Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 5, 2017

Total Value ($000): $245,895 (100.0% shares, 0.0% debt)

Holdings (59)

JNJ JOHNSON & JOHNSON 6.3%
Value ($000) $15,538 Shares 124,756 Est. Cost $75.93 Unrealized +23.0%
GENERAL ELECTRIC CO 5.2%
Value ($000) $12,793 Shares 429,296 Est. Cost $31.15 Unrealized
AAPL APPLE INC 5.1%
Value ($000) $12,426 Shares 86,500 Est. Cost $25.78 Unrealized +18.1%
PG PROCTER & GAMBLE 4.7%
Value ($000) $11,557 Shares 128,635 Est. Cost $57.94 Unrealized +20.9%
PFE PFIZER INC 3.2%
Value ($000) $7,843 Shares 229,246 Est. Cost $20.38 Unrealized +5.1%
XOM EXXON MOBIL CORP 3.1%
Value ($000) $7,530 Shares 91,820 Est. Cost $51.39 Unrealized +9.2%
GOOGL ALPHABET INC A 2.9%
Value ($000) $7,143 Shares 8,425 Est. Cost $36.84 Unrealized +13.3%
ROK ROCKWELL AUTOMATION INC 2.6%
Value ($000) $6,410 Shares 41,170 Est. Cost $87.06 Unrealized +45.5%
DIS WALT DISNEY CO 2.6%
Value ($000) $6,308 Shares 55,625 Est. Cost $94.31 Unrealized +9.2%
IPGP IPG PHOTONICS CORP 2.6%
Value ($000) $6,304 Shares 52,235 Est. Cost $86.21 Unrealized +31.3%
NSC NORFOLK SOUTHERN CORP 2.6%
Value ($000) $6,291 Shares 56,185 Est. Cost $69.12 Unrealized +41.5%
MA MASTERCARD INC 2.6%
Value ($000) $6,277 Shares 55,815 Est. Cost $92.51 Unrealized +12.7%
WM WASTE MGMT INC 2.5%
Value ($000) $6,244 Shares 85,625 Est. Cost $43.91 Unrealized +38.8%
XYL XYLEM INC 2.4%
Value ($000) $5,835 Shares 116,175 Est. Cost $31.95 Unrealized +37.1%
PYPL PAYPAL HOLDINGS INC 2.3%
Value ($000) $5,596 Shares 130,075 Est. Cost $39.49 Unrealized +5.7%
CVS CVS HEALTH CORPORATION 2.2%
Value ($000) $5,391 Shares 68,680 Est. Cost $72.38 Unrealized -16.3%
MMM 3M CO 2.2%
Value ($000) $5,357 Shares 28,000 Est. Cost $92.11 Unrealized +23.4%
DHR DANAHER CORP 2.1%
Value ($000) $5,226 Shares 61,105 Est. Cost $59.57 Unrealized +19.6%
ADP AUTOMATIC DATA PROCESSING 2.1%
Value ($000) $5,049 Shares 49,315 Est. Cost $69.13 Unrealized +22.1%
ATR APTARGROUP INC 2.0%
Value ($000) $5,025 Shares 65,275 Est. Cost $62.89 Unrealized +5.6%
SJM SMUCKER JM CO 2.0%
Value ($000) $5,024 Shares 38,325 Est. Cost $102.94 Unrealized 0.0%
JCI JOHNSON CONTROLS INTL PLC 2.0%
Value ($000) $4,940 Shares 117,279 Est. Cost $33.24 Unrealized +3.8%
MRK MERCK & CO INC 2.0%
Value ($000) $4,796 Shares 75,475 Est. Cost $36.77 Unrealized +25.3%
FTV FORTIVE CORP 1.8%
Value ($000) $4,410 Shares 73,232 Est. Cost $32.18 Unrealized +7.5%
BSX BOSTON SCIENTIFIC CORP 1.7%
Value ($000) $4,184 Shares 168,225 Est. Cost $17.92 Unrealized +35.7%
ENCORE WIRE CORP 1.6%
Value ($000) $3,986 Shares 86,650 Est. Cost $37.09 Unrealized
KR KROGER CO 1.6%
Value ($000) $3,884 Shares 131,705 Est. Cost $31.54 Unrealized -15.9%
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $3,747 Shares 51,200 Est. Cost $52.53 Unrealized +8.2%
HD HOME DEPOT INC 1.4%
Value ($000) $3,524 Shares 24,000 Est. Cost $99.98 Unrealized +14.4%
XILINX INC 1.4%
Value ($000) $3,473 Shares 60,000 Est. Cost $57.88 Unrealized
NKE NIKE INC CL B 1.4%
Value ($000) $3,409 Shares 61,175 Est. Cost $49.27 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $3,397 Shares 40,900 Est. Cost $85.16 Unrealized
T AT&T INC 1.4%
Value ($000) $3,333 Shares 80,211 Est. Cost $12.43 Unrealized +34.6%
ABT ABBOTT LABORATORIES 1.3%
Value ($000) $3,220 Shares 72,500 Est. Cost $36.93 Unrealized 0.0%
RAYTHEON CO 1.2%
Value ($000) $3,050 Shares 20,000 Est. Cost $124.55 Unrealized
CMCSA COMCAST CORP A 1.2%
Value ($000) $2,932 Shares 78,000 Est. Cost $26.84 Unrealized +11.5%
LOW LOWES COS INC 1.2%
Value ($000) $2,844 Shares 34,600 Est. Cost $61.72 Unrealized +5.3%
ILMN ILLUMINA INC 1.1%
Value ($000) $2,585 Shares 15,150 Est. Cost $160.11 Unrealized -1.6%
CSX CSX CORP 1.0%
Value ($000) $2,514 Shares 54,000 Est. Cost $7.79 Unrealized +73.2%
WMT WAL MART STORES INC 1.0%
Value ($000) $2,379 Shares 33,000 Est. Cost $16.63 Unrealized +18.9%
PEP PEPSICO INC 1.0%
Value ($000) $2,349 Shares 21,000 Est. Cost $73.47 Unrealized +11.5%
SYK STRYKER CORP 0.9%
Value ($000) $2,291 Shares 17,400 Est. Cost $114.51 Unrealized 0.0%
KELLOGG CO 0.9%
Value ($000) $2,178 Shares 30,000 Est. Cost $45.70 Unrealized +9.6%
PRGO PERRIGO CO PLC 0.8%
Value ($000) $2,012 Shares 30,315 Est. Cost $151.62 Unrealized -49.8%
GOOG ALPHABET INC C 0.8%
Value ($000) $1,872 Shares 2,256 Est. Cost $35.61 Unrealized +14.3%
DU PONT E I DE NEMOURS & CO 0.7%
Value ($000) $1,607 Shares 20,000 Est. Cost $66.60 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.6%
Value ($000) $1,582 Shares 24,000 Est. Cost $87.42 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $1,397 Shares 24,350 Est. Cost $40.30 Unrealized +12.9%
IFF INTL FLAVOR & FRAGRANCES 0.5%
Value ($000) $1,325 Shares 10,000 Est. Cost $90.33 Unrealized +8.7%
ZTS ZOETIS INC 0.5%
Value ($000) $1,325 Shares 24,818 Est. Cost $41.75 Unrealized +20.9%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $1,189 Shares 21,850 Est. Cost $46.12 Unrealized -13.4%
ADBE ADOBE SYSTEMS INC 0.5%
Value ($000) $1,171 Shares 9,000 Est. Cost $89.84 Unrealized +30.6%
DELL TECHNOLOGIES INC V 0.4%
Value ($000) $939 Shares 14,658 Est. Cost $47.76 Unrealized
ADNT ADIENT PLC 0.3%
Value ($000) $826 Shares 11,357 Est. Cost $50.50 Unrealized +27.0%
CDK GLOBAL INC 0.3%
Value ($000) $704 Shares 10,833 Est. Cost $47.45 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.2%
Value ($000) $377 Shares 5,100 Est. Cost $51.82 Unrealized +16.2%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $367 Shares 4,940 Est. Cost $82.78 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $345 Shares 8,131 Est. Cost $30.85 Unrealized +2.2%
CVX CHEVRON CORP 0.1%
Value ($000) $265 Shares 2,472 Est. Cost $58.43 Unrealized +31.4%