Baker Chad R
Top Portfolio Positions
55 positions ·
$525,806,576 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
173,883 | $44,129,766 | 8.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
109,280 | $31,424,556 | 5.98% | |
| ADI |
Analog Devices Inc
Technology
|
76,865 | $24,453,831 | 4.65% | |
| APH |
Amphenol Corp /De/
Technology
|
180,838 | $22,848,881 | 4.35% | |
| MA |
Mastercard Inc
Financial Services
|
44,175 | $22,072,480 | 4.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
99,518 | $20,726,613 | 3.94% | |
| MSFT |
Microsoft Corp
Technology
|
53,575 | $19,831,857 | 3.77% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
52,010 | $18,665,348 | 3.55% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
49,739 | $18,490,473 | 3.52% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
84,061 | $17,100,529 | 3.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CRSP
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,438,281 | 93,300 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,891,078 | 93,270 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $6,040,616 | 93,205 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,533,491 | 93,205 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,171,766 | 93,205 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,668,548 | 93,205 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,664,174 | 99,280 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,321,065 | 98,520 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $6,715,123 | 98,520 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $6,167,352 | 98,520 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,364,819 | 52,100 | Shares | Sole | 2023-10-17 | |
| No 13F history on record for this holder in this stock. | ||||||