Baker Chad R Diversified Active

CIK: 0001666470 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 10, 2023

Total Value ($000): $357 (100.0% shares, 0.0% debt)

Holdings (48)

AAPL APPLE INC 10.0%
Value ($000) $36 Shares 275,235 Est. Cost $85.89 Unrealized +63.8%
DHR DANAHER CORP 4.7%
Value ($000) $17 Shares 62,505 Est. Cost $60.09 Unrealized +279.7%
MA MASTERCARD INC 4.4%
Value ($000) $16 Shares 44,895 Est. Cost $92.51 Unrealized +249.6%
WM WASTE MGMT INC 3.8%
Value ($000) $13 Shares 85,315 Est. Cost $43.91 Unrealized +248.9%
ROK ROCKWELL AUTOMATION INC 3.7%
Value ($000) $13 Shares 50,670 Est. Cost $102.04 Unrealized +133.1%
ADI ANALOG DEVICES INC 3.6%
Value ($000) $13 Shares 78,845 Est. Cost $74.49 Unrealized +98.3%
MSFT MICROSOFT CORP 3.5%
Value ($000) $13 Shares 52,625 Est. Cost $156.34 Unrealized +49.7%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $12 Shares 69,370 Est. Cost $75.93 Unrealized +106.9%
GOOGL ALPHABET INC A 3.3%
Value ($000) $12 Shares 132,580 Est. Cost $106.42 Unrealized -11.4%
ABT ABBOTT LABORATORIES 3.2%
Value ($000) $11 Shares 104,540 Est. Cost $47.86 Unrealized +104.0%
CARR CARRIER GLOBAL CORP 3.1%
Value ($000) $11 Shares 267,345 Est. Cost $17.13 Unrealized +126.9%
XYL XYLEM INC 2.9%
Value ($000) $10 Shares 93,340 Est. Cost $31.95 Unrealized +216.1%
TMUS T MOBILE US INC 2.8%
Value ($000) $10 Shares 71,030 Est. Cost $107.09 Unrealized +29.6%
ADP AUTOMATIC DATA PROCESSING 2.8%
Value ($000) $10 Shares 41,495 Est. Cost $69.13 Unrealized +231.2%
NKE NIKE INC CL B 2.5%
Value ($000) $9 Shares 76,610 Est. Cost $54.84 Unrealized +73.8%
APH AMPHENOL CORP A 2.4%
Value ($000) $8 Shares 111,570 Est. Cost $26.34 Unrealized +39.6%
CVS CVS HEALTH CORPORATION 2.4%
Value ($000) $8 Shares 90,805 Est. Cost $56.73 Unrealized +51.5%
NSC NORFOLK SOUTHERN CORP 2.3%
Value ($000) $8 Shares 33,906 Est. Cost $69.12 Unrealized +218.9%
ATR APTARGROUP INC 2.3%
Value ($000) $8 Shares 75,730 Est. Cost $68.39 Unrealized +44.0%
PG PROCTER & GAMBLE 2.3%
Value ($000) $8 Shares 54,576 Est. Cost $57.94 Unrealized +124.0%
AMZN AMAZON COM INC 2.3%
Value ($000) $8 Shares 97,760 Est. Cost $123.21 Unrealized -19.8%
SYY SYSCO CORP 2.1%
Value ($000) $7 Shares 98,015 Est. Cost $45.18 Unrealized +63.6%
TSLA TESLA MOTORS INC 2.1%
Value ($000) $7 Shares 59,845 Est. Cost $219.80 Unrealized -13.9%
AMD ADVANCED MICRO DEVICES INC 2.0%
Value ($000) $7 Shares 110,417 Est. Cost $119.38 Unrealized -44.7%
NYT NEW YORK TIMES CO A 1.8%
Value ($000) $6 Shares 195,650 Est. Cost $22.27 Unrealized +41.1%
DIS WALT DISNEY CO 1.6%
Value ($000) $6 Shares 67,500 Est. Cost $98.66 Unrealized -5.3%
LOW LOWES COS INC 1.6%
Value ($000) $6 Shares 28,100 Est. Cost $61.72 Unrealized +204.9%
HD HOME DEPOT INC 1.5%
Value ($000) $5 Shares 17,000 Est. Cost $99.98 Unrealized +181.2%
TER TERADYNE INC 1.4%
Value ($000) $5 Shares 58,275 Est. Cost $113.01 Unrealized -25.2%
SYK STRYKER CORP 1.3%
Value ($000) $5 Shares 19,145 Est. Cost $116.65 Unrealized +88.4%
WMT WALMART INC 1.3%
Value ($000) $5 Shares 33,000 Est. Cost $16.63 Unrealized +174.6%
ILMN ILLUMINA INC 1.2%
Value ($000) $4 Shares 21,520 Est. Cost $197.63 Unrealized +4.9%
CL COLGATE PALMOLIVE CO 1.1%
Value ($000) $4 Shares 51,200 Est. Cost $52.53 Unrealized +32.7%
GOOG ALPHABET INC C 1.1%
Value ($000) $4 Shares 45,120 Est. Cost $107.07 Unrealized -11.5%
RTX RAYTHEON TECHNOLOGIES CORP 1.1%
Value ($000) $4 Shares 38,348 Est. Cost $54.61 Unrealized +60.5%
ZTS ZOETIS INC 1.0%
Value ($000) $4 Shares 24,818 Est. Cost $41.75 Unrealized +243.0%
CSX CSX CORP 0.9%
Value ($000) $3 Shares 102,000 Est. Cost $23.24 Unrealized +23.6%
ADBE ADOBE SYSTEMS INC 0.8%
Value ($000) $3 Shares 9,000 Est. Cost $89.84 Unrealized +256.0%
MRK MERCK & CO INC 0.7%
Value ($000) $2 Shares 21,700 Est. Cost $36.77 Unrealized +152.4%
CI CIGNA CORP 0.5%
Value ($000) $2 Shares 5,841 Est. Cost $190.77 Unrealized +56.7%
MMM 3M CO 0.5%
Value ($000) $2 Shares 16,000 Est. Cost $92.11 Unrealized -1.6%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $2 Shares 16,400 Est. Cost $51.39 Unrealized +87.3%
ENCORE WIRE CORP 0.5%
Value ($000) $2 Shares 13,000 Est. Cost $37.09 Unrealized
TJX TJX COMPANIES INC 0.4%
Value ($000) $2 Shares 20,025 Est. Cost $70.72 Unrealized 0.0%
PFE PFIZER INC 0.4%
Value ($000) $1 Shares 24,500 Est. Cost $20.38 Unrealized +97.2%
CNI CANADIAN NATIONAL RAILWAY CO 0.3%
Value ($000) $1 Shares 9,960 Est. Cost $60.70 Unrealized +84.9%
FTV FORTIVE CORP 0.3%
Value ($000) $1 Shares 15,000 Est. Cost $32.39 Unrealized +47.5%
SJM SMUCKER JM CO 0.1%
Value ($000) $0 Shares 1,700 Est. Cost $100.50 Unrealized +32.8%