Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 8, 2019

Total Value ($000): $231,840 (100.0% shares, 0.0% debt)

Holdings (53)

JNJ JOHNSON & JOHNSON 7.0%
Value ($000) $16,180 Shares 125,376 Est. Cost $75.93 Unrealized +50.3%
AAPL APPLE INC 5.0%
Value ($000) $11,678 Shares 74,035 Est. Cost $25.95 Unrealized +77.3%
PYPL PAYPAL HOLDINGS INC 4.8%
Value ($000) $11,172 Shares 132,850 Est. Cost $40.02 Unrealized +107.6%
MA MASTERCARD INC 4.6%
Value ($000) $10,685 Shares 56,640 Est. Cost $92.51 Unrealized +106.4%
GOOGL ALPHABET INC A 3.6%
Value ($000) $8,260 Shares 7,905 Est. Cost $37.38 Unrealized +43.5%
WM WASTE MGMT INC 3.3%
Value ($000) $7,620 Shares 85,625 Est. Cost $43.91 Unrealized +81.5%
XILINX INC 3.3%
Value ($000) $7,605 Shares 89,290 Est. Cost $60.52 Unrealized
NSC NORFOLK SOUTHERN CORP 2.9%
Value ($000) $6,729 Shares 45,000 Est. Cost $69.12 Unrealized +105.9%
ADI ANALOG DEVICES INC 2.9%
Value ($000) $6,632 Shares 77,270 Est. Cost $74.18 Unrealized +2.2%
DHR DANAHER CORP 2.8%
Value ($000) $6,482 Shares 62,855 Est. Cost $60.09 Unrealized +46.3%
DIS WALT DISNEY CO 2.8%
Value ($000) $6,428 Shares 58,625 Est. Cost $94.53 Unrealized +15.4%
ROK ROCKWELL AUTOMATION INC 2.7%
Value ($000) $6,331 Shares 42,070 Est. Cost $88.44 Unrealized +65.5%
XYL XYLEM INC 2.7%
Value ($000) $6,247 Shares 93,625 Est. Cost $31.95 Unrealized +98.9%
ATR APTARGROUP INC 2.6%
Value ($000) $6,141 Shares 65,275 Est. Cost $62.89 Unrealized +47.7%
BSX BOSTON SCIENTIFIC CORP 2.5%
Value ($000) $5,867 Shares 166,015 Est. Cost $17.92 Unrealized +102.4%
ABT ABBOTT LABORATORIES 2.4%
Value ($000) $5,486 Shares 75,850 Est. Cost $37.47 Unrealized +65.8%
ADP AUTOMATIC DATA PROCESSING 2.4%
Value ($000) $5,453 Shares 41,590 Est. Cost $69.13 Unrealized +75.3%
MMM 3M CO 2.3%
Value ($000) $5,335 Shares 28,000 Est. Cost $92.11 Unrealized +39.2%
PG PROCTER & GAMBLE 2.2%
Value ($000) $5,150 Shares 56,025 Est. Cost $57.94 Unrealized +29.0%
NKE NIKE INC CL B 2.2%
Value ($000) $5,050 Shares 68,110 Est. Cost $49.67 Unrealized +37.2%
ILMN ILLUMINA INC 2.0%
Value ($000) $4,739 Shares 15,800 Est. Cost $162.95 Unrealized +90.1%
MRK MERCK & CO INC 2.0%
Value ($000) $4,714 Shares 61,700 Est. Cost $36.77 Unrealized +53.7%
AVGO BROADCOM INC 2.0%
Value ($000) $4,662 Shares 18,335 Est. Cost $19.73 Unrealized -1.8%
NYT NEW YORK TIMES CO A 1.9%
Value ($000) $4,338 Shares 194,650 Est. Cost $22.27 Unrealized +6.7%
PFE PFIZER INC 1.8%
Value ($000) $4,169 Shares 95,500 Est. Cost $20.38 Unrealized +47.4%
HD HOME DEPOT INC 1.8%
Value ($000) $4,124 Shares 24,000 Est. Cost $99.98 Unrealized +50.4%
IPGP IPG PHOTONICS CORP 1.8%
Value ($000) $4,088 Shares 36,090 Est. Cost $86.21 Unrealized +54.2%
GENERAL ELECTRIC CO 1.4%
Value ($000) $3,250 Shares 429,296 Est. Cost $31.15 Unrealized
LOW LOWES COS INC 1.4%
Value ($000) $3,196 Shares 34,600 Est. Cost $61.72 Unrealized +37.1%
WMT WALMART INC 1.3%
Value ($000) $3,074 Shares 33,000 Est. Cost $16.63 Unrealized +73.0%
RAYTHEON CO 1.3%
Value ($000) $3,067 Shares 20,000 Est. Cost $124.55 Unrealized
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $3,047 Shares 51,200 Est. Cost $52.53 Unrealized +0.7%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $3,003 Shares 44,040 Est. Cost $51.39 Unrealized +9.7%
SYK STRYKER CORP 1.3%
Value ($000) $3,001 Shares 19,145 Est. Cost $116.65 Unrealized +32.7%
CMCSA COMCAST CORP A 1.1%
Value ($000) $2,656 Shares 78,000 Est. Cost $26.84 Unrealized +13.4%
GOOG ALPHABET INC C 1.0%
Value ($000) $2,337 Shares 2,256 Est. Cost $35.61 Unrealized +49.2%
PEP PEPSICO INC 1.0%
Value ($000) $2,320 Shares 21,000 Est. Cost $73.47 Unrealized +23.4%
TDOC TELADOC INC 1.0%
Value ($000) $2,297 Shares 46,345 Est. Cost $48.84 Unrealized +25.3%
SJM SMUCKER JM CO 1.0%
Value ($000) $2,211 Shares 23,650 Est. Cost $102.75 Unrealized -19.4%
ZTS ZOETIS INC 0.9%
Value ($000) $2,123 Shares 24,818 Est. Cost $41.75 Unrealized +103.6%
CSX CSX CORP 0.9%
Value ($000) $2,112 Shares 34,000 Est. Cost $7.79 Unrealized +168.1%
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $2,036 Shares 9,000 Est. Cost $89.84 Unrealized +168.7%
DOWDUPONT INC 0.6%
Value ($000) $1,371 Shares 25,640 Est. Cost $69.23 Unrealized
IFF INTL FLAVOR & FRAGRANCES 0.6%
Value ($000) $1,343 Shares 10,000 Est. Cost $90.33 Unrealized +26.8%
FTV FORTIVE CORP 0.5%
Value ($000) $1,228 Shares 18,150 Est. Cost $32.39 Unrealized +40.8%
T AT&T INC 0.5%
Value ($000) $1,142 Shares 40,000 Est. Cost $12.43 Unrealized +12.8%
CI CIGNA CORP 0.5%
Value ($000) $1,109 Shares 5,841 Est. Cost $190.77 Unrealized 0.0%
BIIB BIOGEN IDEC INC 0.5%
Value ($000) $1,068 Shares 3,550 Est. Cost $310.41 Unrealized +2.8%
PRGO PERRIGO CO PLC 0.4%
Value ($000) $836 Shares 21,565 Est. Cost $149.07 Unrealized -57.4%
NVS NOVARTIS AG ADR 0.3%
Value ($000) $800 Shares 9,315 Est. Cost $82.91 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.3%
Value ($000) $677 Shares 9,125 Est. Cost $58.95 Unrealized +22.9%
ENCORE WIRE CORP 0.3%
Value ($000) $652 Shares 13,000 Est. Cost $37.09 Unrealized
CDK GLOBAL INC 0.2%
Value ($000) $519 Shares 10,833 Est. Cost $47.45 Unrealized