Baker Chad R Top Holdings and 13F Report (2025) About Baker Chad RInvestment ActivityBaker Chad R has $490.96 million in total holdings as of March 31, 2025.Baker Chad R owns shares of 50 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 3.58% of the portfolio was sold this quarter.This quarter, Baker Chad R has purchased 50 new stocks and bought additional shares in 13 stocks.Baker Chad R sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $43,400,648Mastercard $24,229,645Alphabet $20,236,190Microsoft $20,143,427Waste Management $19,797,578 Largest New Holdings this Quarter 009066101 - Airbnb $2,861,664 Holding042068205 - ARM HOLDINGS PLC $1,298,032 Holding Largest Purchases this Quarter UL SOLUTIONS INC 53,200 shares (about $3.00M)Airbnb 23,955 shares (about $2.86M)Relx 56,575 shares (about $2.85M)Alcon 26,305 shares (about $2.50M)Salesforce 8,735 shares (about $2.34M) Largest Sales this Quarter Apple 15,090 shares (about $3.35M)Advanced Micro Devices 26,677 shares (about $2.74M)Carrier Global 7,585 shares (about $480.89K)Merck & Co., Inc. 4,850 shares (about $435.34K)Novo Nordisk A/S 345 shares (about $23.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaker Chad R Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$43,400,648$3,351,942 ▼-7.2%195,3848.8%Computer and TechnologyMAMastercard$24,229,6450.0%44,2054.9%Business ServicesGOOGLAlphabet$20,236,1900.0%130,8604.1%Computer and TechnologyMSFTMicrosoft$20,143,427$84,463 ▲0.4%53,6604.1%Computer and TechnologyWMWaste Management$19,797,578$3,473 ▼0.0%85,5154.0%Business ServicesTMUST-Mobile US$19,441,8250.0%72,8954.0%Computer and TechnologyAMZNAmazon.com$18,992,3240.0%99,8233.9%Retail/WholesaleCARRCarrier Global$16,731,260$480,889 ▼-2.8%263,9003.4%Computer and TechnologyADIAnalog Devices$16,226,368$18,150 ▼-0.1%80,4603.3%Computer and TechnologyTSLATesla$15,842,4510.0%61,1303.2%Auto/Tires/TrucksAPHAmphenol$15,183,1010.0%231,4853.1%Computer and TechnologyABTAbbott Laboratories$14,283,752$60,356 ▲0.4%107,6802.9%MedicalDHRDanaher$14,076,325$931,725 ▲7.1%68,6652.9%MedicalROKRockwell Automation$13,464,182$67,179 ▲0.5%52,1102.7%Computer and TechnologyADPAutomatic Data Processing$13,185,1470.0%43,1552.7%Business ServicesXYLXylem$11,881,4920.0%99,4602.4%Business ServicesATRAptarGroup$11,729,4390.0%79,0502.4%IndustrialsJNJJohnson & Johnson$11,504,3210.0%69,3702.3%MedicalALCAlcon$11,026,594$2,497,134 ▲29.3%116,1552.2%MedicalNETCloudflare$10,806,9710.0%95,9002.2%Computer and TechnologyUL SOLUTIONS INC$9,334,200$3,000,480 ▲47.4%165,5001.9%Common StockWMTWalmart$9,044,1260.0%103,0201.8%Retail/WholesalePGProcter & Gamble$8,982,8380.0%52,7101.8%Consumer StaplesAMDAdvanced Micro Devices$8,636,427$2,740,795 ▼-24.1%84,0611.8%Computer and TechnologyVERALTO CORP$8,566,050$86,243 ▲1.0%87,9021.7%Common StockRELXRelx$8,520,550$2,851,946 ▲50.3%169,0251.7%Computer and TechnologyNSCNorfolk Southern$8,030,6360.0%33,9061.6%TransportationHDHome Depot$7,896,027$1,432,976 ▲22.2%21,5451.6%Retail/WholesaleTJXTJX Companies$7,593,0120.0%62,3401.5%Retail/WholesaleSYKStryker$7,136,033$27,919 ▲0.4%19,1701.5%MedicalNYTNew York Times$7,108,9200.0%143,3251.4%Consumer StaplesLOWLowe's Companies$6,553,7630.0%28,1001.3%Retail/WholesaleRTXRTX$5,079,5760.0%38,3481.0%AerospaceCLColgate-Palmolive$4,797,4400.0%51,2001.0%Consumer StaplesVRTXVertex Pharmaceuticals$4,722,1470.0%9,7401.0%MedicalCRMSalesforce$4,703,009$2,344,125 ▲99.4%17,5251.0%Computer and TechnologyZTSZoetis$4,086,2840.0%24,8180.8%MedicalGOOGAlphabet$3,452,6830.0%22,1000.7%Computer and TechnologyADBEAdobe$3,451,7700.0%9,0000.7%Computer and TechnologyCRSPCRISPR Therapeutics$3,171,7660.0%93,2050.6%MedicalCSXCSX$3,001,8600.0%102,0000.6%TransportationABNBAirbnb$2,861,664$2,861,664 ▲New Holding23,9550.6%Consumer DiscretionaryMKCMcCormick & Company, Incorporated$2,828,995$1,542,901 ▲120.0%34,3700.6%Consumer StaplesXOMExxon Mobil$1,950,4520.0%16,4000.4%EnergyCIThe Cigna Group$1,921,6890.0%5,8410.4%MedicalMRKMerck & Co., Inc.$1,409,232$435,336 ▼-23.6%15,7000.3%MedicalARM HOLDINGS PLC$1,298,032$1,298,032 ▲New Holding12,1550.3%Common StockBDXBecton, Dickinson and Company$1,241,505$340,154 ▲37.7%5,4200.3%MedicalNVDANVIDIA$1,061,582$8,128 ▼-0.8%9,7950.2%Computer and TechnologyNVONovo Nordisk A/S$334,354$23,957 ▼-6.7%4,8150.1%MedicalTERTeradyne$0$10,158,596 ▼-100.0%00.0%Computer and TechnologyPFEPfizer$0$331,625 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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