Baker Chad R Diversified Active

Location: Perrysburg, OH

CIK: 0001666470 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 17, 2023

Total Value: $396M (100.0% shares, 0.0% debt)

Holdings (53)

AAPL APPLE INC 11.5%
Value $45.51M Shares 265,789 Est. Cost $85.89 Unrealized +111.1%
MA MASTERCARD INCORPORATED 4.6%
Value $18.09M Shares 45,695 Est. Cost $95.83 Unrealized +313.5%
GOOGL ALPHABET INC 4.4%
Value $17.6M Shares 134,470 Est. Cost $106.30 Unrealized +20.8%
MSFT MICROSOFT CORP 4.3%
Value $16.88M Shares 53,465 Est. Cost $157.50 Unrealized +106.1%
DHR DANAHER CORPORATION 4.0%
Value $15.95M Shares 64,290 Est. Cost $63.26 Unrealized +248.0%
TSLA TESLA INC 3.9%
Value $15.3M Shares 61,130 Est. Cost $219.13 Unrealized +17.2%
CARR CARRIER GLOBAL CORPORATION 3.9%
Value $15.26M Shares 276,500 Est. Cost $17.82 Unrealized +199.9%
ROK ROCKWELL AUTOMATION INC 3.7%
Value $14.84M Shares 51,920 Est. Cost $105.11 Unrealized +182.3%
ADI ANALOG DEVICES INC 3.6%
Value $14.09M Shares 80,480 Est. Cost $76.18 Unrealized +132.3%
WM WASTE MGMT INC DEL 3.3%
Value $12.96M Shares 85,030 Est. Cost $43.91 Unrealized +255.3%
AMZN AMAZON COM INC 3.2%
Value $12.79M Shares 100,623 Est. Cost $122.79 Unrealized +9.1%
AMD ADVANCED MICRO DEVICES INC 2.9%
Value $11.42M Shares 111,063 Est. Cost $119.38 Unrealized -9.1%
JNJ JOHNSON & JOHNSON 2.7%
Value $10.8M Shares 69,370 Est. Cost $75.93 Unrealized +101.9%
ABT ABBOTT LABS 2.6%
Value $10.39M Shares 107,325 Est. Cost $48.68 Unrealized +106.4%
TMUS T-MOBILE US INC 2.6%
Value $10.19M Shares 72,745 Est. Cost $107.59 Unrealized +24.4%
ADP AUTOMATIC DATA PROCESSING INC 2.5%
Value $10.02M Shares 41,645 Est. Cost $69.13 Unrealized +234.4%
ATR APTARGROUP INC 2.5%
Value $9.904M Shares 79,205 Est. Cost $70.14 Unrealized +69.3%
APH AMPHENOL CORP NEW 2.4%
Value $9.69M Shares 115,370 Est. Cost $26.60 Unrealized +58.4%
XYL XYLEM INC 2.2%
Value $8.558M Shares 94,015 Est. Cost $31.95 Unrealized +213.8%
TER TERADYNE INC 2.0%
Value $8.07M Shares 80,330 Est. Cost $109.36 Unrealized -4.5%
PG PROCTER AND GAMBLE CO 2.0%
Value $7.953M Shares 54,526 Est. Cost $57.94 Unrealized +148.8%
NKE NIKE INC 1.9%
Value $7.565M Shares 79,115 Est. Cost $56.26 Unrealized +74.6%
CVS CVS HEALTH CORP 1.7%
Value $6.713M Shares 96,150 Est. Cost $57.38 Unrealized +12.5%
NSC NORFOLK SOUTHN CORP 1.7%
Value $6.677M Shares 33,906 Est. Cost $69.12 Unrealized +196.6%
GOOG ALPHABET INC 1.5%
Value $5.95M Shares 45,130 Est. Cost $107.07 Unrealized +20.5%
LOW LOWES COS INC 1.5%
Value $5.84M Shares 28,100 Est. Cost $61.72 Unrealized +248.2%
NYT NEW YORK TIMES CO 1.4%
Value $5.658M Shares 137,325 Est. Cost $22.52 Unrealized +81.7%
WMT WALMART INC 1.3%
Value $5.296M Shares 33,115 Est. Cost $16.63 Unrealized +211.6%
HD HOME DEPOT INC 1.3%
Value $5.27M Shares 17,440 Est. Cost $103.78 Unrealized +191.9%
SYK STRYKER CORPORATION 1.3%
Value $5.232M Shares 19,145 Est. Cost $116.65 Unrealized +140.0%
ADBE ADOBE SYSTEMS INCORPORATED 1.2%
Value $4.589M Shares 9,000 Est. Cost $89.84 Unrealized +483.9%
ZTS ZOETIS INC 1.1%
Value $4.318M Shares 24,818 Est. Cost $41.75 Unrealized +323.8%
TJX TJX COS INC NEW 0.9%
Value $3.733M Shares 42,000 Est. Cost $73.68 Unrealized +15.8%
CL COLGATE PALMOLIVE CO 0.9%
Value $3.641M Shares 51,200 Est. Cost $52.53 Unrealized +34.9%
CSX CSX CORP 0.8%
Value $3.136M Shares 102,000 Est. Cost $23.24 Unrealized +31.6%
RTX RTX Corporation 0.7%
Value $2.76M Shares 38,348 Est. Cost $54.61 Unrealized +48.8%
ENCORE WIRE CORP 0.6%
Value $2.372M Shares 13,000 Est. Cost $37.09 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.6%
Value $2.365M Shares 52,100 Est. Cost $51.65 Unrealized 0.0%
MRK MERCK & CO INC 0.6%
Value $2.234M Shares 21,700 Est. Cost $36.77 Unrealized +171.6%
IFF INTERNATIONAL FLAVORS & FRAGRANCES 0.6%
Value $2.189M Shares 32,105 Est. Cost $68.77 Unrealized 0.0%
NET CLOUDFLARE INC 0.5%
Value $2.03M Shares 32,195 Est. Cost $64.03 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.5%
Value $1.928M Shares 16,400 Est. Cost $51.39 Unrealized +96.5%
ILMN ILLUMINA INC 0.4%
Value $1.759M Shares 12,815 Est. Cost $197.95 Unrealized -16.9%
CI THE CIGNA GROUP 0.4%
Value $1.671M Shares 5,841 Est. Cost $190.77 Unrealized +43.0%
MMM 3M CO 0.4%
Value $1.498M Shares 16,000 Est. Cost $92.11 Unrealized -13.6%
CNI CANADIAN NATL RY CO 0.4%
Value $1.449M Shares 13,380 Est. Cost $73.70 Unrealized +48.3%
FTV FORTIVE CORP 0.3%
Value $1.112M Shares 15,000 Est. Cost $32.39 Unrealized +75.7%
PFE PFIZER INC 0.2%
Value $813K Shares 24,500 Est. Cost $20.38 Unrealized +50.0%
NVDA NVIDIA CORPORATION 0.1%
Value $587K Shares 1,350 Est. Cost $21.62 Unrealized +107.1%
NVO NOVO-NORDISK A S 0.1%
Value $512K Shares 5,630 Est. Cost $118.74 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value $427K Shares 1,650 Est. Cost $244.69 Unrealized +5.6%
MDT MEDTRONIC PLC 0.1%
Value $326K Shares 4,165 Est. Cost $79.15 Unrealized -1.7%
SJM SMUCKER J M CO 0.1%
Value $209K Shares 1,700 Est. Cost $100.50 Unrealized +29.2%