Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 10, 2022

Total Value ($000): $443,421 (100.0% shares, 0.0% debt)

Holdings (51)

AAPL APPLE INC 10.8%
Value ($000) $48,076 Shares 275,335 Est. Cost $85.89 Unrealized +91.9%
TSLA TESLA MOTORS INC 4.9%
Value ($000) $21,934 Shares 20,354 Est. Cost $102.75 Unrealized +203.1%
GOOGL ALPHABET INC A 4.2%
Value ($000) $18,437 Shares 6,629 Est. Cost $37.38 Unrealized +260.6%
DHR DANAHER CORP 4.1%
Value ($000) $18,393 Shares 62,705 Est. Cost $60.09 Unrealized +309.0%
MSFT MICROSOFT CORP 3.7%
Value ($000) $16,225 Shares 52,625 Est. Cost $156.34 Unrealized +86.4%
MA MASTERCARD INC 3.6%
Value ($000) $16,091 Shares 45,025 Est. Cost $92.51 Unrealized +280.1%
AMZN AMAZON COM INC 3.6%
Value ($000) $15,935 Shares 4,888 Est. Cost $86.73 Unrealized +78.2%
ROK ROCKWELL AUTOMATION INC 3.2%
Value ($000) $14,196 Shares 50,695 Est. Cost $102.04 Unrealized +162.9%
WM WASTE MGMT INC 3.1%
Value ($000) $13,547 Shares 85,475 Est. Cost $43.91 Unrealized +224.6%
ADI ANALOG DEVICES INC 2.9%
Value ($000) $13,028 Shares 78,875 Est. Cost $74.49 Unrealized +103.0%
ABT ABBOTT LABORATORIES 2.8%
Value ($000) $12,373 Shares 104,540 Est. Cost $47.86 Unrealized +141.0%
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $12,294 Shares 69,370 Est. Cost $75.93 Unrealized +99.9%
CARR CARRIER GLOBAL CORP 2.8%
Value ($000) $12,264 Shares 267,345 Est. Cost $17.13 Unrealized +160.3%
AMD ADVANCED MICRO DEVICES INC 2.7%
Value ($000) $12,089 Shares 110,567 Est. Cost $119.38 Unrealized 0.0%
NKE NIKE INC CL B 2.3%
Value ($000) $10,308 Shares 76,610 Est. Cost $54.84 Unrealized +140.6%
PYPL PAYPAL HOLDINGS INC 2.3%
Value ($000) $10,286 Shares 88,940 Est. Cost $40.02 Unrealized +231.8%
NSC NORFOLK SOUTHERN CORP 2.2%
Value ($000) $9,671 Shares 33,906 Est. Cost $69.12 Unrealized +265.9%
ADP AUTOMATIC DATA PROCESSING 2.1%
Value ($000) $9,459 Shares 41,570 Est. Cost $69.13 Unrealized +184.9%
DIS WALT DISNEY CO 2.1%
Value ($000) $9,282 Shares 67,675 Est. Cost $98.66 Unrealized +43.2%
CVS CVS HEALTH CORPORATION 2.1%
Value ($000) $9,190 Shares 90,805 Est. Cost $56.73 Unrealized +62.2%
TMUS T MOBILE US INC 2.1%
Value ($000) $9,117 Shares 71,030 Est. Cost $107.09 Unrealized +7.5%
NYT NEW YORK TIMES CO A 2.0%
Value ($000) $8,968 Shares 195,650 Est. Cost $22.27 Unrealized +86.2%
ATR APTARGROUP INC 2.0%
Value ($000) $8,904 Shares 75,775 Est. Cost $68.39 Unrealized +63.0%
PG PROCTER & GAMBLE 1.9%
Value ($000) $8,554 Shares 55,980 Est. Cost $57.94 Unrealized +145.3%
APH AMPHENOL CORP A 1.9%
Value ($000) $8,407 Shares 111,570 Est. Cost $26.34 Unrealized +41.7%
SYY SYSCO CORP 1.8%
Value ($000) $8,003 Shares 98,015 Est. Cost $45.18 Unrealized +60.8%
XYL XYLEM INC 1.8%
Value ($000) $7,964 Shares 93,400 Est. Cost $31.95 Unrealized +186.1%
ILMN ILLUMINA INC 1.7%
Value ($000) $7,625 Shares 21,825 Est. Cost $197.63 Unrealized +70.9%
GOOG ALPHABET INC C 1.4%
Value ($000) $6,301 Shares 2,256 Est. Cost $35.61 Unrealized +278.9%
LOW LOWES COS INC 1.3%
Value ($000) $5,682 Shares 28,100 Est. Cost $61.72 Unrealized +245.7%
SYK STRYKER CORP 1.2%
Value ($000) $5,119 Shares 19,145 Est. Cost $116.65 Unrealized +112.8%
HD HOME DEPOT INC 1.1%
Value ($000) $5,089 Shares 17,000 Est. Cost $99.98 Unrealized +214.1%
WMT WALMART INC 1.1%
Value ($000) $4,914 Shares 33,000 Est. Cost $16.63 Unrealized +168.1%
TER TERADYNE INC 1.1%
Value ($000) $4,902 Shares 41,465 Est. Cost $124.55 Unrealized 0.0%
ZTS ZOETIS INC 1.1%
Value ($000) $4,680 Shares 24,818 Est. Cost $41.75 Unrealized +355.8%
MDT MEDTRONIC PLC 0.9%
Value ($000) $4,166 Shares 37,550 Est. Cost $109.50 Unrealized -14.5%
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $4,101 Shares 9,000 Est. Cost $89.84 Unrealized +435.5%
CL COLGATE PALMOLIVE CO 0.9%
Value ($000) $3,882 Shares 51,200 Est. Cost $52.53 Unrealized +37.7%
CSX CSX CORP 0.9%
Value ($000) $3,820 Shares 102,000 Est. Cost $23.24 Unrealized +44.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $3,799 Shares 38,348 Est. Cost $54.61 Unrealized +58.9%
SOFI SOFI TECHNOLOGIES INC 0.6%
Value ($000) $2,614 Shares 276,600 Est. Cost $11.48 Unrealized 0.0%
MMM 3M CO 0.5%
Value ($000) $2,382 Shares 16,000 Est. Cost $92.11 Unrealized +24.4%
MRK MERCK & CO INC 0.4%
Value ($000) $1,780 Shares 21,700 Est. Cost $36.77 Unrealized +90.0%
BEAM BEAM THERAPEUTICS INC 0.4%
Value ($000) $1,579 Shares 27,550 Est. Cost $85.62 Unrealized -23.4%
ENCORE WIRE CORP 0.3%
Value ($000) $1,483 Shares 13,000 Est. Cost $37.09 Unrealized
CI CIGNA CORP 0.3%
Value ($000) $1,400 Shares 5,841 Est. Cost $190.77 Unrealized +14.5%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,354 Shares 16,400 Est. Cost $51.39 Unrealized +32.1%
CNI CANADIAN NATIONAL RAILWAY CO 0.3%
Value ($000) $1,342 Shares 10,000 Est. Cost $60.70 Unrealized +90.6%
PFE PFIZER INC 0.3%
Value ($000) $1,268 Shares 24,500 Est. Cost $20.38 Unrealized +108.4%
FTV FORTIVE CORP 0.2%
Value ($000) $914 Shares 15,000 Est. Cost $32.39 Unrealized +50.1%
SJM SMUCKER JM CO 0.1%
Value ($000) $230 Shares 1,700 Est. Cost $100.50 Unrealized +18.9%