Baker Chad R
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$530.1M
Q ending 2026-03-31
Prior quarter
$557.4M
Q ending 2025-12-31
Change
-4.9% QoQ · +8.0% YoY
Positions
56
reported holdings
Largest positions
All 56 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $44.1M | 174K |
| Alphabet Inc | GOOGL | Shares | $31.4M | 109K |
| Analog Devices Inc | ADI | Shares | $24.5M | 77K |
| Amphenol Corporation | APH | Shares | $22.8M | 181K |
| Mastercard Incorporated | MA | Shares | $22.1M | 44K |
| Amazon Com Inc | AMZN | Shares | $20.7M | 100K |
| Microsoft Corp | MSFT | Shares | $19.8M | 54K |
| Rockwell Automation Inc | ROK | Shares | $18.7M | 52K |
| Tesla Inc | TSLA | Shares | $18.5M | 50K |
| Advanced Micro Devices Inc | AMD | Shares | $17.1M | 84K |
| Waste Mgmt Inc Del | WM | Shares | $16.4M | 72K |
| Johnson & Johnson | JNJ | Shares | $16.2M | 66K |
| Cloudflare Inc | NET | Shares | $16.1M | 78K |
| T-Mobile Us Inc | TMUS | Shares | $15.3M | 73K |
| Carrier Global Corporation | CARR | Shares | $14.2M | 253K |
| Ul Solutions Inc | ULS | Shares | $14.2M | 166K |
| Walmart Inc | WMT | Shares | $12.8M | 103K |
| Xylem Inc | XYL | Shares | $11.8M | 99K |
| Danaher Corporation | DHR | Shares | $11.0M | 58K |
| Abbott Labs | ABT | Shares | $11.0M | 107K |
| Aptargroup Inc | ATR | Shares | $10.0M | 79K |
| Tjx Cos Inc New | TJX | Shares | $10.0M | 62K |
| Norfolk Southn Corp | NSC | Shares | $9.7M | 34K |
| Automatic Data Processing Inc | ADP | Shares | $8.7M | 43K |
| Veralto Corp | VLTO | Shares | $7.8M | 88K |
| Home Depot Inc | HD | Shares | $7.7M | 23K |
| Procter And Gamble Co | PG | Shares | $7.6M | 53K |
| Rtx Corporation | RTX | Shares | $7.4M | 38K |
| Lowes Cos Inc | LOW | Shares | $6.6M | 28K |
| Stryker Corporation | SYK | Shares | $6.1M | 19K |
| Applied Matls Inc | AMAT | Shares | $5.6M | 17K |
| Crispr Therapeutics Ag | Shares | $4.4M | 93K | |
| Colgate Palmolive Co | CL | Shares | $4.4M | 51K |
| Alphabet Inc | GOOG | Shares | $4.3M | 15K |
| Uber Technologies Inc | UBER | Shares | $4.2M | 59K |
| Csx Corp | CSX | Shares | $4.2M | 102K |
| International Business Machs | IBM | Shares | $3.9M | 16K |
| Unilever Plc | UL | Shares | $3.9M | 68K |
| Arm Holdings Plc | ARM | Shares | $3.7M | 24K |
| Sharkninja Inc | Shares | $3.3M | 31K | |
| Zoetis Inc | ZTS | Shares | $2.9M | 25K |
| Exxon Mobil Corp | XOM | Shares | $2.8M | 16K |
| Broadcom Inc | AVGO | Shares | $2.7M | 9K |
| Interface Inc | TILE | Shares | $2.5M | 100K |
| Rocket Cos Inc | RKT | Shares | $2.3M | 159K |
| Adobe Systems Incorporated | ADBE | Shares | $2.2M | 9K |
| Airbnb Inc | ABNB | Shares | $2.1M | 17K |
| Alcon Ag | Shares | $2.1M | 28K | |
| Sofi Technologies Inc | SOFI | Shares | $1.9M | 121K |
| Merck & Co Inc | MRK | Shares | $1.7M | 14K |
| The Cigna Group | CI | Shares | $1.4M | 5K |
| Nvidia Corporation | NVDA | Shares | $1.2M | 7K |
| Mccormick & Co Inc | MKC | Shares | $982K | 19K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $335K | 750 |
| Relx Plc | RELX | Shares | $333K | 10K |
| Salesforce Inc | CRM | Shares | $269K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.