Baker Chad R Portfolio Stock Holdings

According to the SEC 13F filed on July 16, 2026, Baker Chad R disclosed 51 stock positions valued at approximately $619.69M as of quarter-end June 30, 2026. The largest holdings include ADVANCED MICRO DEVICES INC, APPLE INC, and ALPHABET INC.

Report Period
June 30, 2026
No. of Stocks
51
Portfolio Value
$619.69M
Holdings by Sector
Baker Chad R Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ADVANCED MICRO DEVICES INCAMDTechnology7.80%83,168-893-1.06%$48,313,123
APPLE INCAAPLTechnology7.65%163,883-10,000-5.75%$47,421,185
ALPHABET INCGOOGLCommunication Services6.30%109,180-100-0.09%$39,017,657
AMPHENOL CORPORATIONAPHTechnology5.15%180,838--$31,885,356
ANALOG DEVICES INCADITechnology4.93%76,865--$30,528,472
ROCKWELL AUTOMATION INCROKIndustrials4.16%52,010--$25,749,111
AMAZON COM INCAMZNConsumer Cyclical3.83%99,518--$23,719,120
MASTERCARD INCORPORATEDMAFinancial Services3.66%44,175--$22,688,280
TESLA INCTSLAConsumer Cyclical3.38%49,739--$20,920,223
MICROSOFT CORPMSFTTechnology3.22%53,575--$19,984,547
CLOUDFLARE INCNETTechnology3.09%77,960--$19,122,029
CARRIER GLOBAL CORPORATIONCARRIndustrials3.00%253,050--$18,561,218
UL SOLUTIONS INCULSIndustrials2.72%165,710--$16,879,221
JOHNSON & JOHNSONJNJHealthcare2.72%66,370--$16,855,989
WASTE MGMT INC DELWMIndustrials2.57%71,535--$15,943,721
T-MOBILE US INCTMUSCommunication Services1.97%72,945--$12,235,065
APPLIED MATLS INCAMATTechnology1.93%16,530--$11,951,190
XYLEM INCXYLIndustrials1.91%100,080+1,175+1.19%$11,830,457
WALMART INCWMTConsumer Defensive1.88%102,675--$11,628,971
DANAHER CORPORATIONDHRHealthcare1.78%58,025--$11,052,602
NORFOLK SOUTHN CORPNSCIndustrials1.72%33,906--$10,666,489
APTARGROUP INCATRHealthcare1.60%79,100--$9,903,320
ABBOTT LABSABTHealthcare1.56%106,660--$9,678,328
AUTOMATIC DATA PROCESSING INCADPTechnology1.55%42,955--$9,619,772
TJX COS INC NEWTJXConsumer Cyclical1.52%62,340--$9,444,510
ARM HOLDINGS PLCARMTechnology1.39%24,250--$8,598,323
HOME DEPOT INCHDConsumer Cyclical1.33%23,415--$8,258,002
VERALTO CORPVLTOIndustrials1.26%87,877--$7,792,932
PROCTER AND GAMBLE COPGConsumer Defensive1.25%52,710--$7,729,394
RTX CorporationRTXIndustrials1.17%38,348--$7,275,766
Showing 30 of 51 holdings in the latest reporting period.