Baker Chad R

13F filer · CIK 0001666470

Reported Jul 16, 2026

Net seller this quarter

13F portfolio value$620MU.S. long equity reported on 13F

Positions511 new · 6 closed

Net flow last quarter-$6.82MBuys minus sells

Top 10 positions weight50.1%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 16, 202651 positions
AMDAdvanced Micro Devices Inc	$48.3M	7.80%	0.01%	-1.1%	Q1 2022
AAPLApple Inc.	$47.4M	7.65%	0.00%	-5.8%	Q4 2015
GOOGLAlphabet Inc.	$39M	6.30%	0.00%	-0.1%	Q4 2015
APHAmphenol Corp	$31.9M	5.15%	0.01%	Not reported	Q1 2020
ADIAnalog Devices Inc	$30.5M	4.93%	0.02%	Not reported	Q3 2017
ROKRockwell Automation, Inc	$25.7M	4.16%	0.05%	Not reported	Q4 2015
AMZNAmazon Com Inc	$23.7M	3.83%	0.00%	Not reported	Q1 2019
MAMastercard Inc	$22.7M	3.66%	0.00%	Not reported	Q4 2015
TSLATesla, Inc.	$20.9M	3.38%	0.00%	Not reported	Q1 2020
MSFTMicrosoft Corp	$20M	3.22%	0.00%	Not reported	Q1 2020
NETCloudflare, Inc.	$19.1M	3.09%	Not reported	Not reported	Q3 2023
CARRCARRIER GLOBAL Corp	$18.6M	3.00%	0.03%	Not reported	Q2 2020
ULSUL Solutions Inc.	$16.9M	2.72%	0.08%	Not reported	Q3 2024
JNJJohnson & Johnson	$16.9M	2.72%	0.00%	Not reported	Q4 2015
WMWaste Management Inc	$15.9M	2.57%	0.02%	Not reported	Q4 2015
TMUST-Mobile US, Inc.	$12.2M	1.97%	0.01%	Not reported	Q3 2020
AMATApplied Materials Inc	$12M	1.93%	0.00%	Not reported	Q3 2025
XYLXylem Inc.	$11.8M	1.91%	0.04%	+1.2%	Q4 2015
WMTWalmart Inc.	$11.6M	1.88%	0.00%	Not reported	Q4 2015
DHRDanaher Corp	$11.1M	1.78%	0.01%	Not reported	Q1 2016
NSCNorfolk Southern Corp	$10.7M	1.72%	0.02%	Not reported	Q4 2015
ATRAptargroup, Inc.	$9.9M	1.60%	0.12%	Not reported	Q4 2015
ABTAbbott Laboratories	$9.68M	1.56%	0.01%	Not reported	Q1 2017
ADPAutomatic Data Processing Inc	$9.62M	1.55%	0.01%	Not reported	Q4 2015
TJXTJX Companies Inc	$9.44M	1.52%	0.01%	Not reported	Q4 2022
ARMArm Holdings PLC	$8.6M	1.39%	0.00%	Not reported	Q1 2025
HDHome Depot, Inc.	$8.26M	1.33%	0.00%	Not reported	Q4 2015
VLTOVeralto Corp	$7.79M	1.26%	0.04%	Not reported	Q4 2023
PGPROCTER & GAMBLE Co	$7.73M	1.25%	0.00%	Not reported	Q4 2015
RTXRTX Corp	$7.28M	1.17%	0.00%	Not reported	Q2 2020
SNSharkNinja, Inc.	$6.9M	1.11%	0.03%	+43.9%	Q4 2025
SYKStryker Corp	$6.44M	1.04%	0.01%	+9.6%	Q1 2017
IBMInternational Business Machines Corp	$6.44M	1.04%	0.00%	+40.7%	Q3 2025
LOWLowes Companies Inc	$6.2M	1.00%	0.01%	Not reported	Q4 2015
ULUnilever PLC	$5.79M	0.94%	0.00%	+40.8%	Q4 2023
GOOGAlphabet Inc.	$5.35M	0.86%	Not reported	Not reported	Q4 2015
CSXCSX Corp	$4.85M	0.78%	0.01%	Not reported	Q4 2015
AVGOBroadcom Inc.	$4.75M	0.77%	0.00%	+44.5%	Q4 2017
CLColgate Palmolive Co	$4.69M	0.76%	0.01%	Not reported	Q4 2015
TILEInterface Inc	$3.59M	0.58%	0.17%	Not reported	Q4 2025
RKTRocket Companies, Inc.	$2.51M	0.40%	Not reported	Not reported	Q4 2025
ABNBAirbnb, Inc.	$2.51M	0.40%	Not reported	+3.8%	Q1 2025
XOMExxonMobil Holdings Corp	$2.24M	0.36%	0.00%	Not reported	Q4 2015
SOFISoFi Technologies, Inc.	$2.18M	0.35%	0.01%	Not reported	Q1 2022
ADBEAdobe Inc.	$1.85M	0.30%	0.00%	Not reported	Q4 2015
MRKMerck & Co., Inc.	$1.79M	0.29%	0.00%	Not reported	Q4 2015
ZTSZoetis Inc.	$1.78M	0.29%	0.01%	Not reported	Q4 2015
BRBroadridge Financial Solutions, Inc.	$1.52M	0.24%	0.01%	New	Q2 2026
CICigna Group	$1.45M	0.23%	0.00%	Not reported	Q4 2018
NVDANvidia Corp	$1.25M	0.20%	0.00%	-6.7%	Q1 2023

Q1 2026Reported Apr 17, 202656 positions
AAPLApple Inc.	$44.1M	8.32%	0.00%	-2.8%	Q4 2015
GOOGLAlphabet Inc.	$31.4M	5.93%	0.00%	-7.4%	Q4 2015
ADIAnalog Devices Inc	$24.5M	4.61%	0.02%	-0.4%	Q3 2017
APHAmphenol Corp	$22.8M	4.31%	0.01%	-1.9%	Q1 2020
MAMastercard Inc	$22.1M	4.16%	0.00%	Not reported	Q4 2015
AMZNAmazon Com Inc	$20.7M	3.91%	0.00%	Not reported	Q1 2019
MSFTMicrosoft Corp	$19.8M	3.74%	0.00%	Not reported	Q1 2020
ROKRockwell Automation, Inc	$18.7M	3.52%	0.05%	0.0%	Q4 2015
TSLATesla, Inc.	$18.5M	3.49%	0.00%	-9.0%	Q1 2020
AMDAdvanced Micro Devices Inc	$17.1M	3.23%	0.01%	Not reported	Q1 2022
WMWaste Management Inc	$16.4M	3.10%	0.02%	-10.0%	Q4 2015
JNJJohnson & Johnson	$16.2M	3.06%	0.00%	-4.3%	Q4 2015
NETCloudflare, Inc.	$16.1M	3.03%	Not reported	-4.1%	Q3 2023
TMUST-Mobile US, Inc.	$15.3M	2.89%	0.01%	Not reported	Q3 2020
CARRCARRIER GLOBAL Corp	$14.2M	2.69%	0.03%	Not reported	Q2 2020
ULSUL Solutions Inc.	$14.2M	2.68%	0.08%	+0.1%	Q3 2024
WMTWalmart Inc.	$12.8M	2.41%	0.00%	Not reported	Q4 2015
XYLXylem Inc.	$11.8M	2.23%	0.04%	0.0%	Q4 2015
DHRDanaher Corp	$11M	2.08%	0.01%	-0.1%	Q1 2016
ABTAbbott Laboratories	$11M	2.07%	0.01%	-0.1%	Q1 2017
ATRAptargroup, Inc.	$9.97M	1.88%	0.12%	Not reported	Q4 2015
TJXTJX Companies Inc	$9.96M	1.88%	0.01%	Not reported	Q4 2022
NSCNorfolk Southern Corp	$9.73M	1.84%	0.02%	Not reported	Q4 2015
ADPAutomatic Data Processing Inc	$8.73M	1.65%	0.01%	Not reported	Q4 2015
VLTOVeralto Corp	$7.77M	1.47%	0.04%	-0.1%	Q4 2023
HDHome Depot, Inc.	$7.7M	1.45%	0.00%	+1.6%	Q4 2015
PGPROCTER & GAMBLE Co	$7.61M	1.44%	0.00%	Not reported	Q4 2015
RTXRTX Corp	$7.4M	1.40%	0.00%	Not reported	Q2 2020
LOWLowes Companies Inc	$6.64M	1.25%	0.01%	Not reported	Q4 2015
SYKStryker Corp	$6.14M	1.16%	0.00%	-1.5%	Q1 2017
AMATApplied Materials Inc	$5.65M	1.07%	0.00%	Not reported	Q3 2025
CRSPCRISPR Therapeutics AG	$4.44M	0.84%	0.10%	0.0%	Q3 2023
CLColgate Palmolive Co	$4.36M	0.82%	0.01%	Not reported	Q4 2015
GOOGAlphabet Inc.	$4.34M	0.82%	Not reported	-16.5%	Q4 2015
UBERUber Technologies, Inc	$4.23M	0.80%	0.00%	+51.3%	Q3 2025
CSXCSX Corp	$4.19M	0.79%	0.01%	Not reported	Q4 2015
IBMInternational Business Machines Corp	$3.94M	0.74%	0.00%	+48.2%	Q3 2025
ULUnilever PLC	$3.9M	0.74%	0.00%	+43.6%	Q4 2023
ARMArm Holdings PLC	$3.67M	0.69%	0.00%	Not reported	Q1 2025
SNSharkNinja, Inc.	$3.33M	0.63%	0.02%	+65.7%	Q4 2025
ZTSZoetis Inc.	$2.93M	0.55%	0.01%	Not reported	Q4 2015
XOMExxonMobil Holdings Corp	$2.78M	0.52%	0.00%	Not reported	Q4 2015
AVGOBroadcom Inc.	$2.69M	0.51%	0.00%	+96.6%	Q4 2017
TILEInterface Inc	$2.5M	0.47%	0.17%	+68.3%	Q4 2025
RKTRocket Companies, Inc.	$2.27M	0.43%	Not reported	+65.8%	Q4 2025
ADBEAdobe Inc.	$2.19M	0.41%	0.00%	Not reported	Q4 2015
ABNBAirbnb, Inc.	$2.13M	0.40%	Not reported	+462.5%	Q1 2025
ALCAlcon Inc	$2.07M	0.39%	0.01%	+234.7%	Q4 2019
SOFISoFi Technologies, Inc.	$1.93M	0.36%	0.01%	+107.4%	Q1 2022
MRKMerck & Co., Inc.	$1.68M	0.32%	0.00%	-11.2%	Q4 2015

Q4 2025Reported Jan 13, 202657 positions
AAPLApple Inc.	$48.8M	8.76%	0.00%	-8.5%	Q4 2015
GOOGLAlphabet Inc.	$37M	6.64%	0.00%	-9.9%	Q4 2015
MSFTMicrosoft Corp	$26.1M	4.69%	0.00%	0.0%	Q1 2020
MAMastercard Inc	$25.5M	4.58%	0.00%	+0.1%	Q4 2015
APHAmphenol Corp	$25.1M	4.51%	0.02%	-14.8%	Q1 2020
TSLATesla, Inc.	$24.8M	4.46%	0.00%	-10.1%	Q1 2020
AMZNAmazon Com Inc	$23.1M	4.15%	0.00%	-0.1%	Q1 2019
ADIAnalog Devices Inc	$21.2M	3.80%	0.02%	-4.1%	Q3 2017
ROKRockwell Automation, Inc	$20.5M	3.67%	0.05%	-0.1%	Q4 2015
AMDAdvanced Micro Devices Inc	$18.1M	3.25%	0.01%	Not reported	Q1 2022
WMWaste Management Inc	$17.7M	3.17%	0.02%	Not reported	Q4 2015
NETCloudflare, Inc.	$16.2M	2.91%	Not reported	0.0%	Q3 2023
TMUST-Mobile US, Inc.	$14.9M	2.67%	0.01%	+0.1%	Q3 2020
JNJJohnson & Johnson	$14.4M	2.58%	0.00%	Not reported	Q4 2015
XYLXylem Inc.	$13.6M	2.44%	0.04%	-0.5%	Q4 2015
CARRCARRIER GLOBAL Corp	$13.5M	2.43%	0.03%	+0.1%	Q2 2020
ABTAbbott Laboratories	$13.4M	2.41%	0.01%	-0.8%	Q1 2017
DHRDanaher Corp	$13.4M	2.40%	0.01%	+0.1%	Q1 2016
ULSUL Solutions Inc.	$13.3M	2.39%	0.08%	+0.1%	Q3 2024
WMTWalmart Inc.	$11.5M	2.06%	0.00%	Not reported	Q4 2015
ADPAutomatic Data Processing Inc	$11.1M	2.00%	0.01%	Not reported	Q4 2015
NSCNorfolk Southern Corp	$9.84M	1.76%	0.02%	Not reported	Q4 2015
ATRAptargroup, Inc.	$9.71M	1.74%	0.12%	+0.1%	Q4 2015
TJXTJX Companies Inc	$9.68M	1.74%	0.01%	Not reported	Q4 2022
VLTOVeralto Corp	$8.92M	1.60%	0.04%	+0.1%	Q4 2023
HDHome Depot, Inc.	$7.98M	1.43%	0.00%	+0.1%	Q4 2015
PGPROCTER & GAMBLE Co	$7.59M	1.36%	0.00%	Not reported	Q4 2015
RTXRTX Corp	$7.06M	1.27%	0.00%	Not reported	Q2 2020
LOWLowes Companies Inc	$6.83M	1.23%	0.01%	Not reported	Q4 2015
SYKStryker Corp	$6.71M	1.20%	0.01%	-9.4%	Q1 2017
GOOGAlphabet Inc.	$5.7M	1.02%	Not reported	-17.9%	Q4 2015
CRSPCRISPR Therapeutics AG	$4.96M	0.89%	0.10%	+0.1%	Q3 2023
AMATApplied Materials Inc	$4.3M	0.77%	0.00%	+76.6%	Q3 2025
CLColgate Palmolive Co	$4.07M	0.73%	0.01%	Not reported	Q4 2015
CSXCSX Corp	$3.71M	0.67%	0.01%	Not reported	Q4 2015
IBMInternational Business Machines Corp	$3.31M	0.59%	0.00%	+67.7%	Q3 2025
UBERUber Technologies, Inc	$3.19M	0.57%	0.00%	+96.5%	Q3 2025
ADBEAdobe Inc.	$3.17M	0.57%	0.00%	Not reported	Q4 2015
ZTSZoetis Inc.	$3.14M	0.56%	0.01%	Not reported	Q4 2015
ULUnilever PLC	$3.13M	0.56%	0.00%	+78.3%	Q4 2023
ARMArm Holdings PLC	$2.69M	0.48%	0.00%	+0.1%	Q1 2025
SNSharkNinja, Inc.	$2.16M	0.39%	0.01%	New	Q4 2025
XOMExxonMobil Holdings Corp	$1.98M	0.36%	0.00%	Not reported	Q4 2015
RKTRocket Companies, Inc.	$1.93M	0.35%	Not reported	New	Q4 2025
TILEInterface Inc	$1.72M	0.31%	0.10%	New	Q4 2025
MRKMerck & Co., Inc.	$1.67M	0.30%	0.00%	Not reported	Q4 2015
SOFISoFi Technologies, Inc.	$1.55M	0.28%	0.00%	Not reported	Q1 2022
AVGOBroadcom Inc.	$1.55M	0.28%	0.00%	Not reported	Q4 2017
CICigna Group	$1.45M	0.26%	0.00%	Not reported	Q4 2018
NVDANvidia Corp	$1.32M	0.24%	0.00%	-11.7%	Q1 2023

Q3 2025Reported Oct 16, 202554 positions
AAPLApple Inc.	$49.8M	8.56%	0.00%	Not reported	Q4 2015
GOOGLAlphabet Inc.	$31.8M	5.47%	0.00%	Not reported	Q4 2015
MSFTMicrosoft Corp	$27.7M	4.77%	0.00%	-0.2%	Q1 2020
TSLATesla, Inc.	$27M	4.65%	0.00%	-0.6%	Q1 2020
APHAmphenol Corp	$26.8M	4.61%	0.02%	-6.0%	Q1 2020
MAMastercard Inc	$25.1M	4.32%	0.00%	-0.1%	Q4 2015
AMZNAmazon Com Inc	$21.9M	3.76%	0.00%	-0.2%	Q1 2019
ADIAnalog Devices Inc	$19.8M	3.40%	0.02%	-0.1%	Q3 2017
ROKRockwell Automation, Inc	$18.2M	3.13%	0.05%	-0.1%	Q4 2015
WMWaste Management Inc	$17.6M	3.02%	0.02%	-7.0%	Q4 2015
TMUST-Mobile US, Inc.	$17.4M	3.00%	0.01%	Not reported	Q3 2020
NETCloudflare, Inc.	$17.4M	3.00%	Not reported	-15.2%	Q3 2023
CARRCARRIER GLOBAL Corp	$15.1M	2.60%	0.03%	-4.2%	Q2 2020
XYLXylem Inc.	$14.7M	2.52%	0.04%	-0.1%	Q4 2015
ABTAbbott Laboratories	$14.4M	2.48%	0.01%	-0.1%	Q1 2017
AMDAdvanced Micro Devices Inc	$13.6M	2.34%	0.01%	Not reported	Q1 2022
JNJJohnson & Johnson	$12.9M	2.21%	0.00%	Not reported	Q4 2015
ADPAutomatic Data Processing Inc	$12.6M	2.17%	0.01%	-0.5%	Q4 2015
ULSUL Solutions Inc.	$11.7M	2.02%	0.08%	0.0%	Q3 2024
DHRDanaher Corp	$11.5M	1.98%	0.01%	-15.5%	Q1 2016
WMTWalmart Inc.	$10.6M	1.82%	0.00%	-0.3%	Q4 2015
ATRAptargroup, Inc.	$10.6M	1.82%	0.12%	Not reported	Q4 2015
NSCNorfolk Southern Corp	$10.2M	1.75%	0.02%	Not reported	Q4 2015
VLTOVeralto Corp	$9.37M	1.61%	0.04%	Not reported	Q4 2023
HDHome Depot, Inc.	$9.33M	1.61%	0.00%	+6.9%	Q4 2015
TJXTJX Companies Inc	$9.01M	1.55%	0.01%	Not reported	Q4 2022
ALCAlcon Inc	$8.65M	1.49%	0.02%	Not reported	Q4 2019
NYTNew York Times Co	$8.23M	1.42%	Not reported	Not reported	Q2 2018
PGPROCTER & GAMBLE Co	$8.1M	1.39%	0.00%	Not reported	Q4 2015
RELXRelx PLC	$8.07M	1.39%	0.01%	0.0%	Q3 2024
SYKStryker Corp	$7.73M	1.33%	0.01%	+9.1%	Q1 2017
LOWLowes Companies Inc	$7.06M	1.22%	0.01%	Not reported	Q4 2015
RTXRTX Corp	$6.42M	1.10%	0.00%	Not reported	Q2 2020
CRSPCRISPR Therapeutics AG	$6.04M	1.04%	0.10%	Not reported	Q3 2023
CRMSalesforce, Inc.	$5.87M	1.01%	0.00%	+41.4%	Q4 2024
GOOGAlphabet Inc.	$5.38M	0.93%	Not reported	Not reported	Q4 2015
ABNBAirbnb, Inc.	$4.47M	0.77%	Not reported	+53.8%	Q1 2025
CLColgate Palmolive Co	$4.09M	0.70%	0.01%	Not reported	Q4 2015
VRTXVertex Pharmaceuticals Inc / Ma	$3.81M	0.66%	0.00%	Not reported	Q2 2024
ZTSZoetis Inc.	$3.63M	0.62%	0.01%	Not reported	Q4 2015
CSXCSX Corp	$3.62M	0.62%	0.01%	Not reported	Q4 2015
ARMArm Holdings PLC	$3.43M	0.59%	0.00%	+99.3%	Q1 2025
ADBEAdobe Inc.	$3.17M	0.55%	0.00%	Not reported	Q4 2015
MKCMccormick & Co Inc	$2.3M	0.40%	Not reported	Not reported	Q1 2024
UBERUber Technologies, Inc	$1.94M	0.33%	0.00%	New	Q3 2025
AMATApplied Materials Inc	$1.92M	0.33%	0.00%	New	Q3 2025
XOMExxonMobil Holdings Corp	$1.85M	0.32%	0.00%	Not reported	Q4 2015
IBMInternational Business Machines Corp	$1.85M	0.32%	0.00%	New	Q3 2025
ULUnilever PLC	$1.78M	0.31%	0.00%	Not reported	Q4 2023
CICigna Group	$1.51M	0.26%	0.00%	Not reported	Q4 2018

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