Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 10, 2021

Total Value ($000): $409,992 (100.0% shares, 0.0% debt)

Holdings (53)

AAPL APPLE INC 9.2%
Value ($000) $37,702 Shares 284,135 Est. Cost $85.89 Unrealized +36.2%
PYPL PAYPAL HOLDINGS INC 5.1%
Value ($000) $20,901 Shares 89,245 Est. Cost $40.02 Unrealized +416.5%
MA MASTERCARD INC 3.9%
Value ($000) $16,083 Shares 45,060 Est. Cost $92.51 Unrealized +249.5%
AMZN AMAZON COM INC 3.9%
Value ($000) $15,920 Shares 4,888 Est. Cost $86.73 Unrealized +84.0%
TSLA TESLA MOTORS INC 3.5%
Value ($000) $14,533 Shares 20,595 Est. Cost $102.75 Unrealized +66.1%
DHR DANAHER CORP 3.4%
Value ($000) $13,946 Shares 62,780 Est. Cost $60.09 Unrealized +226.2%
ROK ROCKWELL AUTOMATION INC 3.1%
Value ($000) $12,734 Shares 50,770 Est. Cost $102.04 Unrealized +119.5%
XILINX INC 3.1%
Value ($000) $12,693 Shares 89,530 Est. Cost $60.52 Unrealized
DIS WALT DISNEY CO 3.0%
Value ($000) $12,269 Shares 67,720 Est. Cost $98.66 Unrealized +42.1%
MSFT MICROSOFT CORP 2.9%
Value ($000) $11,705 Shares 52,625 Est. Cost $156.34 Unrealized +31.8%
ADI ANALOG DEVICES INC 2.8%
Value ($000) $11,652 Shares 78,875 Est. Cost $74.49 Unrealized +62.7%
GOOGL ALPHABET INC A 2.8%
Value ($000) $11,618 Shares 6,629 Est. Cost $37.38 Unrealized +123.4%
ABT ABBOTT LABORATORIES 2.8%
Value ($000) $11,446 Shares 104,540 Est. Cost $47.86 Unrealized +107.4%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $10,917 Shares 69,370 Est. Cost $75.93 Unrealized +68.0%
NKE NIKE INC CL B 2.6%
Value ($000) $10,838 Shares 76,610 Est. Cost $54.84 Unrealized +124.7%
NSC NORFOLK SOUTHERN CORP 2.6%
Value ($000) $10,692 Shares 45,000 Est. Cost $69.12 Unrealized +196.2%
ATR APTARGROUP INC 2.5%
Value ($000) $10,373 Shares 75,775 Est. Cost $68.39 Unrealized +69.7%
NYT NEW YORK TIMES CO A 2.5%
Value ($000) $10,129 Shares 195,650 Est. Cost $22.27 Unrealized +89.6%
WM WASTE MGMT INC 2.5%
Value ($000) $10,098 Shares 85,625 Est. Cost $43.91 Unrealized +144.7%
CARR CARRIER GLOBAL CORP 2.5%
Value ($000) $10,084 Shares 267,345 Est. Cost $17.13 Unrealized +97.4%
TMUS T MOBILE US INC 2.3%
Value ($000) $9,579 Shares 71,030 Est. Cost $107.09 Unrealized +11.5%
XYL XYLEM INC 2.3%
Value ($000) $9,521 Shares 93,535 Est. Cost $31.95 Unrealized +177.3%
ILMN ILLUMINA INC 2.0%
Value ($000) $8,075 Shares 21,825 Est. Cost $197.63 Unrealized +61.3%
PG PROCTER & GAMBLE 1.9%
Value ($000) $7,795 Shares 56,025 Est. Cost $57.94 Unrealized +112.6%
ADP AUTOMATIC DATA PROCESSING 1.8%
Value ($000) $7,328 Shares 41,590 Est. Cost $69.13 Unrealized +113.3%
APH AMPHENOL CORP A 1.8%
Value ($000) $7,295 Shares 55,785 Est. Cost $21.66 Unrealized +35.2%
SYY SYSCO CORP 1.8%
Value ($000) $7,278 Shares 98,015 Est. Cost $45.18 Unrealized +32.8%
CVS CVS HEALTH CORPORATION 1.5%
Value ($000) $6,228 Shares 91,180 Est. Cost $56.73 Unrealized -2.7%
FISV FISERV INC 1.5%
Value ($000) $6,046 Shares 53,100 Est. Cost $111.08 Unrealized -3.0%
TDOC TELADOC INC 1.2%
Value ($000) $5,093 Shares 25,470 Est. Cost $48.84 Unrealized +316.3%
WMT WALMART INC 1.2%
Value ($000) $4,757 Shares 33,000 Est. Cost $16.63 Unrealized +172.1%
SYK STRYKER CORP 1.1%
Value ($000) $4,691 Shares 19,145 Est. Cost $116.65 Unrealized +83.9%
HD HOME DEPOT INC 1.1%
Value ($000) $4,516 Shares 17,000 Est. Cost $99.98 Unrealized +142.5%
LOW LOWES COS INC 1.1%
Value ($000) $4,510 Shares 28,100 Est. Cost $61.72 Unrealized +139.9%
ADBE ADOBE SYSTEMS INC 1.1%
Value ($000) $4,501 Shares 9,000 Est. Cost $89.84 Unrealized +437.7%
CL COLGATE PALMOLIVE CO 1.1%
Value ($000) $4,378 Shares 51,200 Est. Cost $52.53 Unrealized +39.7%
ZTS ZOETIS INC 1.0%
Value ($000) $4,107 Shares 24,818 Est. Cost $41.75 Unrealized +272.3%
GOOG ALPHABET INC C 1.0%
Value ($000) $3,952 Shares 2,256 Est. Cost $35.61 Unrealized +135.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.8%
Value ($000) $3,339 Shares 46,696 Est. Cost $54.61 Unrealized +7.0%
CSX CSX CORP 0.8%
Value ($000) $3,086 Shares 34,000 Est. Cost $7.79 Unrealized +244.0%
MMM 3M CO 0.7%
Value ($000) $2,797 Shares 16,000 Est. Cost $92.11 Unrealized +27.6%
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $2,502 Shares 10,000 Est. Cost $224.95 Unrealized -4.6%
MRK MERCK & CO INC 0.6%
Value ($000) $2,501 Shares 30,577 Est. Cost $36.77 Unrealized +76.4%
PFE PFIZER INC 0.4%
Value ($000) $1,785 Shares 48,500 Est. Cost $20.38 Unrealized +40.5%
CI CIGNA CORP 0.3%
Value ($000) $1,216 Shares 5,841 Est. Cost $190.77 Unrealized -5.9%
CNI CANADIAN NATIONAL RAILWAY CO 0.3%
Value ($000) $1,104 Shares 10,050 Est. Cost $60.70 Unrealized +61.4%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,102 Shares 26,726 Est. Cost $51.39 Unrealized -40.9%
IFF INTL FLAVOR & FRAGRANCES 0.3%
Value ($000) $1,088 Shares 10,000 Est. Cost $90.33 Unrealized +8.0%
FTV FORTIVE CORP 0.3%
Value ($000) $1,062 Shares 15,000 Est. Cost $32.39 Unrealized +55.3%
NVS NOVARTIS AG ADR 0.2%
Value ($000) $879 Shares 9,315 Est. Cost $82.91 Unrealized
ENCORE WIRE CORP 0.2%
Value ($000) $787 Shares 13,000 Est. Cost $37.09 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $561 Shares 10,833 Est. Cost $47.45 Unrealized
VNT VONTIER CORP 0.0%
Value ($000) $200 Shares 6,000 Est. Cost $31.19 Unrealized 0.0%