BAKER BOYER NATIONAL BANK
BankFiling Date
Global Rank
#6,900
/ 8,603
▼ 7
· as of Mar 2026
Top Industry
Software - Infrastructure
18.3%
3Y Alpha vs SPY
-6.5%
Period ended 3 months ago
Filed Apr 28, 2026 · 2mo
19 quarters · since Jun 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+49.4%
SPY
+76.5%
Annualised alpha
-6.5%
Max drawdown
−16.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.0%
−2.6 pts
Top 5
49.9%
−0.6 pts
Top 10
61.5%
+0.4 pts
HHI
651
Diversified−48
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.9% | $14,127,664 |
| Industrials | 24.0% | $11,366,043 |
| Unclassified | 12.4% | $5,890,861 |
| Financial Services | 7.9% | $3,721,095 |
| Consumer Cyclical | 7.3% | $3,466,449 |
| Healthcare | 5.9% | $2,811,985 |
| Consumer Defensive | 4.6% | $2,160,311 |
| Communication Services | 3.5% | $1,632,658 |
| Utilities | 2.7% | $1,289,693 |
| Energy | 1.1% | $541,664 |
| Real Estate | 0.7% | $307,989 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SO | Southern Co | −3,900 | 3,032 | $292,648 | |
| BRK-B | Berkshire Hathaway Inc | −1,215 | 2,233 | $1,070,053 | |
| PG | PROCTER & GAMBLE Co | −1,040 | 3,414 | $493,118 | |
| IAU | Ishares Gold Trust | −398 | 5,895 | $519,703 | |
| WY | Weyerhaeuser Co | −333 | 12,607 | $307,989 | |
| NKE | NIKE, Inc. | −292 | 5,067 | $267,638 | |
| MO | Altria Group, Inc. | −281 | 3,379 | $222,980 | |
| AAPL | Apple Inc. | −272 | 18,952 | $4,809,827 | |
| USB | US Bancorp De | −179 | 17,825 | $927,078 | |
| ETN | Eaton Corp plc | −100 | 702 | $251,084 | |
| MCD | Mcdonalds Corp | −91 | 2,996 | $931,126 | |
| ABBV | AbbVie Inc. | −89 | 1,324 | $287,956 | |
| HD | Home Depot, Inc. | −80 | 1,973 | $648,899 | |
| MRK | Merck & Co., Inc. | −77 | 3,013 | $362,433 | |
| EMR | Emerson Electric Co | −75 | 7,875 | $1,031,782 | |
| CSCO | Cisco Systems, Inc. | −71 | 3,146 | $244,098 | |
| LOW | Lowes Companies Inc | −63 | 946 | $223,520 | |
| CVX | Chevron Corp | −59 | 2,618 | $541,664 | |
| CARR | CARRIER GLOBAL Corp | −57 | 3,824 | $215,329 | |
| TSLA | Tesla, Inc. | −42 | 1,161 | $431,601 | |
| IBM | International Business Machines Corp | −32 | 1,987 | $481,628 | |
| META | Meta Platforms, Inc. | −25 | 1,286 | $735,759 | |
| SYK | Stryker Corp | −25 | 851 | $279,630 | |
| DUK | Duke Energy CORP | −23 | 3,359 | $439,827 | |
| DHR | Danaher Corp /De/ | −20 | 1,261 | $239,085 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UNH | Unitedhealth Group Inc | 1,137 | $375,335 | |
| INTU | Intuit Inc. | 451 | $298,751 | |
| ADBE | Adobe Inc. | 676 | $236,593 | |
| ABT | Abbott Laboratories | 1,846 | $231,285 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 2,722 | $207,498 | |
| GS | Goldman Sachs Group Inc | 231 | $203,049 | |
| No positions match the current search. | ||||
53 positions ·
$47,316,412 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 53 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 20,511 | $7,592,556 | 16.05% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 8,259 | $5,371,158 | 11.35% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 18,952 | $4,809,827 | 10.17% | |
| PCAR |
Paccar Inc
Industrials
|
Held | 36,506 | $4,216,443 | 8.91% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 6,721 | $1,642,881 | 3.47% | |
| DE |
Deere & Co
Industrials
|
Reduced | 2,202 | $1,240,386 | 2.62% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,172 | $1,167,815 | 2.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,233 | $1,070,053 | 2.26% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 7,875 | $1,031,782 | 2.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,627 | $963,665 | 2.04% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 2,996 | $931,126 | 1.97% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 17,825 | $927,078 | 1.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,119 | $896,899 | 1.90% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,145 | $811,186 | 1.71% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,286 | $735,759 | 1.55% | |
| RTX |
RTX Corp
Industrials
|
Held | 3,376 | $651,230 | 1.38% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,973 | $648,899 | 1.37% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 2,585 | $612,782 | 1.30% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 2,338 | $567,245 | 1.20% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,125 | $562,117 | 1.19% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 2,618 | $541,664 | 1.14% | |
| BA |
Boeing Co
Industrials
|
Held | 2,715 | $540,366 | 1.14% | |
| IAU |
Ishares Gold Trust
|
Reduced | 5,895 | $519,703 | 1.10% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 3,414 | $493,118 | 1.04% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 1,987 | $481,628 | 1.02% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 1,979 | $454,754 | 0.96% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 3,359 | $439,827 | 0.93% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,161 | $431,601 | 0.91% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,357 | $410,139 | 0.87% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 3,013 | $362,433 | 0.77% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 2,057 | $358,740 | 0.76% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 1,725 | $350,916 | 0.74% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 2,958 | $334,786 | 0.71% | |
| CMI |
Cummins Inc
Industrials
|
Held | 598 | $321,735 | 0.68% | |
| WY |
Weyerhaeuser Co
Real Estate
|
Reduced | 12,607 | $307,989 | 0.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,045 | $307,397 | 0.65% | |
| SO |
Southern Co
Utilities
|
Reduced | 3,032 | $292,648 | 0.62% | |
| ACN |
Accenture plc
Technology
|
Held | 1,462 | $289,899 | 0.61% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,324 | $287,956 | 0.61% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 851 | $279,630 | 0.59% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,224 | $276,398 | 0.58% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Reduced | 5,067 | $267,638 | 0.57% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 617 | $257,128 | 0.54% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 702 | $251,084 | 0.53% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 3,146 | $244,098 | 0.52% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 1,261 | $239,085 | 0.51% | |
| BAM |
Brookfield Asset Management Ltd.
Financial Services
|
Held | 5,200 | $231,140 | 0.49% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 946 | $223,520 | 0.47% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 3,379 | $222,980 | 0.47% | |
| XEL |
Xcel Energy Inc
Utilities
|
Held | 2,800 | $222,432 | 0.47% |