Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 14, 2017

Total Value ($000): $252,574 (100.0% shares, 0.0% debt)

Holdings (59)

JNJ JOHNSON & JOHNSON 6.5%
Value ($000) $16,504 Shares 124,756 Est. Cost $75.93 Unrealized +32.2%
AAPL APPLE INC 4.9%
Value ($000) $12,457 Shares 86,500 Est. Cost $25.78 Unrealized +33.1%
GENERAL ELECTRIC CO 4.6%
Value ($000) $11,595 Shares 429,296 Est. Cost $31.15 Unrealized
PG PROCTER & GAMBLE 4.4%
Value ($000) $11,211 Shares 128,635 Est. Cost $57.94 Unrealized +21.1%
GOOGL ALPHABET INC A 3.1%
Value ($000) $7,833 Shares 8,425 Est. Cost $36.84 Unrealized +26.0%
PFE PFIZER INC 3.0%
Value ($000) $7,700 Shares 229,246 Est. Cost $20.38 Unrealized +6.0%
IPGP IPG PHOTONICS CORP 3.0%
Value ($000) $7,579 Shares 52,235 Est. Cost $86.21 Unrealized +55.7%
XOM EXXON MOBIL CORP 2.9%
Value ($000) $7,413 Shares 91,820 Est. Cost $51.39 Unrealized +7.9%
PYPL PAYPAL HOLDINGS INC 2.8%
Value ($000) $6,981 Shares 130,075 Est. Cost $39.49 Unrealized +24.2%
NSC NORFOLK SOUTHERN CORP 2.7%
Value ($000) $6,838 Shares 56,185 Est. Cost $69.12 Unrealized +42.9%
MA MASTERCARD INC 2.7%
Value ($000) $6,779 Shares 55,815 Est. Cost $92.51 Unrealized +22.2%
ROK ROCKWELL AUTOMATION INC 2.6%
Value ($000) $6,668 Shares 41,170 Est. Cost $87.06 Unrealized +54.4%
XYL XYLEM INC 2.5%
Value ($000) $6,440 Shares 116,175 Est. Cost $31.95 Unrealized +47.0%
WM WASTE MGMT INC 2.5%
Value ($000) $6,281 Shares 85,625 Est. Cost $43.91 Unrealized +42.4%
DIS WALT DISNEY CO 2.3%
Value ($000) $5,910 Shares 55,625 Est. Cost $94.31 Unrealized +8.6%
MMM 3M CO 2.3%
Value ($000) $5,829 Shares 28,000 Est. Cost $92.11 Unrealized +35.3%
ATR APTARGROUP INC 2.2%
Value ($000) $5,670 Shares 65,275 Est. Cost $62.89 Unrealized +16.8%
CVS CVS HEALTH CORPORATION 2.2%
Value ($000) $5,526 Shares 68,680 Est. Cost $72.38 Unrealized -16.7%
DHR DANAHER CORP 2.0%
Value ($000) $5,157 Shares 61,105 Est. Cost $59.57 Unrealized +20.5%
JCI JOHNSON CONTROLS INTL PLC 2.0%
Value ($000) $5,085 Shares 117,279 Est. Cost $33.24 Unrealized +3.3%
ADP AUTOMATIC DATA PROCESSING 2.0%
Value ($000) $5,053 Shares 49,315 Est. Cost $69.13 Unrealized +21.8%
MRK MERCK & CO INC 1.9%
Value ($000) $4,837 Shares 75,475 Est. Cost $36.77 Unrealized +26.6%
BSX BOSTON SCIENTIFIC CORP 1.8%
Value ($000) $4,664 Shares 168,225 Est. Cost $17.92 Unrealized +48.1%
FTV FORTIVE CORP 1.8%
Value ($000) $4,639 Shares 73,232 Est. Cost $32.18 Unrealized +18.1%
SJM SMUCKER JM CO 1.8%
Value ($000) $4,535 Shares 38,325 Est. Cost $102.94 Unrealized -6.5%
XILINX INC 1.5%
Value ($000) $3,859 Shares 60,000 Est. Cost $57.88 Unrealized
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $3,795 Shares 51,200 Est. Cost $52.53 Unrealized +15.4%
ENCORE WIRE CORP 1.5%
Value ($000) $3,700 Shares 86,650 Est. Cost $37.09 Unrealized
HD HOME DEPOT INC 1.5%
Value ($000) $3,682 Shares 24,000 Est. Cost $99.98 Unrealized +24.5%
NKE NIKE INC CL B 1.4%
Value ($000) $3,609 Shares 61,175 Est. Cost $49.27 Unrealized -2.1%
ABT ABBOTT LABORATORIES 1.4%
Value ($000) $3,525 Shares 72,500 Est. Cost $36.93 Unrealized +5.3%
RAYTHEON CO 1.3%
Value ($000) $3,230 Shares 20,000 Est. Cost $124.55 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.3%
Value ($000) $3,203 Shares 40,900 Est. Cost $85.16 Unrealized
KR KROGER CO 1.2%
Value ($000) $3,071 Shares 131,705 Est. Cost $31.54 Unrealized -25.1%
CMCSA COMCAST CORP A 1.2%
Value ($000) $3,036 Shares 78,000 Est. Cost $26.84 Unrealized +18.9%
T AT&T INC 1.2%
Value ($000) $3,026 Shares 80,211 Est. Cost $12.43 Unrealized +28.1%
CSX CSX CORP 1.2%
Value ($000) $2,946 Shares 54,000 Est. Cost $7.79 Unrealized +95.4%
LOW LOWES COS INC 1.1%
Value ($000) $2,683 Shares 34,600 Est. Cost $61.72 Unrealized +12.9%
ILMN ILLUMINA INC 1.0%
Value ($000) $2,628 Shares 15,150 Est. Cost $160.11 Unrealized +8.1%
WMT WAL MART STORES INC 1.0%
Value ($000) $2,497 Shares 33,000 Est. Cost $16.63 Unrealized +32.4%
PEP PEPSICO INC 1.0%
Value ($000) $2,425 Shares 21,000 Est. Cost $73.47 Unrealized +20.0%
SYK STRYKER CORP 1.0%
Value ($000) $2,415 Shares 17,400 Est. Cost $114.51 Unrealized +9.0%
PRGO PERRIGO CO PLC 0.9%
Value ($000) $2,289 Shares 30,315 Est. Cost $151.62 Unrealized -52.7%
KELLOGG CO 0.8%
Value ($000) $2,084 Shares 30,000 Est. Cost $45.70 Unrealized +7.5%
GOOG ALPHABET INC C 0.8%
Value ($000) $2,050 Shares 2,256 Est. Cost $35.61 Unrealized +27.6%
DU PONT E I DE NEMOURS & CO 0.6%
Value ($000) $1,614 Shares 20,000 Est. Cost $66.60 Unrealized
ZTS ZOETIS INC 0.6%
Value ($000) $1,548 Shares 24,818 Est. Cost $41.75 Unrealized +32.4%
EXPRESS SCRIPTS HOLDING CO 0.6%
Value ($000) $1,532 Shares 24,000 Est. Cost $87.42 Unrealized
IFF INTL FLAVOR & FRAGRANCES 0.5%
Value ($000) $1,350 Shares 10,000 Est. Cost $90.33 Unrealized +20.6%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,344 Shares 24,350 Est. Cost $40.30 Unrealized +9.8%
ADBE ADOBE SYSTEMS INC 0.5%
Value ($000) $1,273 Shares 9,000 Est. Cost $89.84 Unrealized +52.4%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $1,217 Shares 21,850 Est. Cost $46.12 Unrealized -13.5%
DELL TECHNOLOGIES INC V 0.4%
Value ($000) $896 Shares 14,658 Est. Cost $47.76 Unrealized
ADNT ADIENT PLC 0.3%
Value ($000) $743 Shares 11,357 Est. Cost $50.50 Unrealized +31.9%
CDK GLOBAL INC 0.3%
Value ($000) $672 Shares 10,833 Est. Cost $47.45 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.2%
Value ($000) $413 Shares 5,100 Est. Cost $51.82 Unrealized +25.5%
NVS NOVARTIS AG ADR 0.2%
Value ($000) $412 Shares 4,940 Est. Cost $82.78 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $365 Shares 8,131 Est. Cost $30.85 Unrealized +9.2%
CVX CHEVRON CORP 0.1%
Value ($000) $258 Shares 2,472 Est. Cost $58.43 Unrealized +25.3%