Baker Boyer National Bank

13F filer · CIK 0001079398

Reported Jul 27, 2026

Net seller this quarter

13F portfolio value$364MU.S. long equity reported on 13F

Positions585 new · 6 closed

Net flow last quarter-$1.01MBuys minus sells

Top 10 positions weight26.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 202658 positions
DFAXGulf Resources, Inc.	$71.8M	19.73%	Not reported	+10.6%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$6.17M	1.69%	Not reported	Not reported	Q2 2021
AAPLApple Inc.	$5.45M	1.50%	0.00%	-0.7%	Q3 2013
MSFTMicrosoft Corp	$3.86M	1.06%	0.00%	-49.5%	Q3 2013
JNJJohnson & Johnson	$1.7M	0.47%	0.00%	-0.4%	Q3 2013
BRK.ABerkshire Hathaway Inc	$1.5M	0.41%	Not reported	Not reported	Q4 2025
DEDeere & Co	$1.41M	0.39%	0.00%	+0.8%	Q3 2013
CATCaterpillar Inc	$1.23M	0.34%	0.00%	+1.1%	Q4 2013
COSTCostco Wholesale Corp	$1.14M	0.31%	0.00%	+3.8%	Q2 2021
EMREmerson Electric Co	$1.13M	0.31%	0.00%	Not reported	Q4 2025
GOOGLAlphabet Inc.	$1.11M	0.30%	0.00%	-0.8%	Q4 2017
AMZNAmazon Com Inc	$1.09M	0.30%	0.00%	-1.2%	Q2 2021
GOOGAlphabet Inc.	$1.05M	0.29%	Not reported	+2.2%	Q2 2017
AMDAdvanced Micro Devices Inc	$1.01M	0.28%	0.00%	+0.4%	Q2 2025
GEQGuggenheim Equal Weight Enhanced Equity Income Fund	$961K	0.26%	Not reported	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$867K	0.24%	Not reported	-22.4%	Q2 2021
MCDMcdonalds Corp	$806K	0.22%	0.00%	-0.5%	Q3 2013
CVXChevron Corp	$697K	0.19%	0.00%	+60.7%	Q3 2013
HDHome Depot, Inc.	$695K	0.19%	0.00%	-0.1%	Q3 2013
USBUS Bancorp \de\	$677K	0.19%	0.00%	-37.1%	Q3 2013
METAMeta Platforms, Inc.	$675K	0.19%	Not reported	-6.8%	Q3 2023
UNPUnion Pacific Corp	$654K	0.18%	0.00%	+2.9%	Q3 2013
RTXRTX Corp	$617K	0.17%	0.00%	-3.7%	Q2 2021
BABoeing Co	$588K	0.16%	0.00%	0.0%	Q4 2013
MAMastercard Inc	$577K	0.16%	0.00%	-0.1%	Q4 2013
PCARPaccar Inc	$558K	0.15%	0.00%	-87.3%	Q3 2013
XOMExxonMobil Holdings Corp	$550K	0.15%	0.00%	-44.6%	Q3 2013
TSLATesla, Inc.	$503K	0.14%	0.00%	+3.1%	Q2 2021
IBMInternational Business Machines Corp	$502K	0.14%	0.00%	-10.2%	Q3 2013
PGPROCTER & GAMBLE Co	$497K	0.14%	0.00%	-0.8%	Q3 2013
VVisa Inc.	$467K	0.13%	0.00%	+0.2%	Q3 2023
NVDANvidia Corp	$459K	0.13%	0.00%	+11.5%	Q2 2024
WMWaste Management Inc	$441K	0.12%	0.00%	Not reported	Q2 2021
CMICummins Inc	$437K	0.12%	0.00%	+2.5%	Q2 2016
DUKDuke Energy CORP	$409K	0.11%	0.00%	-3.8%	Q3 2013
CSCOCisco Systems, Inc.	$367K	0.10%	0.00%	-0.6%	Q3 2013
FRDMFreedom Environmental Services, Inc.	$366K	0.10%	Not reported	New	Q2 2026
XELXcel Energy Inc	$364K	0.10%	0.00%	+62.1%	Q3 2025
JPMJPMorgan Chase & Co	$342K	0.09%	0.00%	Not reported	Q4 2014
ABBVAbbVie Inc.	$333K	0.09%	0.00%	Not reported	Q3 2013
SOSouthern Co	$301K	0.08%	0.00%	+3.6%	Q3 2013
SRESempra	$291K	0.08%	0.00%	New	Q2 2026
HONHoneywell International Inc	$289K	0.08%	0.00%	0.0%	Q2 2021
HONAHoneywell Aerospace Inc.	$286K	0.08%	Not reported	0.0%	Q2 2026
CARRCARRIER GLOBAL Corp	$280K	0.08%	0.00%	Not reported	Q3 2024
ETNEaton Corp plc	$280K	0.08%	0.00%	-6.3%	Q3 2013
MRKMerck & Co., Inc.	$273K	0.07%	0.00%	-29.5%	Q4 2013
TTTrane Technologies plc	$271K	0.07%	0.00%	-10.7%	Q2 2025
SYKStryker Corp	$268K	0.07%	0.00%	Not reported	Q3 2023
WMTWalmart Inc.	$267K	0.07%	0.00%	+5.9%	Q3 2013

Q1 2026Reported Apr 28, 202657 positions
DFAXGulf Resources, Inc.	$59.9M	17.98%	Not reported	+2.5%	Q4 2021
MSFTMicrosoft Corp	$7.59M	2.28%	0.00%	+2.5%	Q3 2013
SPYSPDR S&P 500 ETF Trust	$5.37M	1.61%	Not reported	Not reported	Q2 2021
AAPLApple Inc.	$4.81M	1.45%	0.00%	-1.4%	Q3 2013
PCARPaccar Inc	$4.22M	1.27%	0.01%	Not reported	Q3 2013
JNJJohnson & Johnson	$1.64M	0.49%	0.00%	Not reported	Q3 2013
BRK.ABerkshire Hathaway Inc	$1.44M	0.43%	Not reported	Not reported	Q4 2025
DEDeere & Co	$1.24M	0.37%	0.00%	-0.5%	Q3 2013
XOMExxonMobil Holdings Corp	$1.23M	0.37%	0.00%	-0.8%	Q3 2013
COSTCostco Wholesale Corp	$1.17M	0.35%	0.00%	-0.5%	Q2 2021
BRK.BBerkshire Hathaway Inc	$1.07M	0.32%	Not reported	-35.2%	Q2 2021
EMREmerson Electric Co	$1.03M	0.31%	0.00%	-0.9%	Q4 2025
AMZNAmazon Com Inc	$964K	0.29%	0.00%	+19.0%	Q2 2021
MCDMcdonalds Corp	$931K	0.28%	0.00%	-3.0%	Q3 2013
USBUS Bancorp \de\	$927K	0.28%	0.00%	-1.0%	Q3 2013
GOOGLAlphabet Inc.	$897K	0.27%	0.00%	-0.2%	Q4 2017
GOOGAlphabet Inc.	$836K	0.25%	Not reported	-13.1%	Q2 2017
CATCaterpillar Inc	$811K	0.24%	0.00%	Not reported	Q4 2013
METAMeta Platforms, Inc.	$736K	0.22%	Not reported	-1.9%	Q3 2023
RTXRTX Corp	$651K	0.20%	0.00%	Not reported	Q2 2021
HDHome Depot, Inc.	$649K	0.19%	0.00%	-3.9%	Q3 2013
HONHoneywell International Inc	$584K	0.18%	0.00%	-0.4%	Q2 2021
UNPUnion Pacific Corp	$567K	0.17%	0.00%	Not reported	Q3 2013
MAMastercard Inc	$562K	0.17%	0.00%	-0.4%	Q4 2013
CVXChevron Corp	$542K	0.16%	0.00%	-2.2%	Q3 2013
BABoeing Co	$540K	0.16%	0.00%	Not reported	Q4 2013
IAUIshares Gold Trust	$520K	0.16%	0.00%	-6.3%	Q3 2025
PGPROCTER & GAMBLE Co	$493K	0.15%	0.00%	-23.4%	Q3 2013
IBMInternational Business Machines Corp	$482K	0.14%	0.00%	-1.6%	Q3 2013
WMWaste Management Inc	$455K	0.14%	0.00%	-0.5%	Q2 2021
DUKDuke Energy CORP	$440K	0.13%	0.00%	-0.7%	Q3 2013
TSLATesla, Inc.	$432K	0.13%	0.00%	-3.5%	Q2 2021
VVisa Inc.	$410K	0.12%	0.00%	Not reported	Q3 2023
MRKMerck & Co., Inc.	$362K	0.11%	0.00%	-2.5%	Q4 2013
NVDANvidia Corp	$359K	0.11%	0.00%	Not reported	Q2 2024
AMDAdvanced Micro Devices Inc	$351K	0.11%	0.00%	Not reported	Q2 2025
EDConsolidated Edison Inc	$335K	0.10%	0.00%	Not reported	Q2 2021
CMICummins Inc	$322K	0.10%	0.00%	Not reported	Q2 2016
WYWeyerhaeuser Co	$308K	0.09%	0.00%	-2.6%	Q2 2014
JPMJPMorgan Chase & Co	$307K	0.09%	0.00%	Not reported	Q4 2014
SOSouthern Co	$293K	0.09%	0.00%	-56.3%	Q3 2013
ACNAccenture plc	$290K	0.09%	0.00%	Not reported	Q4 2013
ABBVAbbVie Inc.	$288K	0.09%	0.00%	-6.3%	Q3 2013
SYKStryker Corp	$280K	0.08%	0.00%	-2.9%	Q3 2023
WMTWalmart Inc.	$276K	0.08%	0.00%	Not reported	Q3 2013
NKENIKE, Inc.	$268K	0.08%	0.00%	-5.5%	Q3 2013
TTTrane Technologies plc	$257K	0.08%	0.00%	Not reported	Q2 2025
ETNEaton Corp plc	$251K	0.08%	0.00%	-12.5%	Q3 2013
CSCOCisco Systems, Inc.	$244K	0.07%	0.00%	-2.2%	Q3 2013
FDXFedex Corp	$241K	0.07%	0.00%	Not reported	Q3 2017

Q4 2025Reported Feb 3, 202661 positions
DFAXGulf Resources, Inc.	$56.3M	16.99%	Not reported	+1.9%	Q4 2021
MSFTMicrosoft Corp	$9.68M	2.92%	0.00%	+254.7%	Q3 2013
SPYSPDR S&P 500 ETF Trust	$5.63M	1.70%	Not reported	+548.8%	Q2 2021
AAPLApple Inc.	$5.23M	1.58%	0.00%	+2.1%	Q3 2013
PCARPaccar Inc	$4M	1.21%	0.01%	+728.0%	Q3 2013
BRK.BBerkshire Hathaway Inc	$1.73M	0.52%	Not reported	+18.4%	Q2 2021
BRK.ABerkshire Hathaway Inc	$1.51M	0.46%	Not reported	New	Q4 2025
JNJJohnson & Johnson	$1.39M	0.42%	0.00%	-4.8%	Q3 2013
EMREmerson Electric Co	$1.06M	0.32%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$1.05M	0.32%	Not reported	-1.8%	Q2 2017
DEDeere & Co	$1.03M	0.31%	0.00%	Not reported	Q3 2013
COSTCostco Wholesale Corp	$1.02M	0.31%	0.00%	-34.6%	Q2 2021
GOOGLAlphabet Inc.	$978K	0.30%	0.00%	+17.4%	Q4 2017
USBUS Bancorp \de\	$961K	0.29%	0.00%	Not reported	Q3 2013
MCDMcdonalds Corp	$943K	0.28%	0.00%	-0.5%	Q3 2013
AMZNAmazon Com Inc	$897K	0.27%	0.00%	+12.6%	Q2 2021
XOMExxonMobil Holdings Corp	$882K	0.27%	0.00%	+58.4%	Q3 2013
METAMeta Platforms, Inc.	$865K	0.26%	Not reported	+12.2%	Q3 2023
HDHome Depot, Inc.	$706K	0.21%	0.00%	+1.3%	Q3 2013
CATCaterpillar Inc	$656K	0.20%	0.00%	+4.9%	Q4 2013
MAMastercard Inc	$645K	0.19%	0.00%	+3.7%	Q4 2013
PGPROCTER & GAMBLE Co	$638K	0.19%	0.00%	-5.5%	Q3 2013
RTXRTX Corp	$619K	0.19%	0.00%	-12.8%	Q2 2021
SOSouthern Co	$604K	0.18%	0.00%	-4.5%	Q3 2013
IBMInternational Business Machines Corp	$598K	0.18%	0.00%	+5.4%	Q3 2013
BABoeing Co	$589K	0.18%	0.00%	Not reported	Q4 2013
TSLATesla, Inc.	$541K	0.16%	0.00%	+13.0%	Q2 2021
UNPUnion Pacific Corp	$541K	0.16%	0.00%	+6.4%	Q3 2013
IAUIshares Gold Trust	$511K	0.15%	0.00%	+6.8%	Q3 2025
HONHoneywell International Inc	$506K	0.15%	0.00%	Not reported	Q2 2021
VVisa Inc.	$476K	0.14%	0.00%	Not reported	Q3 2023
WMWaste Management Inc	$437K	0.13%	0.00%	+0.5%	Q2 2021
CVXChevron Corp	$408K	0.12%	0.00%	-35.5%	Q3 2013
DUKDuke Energy CORP	$396K	0.12%	0.00%	+11.2%	Q3 2013
ACNAccenture plc	$392K	0.12%	0.00%	Not reported	Q4 2013
NVDANvidia Corp	$384K	0.12%	0.00%	-32.7%	Q2 2024
UNHUnitedhealth Group Inc	$375K	0.11%	0.00%	+0.1%	Q3 2013
AMDAdvanced Micro Devices Inc	$369K	0.11%	0.00%	+9.3%	Q2 2025
NKENIKE, Inc.	$341K	0.10%	0.00%	-4.7%	Q3 2013
JPMJPMorgan Chase & Co	$337K	0.10%	0.00%	+8.5%	Q4 2014
MRKMerck & Co., Inc.	$325K	0.10%	0.00%	Not reported	Q4 2013
ABBVAbbVie Inc.	$323K	0.10%	0.00%	-10.7%	Q3 2013
SYKStryker Corp	$308K	0.09%	0.00%	Not reported	Q3 2023
WYWeyerhaeuser Co	$307K	0.09%	0.00%	Not reported	Q2 2014
CMICummins Inc	$305K	0.09%	0.00%	Not reported	Q2 2016
INTUIntuit Inc.	$299K	0.09%	0.00%	+4.9%	Q3 2023
EDConsolidated Edison Inc	$294K	0.09%	0.00%	Not reported	Q2 2021
DHRDanaher Corp	$293K	0.09%	0.00%	Not reported	Q3 2013
BAMBrookfield Asset Management Ltd.	$272K	0.08%	Not reported	New	Q4 2025
ETNEaton Corp plc	$255K	0.08%	0.00%	Not reported	Q3 2013

Q3 2025Reported Nov 5, 202552 positions
DFAXGulf Resources, Inc.	$53M	17.60%	Not reported	0.0%	Q4 2021
AAPLApple Inc.	$4.79M	1.59%	0.00%	+4.5%	Q3 2013
MSFTMicrosoft Corp	$2.92M	0.97%	0.00%	-34.8%	Q3 2013
COSTCostco Wholesale Corp	$1.67M	0.55%	0.00%	-11.5%	Q2 2021
BRK.BBerkshire Hathaway Inc	$1.46M	0.49%	Not reported	+73.9%	Q2 2021
JNJJohnson & Johnson	$1.31M	0.43%	0.00%	+1.1%	Q3 2013
DEDeere & Co	$1.01M	0.34%	0.00%	-4.0%	Q3 2013
MCDMcdonalds Corp	$943K	0.31%	0.00%	+1.8%	Q3 2013
METAMeta Platforms, Inc.	$858K	0.29%	Not reported	+2.2%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$848K	0.28%	Not reported	-0.4%	Q2 2021
GOOGAlphabet Inc.	$832K	0.28%	Not reported	Not reported	Q2 2017
HDHome Depot, Inc.	$821K	0.27%	0.00%	+3.8%	Q3 2013
AMZNAmazon Com Inc	$758K	0.25%	0.00%	+5.5%	Q2 2021
PGPROCTER & GAMBLE Co	$724K	0.24%	0.00%	+1.6%	Q3 2013
SOSouthern Co	$688K	0.23%	0.00%	-4.3%	Q3 2013
RTXRTX Corp	$648K	0.22%	0.00%	Not reported	Q2 2021
GOOGLAlphabet Inc.	$647K	0.21%	0.00%	+3.9%	Q4 2017
CVXChevron Corp	$644K	0.21%	0.00%	+27.7%	Q3 2013
MAMastercard Inc	$620K	0.21%	0.00%	+0.5%	Q4 2013
BABoeing Co	$586K	0.19%	0.00%	+2.5%	Q4 2013
NVDANvidia Corp	$570K	0.19%	0.00%	+11.6%	Q2 2024
HONHoneywell International Inc	$546K	0.18%	0.00%	+0.4%	Q2 2021
IBMInternational Business Machines Corp	$541K	0.18%	0.00%	+2.7%	Q3 2013
XOMExxonMobil Holdings Corp	$522K	0.17%	0.00%	+1.3%	Q3 2013
CATCaterpillar Inc	$521K	0.17%	0.00%	+9.1%	Q4 2013
UNPUnion Pacific Corp	$519K	0.17%	0.00%	Not reported	Q3 2013
TSLATesla, Inc.	$474K	0.16%	0.00%	-4.5%	Q2 2021
VVisa Inc.	$463K	0.15%	0.00%	+8.6%	Q3 2023
WMWaste Management Inc	$437K	0.15%	0.00%	Not reported	Q2 2021
PCARPaccar Inc	$433K	0.14%	0.00%	Not reported	Q3 2013
IAUIshares Gold Trust	$429K	0.14%	0.00%	New	Q3 2025
WMTWalmart Inc.	$417K	0.14%	0.00%	+79.3%	Q3 2013
UNHUnitedhealth Group Inc	$392K	0.13%	0.00%	+0.3%	Q3 2013
NKENIKE, Inc.	$392K	0.13%	0.00%	+5.3%	Q3 2013
DUKDuke Energy CORP	$376K	0.13%	0.00%	-4.3%	Q3 2013
ABBVAbbVie Inc.	$367K	0.12%	0.00%	+6.0%	Q3 2013
ACNAccenture plc	$361K	0.12%	0.00%	Not reported	Q4 2013
SYKStryker Corp	$324K	0.11%	0.00%	+2.9%	Q3 2023
JPMJPMorgan Chase & Co	$304K	0.10%	0.00%	-9.6%	Q4 2014
EDConsolidated Edison Inc	$297K	0.10%	0.00%	-7.9%	Q2 2021
INTUIntuit Inc.	$294K	0.10%	0.00%	Not reported	Q3 2023
MOAltria Group, Inc.	$268K	0.09%	0.00%	+7.4%	Q3 2013
ABTAbbott Laboratories	$260K	0.09%	0.00%	+3.9%	Q3 2013
AMDAdvanced Micro Devices Inc	$255K	0.08%	0.00%	+0.5%	Q2 2025
DHRDanaher Corp	$254K	0.08%	0.00%	Not reported	Q3 2013
LOWLowes Companies Inc	$254K	0.08%	0.00%	+6.7%	Q4 2023
CMICummins Inc	$253K	0.08%	0.00%	Not reported	Q2 2016
TTTrane Technologies plc	$228K	0.08%	0.00%	+16.1%	Q2 2025
XELXcel Energy Inc	$226K	0.08%	0.00%	New	Q3 2025
CSCOCisco Systems, Inc.	$220K	0.07%	0.00%	+2.3%	Q3 2013

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