 Est. Cost $39.50 Unrealized
TGT TARGET CORP 2.6%
Value ($000) $5,912 Shares 84,675 Est. Cost $55.25 Unrealized +1.5%
GOOGL ALPHABET INC A 2.6%
Value ($000) $5,843 Shares 8,305 Est. Cost $36.73 Unrealized -0.8%
WM WASTE MGMT INC 2.6%
Value ($000) $5,729 Shares 86,450 Est. Cost $43.91 Unrealized +15.4%
NVS NOVARTIS AG ADR 2.5%
Value ($000) $5,699 Shares 69,065 Est. Cost $86.05 Unrealized
ATR APTARGROUP INC 2.4%
Value ($000) $5,276 Shares 66,675 Est. Cost $62.89 Unrealized +8.0%
XYL XYLEM INC 2.3%
Value ($000) $5,236 Shares 117,275 Est. Cost $31.95 Unrealized +21.0%
XRAY DENTSPLY SIRONA INC 2.2%
Value ($000) $4,952 Shares 79,820 Est. Cost $58.93 Unrealized +4.4%
MMM 3M CO 2.2%
Value ($000) $4,903 Shares 28,000 Est. Cost $92.11 Unrealized +11.2%
MA MASTERCARD INC 2.2%
Value ($000) $4,840 Shares 54,965 Est. Cost $92.19 Unrealized -2.1%
NSC NORFOLK SOUTHERN CORP 2.1%
Value ($000) $4,783 Shares 56,185 Est. Cost $69.12 Unrealized +0.9%
KR KROGER CO 2.1%
Value ($000) $4,782 Shares 129,980 Est. Cost $31.65 Unrealized -6.6%
ROK ROCKWELL AUTOMATION INC 2.1%
Value ($000) $4,656 Shares 40,545 Est. Cost $86.08 Unrealized +10.9%
MRK MERCK & CO INC 2.1%
Value ($000) $4,649 Shares 80,700 Est. Cost $36.77 Unrealized +7.4%
ADP AUTOMATIC DATA PROCESSING 2.0%
Value ($000) $4,565 Shares 49,690 Est. Cost $69.13 Unrealized +3.8%
IPGP IPG PHOTONICS CORP 1.8%
Value ($000) $4,135 Shares 51,685 Est. Cost $85.71 Unrealized +2.6%
BSX BOSTON SCIENTIFIC CORP 1.8%
Value ($000) $3,932 Shares 168,225 Est. Cost $17.92 Unrealized +20.7%
CL COLGATE PALMOLIVE CO 1.7%
Value ($000) $3,748 Shares 51,200 Est. Cost $52.53 Unrealized +8.3%
DIS WALT DISNEY CO 1.7%
Value ($000) $3,702 Shares 37,840 Est. Cost $96.33 Unrealized -4.3%
EMC CORP MASS 1.6%
Value ($000) $3,575 Shares 131,550 Est. Cost $25.68 Unrealized
FFIV F5 NETWORKS INC 1.6%
Value ($000) $3,529 Shares 30,995 Est. Cost $108.10 Unrealized -0.5%
T AT&T INC 1.5%
Value ($000) $3,466 Shares 80,211 Est. Cost $12.43 Unrealized +21.5%
WALGREENS BOOTS ALLIANCE INC 1.5%
Value ($000) $3,406 Shares 40,900 Est. Cost $85.16 Unrealized
ENCORE WIRE CORP 1.4%
Value ($000) $3,230 Shares 86,650 Est. Cost $37.09 Unrealized
HD HOME DEPOT INC 1.4%
Value ($000) $3,065 Shares 24,000 Est. Cost $99.98 Unrealized +5.0%
LOW LOWES COS INC 1.2%
Value ($000) $2,739 Shares 34,600 Est. Cost $61.72 Unrealized +5.0%
RAYTHEON CO 1.2%
Value ($000) $2,719 Shares 20,000 Est. Cost $124.55 Unrealized
PRGO PERRIGO CO PLC 1.2%
Value ($000) $2,685 Shares 29,615 Est. Cost $153.80 Unrealized -32.7%
CMCSA COMCAST CORP A 1.1%
Value ($000) $2,543 Shares 39,000 Est. Cost $23.76 Unrealized +4.0%
KELLOGG CO 1.1%
Value ($000) $2,450 Shares 30,000 Est. Cost $45.70 Unrealized +11.4%
WMT WAL MART STORES INC 1.1%
Value ($000) $2,410 Shares 33,000 Est. Cost $16.63 Unrealized +17.4%
PEP PEPSICO INC 1.0%
Value ($000) $2,225 Shares 21,000 Est. Cost $73.47 Unrealized +4.9%
ILMN ILLUMINA INC 0.9%
Value ($000) $2,053 Shares 14,625 Est. Cost $160.20 Unrealized -11.3%
EXPRESS SCRIPTS HOLDING CO 0.8%
Value ($000) $1,819 Shares 24,000 Est. Cost $87.42 Unrealized
DHR DANAHER CORP 0.8%
Value ($000) $1,802 Shares 17,840 Est. Cost $36.46 Unrealized +9.9%
STKL SUNOPTA INC 0.8%
Value ($000) $1,785 Shares 425,950 Est. Cost $6.19 Unrealized -25.3%
BED BATH & BEYOND INC 0.8%
Value ($000) $1,686 Shares 39,000 Est. Cost $48.26 Unrealized
GOOG ALPHABET INC C 0.7%
Value ($000) $1,561 Shares 2,256 Est. Cost $35.61 Unrealized +0.1%
BMY BRISTOL MYERS SQUIBB CO 0.7%
Value ($000) $1,471 Shares 20,000 Est. Cost $46.69 Unrealized +8.1%
CSX CSX CORP 0.6%
Value ($000) $1,408 Shares 54,000 Est. Cost $7.79 Unrealized -2.7%
DU PONT E I DE NEMOURS & CO 0.6%
Value ($000) $1,296 Shares 20,000 Est. Cost $66.60 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $1,270 Shares 23,700 Est. Cost $39.99 Unrealized +0.7%
IFF INTL FLAVOR & FRAGRANCES 0.6%
Value ($000) $1,261 Shares 10,000 Est. Cost $90.33 Unrealized +7.9%
ZTS ZOETIS INC 0.5%
Value ($000) $1,178 Shares 24,818 Est. Cost $41.75 Unrealized +5.1%
ADBE ADOBE SYSTEMS INC 0.4%
Value ($000) $862 Shares 9,000 Est. Cost $89.84 Unrealized +6.9%
CDK GLOBAL INC 0.3%
Value ($000) $601 Shares 10,833 Est. Cost $47.45 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $369 Shares 8,131 Est. Cost $30.85 Unrealized +8.0%
TECO ENERGY INC COM 0.1%
Value ($000) $286 Shares 10,340 Est. Cost $26.69 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $259 Shares 2,472 Est. Cost $58.43 Unrealized +14.2%
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $257 Shares 4,350 Est. Cost $48.56 Unrealized +4.1%
IVV ISHARES S&P 500 INDEX FUND (ETF) 0.1%
Value ($000) $240 Shares 1,140 Est. Cost $205.26 Unrealized