Baker Chad R

CIK

1666470

Location

PERRYSBURG, OH

Portfolio Value

Micro $46,745,194

Diversification

Diversified

Filing Date

Global Rank

#2,247 / 8,232 ▲ 82

Top Industry

Semiconductors 9.3%

3Y Alpha vs SPY

-4.6%

Period ended 3 months ago

Filed Apr 17, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.2%

SPY

+74.2%

Annualised alpha

-4.5%

Max drawdown

−19.4%

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

55 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.4%

−0.5 pts

Top 5

27.6%

−2.0 pts

Top 10

45.6%

−3.4 pts

HHI

334

Diversified−29

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.7%	$176,983,337	15
Industrials	19.9%	$104,793,629	10
Consumer Cyclical	13.6%	$71,474,309	8
Healthcare	12.8%	$67,140,882	11
Communication Services	8.9%	$46,745,194	2
Consumer Defensive	5.6%	$29,618,578	5
Financial Services	5.0%	$26,268,223	3
Energy	0.5%	$2,782,424	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
RKT	Rocket Companies, Inc.	+63,125	159,135	$2,267,673
SOFI	SoFi Technologies, Inc.	+62,870	121,415	$1,928,070
TILE	Interface Inc	+40,660	100,155	$2,495,862
UL	Unilever PLC	+20,780	68,437	$3,898,855
UBER	Uber Technologies, Inc	+19,955	58,830	$4,231,641
ALC	Alcon Inc	+19,300	27,525	$2,074,008
ABNB	Airbnb, Inc.	+13,875	16,875	$2,130,975
SN	SharkNinja, Inc.	+12,485	31,485	$3,334,261
MKC	Mccormick & Co Inc	+10,915	19,470	$982,066
IBM	International Business Machines Corp	+5,285	16,260	$3,941,261
AVGO	Broadcom Inc.	+4,275	8,700	$2,692,737
HD	Home Depot, Inc.	+375	23,415	$7,700,959
ULS	UL Solutions Inc.	+100	165,710	$14,203,004
CRSP	CRISPR Therapeutics AG	+30	93,300	$4,438,281
XYL	Xylem Inc.	+10	98,905	$11,819,147
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−8,680	109,280	$31,424,556
WM	Waste Management Inc	−7,980	71,535	$16,438,027
AAPL	Apple Inc.	−5,000	173,883	$44,129,766
TSLA	Tesla, Inc.	−4,910	49,739	$18,490,473
APH	Amphenol Corp /De/	−3,535	180,838	$22,848,881
NET	Cloudflare, Inc.	−3,330	77,960	$16,086,266
JNJ	Johnson & Johnson	−3,000	66,370	$16,223,482
MRK	Merck & Co., Inc.	−1,750	13,950	$1,678,045
RELX	Relx PLC	−450	10,055	$333,323
NVDA	Nvidia Corp	−385	6,675	$1,164,120
ADI	Analog Devices Inc	−285	76,865	$24,453,831
SYK	Stryker Corp	−285	18,675	$6,136,418
VLTO	Veralto Corp	−100	87,877	$7,770,084
ABT	Abbott Laboratories	−75	106,660	$10,950,782
CRM	Salesforce, Inc.	−65	1,440	$268,804
DHR	Danaher Corp /De/	−30	58,025	$11,001,540
ROK	Rockwell Automation, Inc	−20	52,010	$18,665,348
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
MICC	Magnum Ice Cream Co N.V.	10,723	$169,959
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $46,745,194 total · Communication Services only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
GOOGL	Alphabet Inc. Communication Services	Reduced	109,280	-8,680	$31,424,556	−14.9%	67.23%
TMUS	T-Mobile US, Inc. Communication Services	Held	72,945	0	$15,320,638	+3.4%	32.77%