Baker Chad R Diversified Active

Location: Perrysburg, OH

CIK: 0001666470 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 16, 2025

Total Value: $581M (100.0% shares, 0.0% debt)

Holdings (54)

AAPL APPLE INC 8.6%
Value $49.75M Shares 195,384 Est. Cost $85.89 Unrealized +162.7%
GOOGL ALPHABET INC 5.5%
Value $31.81M Shares 130,860 Est. Cost $106.30 Unrealized +96.8%
MSFT MICROSOFT CORP 4.8%
Value $27.74M Shares 53,555 Est. Cost $157.50 Unrealized +223.0%
TSLA TESLA INC 4.7%
Value $27.03M Shares 60,785 Est. Cost $219.13 Unrealized +58.3%
APH AMPHENOL CORPORATION 4.6%
Value $26.79M Shares 216,504 Est. Cost $44.41 Unrealized +146.3%
MA MASTERCARD INCORPORATED 4.3%
Value $25.12M Shares 44,155 Est. Cost $95.83 Unrealized +498.4%
AMZN AMAZON COM INC 3.8%
Value $21.87M Shares 99,588 Est. Cost $122.79 Unrealized +84.3%
ADI ANALOG DEVICES INC 3.4%
Value $19.76M Shares 80,410 Est. Cost $76.18 Unrealized +213.7%
ROK ROCKWELL AUTOMATION INC 3.1%
Value $18.2M Shares 52,060 Est. Cost $105.11 Unrealized +226.7%
WM WASTE MGMT INC DEL 3.0%
Value $17.56M Shares 79,515 Est. Cost $43.91 Unrealized +409.4%
TMUS T-MOBILE US INC 3.0%
Value $17.45M Shares 72,895 Est. Cost $107.59 Unrealized +123.4%
NET CLOUDFLARE INC 3.0%
Value $17.45M Shares 81,305 Est. Cost $67.95 Unrealized +200.4%
CARR CARRIER GLOBAL CORPORATION 2.6%
Value $15.1M Shares 252,905 Est. Cost $17.82 Unrealized +279.5%
XYL XYLEM INC 2.5%
Value $14.66M Shares 99,360 Est. Cost $35.51 Unrealized +288.8%
ABT ABBOTT LABS 2.5%
Value $14.41M Shares 107,580 Est. Cost $48.68 Unrealized +168.3%
AMD ADVANCED MICRO DEVICES INC 2.3%
Value $13.6M Shares 84,061 Est. Cost $119.38 Unrealized +35.2%
JNJ JOHNSON & JOHNSON 2.2%
Value $12.86M Shares 69,370 Est. Cost $75.93 Unrealized +123.2%
ADP AUTOMATIC DATA PROCESSING INC 2.2%
Value $12.61M Shares 42,955 Est. Cost $74.60 Unrealized +299.2%
ULS UL SOLUTIONS INC 2.0%
Value $11.73M Shares 165,525 Est. Cost $51.12 Unrealized +33.3%
DHR DANAHER CORPORATION 2.0%
Value $11.5M Shares 58,025 Est. Cost $73.44 Unrealized +170.1%
WMT WALMART INC 1.8%
Value $10.58M Shares 102,675 Est. Cost $43.32 Unrealized +129.1%
ATR APTARGROUP INC 1.8%
Value $10.57M Shares 79,050 Est. Cost $70.14 Unrealized +104.5%
NSC NORFOLK SOUTHN CORP 1.8%
Value $10.19M Shares 33,906 Est. Cost $69.12 Unrealized +299.4%
VLTO VERALTO CORP 1.6%
Value $9.371M Shares 87,902 Est. Cost $80.78 Unrealized +30.3%
HD HOME DEPOT INC 1.6%
Value $9.327M Shares 23,020 Est. Cost $169.10 Unrealized +130.1%
TJX TJX COS INC NEW 1.6%
Value $9.011M Shares 62,340 Est. Cost $78.05 Unrealized +69.5%
ALC ALCON AG 1.5%
Value $8.655M Shares 116,155 Est. Cost $85.15 Unrealized -2.0%
NYT NEW YORK TIMES CO 1.4%
Value $8.227M Shares 143,325 Est. Cost $23.38 Unrealized +142.5%
PG PROCTER AND GAMBLE CO 1.4%
Value $8.099M Shares 52,710 Est. Cost $57.94 Unrealized +167.4%
RELX RELX PLC 1.4%
Value $8.074M Shares 169,060 Est. Cost $47.78 Unrealized
SYK STRYKER CORPORATION 1.3%
Value $7.732M Shares 20,915 Est. Cost $139.00 Unrealized +176.6%
LOW LOWES COS INC 1.2%
Value $7.062M Shares 28,100 Est. Cost $61.72 Unrealized +295.7%
RTX RTX Corporation 1.1%
Value $6.417M Shares 38,348 Est. Cost $54.61 Unrealized +182.5%
CRSP CRISPR THERAPEUTICS AG 1.0%
Value $6.041M Shares 93,205 Est. Cost $53.24 Unrealized +7.8%
CRM SALESFORCE INC 1.0%
Value $5.872M Shares 24,775 Est. Cost $294.91 Unrealized -14.7%
GOOG ALPHABET INC 0.9%
Value $5.382M Shares 22,100 Est. Cost $107.07 Unrealized +96.1%
ABNB AIRBNB INC 0.8%
Value $4.474M Shares 36,845 Est. Cost $132.36 Unrealized -2.3%
CL COLGATE PALMOLIVE CO 0.7%
Value $4.093M Shares 51,200 Est. Cost $52.53 Unrealized +61.1%
VRTX VERTEX PHARMACEUTICALS INC 0.7%
Value $3.815M Shares 9,740 Est. Cost $455.90 Unrealized -8.3%
ZTS ZOETIS INC 0.6%
Value $3.631M Shares 24,818 Est. Cost $41.75 Unrealized +260.5%
CSX CSX CORP 0.6%
Value $3.622M Shares 102,000 Est. Cost $23.24 Unrealized +46.0%
ARM ARM HOLDINGS PLC 0.6%
Value $3.428M Shares 24,225 Est. Cost $124.08 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.5%
Value $3.175M Shares 9,000 Est. Cost $89.84 Unrealized +299.3%
MKC MCCORMICK & CO INC 0.4%
Value $2.3M Shares 34,370 Est. Cost $73.30 Unrealized -5.8%
UBER UBER TECHNOLOGIES INC 0.3%
Value $1.938M Shares 19,785 Est. Cost $93.52 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.3%
Value $1.916M Shares 9,360 Est. Cost $180.78 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.3%
Value $1.849M Shares 16,400 Est. Cost $51.39 Unrealized +113.4%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $1.847M Shares 6,545 Est. Cost $259.55 Unrealized 0.0%
UNILEVER PLC 0.3%
Value $1.785M Shares 30,105 Est. Cost $59.28 Unrealized
CI THE CIGNA GROUP 0.3%
Value $1.514M Shares 5,254 Est. Cost $190.77 Unrealized +53.7%
NVDA NVIDIA CORPORATION 0.3%
Value $1.492M Shares 7,995 Est. Cost $92.96 Unrealized +87.5%
MRK MERCK & CO INC 0.2%
Value $1.318M Shares 15,700 Est. Cost $36.77 Unrealized +120.4%
BDX BECTON DICKINSON & CO 0.2%
Value $1.014M Shares 5,420 Est. Cost $232.70 Unrealized -20.9%
NVO NOVO-NORDISK A S 0.0%
Value $267K Shares 4,815 Est. Cost $118.74 Unrealized