Baker Chad R
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 64.8%; sector active share 26.8% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.2% | $275,101,301 |
| Industrials | 18.3% | $119,546,969 |
| Consumer Cyclical | 12.5% | $81,532,975 |
| Healthcare | 9.1% | $59,330,403 |
| Communication Services | 8.7% | $56,600,369 |
| Consumer Defensive | 4.6% | $29,846,565 |
| Financial Services | 4.2% | $27,371,626 |
| Energy | 0.3% | $2,242,208 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| 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 reducedNew Positions
Positions the filer opened this quarter| 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| 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. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| APH |
Amphenol Corp /De/
Technology
|
Held | 180,838 | $63,770,712 | 9.79% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 83,168 | $48,313,122 | 7.41% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 163,883 | $47,421,184 | 7.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 109,180 | $39,017,656 | 5.99% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 76,865 | $30,528,472 | 4.69% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Held | 52,010 | $25,749,110 | 3.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 99,518 | $23,719,120 | 3.64% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 44,175 | $22,688,280 | 3.48% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 49,739 | $20,920,223 | 3.21% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 53,575 | $19,984,546 | 3.07% | |
| NET |
Cloudflare, Inc.
Technology
|
Held | 77,960 | $19,122,028 | 2.93% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Held | 253,050 | $18,561,217 | 2.85% | |
| ULS |
UL Solutions Inc.
Industrials
|
Held | 165,710 | $16,879,220 | 2.59% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 66,370 | $16,855,988 | 2.59% | |
| WM |
Waste Management Inc
Industrials
|
Held | 71,535 | $15,943,720 | 2.45% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Held | 72,945 | $12,235,064 | 1.88% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 16,530 | $11,951,190 | 1.83% | |
| XYL |
Xylem Inc.
Industrials
|
Added | 100,080 | $11,830,456 | 1.82% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 102,675 | $11,628,970 | 1.78% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 58,025 | $11,052,602 | 1.70% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 33,906 | $10,666,488 | 1.64% | |
| ATR |
Aptargroup, Inc.
Healthcare
|
Held | 79,100 | $9,903,320 | 1.52% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 106,660 | $9,678,328 | 1.49% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 42,955 | $9,619,772 | 1.48% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 62,340 | $9,444,510 | 1.45% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Held | 24,250 | $8,598,322 | 1.32% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 23,415 | $8,258,002 | 1.27% | |
| VLTO |
Veralto Corp
Industrials
|
Held | 87,877 | $7,792,932 | 1.20% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 52,710 | $7,729,394 | 1.19% | |
| RTX |
RTX Corp
Industrials
|
Held | 38,348 | $7,275,766 | 1.12% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
Added | 45,315 | $6,900,115 | 1.06% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 20,465 | $6,443,200 | 0.99% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 22,885 | $6,435,490 | 0.99% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 28,100 | $6,195,769 | 0.95% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 96,377 | $5,794,185 | 0.89% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 15,135 | $5,347,649 | 0.82% | |
| CSX |
Csx Corp
Industrials
|
Held | 102,000 | $4,848,060 | 0.74% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 12,570 | $4,748,317 | 0.73% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 51,200 | $4,694,016 | 0.72% | |
| TILE |
Interface Inc
Consumer Cyclical
|
Held | 100,155 | $3,589,555 | 0.55% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
Held | 159,135 | $2,506,376 | 0.38% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Added | 17,510 | $2,505,681 | 0.38% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 16,400 | $2,242,208 | 0.34% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
Held | 121,415 | $2,176,970 | 0.33% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 9,000 | $1,845,180 | 0.28% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 13,950 | $1,792,575 | 0.28% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Held | 24,818 | $1,783,421 | 0.27% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
NEW | 11,080 | $1,517,406 | 0.23% | |
| CI |
Cigna Group
Healthcare
|
Held | 5,254 | $1,448,422 | 0.22% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 6,225 | $1,245,560 | 0.19% |
Showing the top 50 of 51 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.