Investor
Baker Chad R
CIK 0001666470 · filed 2026-04-17 · SEC filing
13F book
$530.1M
Positions
56
0 new · 1 sold
Largest name
8.3%
Apple Inc. · AAPL
Est. mark
−$29.1M
Price effect on 56 names still held. Flow $1.87M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 173.9K | $44.1M | 8.3% | −$3.35M | Cut−$4.72M |
| Alphabet Inc | — | 109.3K | $31.4M | 5.9% | −$2.87M | Cut−$5.6M |
| Analog Devices Inc | ADI | 76.9K | $24.5M | 4.6% | $3.33M | Cut$3.25M |
| Amphenol Corp New | — | 180.8K | $22.8M | 4.3% | −$1.78M | Cut−$2.26M |
| Mastercard Inc | MA | 44.2K | $22.1M | 4.2% | −$3.44M | Held |
| Amazon Com Inc | AMZN | 99.5K | $20.7M | 3.9% | −$2.41M | Held |
| Microsoft Corp | MSFT | 53.6K | $19.8M | 3.7% | −$6.28M | Held |
| Rockwell Automation, Inc | ROK | 52K | $18.7M | 3.5% | −$1.81M | Cut−$1.82M |
| Tesla, Inc. | TSLA | 49.7K | $18.5M | 3.5% | −$4.11M | Cut−$6.34M |
| Advanced Micro Devices Inc | AMD | 84.1K | $17.1M | 3.2% | −$1M | Held |
| Waste Mgmt Inc Del | — | 71.5K | $16.4M | 3.1% | $548.7K | Cut−$1.22M |
| Johnson & Johnson | JNJ | 66.4K | $16.2M | 3.1% | $2.49M | Cut$1.87M |
| Cloudflare, Inc. | NET | 78K | $16.1M | 3.0% | $523.9K | Cut−$140.8K |
| T-Mobile Us Inc | — | 72.9K | $15.3M | 2.9% | $454.4K | Held |
| CARRIER GLOBAL Corp | CARR | 253.1K | $14.2M | 2.7% | $728.8K | Held |
| UL Solutions Inc. | ULS | 165.7K | $14.2M | 2.7% | $896K | Added$904.5K |
| Walmart Inc. | WMT | 102.7K | $12.8M | 2.4% | $1.27M | Held |
| Xylem Inc. | XYL | 98.9K | $11.8M | 2.2% | −$1.79M | Added−$1.79M |
| Danaher Corporation | — | 58K | $11M | 2.1% | −$2.38M | Cut−$2.39M |
| Abbott Labs | ABT | 106.7K | $11M | 2.1% | −$2.46M | Cut−$2.47M |
| Aptargroup, Inc. | ATR | 79.1K | $9.97M | 1.9% | $259.4K | Held |
| Tjx Cos Inc New | — | 62.3K | $9.96M | 1.9% | $271.2K | Held |
| Norfolk Southn Corp | — | 33.9K | $9.73M | 1.8% | −$105.4K | Held |
| Automatic Data Processing In | — | 43K | $8.73M | 1.6% | −$2.42M | Held |
| Veralto Corp | VLTO | 87.9K | $7.77M | 1.5% | −$1.14M | Cut−$1.15M |
| Home Depot, Inc. | HD | 23.4K | $7.7M | 1.5% | −$402.3K | Added−$278.9K |
| Procter And Gamble Co | PG | 52.7K | $7.61M | 1.4% | $20.6K | Held |
| RTX Corp | RTX | 38.3K | $7.4M | 1.4% | $340.9K | Held |
| Lowes Cos Inc | — | 28.1K | $6.64M | 1.3% | −$193.9K | Held |
| Stryker Corp | SYK | 18.7K | $6.14M | 1.2% | −$476.8K | Cut−$577.7K |
| Applied Matls Inc | — | 16.5K | $5.65M | 1.1% | $1.35M | Held |
| Crispr Therapeutics Ag | CRSP | 93.3K | $4.44M | 0.8% | −$524.2K | Added−$522.8K |
| Colgate Palmolive Co | CL | 51.2K | $4.36M | 0.8% | $292.9K | Held |
| Alphabet Inc | — | 15.1K | $4.34M | 0.8% | −$419.1K | Cut−$1.36M |
| Uber Technologies, Inc | UBER | 58.8K | $4.23M | 0.8% | −$396.1K | Added$1.04M |
| Csx Corp | CSX | 102K | $4.19M | 0.8% | $472.3K | Held |
| International Business Machs | — | 16.3K | $3.94M | 0.7% | −$654.8K | Added$626.3K |
| Unilever Plc | — | 68.4K | $3.9M | 0.7% | −$412.2K | Added$771.6K |
| Arm Holdings Plc | — | 24.3K | $3.67M | 0.7% | $980.2K | Held |
| SharkNinja, Inc. | SN | 31.5K | $3.33M | 0.6% | −$148K | Added$1.17M |
| Zoetis Inc. | ZTS | 24.8K | $2.93M | 0.6% | −$203.5K | Held |
| Exxon Mobil Corp | — | 16.4K | $2.78M | 0.5% | $798.2K | Held |
| Broadcom Inc. | AVGO | 8.7K | $2.69M | 0.5% | −$178.5K | Added$1.14M |
| Interface Inc | TILE | 100.2K | $2.5M | 0.5% | −$235K | Added$778.2K |
| Rocket Cos Inc | — | 159.1K | $2.27M | 0.4% | −$557.8K | Added$341.7K |
| Adobe Inc. | ADBE | 9K | $2.19M | 0.4% | −$984.9K | Held |
| Airbnb, Inc. | ABNB | 16.9K | $2.13M | 0.4% | −$31.9K | Added$1.72M |
| Alcon Inc | ALC | 27.5K | $2.07M | 0.4% | −$32.6K | Added$1.42M |
| SoFi Technologies, Inc. | SOFI | 121.4K | $1.93M | 0.4% | −$625.3K | Added$373.1K |
| Merck & Co., Inc. | MRK | 13.9K | $1.68M | 0.3% | $198.5K | Cut$12.9K |
| Cigna Group | CI | 5.25K | $1.4M | 0.3% | −$51.1K | Held |
| Nvidia Corp | NVDA | 6.67K | $1.16M | 0.2% | −$87.7K | Cut−$159.9K |
| Mccormick & Co Inc | — | 19.5K | $982.1K | 0.2% | −$154.3K | Added$396.2K |
| Vertex Pharmaceuticals Inc | — | 750 | $334.9K | 0.1% | −$5.4K | Held |
| Relx Plc | — | 10.1K | $333.3K | 0.1% | −$80K | Cut−$98.5K |
| Salesforce, Inc. | CRM | 1.44K | $268.8K | 0.1% | −$114.1K | Cut−$131.4K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.