Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 14, 2019

Total Value ($000): $286,696 (100.0% shares, 0.0% debt)

Holdings (56)

JNJ JOHNSON & JOHNSON 6.0%
Value ($000) $17,225 Shares 123,670 Est. Cost $75.93 Unrealized +51.2%
PYPL PAYPAL HOLDINGS INC 5.3%
Value ($000) $15,133 Shares 132,215 Est. Cost $40.02 Unrealized +176.3%
MA MASTERCARD INC 5.2%
Value ($000) $14,900 Shares 56,325 Est. Cost $92.51 Unrealized +160.9%
AAPL APPLE INC 5.1%
Value ($000) $14,653 Shares 74,035 Est. Cost $25.95 Unrealized +79.7%
XILINX INC 3.7%
Value ($000) $10,472 Shares 88,805 Est. Cost $60.52 Unrealized
WM WASTE MGMT INC 3.4%
Value ($000) $9,878 Shares 85,625 Est. Cost $43.91 Unrealized +121.4%
DHR DANAHER CORP 3.1%
Value ($000) $8,984 Shares 62,855 Est. Cost $60.09 Unrealized +91.3%
NSC NORFOLK SOUTHERN CORP 3.1%
Value ($000) $8,970 Shares 45,000 Est. Cost $69.12 Unrealized +150.8%
ADI ANALOG DEVICES INC 3.0%
Value ($000) $8,722 Shares 77,270 Est. Cost $74.18 Unrealized +29.4%
GOOGL ALPHABET INC A 3.0%
Value ($000) $8,560 Shares 7,905 Est. Cost $37.38 Unrealized +53.7%
DIS WALT DISNEY CO 2.9%
Value ($000) $8,186 Shares 58,625 Est. Cost $94.53 Unrealized +35.4%
ATR APTARGROUP INC 2.8%
Value ($000) $8,116 Shares 65,275 Est. Cost $62.89 Unrealized +66.5%
XYL XYLEM INC 2.7%
Value ($000) $7,831 Shares 93,625 Est. Cost $31.95 Unrealized +130.4%
BSX BOSTON SCIENTIFIC CORP 2.5%
Value ($000) $7,136 Shares 166,015 Est. Cost $17.92 Unrealized +114.7%
ROK ROCKWELL AUTOMATION INC 2.4%
Value ($000) $6,892 Shares 42,070 Est. Cost $88.44 Unrealized +69.5%
ADP AUTOMATIC DATA PROCESSING 2.4%
Value ($000) $6,877 Shares 41,590 Est. Cost $69.13 Unrealized +103.9%
ABT ABBOTT LABORATORIES 2.2%
Value ($000) $6,379 Shares 75,850 Est. Cost $37.47 Unrealized +87.4%
NYT NEW YORK TIMES CO A 2.2%
Value ($000) $6,349 Shares 194,650 Est. Cost $22.27 Unrealized +40.8%
PG PROCTER & GAMBLE 2.1%
Value ($000) $6,143 Shares 56,025 Est. Cost $57.94 Unrealized +56.2%
ILMN ILLUMINA INC 2.0%
Value ($000) $5,817 Shares 15,800 Est. Cost $162.95 Unrealized +93.8%
NKE NIKE INC CL B 2.0%
Value ($000) $5,718 Shares 68,110 Est. Cost $49.67 Unrealized +55.2%
IPGP IPG PHOTONICS CORP 1.9%
Value ($000) $5,566 Shares 36,090 Est. Cost $86.21 Unrealized +75.4%
AVGO BROADCOM INC 1.8%
Value ($000) $5,278 Shares 18,335 Est. Cost $19.73 Unrealized +23.6%
MRK MERCK & CO INC 1.8%
Value ($000) $5,174 Shares 61,700 Est. Cost $36.77 Unrealized +69.0%
AMZN AMAZON COM INC 1.8%
Value ($000) $5,033 Shares 2,658 Est. Cost $83.22 Unrealized +11.9%
HD HOME DEPOT INC 1.7%
Value ($000) $4,991 Shares 24,000 Est. Cost $99.98 Unrealized +69.6%
MMM 3M CO 1.7%
Value ($000) $4,854 Shares 28,000 Est. Cost $92.11 Unrealized +31.0%
PFE PFIZER INC 1.4%
Value ($000) $4,137 Shares 95,500 Est. Cost $20.38 Unrealized +43.4%
SYK STRYKER CORP 1.4%
Value ($000) $3,936 Shares 19,145 Est. Cost $116.65 Unrealized +52.4%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $3,670 Shares 51,200 Est. Cost $52.53 Unrealized +15.8%
WMT WALMART INC 1.3%
Value ($000) $3,646 Shares 33,000 Est. Cost $16.63 Unrealized +88.2%
LOW LOWES COS INC 1.2%
Value ($000) $3,491 Shares 34,600 Est. Cost $61.72 Unrealized +51.4%
RAYTHEON CO 1.2%
Value ($000) $3,478 Shares 20,000 Est. Cost $124.55 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value ($000) $3,375 Shares 44,040 Est. Cost $51.39 Unrealized +10.7%
CMCSA COMCAST CORP A 1.2%
Value ($000) $3,298 Shares 78,000 Est. Cost $26.84 Unrealized +32.4%
TDOC TELADOC INC 1.1%
Value ($000) $3,078 Shares 46,345 Est. Cost $48.84 Unrealized +19.3%
ZTS ZOETIS INC 1.0%
Value ($000) $2,817 Shares 24,818 Est. Cost $41.75 Unrealized +137.7%
BIIB BIOGEN IDEC INC 1.0%
Value ($000) $2,806 Shares 11,995 Est. Cost $313.56 Unrealized -26.4%
PEP PEPSICO INC 1.0%
Value ($000) $2,754 Shares 21,000 Est. Cost $73.47 Unrealized +42.6%
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $2,652 Shares 9,000 Est. Cost $89.84 Unrealized +209.1%
CSX CSX CORP 0.9%
Value ($000) $2,631 Shares 34,000 Est. Cost $7.79 Unrealized +202.2%
GENERAL ELECTRIC CO 0.9%
Value ($000) $2,618 Shares 249,296 Est. Cost $31.15 Unrealized
GOOG ALPHABET INC C 0.9%
Value ($000) $2,439 Shares 2,256 Est. Cost $35.61 Unrealized +60.8%
AEO AMERICAN EAGLE OUTFITTERS INC 0.8%
Value ($000) $2,289 Shares 135,460 Est. Cost $17.17 Unrealized -0.9%
FTV FORTIVE CORP 0.5%
Value ($000) $1,480 Shares 18,150 Est. Cost $32.39 Unrealized +55.9%
IFF INTL FLAVOR & FRAGRANCES 0.5%
Value ($000) $1,451 Shares 10,000 Est. Cost $90.33 Unrealized +28.7%
T AT&T INC 0.5%
Value ($000) $1,340 Shares 40,000 Est. Cost $12.43 Unrealized +21.3%
CI CIGNA CORP 0.3%
Value ($000) $920 Shares 5,841 Est. Cost $190.77 Unrealized -24.9%
NVS NOVARTIS AG ADR 0.3%
Value ($000) $850 Shares 9,315 Est. Cost $82.91 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.3%
Value ($000) $844 Shares 9,125 Est. Cost $58.95 Unrealized +37.5%
ENCORE WIRE CORP 0.3%
Value ($000) $762 Shares 13,000 Est. Cost $37.09 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $642 Shares 8,546 Est. Cost $27.24 Unrealized 0.0%
CDK GLOBAL INC 0.2%
Value ($000) $536 Shares 10,833 Est. Cost $47.45 Unrealized
DOW DOW INC 0.1%
Value ($000) $421 Shares 8,546 Est. Cost $36.37 Unrealized 0.0%
CTVA CORTEVA INC 0.1%
Value ($000) $253 Shares 8,546 Est. Cost $25.02 Unrealized 0.0%
SJM SMUCKER JM CO 0.1%
Value ($000) $245 Shares 2,125 Est. Cost $102.75 Unrealized -4.2%