Baker Chad R Portfolio Changes in Q2 2026
This article summarizes Baker Chad R's observable stock purchases and sales during Q2 2026, based on available filing data. The portfolio value as of June 30th was $614 million.
As of the end of Q2 2026 (June 30), Baker Chad R's investment portfolio held a total value of approximately $614 million, reflecting ongoing activity in the stock market during this period.
The investor maintained significant positions across various sectors but also observed notable changes. Key holdings like Apple Inc (AAPL) and Advanced Micro Devices Inc (AMD) saw slight reductions in their share count, while others remained stable or increased slightly.
Significant Purchases This Quarter
Baker Chad R disclosed several purchases during Q2 2026. Notably, the investor bought shares of Broadridge Financial Solutions Inc (BR), evidenced by a substantial increase in holdings (+11080 shares or +100%). This suggests strong confidence in BR's future prospects.
Additionally, there were purchases indicated for several other companies: International Business Machines Corp (IBM) increased its share count by 6625 shares (~+40.74%), Analog Devices Inc (ADI) saw a small increase of just 3870 shares (+44.48%), and Stryker Corporation (SYK) added 1790 shares (+9.59%). Furthermore, the investor acquired SharkNinja Inc (SN), adding it to their portfolio with an initial purchase of 45315 shares (+43.93%).
Notable Sales This Quarter
The data also shows sales activity for Baker Chad R during Q2 2026. The most significant reduction was observed in Apple Inc (AAPL), where the investor sold off -10,000 shares (-5.75%).
Other companies saw decreases: Tesla Inc (TSLA) experienced a sale of its current holdings but no change in share count; NVIDIA Corporation (NVDA) had sales reflected by negative changes (-6225 shares or -6.74%); and Alphabet Inc (GOOGL) sold 100 shares, albeit with minimal impact (-0.09%).
Overall Portfolio Changes & Insights
Beyond individual stock transactions, the investor's overall portfolio allocation shifted slightly during Q2 2026.
The Technology sector remains dominant, accounting for nearly 40% of the portfolio (39.62%) as of June 30th. Industrials and Consumer Cyclical sectors follow closely with allocations around 20% and 11.57%, respectively. Healthcare holds a significant portion at just under 10%.
The top five holdings by value, which previously accounted for about 64 million in value (prior period), now represent approximately $318 million or slightly over half the portfolio as of June 30th. This indicates concentration but also some turnover compared to previous quarters.