Baker Chad R
Filing Date
Global Rank
#2,510
/ 8,618
▲ 167
Top Industry
Semiconductors
15.2%
3Y Alpha vs SPY
-2.6%
Period ended 51 days ago
Filed Jul 16, 2026 · 35d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+72.0%
SPY
+75.8%
Annualised alpha
-0.9%
Max drawdown
−19.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.9%
−0.8 pts
Top 5
32.1%
+3.1 pts
Top 10
50.5%
+3.6 pts
HHI
370
Diversified+21
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.6% | $243,215,945 |
| Industrials | 19.5% | $119,546,969 |
| Consumer Cyclical | 13.3% | $81,532,975 |
| Healthcare | 9.7% | $59,330,403 |
| Communication Services | 8.3% | $51,252,720 |
| Consumer Defensive | 4.9% | $29,846,565 |
| Financial Services | 4.5% | $27,371,626 |
| Energy | 0.4% | $2,242,208 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UL | Unilever PLC | +27,940 | 96,377 | $5,794,185 | |
| SN | SharkNinja, Inc. | +13,830 | 45,315 | $6,900,115 | |
| IBM | International Business Machines Corp | +6,625 | 22,885 | $6,435,490 | |
| AVGO | Broadcom Inc. | +3,870 | 12,570 | $4,748,317 | |
| SYK | Stryker Corp | +1,790 | 20,465 | $6,443,200 | |
| XYL | Xylem Inc. | +1,175 | 100,080 | $11,830,456 | |
| ABNB | Airbnb, Inc. | +635 | 17,510 | $2,505,681 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
4 positions
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BR | Broadridge Financial Solutions, Inc. | 11,080 | $1,517,406 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRSP | CRISPR Therapeutics AG | 93,300 | $4,438,281 | |
| UBER | Uber Technologies, Inc | 58,830 | $4,231,641 | |
| ALC | Alcon Inc | 27,525 | $2,074,008 | |
| MKC | Mccormick & Co Inc | 19,470 | $982,066 | |
| RELX | Relx PLC | 10,055 | $333,323 | |
| CRM | Salesforce, Inc. | 1,440 | $268,804 | |
| No positions match the current search. | ||||
50 tracked positions ·
$614,339,411 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 83,168 | $48,313,122 | 7.86% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 163,883 | $47,421,184 | 7.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 109,180 | $39,017,656 | 6.35% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 180,838 | $31,885,356 | 5.19% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 76,865 | $30,528,472 | 4.97% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Held | 52,010 | $25,749,110 | 4.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 99,518 | $23,719,120 | 3.86% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 44,175 | $22,688,280 | 3.69% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 49,739 | $20,920,223 | 3.41% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 53,575 | $19,984,546 | 3.25% | |
| NET |
Cloudflare, Inc.
Technology
|
Held | 77,960 | $19,122,028 | 3.11% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Held | 253,050 | $18,561,217 | 3.02% | |
| ULS |
UL Solutions Inc.
Industrials
|
Held | 165,710 | $16,879,220 | 2.75% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 66,370 | $16,855,988 | 2.74% | |
| WM |
Waste Management Inc
Industrials
|
Held | 71,535 | $15,943,720 | 2.60% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Held | 72,945 | $12,235,064 | 1.99% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 16,530 | $11,951,190 | 1.95% | |
| XYL |
Xylem Inc.
Industrials
|
Added | 100,080 | $11,830,456 | 1.93% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 102,675 | $11,628,970 | 1.89% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 58,025 | $11,052,602 | 1.80% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 33,906 | $10,666,488 | 1.74% | |
| ATR |
Aptargroup, Inc.
Healthcare
|
Held | 79,100 | $9,903,320 | 1.61% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 106,660 | $9,678,328 | 1.58% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 42,955 | $9,619,772 | 1.57% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 62,340 | $9,444,510 | 1.54% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Held | 24,250 | $8,598,322 | 1.40% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 23,415 | $8,258,002 | 1.34% | |
| VLTO |
Veralto Corp
Industrials
|
Held | 87,877 | $7,792,932 | 1.27% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 52,710 | $7,729,394 | 1.26% | |
| RTX |
RTX Corp
Industrials
|
Held | 38,348 | $7,275,766 | 1.18% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
Added | 45,315 | $6,900,115 | 1.12% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 20,465 | $6,443,200 | 1.05% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 22,885 | $6,435,490 | 1.05% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 28,100 | $6,195,769 | 1.01% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 96,377 | $5,794,185 | 0.94% | |
| CSX |
Csx Corp
Industrials
|
Held | 102,000 | $4,848,060 | 0.79% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 12,570 | $4,748,317 | 0.77% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 51,200 | $4,694,016 | 0.76% | |
| TILE |
Interface Inc
Consumer Cyclical
|
Held | 100,155 | $3,589,555 | 0.58% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
Held | 159,135 | $2,506,376 | 0.41% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Added | 17,510 | $2,505,681 | 0.41% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 16,400 | $2,242,208 | 0.36% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
Held | 121,415 | $2,176,970 | 0.35% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 9,000 | $1,845,180 | 0.30% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 13,950 | $1,792,575 | 0.29% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Held | 24,818 | $1,783,421 | 0.29% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
NEW | 11,080 | $1,517,406 | 0.25% | |
| CI |
Cigna Group
Healthcare
|
Held | 5,254 | $1,448,422 | 0.24% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 6,225 | $1,245,560 | 0.20% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Held | 750 | $372,547 | 0.06% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.