Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Baker Chad R (CIK 1666470) reported $530.1M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($44.1M, 8.32%), GOOGL ($31.4M, 5.93%), ADI ($24.5M, 4.61%), APH ($22.8M, 4.31%), MA ($22.1M, 4.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $44.1M | 8.32% | 173,883 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $31.4M | 5.93% | 109,280 | Trimmed |
| 3 | ADI | ANALOG DEVICES INC | $24.5M | 4.61% | 76,865 | Trimmed |
| 4 | APH | AMPHENOL CORPORATION | $22.8M | 4.31% | 180,838 | Trimmed |
| 5 | MA | MASTERCARD INCORPORATED | $22.1M | 4.16% | 44,175 | Hold |
| 6 | AMZN | AMAZON COM INC | $20.7M | 3.91% | 99,518 | Hold |
| 7 | MSFT | MICROSOFT CORP | $19.8M | 3.74% | 53,575 | Hold |
| 8 | ROK | ROCKWELL AUTOMATION INC | $18.7M | 3.52% | 52,010 | Trimmed |
| 9 | TSLA | TESLA INC | $18.5M | 3.49% | 49,739 | Trimmed |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $17.1M | 3.23% | 84,061 | Hold |
| 11 | WM | WASTE MGMT INC DEL | $16.4M | 3.10% | 71,535 | Trimmed |
| 12 | JNJ | JOHNSON & JOHNSON | $16.2M | 3.06% | 66,370 | Trimmed |
| 13 | NET | CLOUDFLARE INC | $16.1M | 3.03% | 77,960 | Trimmed |
| 14 | TMUS | T-MOBILE US INC | $15.3M | 2.89% | 72,945 | Hold |
| 15 | CARR | CARRIER GLOBAL CORPORATION | $14.2M | 2.69% | 253,050 | Hold |
| 16 | ULS | UL SOLUTIONS INC | $14.2M | 2.68% | 165,710 | Added |
| 17 | WMT | WALMART INC | $12.8M | 2.41% | 102,675 | Hold |
| 18 | XYL | XYLEM INC | $11.8M | 2.23% | 98,905 | Added |
| 19 | DHR | DANAHER CORPORATION | $11.0M | 2.08% | 58,025 | Trimmed |
| 20 | ABT | ABBOTT LABS | $11.0M | 2.07% | 106,660 | Trimmed |
| 21 | TJX | TJX COS INC NEW | $10.0M | 1.88% | 62,340 | Hold |
| 22 | ATR | APTARGROUP INC | $10.0M | 1.88% | 79,100 | Hold |
| 23 | NSC | NORFOLK SOUTHN CORP | $9.7M | 1.84% | 33,906 | Hold |
| 24 | ADP | AUTOMATIC DATA PROCESSING INC | $8.7M | 1.65% | 42,955 | Hold |
| 25 | VLTO | VERALTO CORP | $7.8M | 1.47% | 87,877 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31