Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 24, 2016

Total Value ($000): $232,566 (100.0% shares, 0.0% debt)

Holdings (59)

JNJ JOHNSON & JOHNSON 6.5%
Value ($000) $15,096 Shares 127,791 Est. Cost $75.93 Unrealized +23.3%
GENERAL ELECTRIC CO 5.5%
Value ($000) $12,716 Shares 429,296 Est. Cost $31.15 Unrealized
PG PROCTER & GAMBLE 4.9%
Value ($000) $11,464 Shares 127,735 Est. Cost $57.94 Unrealized +16.5%
AAPL APPLE INC 4.2%
Value ($000) $9,717 Shares 85,950 Est. Cost $25.73 Unrealized -5.8%
XOM EXXON MOBIL CORP 3.4%
Value ($000) $8,014 Shares 91,820 Est. Cost $51.39 Unrealized +13.9%
PFE PFIZER INC 3.3%
Value ($000) $7,765 Shares 229,246 Est. Cost $20.38 Unrealized +9.2%
GOOGL ALPHABET INC A 2.9%
Value ($000) $6,666 Shares 8,290 Est. Cost $36.73 Unrealized +5.7%
XYL XYLEM INC 2.6%
Value ($000) $6,135 Shares 116,975 Est. Cost $31.95 Unrealized +37.0%
CVS CVS HEALTH CORPORATION 2.6%
Value ($000) $6,043 Shares 67,905 Est. Cost $72.61 Unrealized -2.4%
TGT TARGET CORP 2.5%
Value ($000) $5,815 Shares 84,675 Est. Cost $55.25 Unrealized -1.6%
MA MASTERCARD INC 2.4%
Value ($000) $5,578 Shares 54,815 Est. Cost $92.19 Unrealized -1.5%
WM WASTE MGMT INC 2.4%
Value ($000) $5,512 Shares 86,450 Est. Cost $43.91 Unrealized +25.6%
NVS NOVARTIS AG ADR 2.3%
Value ($000) $5,453 Shares 69,065 Est. Cost $86.05 Unrealized
NSC NORFOLK SOUTHERN CORP 2.3%
Value ($000) $5,453 Shares 56,185 Est. Cost $69.12 Unrealized +8.7%
JCI JOHNSON CONTROLS INTL PLC 2.3%
Value ($000) $5,356 Shares 115,091 Est. Cost $33.21 Unrealized 0.0%
ATR APTARGROUP INC 2.2%
Value ($000) $5,148 Shares 66,500 Est. Cost $62.89 Unrealized +9.7%
DIS WALT DISNEY CO 2.2%
Value ($000) $5,035 Shares 54,225 Est. Cost $94.08 Unrealized -5.5%
ROK ROCKWELL AUTOMATION INC 2.1%
Value ($000) $4,961 Shares 40,545 Est. Cost $86.08 Unrealized +13.9%
MMM 3M CO 2.1%
Value ($000) $4,934 Shares 28,000 Est. Cost $92.11 Unrealized +18.5%
XRAY DENTSPLY SIRONA INC 2.0%
Value ($000) $4,743 Shares 79,820 Est. Cost $58.93 Unrealized +4.3%
MRK MERCK & CO INC 2.0%
Value ($000) $4,710 Shares 75,475 Est. Cost $36.77 Unrealized +18.9%
ADP AUTOMATIC DATA PROCESSING 1.9%
Value ($000) $4,383 Shares 49,690 Est. Cost $69.13 Unrealized +7.2%
IPGP IPG PHOTONICS CORP 1.8%
Value ($000) $4,256 Shares 51,685 Est. Cost $85.71 Unrealized -2.5%
BSX BOSTON SCIENTIFIC CORP 1.7%
Value ($000) $4,004 Shares 168,225 Est. Cost $17.92 Unrealized +33.1%
KR KROGER CO 1.7%
Value ($000) $3,858 Shares 129,980 Est. Cost $31.65 Unrealized -13.4%
FFIV F5 NETWORKS INC 1.6%
Value ($000) $3,798 Shares 30,470 Est. Cost $108.10 Unrealized +12.3%
CL COLGATE PALMOLIVE CO 1.6%
Value ($000) $3,796 Shares 51,200 Est. Cost $52.53 Unrealized +13.0%
PYPL PAYPAL HOLDINGS INC 1.5%
Value ($000) $3,538 Shares 86,350 Est. Cost $38.34 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $3,297 Shares 40,900 Est. Cost $85.16 Unrealized
T AT&T INC 1.4%
Value ($000) $3,257 Shares 80,211 Est. Cost $12.43 Unrealized +31.0%
DHR DANAHER CORP 1.4%
Value ($000) $3,236 Shares 41,280 Est. Cost $53.95 Unrealized +24.7%
ENCORE WIRE CORP 1.4%
Value ($000) $3,186 Shares 86,650 Est. Cost $37.09 Unrealized
HD HOME DEPOT INC 1.3%
Value ($000) $3,088 Shares 24,000 Est. Cost $99.98 Unrealized +6.4%
STKL SUNOPTA INC 1.3%
Value ($000) $3,007 Shares 425,950 Est. Cost $6.19 Unrealized -2.1%
PRGO PERRIGO CO PLC 1.2%
Value ($000) $2,735 Shares 29,615 Est. Cost $153.80 Unrealized -40.1%
RAYTHEON CO 1.2%
Value ($000) $2,723 Shares 20,000 Est. Cost $124.55 Unrealized
ILMN ILLUMINA INC 1.1%
Value ($000) $2,657 Shares 14,625 Est. Cost $160.20 Unrealized -0.1%
CMCSA COMCAST CORP A 1.1%
Value ($000) $2,587 Shares 39,000 Est. Cost $23.76 Unrealized +12.0%
LOW LOWES COS INC 1.1%
Value ($000) $2,498 Shares 34,600 Est. Cost $61.72 Unrealized +6.0%
FTV FORTIVE CORP 1.0%
Value ($000) $2,408 Shares 47,311 Est. Cost $30.87 Unrealized 0.0%
WMT WAL MART STORES INC 1.0%
Value ($000) $2,380 Shares 33,000 Est. Cost $16.63 Unrealized +23.9%
KELLOGG CO 1.0%
Value ($000) $2,324 Shares 30,000 Est. Cost $45.70 Unrealized +19.6%
PEP PEPSICO INC 1.0%
Value ($000) $2,284 Shares 21,000 Est. Cost $73.47 Unrealized +10.4%
GOOG ALPHABET INC C 0.8%
Value ($000) $1,754 Shares 2,256 Est. Cost $35.61 Unrealized +5.8%
EXPRESS SCRIPTS HOLDING CO 0.7%
Value ($000) $1,693 Shares 24,000 Est. Cost $87.42 Unrealized
BED BATH & BEYOND INC 0.7%
Value ($000) $1,681 Shares 39,000 Est. Cost $48.26 Unrealized
CSX CSX CORP 0.7%
Value ($000) $1,647 Shares 54,000 Est. Cost $7.79 Unrealized +6.3%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,610 Shares 23,500 Est. Cost $39.99 Unrealized +17.3%
IFF INTL FLAVOR & FRAGRANCES 0.6%
Value ($000) $1,430 Shares 10,000 Est. Cost $90.33 Unrealized +18.7%
DU PONT E I DE NEMOURS & CO 0.6%
Value ($000) $1,339 Shares 20,000 Est. Cost $66.60 Unrealized
ZTS ZOETIS INC 0.6%
Value ($000) $1,291 Shares 24,818 Est. Cost $41.75 Unrealized +12.8%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $1,078 Shares 20,000 Est. Cost $46.69 Unrealized -1.2%
ADBE ADOBE SYSTEMS INC 0.4%
Value ($000) $977 Shares 9,000 Est. Cost $89.84 Unrealized +11.7%
DELL TECHNOLOGIES INC V 0.3%
Value ($000) $700 Shares 14,658 Est. Cost $47.76 Unrealized
CDK GLOBAL INC 0.3%
Value ($000) $621 Shares 10,833 Est. Cost $47.45 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $344 Shares 8,131 Est. Cost $30.85 Unrealized +5.5%
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $285 Shares 4,350 Est. Cost $48.56 Unrealized +9.5%
CVX CHEVRON CORP 0.1%
Value ($000) $254 Shares 2,472 Est. Cost $58.43 Unrealized +17.2%
IVV ISHARES S&P 500 INDEX FUND (ETF) 0.1%
Value ($000) $248 Shares 1,140 Est. Cost $205.26 Unrealized