Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 13, 2018

Total Value ($000): $250,230 (100.0% shares, 0.0% debt)

Holdings (55)

JNJ JOHNSON & JOHNSON 6.2%
Value ($000) $15,438 Shares 127,231 Est. Cost $75.93 Unrealized +32.6%
AAPL APPLE INC 5.5%
Value ($000) $13,705 Shares 74,035 Est. Cost $25.95 Unrealized +64.7%
MA MASTERCARD INC 4.4%
Value ($000) $11,131 Shares 56,640 Est. Cost $92.51 Unrealized +94.9%
PYPL PAYPAL HOLDINGS INC 4.4%
Value ($000) $11,062 Shares 132,850 Est. Cost $40.02 Unrealized +98.7%
GOOGL ALPHABET INC A 3.6%
Value ($000) $8,927 Shares 7,905 Est. Cost $37.38 Unrealized +44.4%
NSC NORFOLK SOUTHERN CORP 3.4%
Value ($000) $8,477 Shares 56,185 Est. Cost $69.12 Unrealized +81.3%
IPGP IPG PHOTONICS CORP 3.2%
Value ($000) $7,963 Shares 36,090 Est. Cost $86.21 Unrealized +173.8%
ADI ANALOG DEVICES INC 3.0%
Value ($000) $7,412 Shares 77,270 Est. Cost $74.18 Unrealized +10.4%
ROK ROCKWELL AUTOMATION INC 2.8%
Value ($000) $6,994 Shares 42,070 Est. Cost $88.44 Unrealized +70.6%
WM WASTE MGMT INC 2.8%
Value ($000) $6,965 Shares 85,625 Est. Cost $43.91 Unrealized +65.5%
XYL XYLEM INC 2.5%
Value ($000) $6,309 Shares 93,625 Est. Cost $31.95 Unrealized +107.4%
DHR DANAHER CORP 2.5%
Value ($000) $6,203 Shares 62,855 Est. Cost $60.09 Unrealized +43.1%
DIS WALT DISNEY CO 2.5%
Value ($000) $6,145 Shares 58,625 Est. Cost $94.53 Unrealized +2.8%
ATR APTARGROUP INC 2.4%
Value ($000) $6,096 Shares 65,275 Est. Cost $62.89 Unrealized +34.0%
GENERAL ELECTRIC CO 2.3%
Value ($000) $5,843 Shares 429,296 Est. Cost $31.15 Unrealized
XILINX INC 2.3%
Value ($000) $5,827 Shares 89,290 Est. Cost $60.52 Unrealized
ADP AUTOMATIC DATA PROCESSING 2.2%
Value ($000) $5,579 Shares 41,590 Est. Cost $69.13 Unrealized +55.9%
MMM 3M CO 2.2%
Value ($000) $5,508 Shares 28,000 Est. Cost $92.11 Unrealized +41.3%
BSX BOSTON SCIENTIFIC CORP 2.2%
Value ($000) $5,429 Shares 166,015 Est. Cost $17.92 Unrealized +68.3%
NKE NIKE INC CL B 2.2%
Value ($000) $5,427 Shares 68,110 Est. Cost $49.67 Unrealized +28.5%
PG PROCTER & GAMBLE 2.0%
Value ($000) $5,074 Shares 65,000 Est. Cost $57.94 Unrealized +6.7%
HD HOME DEPOT INC 1.9%
Value ($000) $4,682 Shares 24,000 Est. Cost $99.98 Unrealized +55.0%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $4,678 Shares 56,540 Est. Cost $51.39 Unrealized +9.2%
ABT ABBOTT LABORATORIES 1.8%
Value ($000) $4,626 Shares 75,850 Est. Cost $37.47 Unrealized +41.8%
MRK MERCK & CO INC 1.8%
Value ($000) $4,581 Shares 75,475 Est. Cost $36.77 Unrealized +21.1%
FTV FORTIVE CORP 1.8%
Value ($000) $4,491 Shares 58,232 Est. Cost $32.39 Unrealized +42.9%
AVGO BROADCOM INC 1.8%
Value ($000) $4,449 Shares 18,335 Est. Cost $19.73 Unrealized 0.0%
ILMN ILLUMINA INC 1.8%
Value ($000) $4,413 Shares 15,800 Est. Cost $162.95 Unrealized +56.1%
SJM SMUCKER JM CO 1.7%
Value ($000) $4,262 Shares 39,650 Est. Cost $102.75 Unrealized -14.5%
PFE PFIZER INC 1.6%
Value ($000) $4,063 Shares 111,996 Est. Cost $20.38 Unrealized +19.3%
RAYTHEON CO 1.5%
Value ($000) $3,864 Shares 20,000 Est. Cost $124.55 Unrealized
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $3,318 Shares 51,200 Est. Cost $52.53 Unrealized +3.9%
LOW LOWES COS INC 1.3%
Value ($000) $3,307 Shares 34,600 Est. Cost $61.72 Unrealized +27.5%
SYK STRYKER CORP 1.3%
Value ($000) $3,233 Shares 19,145 Est. Cost $116.65 Unrealized +32.7%
WMT WALMART INC 1.1%
Value ($000) $2,826 Shares 33,000 Est. Cost $16.63 Unrealized +51.8%
TDOC TELADOC INC 1.1%
Value ($000) $2,690 Shares 46,345 Est. Cost $48.84 Unrealized 0.0%
CMCSA COMCAST CORP A 1.0%
Value ($000) $2,559 Shares 78,000 Est. Cost $26.84 Unrealized +0.0%
GOOG ALPHABET INC C 1.0%
Value ($000) $2,517 Shares 2,256 Est. Cost $35.61 Unrealized +50.6%
PRGO PERRIGO CO PLC 0.9%
Value ($000) $2,301 Shares 31,565 Est. Cost $149.07 Unrealized -48.3%
PEP PEPSICO INC 0.9%
Value ($000) $2,286 Shares 21,000 Est. Cost $73.47 Unrealized +11.2%
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $2,194 Shares 9,000 Est. Cost $89.84 Unrealized +163.3%
CSX CSX CORP 0.9%
Value ($000) $2,169 Shares 34,000 Est. Cost $7.79 Unrealized +138.6%
ZTS ZOETIS INC 0.8%
Value ($000) $2,114 Shares 24,818 Est. Cost $41.75 Unrealized +90.4%
EXPRESS SCRIPTS HOLDING CO 0.7%
Value ($000) $1,853 Shares 24,000 Est. Cost $87.42 Unrealized
NYT NEW YORK TIMES CO A 0.7%
Value ($000) $1,813 Shares 70,000 Est. Cost $22.02 Unrealized 0.0%
DOWDUPONT INC 0.7%
Value ($000) $1,690 Shares 25,640 Est. Cost $69.23 Unrealized
T AT&T INC 0.5%
Value ($000) $1,284 Shares 40,000 Est. Cost $12.43 Unrealized +16.9%
IFF INTL FLAVOR & FRAGRANCES 0.5%
Value ($000) $1,240 Shares 10,000 Est. Cost $90.33 Unrealized +18.5%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $1,098 Shares 15,500 Est. Cost $58.92 Unrealized -10.5%
BIIB BIOGEN IDEC INC 0.4%
Value ($000) $1,030 Shares 3,550 Est. Cost $310.41 Unrealized -9.4%
CNI CANADIAN NATIONAL RAILWAY CO 0.3%
Value ($000) $746 Shares 9,125 Est. Cost $58.95 Unrealized +16.9%
CDK GLOBAL INC 0.3%
Value ($000) $705 Shares 10,833 Est. Cost $47.45 Unrealized
NVS NOVARTIS AG ADR 0.3%
Value ($000) $704 Shares 9,315 Est. Cost $82.91 Unrealized
ENCORE WIRE CORP 0.2%
Value ($000) $617 Shares 13,000 Est. Cost $37.09 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $313 Shares 2,472 Est. Cost $58.43 Unrealized +52.6%