Baker Chad R
CIK: 0001666470SEC EDGAR →
Portfolio Value
$557K
Holdings
57
As of
Q4 2025
New Positions
57
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 178,883 | $49K | 8.76% |
| 2 | ALPHABET INC | 117,960 | $37K | 6.64% |
| 3 | MICROSOFT CORP | 53,575 | $26K | 4.69% |
| 4 | MASTERCARD INCORPORATED | 44,175 | $26K | 4.58% |
| 5 | AMPHENOL CORPORATION | 184,373 | $25K | 4.51% |
| 6 | TESLA INC | 54,649 | $25K | 4.46% |
| 7 | AMAZON COM INC | 99,518 | $23K | 4.15% |
| 8 | ANALOG DEVICES INC | 77,150 | $21K | 3.80% |
| 9 | ROCKWELL AUTOMATION INC | 52,030 | $20K | 3.67% |
| 10 | ADVANCED MICRO DEVICES INC | 84,061 | $18K | 3.25% |
Quarterly Changes
New Positions (57)
$49K · 179K shares
$37K · 118K shares
$26K · 54K shares
$26K · 44K shares
$25K · 184K shares
$25K · 55K shares
$23K · 100K shares
$21K · 77K shares
$20K · 52K shares
$18K · 84K shares
$18K · 80K shares
$16K · 81K shares
$15K · 73K shares
$14K · 69K shares
$14K · 99K shares
$14K · 253K shares
$13K · 107K shares
$13K · 58K shares
$13K · 166K shares
$11K · 103K shares
$11K · 43K shares
$10K · 34K shares
$10K · 79K shares
$10K · 62K shares
$9K · 88K shares
$8K · 23K shares
$8K · 53K shares
$7K · 38K shares
$7K · 28K shares
$7K · 19K shares
$6K · 18K shares
$5K · 93K shares
$4K · 17K shares
$4K · 51K shares
$4K · 102K shares
$3K · 11K shares
$3K · 39K shares
$3K · 9K shares
$3K · 25K shares
$3K · 48K shares
$3K · 24K shares
$2K · 19K shares
$2K · 16K shares
$2K · 96K shares
$2K · 59K shares
$2K · 16K shares
$2K · 59K shares
$2K · 4K shares
$1K · 5K shares
$1K · 7K shares
$652 · 8K shares
$585 · 9K shares
$431 · 11K shares
$410 · 3K shares
$400 · 2K shares
$340 · 750 shares
$170 · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 14 | $176K | 31.5% |
| Industrials | 10 | $119K | 21.4% |
| Consumer Cyclical | 8 | $77K | 13.8% |
| Healthcare | 11 | $70K | 12.5% |
| Communication Services | 4 | $58K | 10.4% |
| Financial Services | 4 | $30K | 5.3% |
| Consumer Defensive | 5 | $26K | 4.7% |
| Energy | 1 | $2K | 0.4% |