Baker Chad R Diversified Active

Location: Perrysburg, OH

CIK: 0001666470 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 17, 2026

Total Value: $530M (100.0% shares, 0.0% debt)

Holdings (56)

AAPL APPLE INC 8.3%
Value $44.13M Shares 173,883 Est. Cost $85.89 Unrealized +206.0%
GOOGL ALPHABET INC 5.9%
Value $31.42M Shares 109,280 Est. Cost $106.30 Unrealized +204.1%
ADI ANALOG DEVICES INC 4.6%
Value $24.45M Shares 76,865 Est. Cost $76.18 Unrealized +315.0%
APH AMPHENOL CORPORATION 4.3%
Value $22.85M Shares 180,838 Est. Cost $44.41 Unrealized +229.6%
MA MASTERCARD INCORPORATED 4.2%
Value $22.07M Shares 44,175 Est. Cost $95.83 Unrealized +462.5%
AMZN AMAZON COM INC 3.9%
Value $20.73M Shares 99,518 Est. Cost $122.79 Unrealized +84.7%
MSFT MICROSOFT CORP 3.7%
Value $19.83M Shares 53,575 Est. Cost $157.50 Unrealized +175.9%
ROK ROCKWELL AUTOMATION INC 3.5%
Value $18.67M Shares 52,010 Est. Cost $105.11 Unrealized +290.3%
TSLA TESLA INC 3.5%
Value $18.49M Shares 49,739 Est. Cost $219.13 Unrealized +94.4%
AMD ADVANCED MICRO DEVICES INC 3.2%
Value $17.1M Shares 84,061 Est. Cost $119.38 Unrealized +85.7%
WM WASTE MGMT INC DEL 3.1%
Value $16.44M Shares 71,535 Est. Cost $43.91 Unrealized +414.9%
JNJ JOHNSON & JOHNSON 3.1%
Value $16.22M Shares 66,370 Est. Cost $75.93 Unrealized +200.1%
NET CLOUDFLARE INC 3.0%
Value $16.09M Shares 77,960 Est. Cost $67.95 Unrealized +168.4%
TMUS T-MOBILE US INC 2.9%
Value $15.32M Shares 72,945 Est. Cost $107.59 Unrealized +86.1%
CARR CARRIER GLOBAL CORPORATION 2.7%
Value $14.25M Shares 253,050 Est. Cost $17.82 Unrealized +234.8%
ULS UL SOLUTIONS INC 2.7%
Value $14.2M Shares 165,710 Est. Cost $51.12 Unrealized +48.3%
WMT WALMART INC 2.4%
Value $12.76M Shares 102,675 Est. Cost $43.32 Unrealized +181.7%
XYL XYLEM INC 2.2%
Value $11.82M Shares 98,905 Est. Cost $35.51 Unrealized +284.3%
DHR DANAHER CORPORATION 2.1%
Value $11M Shares 58,025 Est. Cost $73.44 Unrealized +205.9%
ABT ABBOTT LABS 2.1%
Value $10.95M Shares 106,660 Est. Cost $48.68 Unrealized +137.1%
ATR APTARGROUP INC 1.9%
Value $9.968M Shares 79,100 Est. Cost $70.14 Unrealized +85.5%
TJX TJX COS INC NEW 1.9%
Value $9.956M Shares 62,340 Est. Cost $78.05 Unrealized +97.6%
NSC NORFOLK SOUTHN CORP 1.8%
Value $9.731M Shares 33,906 Est. Cost $69.12 Unrealized +331.4%
ADP AUTOMATIC DATA PROCESSING INC 1.6%
Value $8.728M Shares 42,955 Est. Cost $74.60 Unrealized +222.8%
VLTO VERALTO CORP 1.5%
Value $7.77M Shares 87,877 Est. Cost $80.78 Unrealized +20.7%
HD HOME DEPOT INC 1.5%
Value $7.701M Shares 23,415 Est. Cost $172.43 Unrealized +118.6%
PG PROCTER AND GAMBLE CO 1.4%
Value $7.613M Shares 52,710 Est. Cost $57.94 Unrealized +162.0%
RTX RTX Corporation 1.4%
Value $7.397M Shares 38,348 Est. Cost $54.61 Unrealized +260.1%
LOW LOWES COS INC 1.3%
Value $6.639M Shares 28,100 Est. Cost $61.72 Unrealized +339.9%
SYK STRYKER CORPORATION 1.2%
Value $6.136M Shares 18,675 Est. Cost $139.00 Unrealized +162.4%
AMAT APPLIED MATLS INC 1.1%
Value $5.65M Shares 16,530 Est. Cost $206.25 Unrealized +58.3%
CRSP CRISPR THERAPEUTICS AG 0.8%
Value $4.438M Shares 93,300 Est. Cost $53.24 Unrealized +0.5%
CL COLGATE PALMOLIVE CO 0.8%
Value $4.364M Shares 51,200 Est. Cost $52.53 Unrealized +68.9%
GOOG ALPHABET INC 0.8%
Value $4.342M Shares 15,135 Est. Cost $107.07 Unrealized +202.3%
UBER UBER TECHNOLOGIES INC 0.8%
Value $4.232M Shares 58,830 Est. Cost $87.37 Unrealized -9.9%
CSX CSX CORP 0.8%
Value $4.187M Shares 102,000 Est. Cost $23.24 Unrealized +65.8%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value $3.941M Shares 16,260 Est. Cost $278.16 Unrealized +2.1%
UL UNILEVER PLC 0.7%
Value $3.899M Shares 68,437 Est. Cost $62.99 Unrealized
ARM ARM HOLDINGS PLC 0.7%
Value $3.669M Shares 24,250 Est. Cost $124.08 Unrealized
SN SHARKNINJA INC 0.6%
Value $3.334M Shares 31,485 Est. Cost $108.14 Unrealized +13.5%
ZTS ZOETIS INC 0.6%
Value $2.934M Shares 24,818 Est. Cost $41.75 Unrealized +201.7%
XOM EXXON MOBIL CORP 0.5%
Value $2.782M Shares 16,400 Est. Cost $51.39 Unrealized +170.0%
AVGO BROADCOM INC 0.5%
Value $2.693M Shares 8,700 Est. Cost $345.78 Unrealized -3.4%
TILE INTERFACE INC 0.5%
Value $2.496M Shares 100,155 Est. Cost $29.07 Unrealized +9.1%
RKT ROCKET COS INC 0.4%
Value $2.268M Shares 159,135 Est. Cost $18.78 Unrealized +7.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value $2.188M Shares 9,000 Est. Cost $89.84 Unrealized +222.6%
ABNB AIRBNB INC 0.4%
Value $2.131M Shares 16,875 Est. Cost $129.93 Unrealized -0.4%
ALC ALCON AG 0.4%
Value $2.074M Shares 27,525 Est. Cost $81.88 Unrealized -1.7%
SOFI SOFI TECHNOLOGIES INC 0.4%
Value $1.928M Shares 121,415 Est. Cost $25.49 Unrealized -8.7%
MRK MERCK & CO INC 0.3%
Value $1.678M Shares 13,950 Est. Cost $36.77 Unrealized +210.8%
CI THE CIGNA GROUP 0.3%
Value $1.402M Shares 5,254 Est. Cost $190.77 Unrealized +47.1%
NVDA NVIDIA CORPORATION 0.2%
Value $1.164M Shares 6,675 Est. Cost $92.96 Unrealized +100.8%
MKC MCCORMICK & CO INC 0.2%
Value $982K Shares 19,470 Est. Cost $69.59 Unrealized -4.2%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $335K Shares 750 Est. Cost $455.90 Unrealized +2.6%
RELX RELX PLC 0.1%
Value $333K Shares 10,055 Est. Cost $47.78 Unrealized
CRM SALESFORCE INC 0.1%
Value $269K Shares 1,440 Est. Cost $294.91 Unrealized -26.8%