Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 12, 2019

Total Value ($000): $281,382 (100.0% shares, 0.0% debt)

Holdings (56)

AAPL APPLE INC 5.9%
Value ($000) $16,582 Shares 74,035 Est. Cost $25.95 Unrealized +93.6%
JNJ JOHNSON & JOHNSON 5.7%
Value ($000) $16,000 Shares 123,670 Est. Cost $75.93 Unrealized +44.9%
MA MASTERCARD INC 5.4%
Value ($000) $15,297 Shares 56,325 Est. Cost $92.51 Unrealized +187.6%
PYPL PAYPAL HOLDINGS INC 4.9%
Value ($000) $13,696 Shares 132,215 Est. Cost $40.02 Unrealized +174.6%
WM WASTE MGMT INC 3.5%
Value ($000) $9,847 Shares 85,625 Est. Cost $43.91 Unrealized +139.4%
GOOGL ALPHABET INC A 3.4%
Value ($000) $9,653 Shares 7,905 Est. Cost $37.38 Unrealized +57.2%
DHR DANAHER CORP 3.2%
Value ($000) $9,079 Shares 62,855 Est. Cost $60.09 Unrealized +102.6%
ADI ANALOG DEVICES INC 3.1%
Value ($000) $8,633 Shares 77,270 Est. Cost $74.18 Unrealized +36.0%
XILINX INC 3.0%
Value ($000) $8,516 Shares 88,805 Est. Cost $60.52 Unrealized
NSC NORFOLK SOUTHERN CORP 2.9%
Value ($000) $8,085 Shares 45,000 Est. Cost $69.12 Unrealized +133.7%
ATR APTARGROUP INC 2.7%
Value ($000) $7,732 Shares 65,275 Est. Cost $62.89 Unrealized +77.1%
DIS WALT DISNEY CO 2.7%
Value ($000) $7,640 Shares 58,625 Est. Cost $94.53 Unrealized +42.0%
XYL XYLEM INC 2.6%
Value ($000) $7,455 Shares 93,625 Est. Cost $31.95 Unrealized +127.9%
PG PROCTER & GAMBLE 2.5%
Value ($000) $6,968 Shares 56,025 Est. Cost $57.94 Unrealized +74.3%
ROK ROCKWELL AUTOMATION INC 2.5%
Value ($000) $6,933 Shares 42,070 Est. Cost $88.44 Unrealized +59.5%
BSX BOSTON SCIENTIFIC CORP 2.4%
Value ($000) $6,755 Shares 166,015 Est. Cost $17.92 Unrealized +136.4%
ADP AUTOMATIC DATA PROCESSING 2.4%
Value ($000) $6,713 Shares 41,590 Est. Cost $69.13 Unrealized +108.3%
NKE NIKE INC CL B 2.3%
Value ($000) $6,397 Shares 68,110 Est. Cost $49.67 Unrealized +58.6%
ABT ABBOTT LABORATORIES 2.3%
Value ($000) $6,347 Shares 75,850 Est. Cost $37.47 Unrealized +103.0%
HD HOME DEPOT INC 2.0%
Value ($000) $5,568 Shares 24,000 Est. Cost $99.98 Unrealized +87.1%
NYT NEW YORK TIMES CO A 2.0%
Value ($000) $5,543 Shares 194,650 Est. Cost $22.27 Unrealized +33.5%
MRK MERCK & CO INC 1.8%
Value ($000) $5,194 Shares 61,700 Est. Cost $36.77 Unrealized +78.1%
AVGO BROADCOM INC 1.8%
Value ($000) $5,061 Shares 18,335 Est. Cost $19.73 Unrealized +21.8%
IPGP IPG PHOTONICS CORP 1.7%
Value ($000) $4,894 Shares 36,090 Est. Cost $86.21 Unrealized +53.6%
ILMN ILLUMINA INC 1.7%
Value ($000) $4,807 Shares 15,800 Est. Cost $162.95 Unrealized +80.9%
AMZN AMAZON COM INC 1.6%
Value ($000) $4,614 Shares 2,658 Est. Cost $83.22 Unrealized +11.4%
MMM 3M CO 1.6%
Value ($000) $4,603 Shares 28,000 Est. Cost $92.11 Unrealized +20.1%
SYK STRYKER CORP 1.5%
Value ($000) $4,141 Shares 19,145 Est. Cost $116.65 Unrealized +71.6%
RAYTHEON CO 1.4%
Value ($000) $3,924 Shares 20,000 Est. Cost $124.55 Unrealized
WMT WALMART INC 1.4%
Value ($000) $3,916 Shares 33,000 Est. Cost $16.63 Unrealized +107.2%
LOW LOWES COS INC 1.4%
Value ($000) $3,805 Shares 34,600 Est. Cost $61.72 Unrealized +52.3%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $3,764 Shares 51,200 Est. Cost $52.53 Unrealized +19.0%
CMCSA COMCAST CORP A 1.2%
Value ($000) $3,516 Shares 78,000 Est. Cost $26.84 Unrealized +39.7%
PFE PFIZER INC 1.2%
Value ($000) $3,431 Shares 95,500 Est. Cost $20.38 Unrealized +32.6%
TDOC TELADOC INC 1.1%
Value ($000) $3,139 Shares 46,345 Est. Cost $48.84 Unrealized +34.8%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $3,110 Shares 44,040 Est. Cost $51.39 Unrealized +4.6%
ZTS ZOETIS INC 1.1%
Value ($000) $3,092 Shares 24,818 Est. Cost $41.75 Unrealized +174.4%
PEP PEPSICO INC 1.0%
Value ($000) $2,879 Shares 21,000 Est. Cost $73.47 Unrealized +48.8%
BIIB BIOGEN IDEC INC 1.0%
Value ($000) $2,793 Shares 11,995 Est. Cost $313.56 Unrealized -25.7%
GOOG ALPHABET INC C 1.0%
Value ($000) $2,750 Shares 2,256 Est. Cost $35.61 Unrealized +64.9%
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $2,486 Shares 9,000 Est. Cost $89.84 Unrealized +224.9%
CSX CSX CORP 0.8%
Value ($000) $2,355 Shares 34,000 Est. Cost $7.79 Unrealized +174.0%
GENERAL ELECTRIC CO 0.8%
Value ($000) $2,229 Shares 249,296 Est. Cost $31.15 Unrealized
AEO AMERICAN EAGLE OUTFITTERS INC 0.8%
Value ($000) $2,197 Shares 135,460 Est. Cost $17.17 Unrealized -17.7%
T AT&T INC 0.5%
Value ($000) $1,514 Shares 40,000 Est. Cost $12.43 Unrealized +36.7%
FTV FORTIVE CORP 0.4%
Value ($000) $1,244 Shares 18,150 Est. Cost $32.39 Unrealized +38.5%
IFF INTL FLAVOR & FRAGRANCES 0.4%
Value ($000) $1,227 Shares 10,000 Est. Cost $90.33 Unrealized +18.9%
CI CIGNA CORP 0.3%
Value ($000) $887 Shares 5,841 Est. Cost $190.77 Unrealized -22.0%
CNI CANADIAN NATIONAL RAILWAY CO 0.3%
Value ($000) $820 Shares 9,125 Est. Cost $58.95 Unrealized +38.8%
NVS NOVARTIS AG ADR 0.3%
Value ($000) $809 Shares 9,315 Est. Cost $82.91 Unrealized
ENCORE WIRE CORP 0.3%
Value ($000) $732 Shares 13,000 Est. Cost $37.09 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $609 Shares 8,546 Est. Cost $27.24 Unrealized -4.9%
CDK GLOBAL INC 0.2%
Value ($000) $521 Shares 10,833 Est. Cost $47.45 Unrealized
DOW DOW INC 0.1%
Value ($000) $407 Shares 8,546 Est. Cost $36.37 Unrealized -10.0%
CTVA CORTEVA INC 0.1%
Value ($000) $239 Shares 8,546 Est. Cost $25.02 Unrealized +6.6%
SJM SMUCKER JM CO 0.1%
Value ($000) $234 Shares 2,125 Est. Cost $102.75 Unrealized -11.9%