Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 3, 2017

Total Value ($000): $226,342 (100.0% shares, 0.0% debt)

Holdings (59)

JNJ JOHNSON & JOHNSON 6.4%
Value ($000) $14,387 Shares 124,876 Est. Cost $75.93 Unrealized +18.1%
GENERAL ELECTRIC CO 6.0%
Value ($000) $13,566 Shares 429,296 Est. Cost $31.15 Unrealized
PG PROCTER & GAMBLE 4.7%
Value ($000) $10,711 Shares 127,385 Est. Cost $57.94 Unrealized +15.2%
AAPL APPLE INC 4.4%
Value ($000) $9,914 Shares 85,600 Est. Cost $25.73 Unrealized +1.4%
XOM EXXON MOBIL CORP 3.7%
Value ($000) $8,288 Shares 91,820 Est. Cost $51.39 Unrealized +13.2%
PFE PFIZER INC 3.3%
Value ($000) $7,446 Shares 229,246 Est. Cost $20.38 Unrealized +0.6%
GOOGL ALPHABET INC A 2.9%
Value ($000) $6,530 Shares 8,240 Est. Cost $36.73 Unrealized +8.0%
WM WASTE MGMT INC 2.7%
Value ($000) $6,084 Shares 85,800 Est. Cost $43.91 Unrealized +29.4%
NSC NORFOLK SOUTHERN CORP 2.7%
Value ($000) $6,072 Shares 56,185 Est. Cost $69.12 Unrealized +21.5%
TGT TARGET CORP 2.7%
Value ($000) $6,068 Shares 84,000 Est. Cost $55.25 Unrealized +0.2%
XYL XYLEM INC 2.5%
Value ($000) $5,758 Shares 116,275 Est. Cost $31.95 Unrealized +42.2%
DIS WALT DISNEY CO 2.5%
Value ($000) $5,643 Shares 54,150 Est. Cost $94.08 Unrealized -3.6%
MA MASTERCARD INC 2.5%
Value ($000) $5,611 Shares 54,340 Est. Cost $92.19 Unrealized +6.6%
ROK ROCKWELL AUTOMATION INC 2.4%
Value ($000) $5,398 Shares 40,170 Est. Cost $86.08 Unrealized +25.2%
CVS CVS HEALTH CORPORATION 2.3%
Value ($000) $5,319 Shares 67,405 Est. Cost $72.61 Unrealized -15.9%
ADP AUTOMATIC DATA PROCESSING 2.2%
Value ($000) $5,076 Shares 49,390 Est. Cost $69.13 Unrealized +11.0%
IPGP IPG PHOTONICS CORP 2.2%
Value ($000) $5,062 Shares 51,285 Est. Cost $85.71 Unrealized +8.8%
MMM 3M CO 2.2%
Value ($000) $5,000 Shares 28,000 Est. Cost $92.11 Unrealized +15.3%
ATR APTARGROUP INC 2.1%
Value ($000) $4,863 Shares 66,200 Est. Cost $62.89 Unrealized +4.7%
JCI JOHNSON CONTROLS INTL PLC 2.1%
Value ($000) $4,709 Shares 114,329 Est. Cost $33.21 Unrealized +3.3%
XRAY DENTSPLY SIRONA INC 2.0%
Value ($000) $4,608 Shares 79,820 Est. Cost $58.93 Unrealized +0.2%
KR KROGER CO 2.0%
Value ($000) $4,451 Shares 128,980 Est. Cost $31.65 Unrealized -14.8%
MRK MERCK & CO INC 2.0%
Value ($000) $4,443 Shares 75,475 Est. Cost $36.77 Unrealized +19.9%
FFIV F5 NETWORKS INC 1.9%
Value ($000) $4,410 Shares 30,470 Est. Cost $108.10 Unrealized +25.3%
ENCORE WIRE CORP 1.7%
Value ($000) $3,756 Shares 86,650 Est. Cost $37.09 Unrealized
BSX BOSTON SCIENTIFIC CORP 1.6%
Value ($000) $3,639 Shares 168,225 Est. Cost $17.92 Unrealized +21.8%
T AT&T INC 1.5%
Value ($000) $3,411 Shares 80,211 Est. Cost $12.43 Unrealized +24.3%
PYPL PAYPAL HOLDINGS INC 1.5%
Value ($000) $3,409 Shares 86,350 Est. Cost $38.34 Unrealized +4.6%
WALGREENS BOOTS ALLIANCE INC 1.5%
Value ($000) $3,385 Shares 40,900 Est. Cost $85.16 Unrealized
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $3,351 Shares 51,200 Est. Cost $52.53 Unrealized +5.4%
HD HOME DEPOT INC 1.4%
Value ($000) $3,218 Shares 24,000 Est. Cost $99.98 Unrealized +3.4%
DHR DANAHER CORP 1.4%
Value ($000) $3,213 Shares 41,280 Est. Cost $53.95 Unrealized +23.0%
RAYTHEON CO 1.3%
Value ($000) $2,840 Shares 20,000 Est. Cost $124.55 Unrealized
CMCSA COMCAST CORP A 1.2%
Value ($000) $2,693 Shares 39,000 Est. Cost $23.76 Unrealized +12.8%
FTV FORTIVE CORP 1.1%
Value ($000) $2,537 Shares 47,311 Est. Cost $30.87 Unrealized +3.2%
LOW LOWES COS INC 1.1%
Value ($000) $2,461 Shares 34,600 Est. Cost $61.72 Unrealized -3.1%
PRGO PERRIGO CO PLC 1.1%
Value ($000) $2,453 Shares 29,465 Est. Cost $153.80 Unrealized -43.6%
WMT WAL MART STORES INC 1.0%
Value ($000) $2,281 Shares 33,000 Est. Cost $16.63 Unrealized +19.8%
KELLOGG CO 1.0%
Value ($000) $2,211 Shares 30,000 Est. Cost $45.70 Unrealized +9.5%
PEP PEPSICO INC 1.0%
Value ($000) $2,197 Shares 21,000 Est. Cost $73.47 Unrealized +8.0%
CSX CSX CORP 0.9%
Value ($000) $1,940 Shares 54,000 Est. Cost $7.79 Unrealized +26.8%
ILMN ILLUMINA INC 0.8%
Value ($000) $1,873 Shares 14,625 Est. Cost $160.20 Unrealized -15.9%
GOOG ALPHABET INC C 0.8%
Value ($000) $1,741 Shares 2,256 Est. Cost $35.61 Unrealized +8.6%
EXPRESS SCRIPTS HOLDING CO 0.7%
Value ($000) $1,651 Shares 24,000 Est. Cost $87.42 Unrealized
BED BATH & BEYOND INC 0.7%
Value ($000) $1,585 Shares 39,000 Est. Cost $48.26 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $1,500 Shares 23,000 Est. Cost $39.99 Unrealized +30.6%
DU PONT E I DE NEMOURS & CO 0.6%
Value ($000) $1,468 Shares 20,000 Est. Cost $66.60 Unrealized
ZTS ZOETIS INC 0.6%
Value ($000) $1,329 Shares 24,818 Est. Cost $41.75 Unrealized +13.4%
IFF INTL FLAVOR & FRAGRANCES 0.5%
Value ($000) $1,178 Shares 10,000 Est. Cost $90.33 Unrealized +10.5%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $1,169 Shares 20,000 Est. Cost $46.69 Unrealized -15.3%
ADBE ADOBE SYSTEMS INC 0.4%
Value ($000) $927 Shares 9,000 Est. Cost $89.84 Unrealized +17.8%
DELL TECHNOLOGIES INC V 0.4%
Value ($000) $806 Shares 14,658 Est. Cost $47.76 Unrealized
ADNT ADIENT PLC 0.3%
Value ($000) $665 Shares 11,357 Est. Cost $50.50 Unrealized 0.0%
CDK GLOBAL INC 0.3%
Value ($000) $647 Shares 10,833 Est. Cost $47.45 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $337 Shares 8,131 Est. Cost $30.85 Unrealized +1.2%
CVX CHEVRON CORP 0.1%
Value ($000) $291 Shares 2,472 Est. Cost $58.43 Unrealized +26.3%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $259 Shares 3,565 Est. Cost $86.05 Unrealized
IVV ISHARES S&P 500 INDEX FUND (ETF) 0.1%
Value ($000) $256 Shares 1,140 Est. Cost $205.26 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $248 Shares 3,675 Est. Cost $48.56 Unrealized +15.0%