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CIK: 0001666470
Total reported value
$619.7M
$619.7M
53 檔
20.6%
During the Q1 2024 filing period, Baker Chad R (CIK: 0001666470) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $619.7M across 53 reported positions.
During Q1 2024, Baker Chad R's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.33% | -0.67% | -0.00% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.79% | -0.52% | — | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 4.54% | -0.50% | -2.59% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.30% | +0.37% | +0.26% | |
| 5 | AMD | Advanced Micro Devices | Stock-Tech | 4.26% | +4.57% | -0.11% | |
| 6 | WM | Waste Management Inc | Stock-Industrials | 3.88% | -0.53% | +0.39% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.83% | -0.08% | -0.44% | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 3.42% | -0.30% | -0.02% | |
| 9 | CARR | Carrier Global CORP | Stock-Industrials | 3.41% | +0.31% | — | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 3.39% | +0.32% | +0.19% | |
| 11 | ROK | Rockwell Automation Inc | Stock-Industrials | 3.22% | +0.64% | -0.03% | |
| 12 | APH | Amphenol Corp-cl A | Stock-Tech | 2.84% | +0.84% | +0.34% | |
| 13 | XYL | Xylem Inc | Stock-Industrials | 2.73% | -0.32% | +1.27% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 2.60% | -0.51% | — | |
| 15 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.53% | -0.92% | — | |
| 16 | ATR | Aptargroup Inc | Stock-Healthcare | 2.42% | -0.28% | -0.04% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.34% | -0.34% | — | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 2.30% | -0.10% | -0.01% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.29% | -0.11% | — | |
| 20 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.98% | +0.06% | +0.19% | |
| 21 | TER | Teradyne Inc | Stock-Tech | 1.94% | — | +0.43% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.85% | -0.19% | -0.04% | |
| 23 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.84% | -0.12% | — | |
| 24 | CVS | Cvs Health CORP | Stock-Healthcare | 1.64% | — | +0.47% | |
| 25 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.58% | — | — | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.52% | -0.25% | — | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 1.46% | -0.12% | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.44% | -0.12% | +0.40% | |
| 29 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 1.43% | -0.84% | EXIT | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.35% | -0.36% | +0.66% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 1.32% | -0.53% | +200.00% | |
| 32 | NYT | New York Times Co-a | Stock-Comm Services | 1.32% | — | — | |
| 33 | VLTO | Veralto CORP | Stock-Industrials | 1.27% | -0.21% | +43.74% | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.98% | -0.06% | — | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.97% | -0.11% | — | |
| 36 | ZTS | Zoetis Inc | Stock-Healthcare | 0.89% | -0.26% | — | |
| 37 | CSX | Csx CORP | Stock-Industrials | 0.81% | -0.01% | — | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.80% | -0.23% | — | |
| 39 | WIREEUR | Encore Wire CORP | Stock-Other | 0.73% | — | — | |
| 40 | ALC | Alcon Inc. | Stock-Healthcare | 0.72% | -0.39% | EXIT | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.04% | +0.05% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.03% | — | |
| 43 | CI | THE Cigna Group | Stock-Healthcare | 0.45% | -0.03% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.16% | — | |
| 45 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.37% | — | -0.19% | |
| 46 | FTV | Fortive CORP | Stock-Tech | 0.27% | — | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | -0.02% | -4.37% | |
| 48 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.17% | — | +70.48% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.15% | — | — | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.14% | — | — |
According to official SEC Form 13F filings, Baker Chad R reported a total U.S. public equity portfolio value of $619.7M across 53 disclosed positions in Q1 2024.
During Q1 2024, Baker Chad R's top holdings by market value included AAPL (9.3%)、MSFT (4.8%)、MA (4.5%). The largest single position, AAPL, represented 9.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, MA) accounted for 20.6% of total reported equity market value during Q1 2024.
In Q1 2024, Baker Chad R made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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