Baker Chad R Diversified Active

Location: Perrysburg, OH

CIK: 0001666470 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 18, 2023

Total Value: $423M (100.0% shares, 0.0% debt)

Holdings (52)

AAPL APPLE INC 12.2%
Value $51.56M Shares 265,809 Est. Cost $85.89 Unrealized +100.3%
MSFT MICROSOFT CORP 4.3%
Value $18.21M Shares 53,465 Est. Cost $157.50 Unrealized +95.1%
MA MASTERCARD INCORPORATED 4.2%
Value $17.93M Shares 45,580 Est. Cost $95.83 Unrealized +285.9%
ROK ROCKWELL AUTOMATION INC 4.0%
Value $17.05M Shares 51,750 Est. Cost $105.11 Unrealized +162.5%
GOOGL ALPHABET INC 3.8%
Value $16.1M Shares 134,470 Est. Cost $106.30 Unrealized +7.5%
TSLA TESLA INC 3.8%
Value $16M Shares 61,130 Est. Cost $219.13 Unrealized -8.7%
ADI ANALOG DEVICES INC 3.7%
Value $15.68M Shares 80,480 Est. Cost $76.18 Unrealized +132.2%
DHR DANAHER CORPORATION 3.6%
Value $15.34M Shares 63,920 Est. Cost $63.26 Unrealized +230.0%
WM WASTE MGMT INC DEL 3.5%
Value $14.75M Shares 85,030 Est. Cost $43.91 Unrealized +261.6%
CARR CARRIER GLOBAL CORPORATION 3.2%
Value $13.7M Shares 275,640 Est. Cost $17.82 Unrealized +138.6%
AMZN AMAZON COM INC 3.1%
Value $13.12M Shares 100,623 Est. Cost $122.79 Unrealized -7.0%
AMD ADVANCED MICRO DEVICES INC 3.0%
Value $12.65M Shares 111,063 Est. Cost $119.38 Unrealized -12.9%
ABT ABBOTT LABS 2.7%
Value $11.63M Shares 106,695 Est. Cost $48.68 Unrealized +108.4%
JNJ JOHNSON & JOHNSON 2.7%
Value $11.48M Shares 69,370 Est. Cost $75.93 Unrealized +96.1%
XYL XYLEM INC 2.5%
Value $10.56M Shares 93,775 Est. Cost $31.95 Unrealized +220.8%
TMUS T-MOBILE US INC 2.4%
Value $10.06M Shares 72,455 Est. Cost $107.59 Unrealized +26.0%
APH AMPHENOL CORP NEW 2.3%
Value $9.72M Shares 114,420 Est. Cost $26.60 Unrealized +42.7%
ATR APTARGROUP INC 2.2%
Value $9.145M Shares 78,935 Est. Cost $70.14 Unrealized +61.2%
ADP AUTOMATIC DATA PROCESSING INC 2.2%
Value $9.114M Shares 41,465 Est. Cost $69.13 Unrealized +194.0%
TER TERADYNE INC 2.1%
Value $8.88M Shares 79,760 Est. Cost $109.36 Unrealized -9.4%
NKE NIKE INC 2.1%
Value $8.698M Shares 78,810 Est. Cost $56.26 Unrealized +97.9%
PG PROCTER AND GAMBLE CO 2.0%
Value $8.274M Shares 54,526 Est. Cost $57.94 Unrealized +143.9%
NSC NORFOLK SOUTHN CORP 1.8%
Value $7.689M Shares 33,906 Est. Cost $69.12 Unrealized +189.7%
SYY SYSCO CORP 1.8%
Value $7.656M Shares 103,185 Est. Cost $46.41 Unrealized +47.7%
CVS CVS HEALTH CORP 1.6%
Value $6.617M Shares 95,715 Est. Cost $57.38 Unrealized +12.1%
LOW LOWES COS INC 1.5%
Value $6.342M Shares 28,100 Est. Cost $61.72 Unrealized +220.4%
SYK STRYKER CORPORATION 1.4%
Value $5.841M Shares 19,145 Est. Cost $116.65 Unrealized +141.2%
GOOG ALPHABET INC 1.3%
Value $5.459M Shares 45,130 Est. Cost $107.07 Unrealized +7.3%
HD HOME DEPOT INC 1.3%
Value $5.394M Shares 17,365 Est. Cost $103.78 Unrealized +166.3%
NYT NEW YORK TIMES CO 1.3%
Value $5.375M Shares 136,490 Est. Cost $22.52 Unrealized +63.8%
WMT WALMART INC 1.2%
Value $5.187M Shares 33,000 Est. Cost $16.63 Unrealized +194.4%
DIS DISNEY WALT CO 1.2%
Value $4.954M Shares 55,490 Est. Cost $98.65 Unrealized -6.2%
ADBE ADOBE SYSTEMS INCORPORATED 1.0%
Value $4.401M Shares 9,000 Est. Cost $89.84 Unrealized +348.4%
ILMN ILLUMINA INC 1.0%
Value $4.285M Shares 22,855 Est. Cost $197.95 Unrealized +2.3%
ZTS ZOETIS INC 1.0%
Value $4.274M Shares 24,818 Est. Cost $41.75 Unrealized +302.6%
CL COLGATE PALMOLIVE CO 0.9%
Value $3.944M Shares 51,200 Est. Cost $52.53 Unrealized +38.8%
RTX RTX Corporation 0.9%
Value $3.757M Shares 38,348 Est. Cost $54.61 Unrealized +69.0%
TJX TJX COS INC NEW 0.8%
Value $3.511M Shares 41,410 Est. Cost $73.51 Unrealized +3.6%
CSX CSX CORP 0.8%
Value $3.478M Shares 102,000 Est. Cost $23.24 Unrealized +30.9%
MRK MERCK & CO INC 0.6%
Value $2.504M Shares 21,700 Est. Cost $36.77 Unrealized +184.2%
ENCORE WIRE CORP 0.6%
Value $2.417M Shares 13,000 Est. Cost $37.09 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $1.759M Shares 16,400 Est. Cost $51.39 Unrealized +93.8%
CI CIGNA CORP NEW 0.4%
Value $1.639M Shares 5,841 Est. Cost $190.77 Unrealized +30.0%
MMM 3M CO 0.4%
Value $1.601M Shares 16,000 Est. Cost $92.11 Unrealized -15.8%
CNI CANADIAN NATL RY CO 0.4%
Value $1.579M Shares 13,040 Est. Cost $72.77 Unrealized +54.4%
FTV FORTIVE CORP 0.3%
Value $1.122M Shares 15,000 Est. Cost $32.39 Unrealized +54.1%
PFE PFIZER INC 0.2%
Value $899K Shares 24,500 Est. Cost $20.38 Unrealized +63.0%
NVDA NVIDIA CORPORATION 0.1%
Value $571K Shares 1,350 Est. Cost $21.62 Unrealized +53.4%
NVO NOVO-NORDISK A S 0.1%
Value $371K Shares 2,295 Est. Cost $159.14 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value $363K Shares 1,375 Est. Cost $241.97 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value $313K Shares 3,555 Est. Cost $79.38 Unrealized 0.0%
SJM SMUCKER J M CO 0.1%
Value $251K Shares 1,700 Est. Cost $100.50 Unrealized +37.8%