Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 4, 2021

Total Value ($000): $444,749 (100.0% shares, 0.0% debt)

Holdings (51)

AAPL APPLE INC 8.7%
Value ($000) $38,897 Shares 284,000 Est. Cost $85.89 Unrealized +47.2%
PYPL PAYPAL HOLDINGS INC 5.8%
Value ($000) $25,992 Shares 89,170 Est. Cost $40.02 Unrealized +558.5%
DHR DANAHER CORP 3.8%
Value ($000) $16,837 Shares 62,740 Est. Cost $60.09 Unrealized +261.4%
AMZN AMAZON COM INC 3.8%
Value ($000) $16,816 Shares 4,888 Est. Cost $86.73 Unrealized +91.6%
MA MASTERCARD INC 3.7%
Value ($000) $16,451 Shares 45,060 Est. Cost $92.51 Unrealized +291.6%
GOOGL ALPHABET INC A 3.6%
Value ($000) $16,187 Shares 6,629 Est. Cost $37.38 Unrealized +210.1%
ROK ROCKWELL AUTOMATION INC 3.3%
Value ($000) $14,511 Shares 50,735 Est. Cost $102.04 Unrealized +144.2%
MSFT MICROSOFT CORP 3.2%
Value ($000) $14,256 Shares 52,625 Est. Cost $156.34 Unrealized +56.5%
TSLA TESLA MOTORS INC 3.1%
Value ($000) $13,998 Shares 20,595 Est. Cost $102.75 Unrealized +111.3%
ADI ANALOG DEVICES INC 3.1%
Value ($000) $13,579 Shares 78,875 Est. Cost $74.49 Unrealized +98.2%
CARR CARRIER GLOBAL CORP 2.9%
Value ($000) $12,993 Shares 267,345 Est. Cost $17.13 Unrealized +145.0%
XILINX INC 2.9%
Value ($000) $12,949 Shares 89,530 Est. Cost $60.52 Unrealized
ABT ABBOTT LABORATORIES 2.7%
Value ($000) $12,119 Shares 104,540 Est. Cost $47.86 Unrealized +124.1%
WM WASTE MGMT INC 2.7%
Value ($000) $11,982 Shares 85,520 Est. Cost $43.91 Unrealized +192.8%
DIS WALT DISNEY CO 2.7%
Value ($000) $11,895 Shares 67,675 Est. Cost $98.66 Unrealized +78.1%
NKE NIKE INC CL B 2.7%
Value ($000) $11,836 Shares 76,610 Est. Cost $54.84 Unrealized +129.2%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $11,428 Shares 69,370 Est. Cost $75.93 Unrealized +90.9%
XYL XYLEM INC 2.5%
Value ($000) $11,211 Shares 93,460 Est. Cost $31.95 Unrealized +238.5%
ATR APTARGROUP INC 2.4%
Value ($000) $10,672 Shares 75,775 Est. Cost $68.39 Unrealized +102.6%
ILMN ILLUMINA INC 2.3%
Value ($000) $10,328 Shares 21,825 Est. Cost $197.63 Unrealized +103.8%
TMUS T MOBILE US INC 2.3%
Value ($000) $10,287 Shares 71,030 Est. Cost $107.09 Unrealized +24.4%
NSC NORFOLK SOUTHERN CORP 2.1%
Value ($000) $9,410 Shares 35,456 Est. Cost $69.12 Unrealized +262.1%
NYT NEW YORK TIMES CO A 1.9%
Value ($000) $8,521 Shares 195,650 Est. Cost $22.27 Unrealized +90.4%
ADP AUTOMATIC DATA PROCESSING 1.9%
Value ($000) $8,261 Shares 41,590 Est. Cost $69.13 Unrealized +155.0%
APH AMPHENOL CORP A 1.7%
Value ($000) $7,632 Shares 111,570 Est. Cost $26.34 Unrealized +22.7%
SYY SYSCO CORP 1.7%
Value ($000) $7,621 Shares 98,015 Est. Cost $45.18 Unrealized +57.8%
CVS CVS HEALTH CORPORATION 1.7%
Value ($000) $7,608 Shares 91,180 Est. Cost $56.73 Unrealized +24.2%
PG PROCTER & GAMBLE 1.7%
Value ($000) $7,553 Shares 55,980 Est. Cost $57.94 Unrealized +108.4%
GOOG ALPHABET INC C 1.3%
Value ($000) $5,655 Shares 2,256 Est. Cost $35.61 Unrealized +232.2%
LOW LOWES COS INC 1.2%
Value ($000) $5,451 Shares 28,100 Est. Cost $61.72 Unrealized +190.9%
HD HOME DEPOT INC 1.2%
Value ($000) $5,421 Shares 17,000 Est. Cost $99.98 Unrealized +183.9%
ADBE ADOBE SYSTEMS INC 1.2%
Value ($000) $5,271 Shares 9,000 Est. Cost $89.84 Unrealized +473.7%
SYK STRYKER CORP 1.1%
Value ($000) $4,972 Shares 19,145 Est. Cost $116.65 Unrealized +108.8%
MDT MEDTRONIC PLC 1.0%
Value ($000) $4,661 Shares 37,550 Est. Cost $109.50 Unrealized 0.0%
WMT WALMART INC 1.0%
Value ($000) $4,654 Shares 33,000 Est. Cost $16.63 Unrealized +163.4%
ZTS ZOETIS INC 1.0%
Value ($000) $4,625 Shares 24,818 Est. Cost $41.75 Unrealized +298.8%
TDOC TELADOC INC 1.0%
Value ($000) $4,235 Shares 25,470 Est. Cost $48.84 Unrealized +231.8%
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $4,165 Shares 51,200 Est. Cost $52.53 Unrealized +39.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $3,984 Shares 46,696 Est. Cost $54.61 Unrealized +38.7%
CSX CSX CORP 0.7%
Value ($000) $3,272 Shares 102,000 Est. Cost $23.24 Unrealized +33.2%
MMM 3M CO 0.7%
Value ($000) $3,178 Shares 16,000 Est. Cost $92.11 Unrealized +52.4%
FISV FISERV INC 0.6%
Value ($000) $2,565 Shares 24,000 Est. Cost $111.08 Unrealized +4.7%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $2,432 Shares 10,000 Est. Cost $224.95 Unrealized -1.3%
MRK MERCK & CO INC 0.4%
Value ($000) $1,688 Shares 21,700 Est. Cost $36.77 Unrealized +74.4%
CI CIGNA CORP 0.3%
Value ($000) $1,385 Shares 5,841 Est. Cost $190.77 Unrealized +20.4%
CNI CANADIAN NATIONAL RAILWAY CO 0.2%
Value ($000) $1,060 Shares 10,050 Est. Cost $60.70 Unrealized +66.3%
FTV FORTIVE CORP 0.2%
Value ($000) $1,046 Shares 15,000 Est. Cost $32.39 Unrealized +63.1%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,035 Shares 16,400 Est. Cost $51.39 Unrealized -2.6%
ENCORE WIRE CORP 0.2%
Value ($000) $985 Shares 13,000 Est. Cost $37.09 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $959 Shares 24,500 Est. Cost $20.38 Unrealized +52.1%
SJM SMUCKER JM CO 0.0%
Value ($000) $220 Shares 1,700 Est. Cost $100.50 Unrealized +13.3%