Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 15, 2017

Total Value ($000): $254,250 (100.0% shares, 0.0% debt)

Holdings (59)

JNJ JOHNSON & JOHNSON 6.4%
Value ($000) $16,255 Shares 125,031 Est. Cost $75.93 Unrealized +38.2%
PG PROCTER & GAMBLE 4.6%
Value ($000) $11,704 Shares 128,635 Est. Cost $57.94 Unrealized +26.0%
AAPL APPLE INC 4.4%
Value ($000) $11,264 Shares 73,085 Est. Cost $25.78 Unrealized +40.2%
GENERAL ELECTRIC CO 4.1%
Value ($000) $10,380 Shares 429,296 Est. Cost $31.15 Unrealized
PYPL PAYPAL HOLDINGS INC 3.3%
Value ($000) $8,367 Shares 130,675 Est. Cost $39.49 Unrealized +51.4%
GOOGL ALPHABET INC A 3.2%
Value ($000) $8,243 Shares 8,465 Est. Cost $36.84 Unrealized +27.8%
PFE PFIZER INC 3.2%
Value ($000) $8,184 Shares 229,246 Est. Cost $20.38 Unrealized +9.2%
IPGP IPG PHOTONICS CORP 3.2%
Value ($000) $8,098 Shares 43,760 Est. Cost $86.21 Unrealized +92.7%
MA MASTERCARD INC 3.1%
Value ($000) $7,881 Shares 55,815 Est. Cost $92.51 Unrealized +36.6%
XOM EXXON MOBIL CORP 3.0%
Value ($000) $7,527 Shares 91,820 Est. Cost $51.39 Unrealized +5.7%
NSC NORFOLK SOUTHERN CORP 2.9%
Value ($000) $7,430 Shares 56,185 Est. Cost $69.12 Unrealized +48.6%
ROK ROCKWELL AUTOMATION INC 2.9%
Value ($000) $7,363 Shares 41,320 Est. Cost $87.06 Unrealized +63.7%
WM WASTE MGMT INC 2.6%
Value ($000) $6,702 Shares 85,625 Est. Cost $43.91 Unrealized +49.5%
MMM 3M CO 2.3%
Value ($000) $5,877 Shares 28,000 Est. Cost $92.11 Unrealized +41.0%
XYL XYLEM INC 2.3%
Value ($000) $5,863 Shares 93,625 Est. Cost $31.95 Unrealized +69.2%
ATR APTARGROUP INC 2.2%
Value ($000) $5,634 Shares 65,275 Est. Cost $62.89 Unrealized +21.2%
CVS CVS HEALTH CORPORATION 2.2%
Value ($000) $5,611 Shares 69,005 Est. Cost $72.38 Unrealized -16.0%
DIS WALT DISNEY CO 2.2%
Value ($000) $5,523 Shares 56,025 Est. Cost $94.31 Unrealized +2.8%
DHR DANAHER CORP 2.1%
Value ($000) $5,241 Shares 61,105 Est. Cost $59.57 Unrealized +19.3%
BSX BOSTON SCIENTIFIC CORP 1.9%
Value ($000) $4,842 Shares 166,015 Est. Cost $17.92 Unrealized +54.1%
MRK MERCK & CO INC 1.9%
Value ($000) $4,833 Shares 75,475 Est. Cost $36.77 Unrealized +27.0%
JCI JOHNSON CONTROLS INTL PLC 1.9%
Value ($000) $4,725 Shares 117,279 Est. Cost $33.24 Unrealized +0.4%
ADP AUTOMATIC DATA PROCESSING 1.8%
Value ($000) $4,546 Shares 41,590 Est. Cost $69.13 Unrealized +29.6%
XILINX INC 1.7%
Value ($000) $4,250 Shares 60,000 Est. Cost $57.88 Unrealized
FTV FORTIVE CORP 1.6%
Value ($000) $4,051 Shares 57,232 Est. Cost $32.18 Unrealized +24.9%
SJM SMUCKER JM CO 1.6%
Value ($000) $4,021 Shares 38,325 Est. Cost $102.94 Unrealized -15.0%
HD HOME DEPOT INC 1.5%
Value ($000) $3,925 Shares 24,000 Est. Cost $99.98 Unrealized +25.2%
ABT ABBOTT LABORATORIES 1.5%
Value ($000) $3,868 Shares 72,500 Est. Cost $36.93 Unrealized +17.4%
RAYTHEON CO 1.5%
Value ($000) $3,732 Shares 20,000 Est. Cost $124.55 Unrealized
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $3,730 Shares 51,200 Est. Cost $52.53 Unrealized +12.7%
ADI ANALOG DEVICES INC 1.4%
Value ($000) $3,528 Shares 40,950 Est. Cost $68.91 Unrealized 0.0%
NKE NIKE INC CL B 1.3%
Value ($000) $3,278 Shares 63,235 Est. Cost $49.30 Unrealized +2.2%
WALGREENS BOOTS ALLIANCE INC 1.2%
Value ($000) $3,158 Shares 40,900 Est. Cost $85.16 Unrealized
T AT&T INC 1.2%
Value ($000) $3,142 Shares 80,211 Est. Cost $12.43 Unrealized +25.5%
ILMN ILLUMINA INC 1.2%
Value ($000) $3,018 Shares 15,150 Est. Cost $160.11 Unrealized +16.3%
CMCSA COMCAST CORP A 1.2%
Value ($000) $3,001 Shares 78,000 Est. Cost $26.84 Unrealized +19.3%
CSX CSX CORP 1.2%
Value ($000) $2,930 Shares 54,000 Est. Cost $7.79 Unrealized +96.5%
LOW LOWES COS INC 1.1%
Value ($000) $2,766 Shares 34,600 Est. Cost $61.72 Unrealized +6.4%
KR KROGER CO 1.0%
Value ($000) $2,642 Shares 131,705 Est. Cost $31.54 Unrealized -40.2%
WMT WAL MART STORES INC 1.0%
Value ($000) $2,579 Shares 33,000 Est. Cost $16.63 Unrealized +37.7%
PRGO PERRIGO CO PLC 1.0%
Value ($000) $2,567 Shares 30,315 Est. Cost $151.62 Unrealized -48.7%
SYK STRYKER CORP 1.0%
Value ($000) $2,567 Shares 18,070 Est. Cost $115.11 Unrealized +13.6%
PEP PEPSICO INC 0.9%
Value ($000) $2,340 Shares 21,000 Est. Cost $73.47 Unrealized +21.7%
GOOG ALPHABET INC C 0.9%
Value ($000) $2,164 Shares 2,256 Est. Cost $35.61 Unrealized +29.8%
KELLOGG CO 0.7%
Value ($000) $1,871 Shares 30,000 Est. Cost $45.70 Unrealized +1.8%
DOWDUPONT INC 0.7%
Value ($000) $1,775 Shares 25,640 Est. Cost $69.23 Unrealized
ZTS ZOETIS INC 0.6%
Value ($000) $1,582 Shares 24,818 Est. Cost $41.75 Unrealized +40.6%
EXPRESS SCRIPTS HOLDING CO 0.6%
Value ($000) $1,520 Shares 24,000 Est. Cost $87.42 Unrealized
IFF INTL FLAVOR & FRAGRANCES 0.6%
Value ($000) $1,429 Shares 10,000 Est. Cost $90.33 Unrealized +22.6%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $1,393 Shares 21,850 Est. Cost $46.12 Unrealized -6.5%
ADBE ADOBE SYSTEMS INC 0.5%
Value ($000) $1,343 Shares 9,000 Est. Cost $89.84 Unrealized +66.1%
ADNT ADIENT PLC 0.4%
Value ($000) $954 Shares 11,357 Est. Cost $50.50 Unrealized +38.0%
CDK GLOBAL INC 0.3%
Value ($000) $683 Shares 10,833 Est. Cost $47.45 Unrealized
ENCORE WIRE CORP 0.2%
Value ($000) $582 Shares 13,000 Est. Cost $37.09 Unrealized
NVS NOVARTIS AG ADR 0.2%
Value ($000) $463 Shares 5,390 Est. Cost $83.04 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.2%
Value ($000) $447 Shares 5,400 Est. Cost $52.80 Unrealized +31.4%
KO COCA COLA CO 0.1%
Value ($000) $366 Shares 8,131 Est. Cost $30.85 Unrealized +13.3%
CVX CHEVRON CORP 0.1%
Value ($000) $290 Shares 2,472 Est. Cost $58.43 Unrealized +30.4%
IVV ISHARES S&P 500 INDEX FUND (ETF) 0.1%
Value ($000) $202 Shares 800 Est. Cost $252.50 Unrealized