Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $359,588 (100.0% shares, 0.0% debt)

Holdings (50)

AAPL APPLE INC 10.5%
Value ($000) $37,644 Shares 275,335 Est. Cost $85.89 Unrealized +73.1%
DHR DANAHER CORP 4.4%
Value ($000) $15,897 Shares 62,705 Est. Cost $60.09 Unrealized +276.5%
GOOGL ALPHABET INC A 4.0%
Value ($000) $14,446 Shares 6,629 Est. Cost $37.38 Unrealized +212.6%
MA MASTERCARD INC 4.0%
Value ($000) $14,205 Shares 45,025 Est. Cost $92.51 Unrealized +264.6%
TSLA TESLA MOTORS INC 3.8%
Value ($000) $13,577 Shares 20,160 Est. Cost $102.75 Unrealized +165.7%
MSFT MICROSOFT CORP 3.8%
Value ($000) $13,516 Shares 52,625 Est. Cost $156.34 Unrealized +68.5%
WM WASTE MGMT INC 3.6%
Value ($000) $13,076 Shares 85,475 Est. Cost $43.91 Unrealized +236.9%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $12,314 Shares 69,370 Est. Cost $75.93 Unrealized +110.6%
ADI ANALOG DEVICES INC 3.2%
Value ($000) $11,523 Shares 78,875 Est. Cost $74.49 Unrealized +98.2%
ABT ABBOTT LABORATORIES 3.2%
Value ($000) $11,358 Shares 104,540 Est. Cost $47.86 Unrealized +121.7%
AMZN AMAZON COM INC 2.9%
Value ($000) $10,383 Shares 97,760 Est. Cost $123.21 Unrealized +1.6%
ROK ROCKWELL AUTOMATION INC 2.8%
Value ($000) $10,104 Shares 50,695 Est. Cost $102.04 Unrealized +107.6%
TMUS T MOBILE US INC 2.7%
Value ($000) $9,557 Shares 71,030 Est. Cost $107.09 Unrealized +17.7%
CARR CARRIER GLOBAL CORP 2.7%
Value ($000) $9,534 Shares 267,345 Est. Cost $17.13 Unrealized +117.7%
ADP AUTOMATIC DATA PROCESSING 2.4%
Value ($000) $8,731 Shares 41,570 Est. Cost $69.13 Unrealized +192.9%
AMD ADVANCED MICRO DEVICES INC 2.4%
Value ($000) $8,455 Shares 110,567 Est. Cost $119.38 Unrealized -21.6%
CVS CVS HEALTH CORPORATION 2.3%
Value ($000) $8,414 Shares 90,805 Est. Cost $56.73 Unrealized +51.4%
SYY SYSCO CORP 2.3%
Value ($000) $8,302 Shares 98,015 Est. Cost $45.18 Unrealized +67.6%
PG PROCTER & GAMBLE 2.2%
Value ($000) $8,049 Shares 55,980 Est. Cost $57.94 Unrealized +137.0%
NKE NIKE INC CL B 2.2%
Value ($000) $7,830 Shares 76,610 Est. Cost $54.84 Unrealized +103.0%
ATR APTARGROUP INC 2.2%
Value ($000) $7,821 Shares 75,775 Est. Cost $68.39 Unrealized +51.8%
NSC NORFOLK SOUTHERN CORP 2.1%
Value ($000) $7,706 Shares 33,906 Est. Cost $69.12 Unrealized +227.7%
XYL XYLEM INC 2.0%
Value ($000) $7,302 Shares 93,400 Est. Cost $31.95 Unrealized +147.3%
APH AMPHENOL CORP A 2.0%
Value ($000) $7,183 Shares 111,570 Est. Cost $26.34 Unrealized +27.5%
DIS WALT DISNEY CO 1.8%
Value ($000) $6,389 Shares 67,675 Est. Cost $98.66 Unrealized +9.9%
PYPL PAYPAL HOLDINGS INC 1.7%
Value ($000) $6,212 Shares 88,940 Est. Cost $40.02 Unrealized +116.3%
NYT NEW YORK TIMES CO A 1.5%
Value ($000) $5,458 Shares 195,650 Est. Cost $22.27 Unrealized +55.5%
GOOG ALPHABET INC C 1.4%
Value ($000) $4,935 Shares 2,256 Est. Cost $35.61 Unrealized +229.3%
LOW LOWES COS INC 1.4%
Value ($000) $4,908 Shares 28,100 Est. Cost $61.72 Unrealized +190.9%
HD HOME DEPOT INC 1.3%
Value ($000) $4,663 Shares 17,000 Est. Cost $99.98 Unrealized +169.1%
ZTS ZOETIS INC 1.2%
Value ($000) $4,266 Shares 24,818 Est. Cost $41.75 Unrealized +299.4%
CL COLGATE PALMOLIVE CO 1.1%
Value ($000) $4,103 Shares 51,200 Est. Cost $52.53 Unrealized +36.7%
ILMN ILLUMINA INC 1.1%
Value ($000) $4,024 Shares 21,825 Est. Cost $197.63 Unrealized +29.2%
WMT WALMART INC 1.1%
Value ($000) $4,012 Shares 33,000 Est. Cost $16.63 Unrealized +164.8%
SYK STRYKER CORP 1.1%
Value ($000) $3,809 Shares 19,145 Est. Cost $116.65 Unrealized +93.7%
TER TERADYNE INC 1.0%
Value ($000) $3,714 Shares 41,465 Est. Cost $124.55 Unrealized -17.8%
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value ($000) $3,686 Shares 38,348 Est. Cost $54.61 Unrealized +62.1%
MDT MEDTRONIC PLC 0.9%
Value ($000) $3,370 Shares 37,550 Est. Cost $109.50 Unrealized -17.5%
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $3,295 Shares 9,000 Est. Cost $89.84 Unrealized +353.0%
CSX CSX CORP 0.8%
Value ($000) $2,964 Shares 102,000 Est. Cost $23.24 Unrealized +33.2%
MMM 3M CO 0.6%
Value ($000) $2,071 Shares 16,000 Est. Cost $92.11 Unrealized +14.2%
MRK MERCK & CO INC 0.6%
Value ($000) $1,978 Shares 21,700 Est. Cost $36.77 Unrealized +115.4%
CI CIGNA CORP 0.4%
Value ($000) $1,539 Shares 5,841 Est. Cost $190.77 Unrealized +26.5%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,404 Shares 16,400 Est. Cost $51.39 Unrealized +54.8%
ENCORE WIRE CORP 0.4%
Value ($000) $1,351 Shares 13,000 Est. Cost $37.09 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $1,285 Shares 24,500 Est. Cost $20.38 Unrealized +106.1%
CNI CANADIAN NATIONAL RAILWAY CO 0.3%
Value ($000) $1,124 Shares 10,000 Est. Cost $60.70 Unrealized +79.0%
BEAM BEAM THERAPEUTICS INC 0.3%
Value ($000) $1,067 Shares 27,550 Est. Cost $85.62 Unrealized -53.6%
FTV FORTIVE CORP 0.2%
Value ($000) $816 Shares 15,000 Est. Cost $32.39 Unrealized +34.4%
SJM SMUCKER JM CO 0.1%
Value ($000) $218 Shares 1,700 Est. Cost $100.50 Unrealized +17.2%