Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 7, 2019

Total Value ($000): $276,291 (100.0% shares, 0.0% debt)

Holdings (54)

JNJ JOHNSON & JOHNSON 6.3%
Value ($000) $17,527 Shares 125,376 Est. Cost $75.93 Unrealized +45.3%
AAPL APPLE INC 5.1%
Value ($000) $14,063 Shares 74,035 Est. Cost $25.95 Unrealized +55.8%
PYPL PAYPAL HOLDINGS INC 5.0%
Value ($000) $13,729 Shares 132,215 Est. Cost $40.02 Unrealized +136.0%
MA MASTERCARD INC 4.8%
Value ($000) $13,262 Shares 56,325 Est. Cost $92.51 Unrealized +124.0%
XILINX INC 4.1%
Value ($000) $11,260 Shares 88,805 Est. Cost $60.52 Unrealized
GOOGL ALPHABET INC A 3.4%
Value ($000) $9,304 Shares 7,905 Est. Cost $37.38 Unrealized +49.9%
WM WASTE MGMT INC 3.2%
Value ($000) $8,897 Shares 85,625 Est. Cost $43.91 Unrealized +98.2%
NSC NORFOLK SOUTHERN CORP 3.0%
Value ($000) $8,410 Shares 45,000 Est. Cost $69.12 Unrealized +117.7%
DHR DANAHER CORP 3.0%
Value ($000) $8,298 Shares 62,855 Est. Cost $60.09 Unrealized +65.4%
ADI ANALOG DEVICES INC 2.9%
Value ($000) $8,134 Shares 77,270 Est. Cost $74.18 Unrealized +19.2%
XYL XYLEM INC 2.7%
Value ($000) $7,400 Shares 93,625 Est. Cost $31.95 Unrealized +110.4%
ROK ROCKWELL AUTOMATION INC 2.7%
Value ($000) $7,382 Shares 42,070 Est. Cost $88.44 Unrealized +69.6%
ATR APTARGROUP INC 2.5%
Value ($000) $6,945 Shares 65,275 Est. Cost $62.89 Unrealized +45.3%
ADP AUTOMATIC DATA PROCESSING 2.4%
Value ($000) $6,643 Shares 41,590 Est. Cost $69.13 Unrealized +81.5%
DIS WALT DISNEY CO 2.4%
Value ($000) $6,509 Shares 58,625 Est. Cost $94.53 Unrealized +14.1%
NYT NEW YORK TIMES CO A 2.3%
Value ($000) $6,394 Shares 194,650 Est. Cost $22.27 Unrealized +24.9%
BSX BOSTON SCIENTIFIC CORP 2.3%
Value ($000) $6,371 Shares 166,015 Est. Cost $17.92 Unrealized +113.1%
ABT ABBOTT LABORATORIES 2.2%
Value ($000) $6,063 Shares 75,850 Est. Cost $37.47 Unrealized +76.4%
PG PROCTER & GAMBLE 2.1%
Value ($000) $5,829 Shares 56,025 Est. Cost $57.94 Unrealized +41.7%
MMM 3M CO 2.1%
Value ($000) $5,818 Shares 28,000 Est. Cost $92.11 Unrealized +42.3%
NKE NIKE INC CL B 2.1%
Value ($000) $5,735 Shares 68,110 Est. Cost $49.67 Unrealized +51.7%
AVGO BROADCOM INC 2.0%
Value ($000) $5,513 Shares 18,335 Est. Cost $19.73 Unrealized +14.0%
IPGP IPG PHOTONICS CORP 2.0%
Value ($000) $5,478 Shares 36,090 Est. Cost $86.21 Unrealized +64.2%
MRK MERCK & CO INC 1.9%
Value ($000) $5,132 Shares 61,700 Est. Cost $36.77 Unrealized +64.0%
ILMN ILLUMINA INC 1.8%
Value ($000) $4,909 Shares 15,800 Est. Cost $162.95 Unrealized +79.0%
AMZN AMAZON COM INC 1.7%
Value ($000) $4,733 Shares 2,658 Est. Cost $83.22 Unrealized 0.0%
HD HOME DEPOT INC 1.7%
Value ($000) $4,605 Shares 24,000 Est. Cost $99.98 Unrealized +54.7%
PFE PFIZER INC 1.5%
Value ($000) $4,056 Shares 95,500 Est. Cost $20.38 Unrealized +43.5%
LOW LOWES COS INC 1.4%
Value ($000) $3,788 Shares 34,600 Est. Cost $61.72 Unrealized +42.7%
SYK STRYKER CORP 1.4%
Value ($000) $3,781 Shares 19,145 Est. Cost $116.65 Unrealized +43.2%
RAYTHEON CO 1.3%
Value ($000) $3,642 Shares 20,000 Est. Cost $124.55 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $3,558 Shares 44,040 Est. Cost $51.39 Unrealized +7.9%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $3,509 Shares 51,200 Est. Cost $52.53 Unrealized +4.7%
WMT WALMART INC 1.2%
Value ($000) $3,218 Shares 33,000 Est. Cost $16.63 Unrealized +75.8%
CMCSA COMCAST CORP A 1.1%
Value ($000) $3,118 Shares 78,000 Est. Cost $26.84 Unrealized +17.5%
AEO AMERICAN EAGLE OUTFITTERS INC 1.1%
Value ($000) $3,003 Shares 135,460 Est. Cost $17.17 Unrealized 0.0%
BIIB BIOGEN IDEC INC 1.0%
Value ($000) $2,835 Shares 11,995 Est. Cost $313.56 Unrealized +0.4%
GOOG ALPHABET INC C 1.0%
Value ($000) $2,647 Shares 2,256 Est. Cost $35.61 Unrealized +56.4%
TDOC TELADOC INC 0.9%
Value ($000) $2,577 Shares 46,345 Est. Cost $48.84 Unrealized +25.0%
PEP PEPSICO INC 0.9%
Value ($000) $2,574 Shares 21,000 Est. Cost $73.47 Unrealized +25.8%
CSX CSX CORP 0.9%
Value ($000) $2,544 Shares 34,000 Est. Cost $7.79 Unrealized +170.8%
ZTS ZOETIS INC 0.9%
Value ($000) $2,498 Shares 24,818 Est. Cost $41.75 Unrealized +105.8%
GENERAL ELECTRIC CO 0.9%
Value ($000) $2,490 Shares 249,296 Est. Cost $31.15 Unrealized
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $2,398 Shares 9,000 Est. Cost $89.84 Unrealized +180.6%
FTV FORTIVE CORP 0.6%
Value ($000) $1,523 Shares 18,150 Est. Cost $32.39 Unrealized +46.2%
DOWDUPONT INC 0.5%
Value ($000) $1,367 Shares 25,640 Est. Cost $69.23 Unrealized
IFF INTL FLAVOR & FRAGRANCES 0.5%
Value ($000) $1,288 Shares 10,000 Est. Cost $90.33 Unrealized +22.2%
T AT&T INC 0.5%
Value ($000) $1,254 Shares 40,000 Est. Cost $12.43 Unrealized +13.9%
CI CIGNA CORP 0.3%
Value ($000) $939 Shares 5,841 Est. Cost $190.77 Unrealized -12.5%
NVS NOVARTIS AG ADR 0.3%
Value ($000) $895 Shares 9,315 Est. Cost $82.91 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.3%
Value ($000) $817 Shares 9,125 Est. Cost $58.95 Unrealized +25.0%
ENCORE WIRE CORP 0.3%
Value ($000) $744 Shares 13,000 Est. Cost $37.09 Unrealized
CDK GLOBAL INC 0.2%
Value ($000) $637 Shares 10,833 Est. Cost $47.45 Unrealized
SJM SMUCKER JM CO 0.1%
Value ($000) $248 Shares 2,125 Est. Cost $102.75 Unrealized -18.6%