Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 15, 2018

Total Value ($000): $274,314 (100.0% shares, 0.0% debt)

Holdings (55)

JNJ JOHNSON & JOHNSON 6.4%
Value ($000) $17,580 Shares 127,231 Est. Cost $75.93 Unrealized +42.3%
AAPL APPLE INC 6.1%
Value ($000) $16,712 Shares 74,035 Est. Cost $25.95 Unrealized +89.9%
MA MASTERCARD INC 4.6%
Value ($000) $12,609 Shares 56,640 Est. Cost $92.51 Unrealized +116.6%
PYPL PAYPAL HOLDINGS INC 4.3%
Value ($000) $11,669 Shares 132,850 Est. Cost $40.02 Unrealized +119.5%
NSC NORFOLK SOUTHERN CORP 3.7%
Value ($000) $10,141 Shares 56,185 Est. Cost $69.12 Unrealized +112.9%
GOOGL ALPHABET INC A 3.5%
Value ($000) $9,542 Shares 7,905 Est. Cost $37.38 Unrealized +60.7%
ROK ROCKWELL AUTOMATION INC 2.9%
Value ($000) $7,889 Shares 42,070 Est. Cost $88.44 Unrealized +76.6%
WM WASTE MGMT INC 2.8%
Value ($000) $7,737 Shares 85,625 Est. Cost $43.91 Unrealized +78.2%
XYL XYLEM INC 2.7%
Value ($000) $7,478 Shares 93,625 Est. Cost $31.95 Unrealized +113.8%
XILINX INC 2.6%
Value ($000) $7,158 Shares 89,290 Est. Cost $60.52 Unrealized
ADI ANALOG DEVICES INC 2.6%
Value ($000) $7,145 Shares 77,270 Est. Cost $74.18 Unrealized +13.0%
ATR APTARGROUP INC 2.6%
Value ($000) $7,032 Shares 65,275 Est. Cost $62.89 Unrealized +48.4%
DIS WALT DISNEY CO 2.5%
Value ($000) $6,856 Shares 58,625 Est. Cost $94.53 Unrealized +12.7%
DHR DANAHER CORP 2.5%
Value ($000) $6,830 Shares 62,855 Est. Cost $60.09 Unrealized +46.5%
BSX BOSTON SCIENTIFIC CORP 2.3%
Value ($000) $6,392 Shares 166,015 Est. Cost $17.92 Unrealized +94.9%
ADP AUTOMATIC DATA PROCESSING 2.3%
Value ($000) $6,266 Shares 41,590 Est. Cost $69.13 Unrealized +74.8%
MMM 3M CO 2.2%
Value ($000) $5,900 Shares 28,000 Est. Cost $92.11 Unrealized +43.5%
ILMN ILLUMINA INC 2.1%
Value ($000) $5,799 Shares 15,800 Est. Cost $162.95 Unrealized +96.7%
NKE NIKE INC CL B 2.1%
Value ($000) $5,770 Shares 68,110 Est. Cost $49.67 Unrealized +46.9%
IPGP IPG PHOTONICS CORP 2.1%
Value ($000) $5,632 Shares 36,090 Est. Cost $86.21 Unrealized +115.3%
ABT ABBOTT LABORATORIES 2.0%
Value ($000) $5,565 Shares 75,850 Est. Cost $37.47 Unrealized +54.3%
PG PROCTER & GAMBLE 2.0%
Value ($000) $5,410 Shares 65,000 Est. Cost $57.94 Unrealized +17.0%
MRK MERCK & CO INC 2.0%
Value ($000) $5,354 Shares 75,475 Est. Cost $36.77 Unrealized +37.8%
HD HOME DEPOT INC 1.8%
Value ($000) $4,972 Shares 24,000 Est. Cost $99.98 Unrealized +68.0%
PFE PFIZER INC 1.8%
Value ($000) $4,936 Shares 111,996 Est. Cost $20.38 Unrealized +35.7%
GENERAL ELECTRIC CO 1.8%
Value ($000) $4,847 Shares 429,296 Est. Cost $31.15 Unrealized
XOM EXXON MOBIL CORP 1.8%
Value ($000) $4,807 Shares 56,540 Est. Cost $51.39 Unrealized +13.2%
AVGO BROADCOM INC 1.6%
Value ($000) $4,523 Shares 18,335 Est. Cost $19.73 Unrealized -7.4%
NYT NEW YORK TIMES CO A 1.6%
Value ($000) $4,506 Shares 194,650 Est. Cost $22.27 Unrealized +0.6%
RAYTHEON CO 1.5%
Value ($000) $4,133 Shares 20,000 Est. Cost $124.55 Unrealized
SJM SMUCKER JM CO 1.5%
Value ($000) $4,068 Shares 39,650 Est. Cost $102.75 Unrealized -16.3%
TDOC TELADOC INC 1.5%
Value ($000) $4,002 Shares 46,345 Est. Cost $48.84 Unrealized +45.9%
LOW LOWES COS INC 1.4%
Value ($000) $3,973 Shares 34,600 Est. Cost $61.72 Unrealized +47.5%
CL COLGATE PALMOLIVE CO 1.2%
Value ($000) $3,428 Shares 51,200 Est. Cost $52.53 Unrealized +6.5%
SYK STRYKER CORP 1.2%
Value ($000) $3,402 Shares 19,145 Est. Cost $116.65 Unrealized +35.1%
WMT WALMART INC 1.1%
Value ($000) $3,099 Shares 33,000 Est. Cost $16.63 Unrealized +64.4%
CMCSA COMCAST CORP A 1.0%
Value ($000) $2,762 Shares 78,000 Est. Cost $26.84 Unrealized +9.3%
GOOG ALPHABET INC C 1.0%
Value ($000) $2,692 Shares 2,256 Est. Cost $35.61 Unrealized +66.9%
CSX CSX CORP 0.9%
Value ($000) $2,518 Shares 34,000 Est. Cost $7.79 Unrealized +176.8%
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $2,430 Shares 9,000 Est. Cost $89.84 Unrealized +187.0%
PEP PEPSICO INC 0.9%
Value ($000) $2,348 Shares 21,000 Est. Cost $73.47 Unrealized +22.9%
EXPRESS SCRIPTS HOLDING CO 0.8%
Value ($000) $2,280 Shares 24,000 Est. Cost $87.42 Unrealized
ZTS ZOETIS INC 0.8%
Value ($000) $2,272 Shares 24,818 Est. Cost $41.75 Unrealized +100.4%
PRGO PERRIGO CO PLC 0.8%
Value ($000) $2,235 Shares 31,565 Est. Cost $149.07 Unrealized -49.6%
DOWDUPONT INC 0.6%
Value ($000) $1,649 Shares 25,640 Est. Cost $69.23 Unrealized
FTV FORTIVE CORP 0.6%
Value ($000) $1,528 Shares 18,150 Est. Cost $32.39 Unrealized +53.6%
IFF INTL FLAVOR & FRAGRANCES 0.5%
Value ($000) $1,391 Shares 10,000 Est. Cost $90.33 Unrealized +19.9%
T AT&T INC 0.5%
Value ($000) $1,343 Shares 40,000 Est. Cost $12.43 Unrealized +16.4%
BIIB BIOGEN IDEC INC 0.5%
Value ($000) $1,254 Shares 3,550 Est. Cost $310.41 Unrealized +10.9%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $1,197 Shares 15,500 Est. Cost $58.92 Unrealized -3.5%
CNI CANADIAN NATIONAL RAILWAY CO 0.3%
Value ($000) $820 Shares 9,125 Est. Cost $58.95 Unrealized +29.0%
NVS NOVARTIS AG ADR 0.3%
Value ($000) $802 Shares 9,315 Est. Cost $82.91 Unrealized
CDK GLOBAL INC 0.2%
Value ($000) $678 Shares 10,833 Est. Cost $47.45 Unrealized
ENCORE WIRE CORP 0.2%
Value ($000) $651 Shares 13,000 Est. Cost $37.09 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $302 Shares 2,472 Est. Cost $58.43 Unrealized +50.5%