Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 3, 2022

Total Value ($000): $351,091 (100.0% shares, 0.0% debt)

Holdings (50)

AAPL APPLE INC 10.8%
Value ($000) $38,047 Shares 275,300 Est. Cost $85.89 Unrealized +79.6%
DHR DANAHER CORP 4.6%
Value ($000) $16,191 Shares 62,685 Est. Cost $60.09 Unrealized +300.6%
TSLA TESLA MOTORS INC 4.5%
Value ($000) $15,874 Shares 59,845 Est. Cost $219.80 Unrealized +27.1%
WM WASTE MGMT INC 3.9%
Value ($000) $13,689 Shares 85,440 Est. Cost $43.91 Unrealized +256.4%
MA MASTERCARD INC 3.6%
Value ($000) $12,799 Shares 45,010 Est. Cost $92.51 Unrealized +251.5%
GOOGL ALPHABET INC A 3.6%
Value ($000) $12,682 Shares 132,580 Est. Cost $106.42 Unrealized +3.4%
MSFT MICROSOFT CORP 3.5%
Value ($000) $12,257 Shares 52,625 Est. Cost $156.34 Unrealized +64.3%
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $11,333 Shares 69,370 Est. Cost $75.93 Unrealized +101.4%
AMZN AMAZON COM INC 3.1%
Value ($000) $11,047 Shares 97,760 Est. Cost $123.21 Unrealized +2.6%
ADI ANALOG DEVICES INC 3.1%
Value ($000) $10,986 Shares 78,845 Est. Cost $74.49 Unrealized +100.0%
ROK ROCKWELL AUTOMATION INC 3.1%
Value ($000) $10,899 Shares 50,670 Est. Cost $102.04 Unrealized +115.5%
ABT ABBOTT LABORATORIES 2.9%
Value ($000) $10,115 Shares 104,540 Est. Cost $47.86 Unrealized +109.0%
TMUS T MOBILE US INC 2.7%
Value ($000) $9,530 Shares 71,030 Est. Cost $107.09 Unrealized +26.7%
CARR CARRIER GLOBAL CORP 2.7%
Value ($000) $9,506 Shares 267,345 Est. Cost $17.13 Unrealized +119.5%
ADP AUTOMATIC DATA PROCESSING 2.7%
Value ($000) $9,393 Shares 41,525 Est. Cost $69.13 Unrealized +216.9%
CVS CVS HEALTH CORPORATION 2.5%
Value ($000) $8,660 Shares 90,805 Est. Cost $56.73 Unrealized +54.5%
XYL XYLEM INC 2.3%
Value ($000) $8,154 Shares 93,340 Est. Cost $31.95 Unrealized +173.2%
PYPL PAYPAL HOLDINGS INC 2.2%
Value ($000) $7,655 Shares 88,940 Est. Cost $40.02 Unrealized +121.1%
APH AMPHENOL CORP A 2.1%
Value ($000) $7,471 Shares 111,570 Est. Cost $26.34 Unrealized +33.6%
ATR APTARGROUP INC 2.0%
Value ($000) $7,197 Shares 75,730 Est. Cost $68.39 Unrealized +45.3%
NSC NORFOLK SOUTHERN CORP 2.0%
Value ($000) $7,108 Shares 33,906 Est. Cost $69.12 Unrealized +222.4%
PG PROCTER & GAMBLE 2.0%
Value ($000) $7,063 Shares 55,945 Est. Cost $57.94 Unrealized +125.4%
AMD ADVANCED MICRO DEVICES INC 2.0%
Value ($000) $7,006 Shares 110,567 Est. Cost $119.38 Unrealized -28.7%
SYY SYSCO CORP 2.0%
Value ($000) $6,931 Shares 98,015 Est. Cost $45.18 Unrealized +67.6%
NKE NIKE INC CL B 1.8%
Value ($000) $6,367 Shares 76,610 Est. Cost $54.84 Unrealized +85.2%
DIS WALT DISNEY CO 1.8%
Value ($000) $6,367 Shares 67,500 Est. Cost $98.66 Unrealized +6.0%
NYT NEW YORK TIMES CO A 1.6%
Value ($000) $5,625 Shares 195,650 Est. Cost $22.27 Unrealized +31.9%
LOW LOWES COS INC 1.5%
Value ($000) $5,277 Shares 28,100 Est. Cost $61.72 Unrealized +195.5%
HD HOME DEPOT INC 1.3%
Value ($000) $4,691 Shares 17,000 Est. Cost $99.98 Unrealized +170.7%
GOOG ALPHABET INC C 1.2%
Value ($000) $4,338 Shares 45,120 Est. Cost $107.07 Unrealized +3.5%
WMT WALMART INC 1.2%
Value ($000) $4,280 Shares 33,000 Est. Cost $16.63 Unrealized +152.5%
ILMN ILLUMINA INC 1.2%
Value ($000) $4,155 Shares 21,775 Est. Cost $197.63 Unrealized +0.1%
SYK STRYKER CORP 1.1%
Value ($000) $3,878 Shares 19,145 Est. Cost $116.65 Unrealized +74.0%
ZTS ZOETIS INC 1.0%
Value ($000) $3,680 Shares 24,818 Est. Cost $41.75 Unrealized +286.7%
CL COLGATE PALMOLIVE CO 1.0%
Value ($000) $3,597 Shares 51,200 Est. Cost $52.53 Unrealized +37.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $3,139 Shares 38,348 Est. Cost $54.61 Unrealized +53.5%
TER TERADYNE INC 0.9%
Value ($000) $3,116 Shares 41,465 Est. Cost $124.55 Unrealized -27.9%
MDT MEDTRONIC PLC 0.9%
Value ($000) $3,032 Shares 37,550 Est. Cost $109.50 Unrealized -26.2%
CSX CSX CORP 0.8%
Value ($000) $2,717 Shares 102,000 Est. Cost $23.24 Unrealized +27.4%
ADBE ADOBE SYSTEMS INC 0.7%
Value ($000) $2,477 Shares 9,000 Est. Cost $89.84 Unrealized +321.2%
MRK MERCK & CO INC 0.5%
Value ($000) $1,869 Shares 21,700 Est. Cost $36.77 Unrealized +118.7%
MMM 3M CO 0.5%
Value ($000) $1,768 Shares 16,000 Est. Cost $92.11 Unrealized +4.7%
CI CIGNA CORP 0.5%
Value ($000) $1,621 Shares 5,841 Est. Cost $190.77 Unrealized +38.8%
ENCORE WIRE CORP 0.4%
Value ($000) $1,502 Shares 13,000 Est. Cost $37.09 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,432 Shares 16,400 Est. Cost $51.39 Unrealized +58.3%
BEAM BEAM THERAPEUTICS INC 0.4%
Value ($000) $1,313 Shares 27,550 Est. Cost $85.62 Unrealized -33.4%
CNI CANADIAN NATIONAL RAILWAY CO 0.3%
Value ($000) $1,076 Shares 9,960 Est. Cost $60.70 Unrealized +83.4%
PFE PFIZER INC 0.3%
Value ($000) $1,072 Shares 24,500 Est. Cost $20.38 Unrealized +98.3%
FTV FORTIVE CORP 0.2%
Value ($000) $875 Shares 15,000 Est. Cost $32.39 Unrealized +42.2%
SJM SMUCKER JM CO 0.1%
Value ($000) $234 Shares 1,700 Est. Cost $100.50 Unrealized +20.6%