Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 1, 2020

Total Value ($000): $257,570 (100.0% shares, 0.0% debt)

Holdings (54)

AAPL APPLE INC 7.3%
Value ($000) $18,826 Shares 74,035 Est. Cost $25.95 Unrealized +173.9%
PYPL PAYPAL HOLDINGS INC 4.6%
Value ($000) $11,748 Shares 122,705 Est. Cost $40.02 Unrealized +175.2%
MA MASTERCARD INC 4.2%
Value ($000) $10,884 Shares 45,060 Est. Cost $92.51 Unrealized +211.1%
AMZN AMAZON COM INC 3.6%
Value ($000) $9,238 Shares 4,738 Est. Cost $85.65 Unrealized +13.0%
GOOGL ALPHABET INC A 3.6%
Value ($000) $9,162 Shares 7,885 Est. Cost $37.38 Unrealized +79.9%
JNJ JOHNSON & JOHNSON 3.5%
Value ($000) $9,096 Shares 69,370 Est. Cost $75.93 Unrealized +58.2%
DHR DANAHER CORP 3.4%
Value ($000) $8,689 Shares 62,780 Est. Cost $60.09 Unrealized +118.5%
MSFT MICROSOFT CORP 3.2%
Value ($000) $8,300 Shares 52,625 Est. Cost $156.34 Unrealized 0.0%
ABT ABBOTT LABORATORIES 3.2%
Value ($000) $8,249 Shares 104,540 Est. Cost $47.86 Unrealized +57.4%
WM WASTE MGMT INC 3.1%
Value ($000) $7,925 Shares 85,625 Est. Cost $43.91 Unrealized +137.2%
ROK ROCKWELL AUTOMATION INC 2.9%
Value ($000) $7,571 Shares 50,170 Est. Cost $101.16 Unrealized +65.3%
ATR APTARGROUP INC 2.8%
Value ($000) $7,194 Shares 72,275 Est. Cost $66.91 Unrealized +50.1%
ADI ANALOG DEVICES INC 2.7%
Value ($000) $6,982 Shares 77,875 Est. Cost $74.18 Unrealized +32.6%
XILINX INC 2.7%
Value ($000) $6,978 Shares 89,530 Est. Cost $60.52 Unrealized
NKE NIKE INC CL B 2.6%
Value ($000) $6,572 Shares 79,435 Est. Cost $54.84 Unrealized +56.6%
NSC NORFOLK SOUTHERN CORP 2.6%
Value ($000) $6,570 Shares 45,000 Est. Cost $69.12 Unrealized +136.7%
DIS WALT DISNEY CO 2.5%
Value ($000) $6,556 Shares 67,870 Est. Cost $98.50 Unrealized +25.4%
PG PROCTER & GAMBLE 2.4%
Value ($000) $6,163 Shares 56,025 Est. Cost $57.94 Unrealized +79.2%
XYL XYLEM INC 2.4%
Value ($000) $6,092 Shares 93,535 Est. Cost $31.95 Unrealized +129.9%
NYT NEW YORK TIMES CO A 2.3%
Value ($000) $6,008 Shares 195,650 Est. Cost $22.27 Unrealized +45.9%
ILMN ILLUMINA INC 2.3%
Value ($000) $5,961 Shares 21,825 Est. Cost $197.63 Unrealized +41.5%
TDOC TELADOC INC 2.2%
Value ($000) $5,741 Shares 37,035 Est. Cost $48.84 Unrealized +138.2%
ADP AUTOMATIC DATA PROCESSING 2.2%
Value ($000) $5,684 Shares 41,590 Est. Cost $69.13 Unrealized +105.3%
CVS CVS HEALTH CORPORATION 2.0%
Value ($000) $5,054 Shares 85,180 Est. Cost $57.02 Unrealized -3.0%
FISV FISERV INC 2.0%
Value ($000) $5,044 Shares 53,100 Est. Cost $111.08 Unrealized 0.0%
HD HOME DEPOT INC 1.7%
Value ($000) $4,481 Shares 24,000 Est. Cost $99.98 Unrealized +90.2%
MMM 3M CO 1.5%
Value ($000) $3,822 Shares 28,000 Est. Cost $92.11 Unrealized +15.0%
WMT WALMART INC 1.5%
Value ($000) $3,749 Shares 33,000 Est. Cost $16.63 Unrealized +112.7%
ALC ALCON INC 1.4%
Value ($000) $3,497 Shares 68,808 Est. Cost $56.46 Unrealized +0.4%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $3,398 Shares 51,200 Est. Cost $52.53 Unrealized +17.1%
MRK MERCK & CO INC 1.2%
Value ($000) $3,208 Shares 41,700 Est. Cost $36.77 Unrealized +77.0%
SYK STRYKER CORP 1.2%
Value ($000) $3,188 Shares 19,145 Est. Cost $116.65 Unrealized +57.1%
LOW LOWES COS INC 1.2%
Value ($000) $2,977 Shares 34,600 Est. Cost $61.72 Unrealized +59.2%
ZTS ZOETIS INC 1.1%
Value ($000) $2,921 Shares 24,818 Est. Cost $41.75 Unrealized +200.1%
ADBE ADOBE SYSTEMS INC 1.1%
Value ($000) $2,864 Shares 9,000 Est. Cost $89.84 Unrealized +280.7%
CMCSA COMCAST CORP A 1.0%
Value ($000) $2,681 Shares 78,000 Est. Cost $26.84 Unrealized +34.3%
GOOG ALPHABET INC C 1.0%
Value ($000) $2,623 Shares 2,256 Est. Cost $35.61 Unrealized +89.1%
RAYTHEON CO 1.0%
Value ($000) $2,623 Shares 20,000 Est. Cost $124.55 Unrealized
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $2,298 Shares 10,000 Est. Cost $224.95 Unrealized 0.0%
TSLA TESLA MOTORS INC 0.8%
Value ($000) $2,158 Shares 4,119 Est. Cost $41.46 Unrealized 0.0%
CSX CSX CORP 0.8%
Value ($000) $1,948 Shares 34,000 Est. Cost $7.79 Unrealized +176.7%
PFE PFIZER INC 0.6%
Value ($000) $1,583 Shares 48,500 Est. Cost $20.38 Unrealized +26.7%
PEP PEPSICO INC 0.6%
Value ($000) $1,561 Shares 13,000 Est. Cost $73.47 Unrealized +53.5%
APH AMPHENOL CORP A 0.6%
Value ($000) $1,459 Shares 20,020 Est. Cost $22.54 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,179 Shares 31,040 Est. Cost $51.39 Unrealized -18.1%
T AT&T INC 0.5%
Value ($000) $1,166 Shares 40,000 Est. Cost $12.43 Unrealized +46.1%
CI CIGNA CORP 0.4%
Value ($000) $1,035 Shares 5,841 Est. Cost $190.77 Unrealized -7.0%
IFF INTL FLAVOR & FRAGRANCES 0.4%
Value ($000) $1,021 Shares 10,000 Est. Cost $90.33 Unrealized +17.4%
FTV FORTIVE CORP 0.4%
Value ($000) $1,002 Shares 18,150 Est. Cost $32.39 Unrealized +31.6%
CNI CANADIAN NATIONAL RAILWAY CO 0.3%
Value ($000) $780 Shares 10,050 Est. Cost $60.70 Unrealized +28.4%
NVS NOVARTIS AG ADR 0.3%
Value ($000) $768 Shares 9,315 Est. Cost $82.91 Unrealized
ENCORE WIRE CORP 0.2%
Value ($000) $546 Shares 13,000 Est. Cost $37.09 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $391 Shares 49,296 Est. Cost $31.15 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $356 Shares 10,833 Est. Cost $47.45 Unrealized