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CIK: 0001666470
Total reported value
$619.7M
$619.7M
50 檔
23.9%
During the Q4 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 50 reported positions.
In Q4 2024, Baker Chad R adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.32% | -0.67% | -8.68% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.85% | +0.37% | -2.24% | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.83% | -0.11% | — | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 4.56% | -0.50% | -0.09% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.41% | -0.52% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.29% | -0.08% | — | |
| 7 | CARR | Carrier Global CORP | Stock-Industrials | 3.63% | +0.31% | -0.08% | |
| 8 | WM | Waste Management Inc | Stock-Industrials | 3.38% | -0.53% | — | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 3.35% | +0.32% | — | |
| 10 | TMUS | T-mobile US Inc | Stock-Comm Services | 3.15% | -0.92% | — | |
| 11 | APH | Amphenol Corp-cl A | Stock-Tech | 3.15% | +0.84% | -0.02% | |
| 12 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.90% | +0.64% | — | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 2.88% | -0.30% | — | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 2.62% | +4.57% | — | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 2.47% | -0.10% | — | |
| 16 | ATR | Aptargroup Inc | Stock-Healthcare | 2.43% | -0.28% | — | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 2.37% | -0.51% | — | |
| 18 | XYL | Xylem Inc | Stock-Industrials | 2.26% | -0.32% | — | |
| 19 | NET | Cloudflare Inc - Class A | Stock-Tech | 2.02% | +0.06% | — | |
| 20 | TER | Teradyne Inc | Stock-Tech | 1.99% | — | — | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.96% | -0.34% | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.82% | -0.53% | — | |
| 23 | VLTO | Veralto CORP | Stock-Industrials | 1.73% | -0.21% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.73% | -0.19% | — | |
| 25 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.56% | -0.12% | — | |
| 26 | ALC | Alcon Inc. | Stock-Healthcare | 1.49% | -0.39% | EXIT | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.47% | -0.36% | — | |
| 28 | NYT | New York Times Co-a | Stock-Comm Services | 1.46% | — | — | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.36% | -0.25% | — | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 1.35% | -0.12% | — | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 1.34% | -0.12% | — | |
| 32 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 1.10% | +0.04% | +90.99% | |
| 33 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.00% | -0.06% | EXIT | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.91% | -0.06% | — | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.87% | -0.23% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.04% | — | |
| 37 | ZTS | Zoetis Inc | Stock-Healthcare | 0.79% | -0.26% | — | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.78% | -0.11% | — | |
| 39 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.77% | — | — | |
| 40 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.72% | -0.84% | EXIT | |
| 41 | CSX | Csx CORP | Stock-Industrials | 0.64% | -0.01% | — | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.05% | EXIT | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.03% | -5.30% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.16% | — | |
| 45 | CI | THE Cigna Group | Stock-Healthcare | 0.32% | -0.03% | — | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | -0.02% | -6.00% | |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.23% | -0.19% | EXIT | |
| 48 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.17% | — | -10.26% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.09% | — | -0.39% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.06% | — | -48.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +1.7% | — | Unchanged |
| 2 | AMZN | Amazon.com Inc | +0.6% | — | Unchanged |
| 3 | CRM | Salesforce Inc | +0.6% | NEW | New buy |
| 4 | ULS | Ul Solutions Inc - Class A | +0.5% | +90.99% | Add |
| 5 | NET | Cloudflare Inc - Class A | +0.5% | — | Unchanged |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.24% | Trim |
| 7 | RELX | Relx PLC - Spon Adr | +0.5% | +98.06% | Add |
| 8 | MA | Mastercard Inc - A | +0.3% | -0.09% | Trim |
| 9 | TMUS | T-mobile US Inc | +0.2% | — | Unchanged |
| 10 | APH | Amphenol Corp-cl A | +0.2% | -0.02% | Trim |
| 11 | WMT | Walmart Inc | +0.2% | — | Unchanged |
| 12 | ROK | Rockwell Automation Inc | +0.2% | — | Unchanged |
| 13 | ADP | Automatic Data Processing | +0.1% | — | Unchanged |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 15 | TJX | Tjx Companies Inc | 0% | — | Unchanged |
| 16 | NVDA | Nvidia CORP | 0% | -6.00% | Trim |
| 17 | MKC | Mccormick & Co-non Vtg Shrs | 0% | — | Unchanged |
| 18 | NVO | Novo-nordisk A/s-spons Adr | 0% | -0.39% | Trim |
| 19 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 20 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 21 | RTX | Rtx CORP | 0% | — | Unchanged |
| 22 | BDX | Becton Dickinson And Co | 0% | -10.26% | Trim |
| 23 | CSX | Csx CORP | -0.1% | — | Unchanged |
| 24 | PG | Procter & Gamble Co/the | -0.1% | — | Unchanged |
| 25 | HD | Home Depot Inc | -0.1% | — | Unchanged |
| 26 | ATR | Aptargroup Inc | -0.1% | — | Unchanged |
| 27 | MRK | Merck & Co. Inc. | -0.1% | -5.30% | Trim |
| 28 | CI | THE Cigna Group | -0.1% | — | Unchanged |
| 29 | PFE | Pfizer Inc | -0.1% | -48.98% | Trim |
| 30 | NSC | Norfolk Southern CORP | -0.1% | — | Unchanged |
| 31 | NYT | New York Times Co-a | -0.1% | — | Unchanged |
| 32 | WM | Waste Management Inc | -0.1% | — | Unchanged |
| 33 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 34 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | — | Unchanged |
| 35 | CL | Colgate-palmolive Co | -0.1% | — | Unchanged |
| 36 | TER | Teradyne Inc | -0.1% | — | Unchanged |
| 37 | LOW | Lowe's Cos Inc | -0.1% | — | Unchanged |
| 38 | ADBE | Adobe Inc | -0.1% | — | Unchanged |
| 39 | ZTS | Zoetis Inc | -0.2% | — | Unchanged |
| 40 | VLTO | Veralto CORP | -0.2% | — | Unchanged |
| 41 | CRSP | CRISPR Therapeutics AG | -0.2% | -6.12% | Trim |
| 42 | APTV | Aptiv PLC | -0.2% | EXIT | Sold out |
| 43 | AAPL | Apple Inc | -0.2% | -8.68% | Trim |
| 44 | JNJ | Johnson & Johnson | -0.3% | — | Unchanged |
| 45 | ALC | Alcon Inc. | -0.3% | +0.36% | Add |
| 46 | ADI | Analog Devices Inc | -0.3% | — | Unchanged |
| 47 | XYL | Xylem Inc | -0.4% | — | Unchanged |
| 48 | DHR | Danaher CORP | -0.6% | — | Unchanged |
| 49 | CARR | Carrier Global CORP | -0.7% | -0.08% | Trim |
| 50 | AMD | Advanced Micro Devices | -1% | — | Unchanged |
According to official SEC Form 13F filings, Baker Chad R reported a total U.S. public equity portfolio value of $619.7M across 50 disclosed positions in Q4 2024.
During Q4 2024, Baker Chad R's top holdings by market value included AAPL (10.3%)、GOOGL (4.8%)、TSLA (4.8%). The largest single position, AAPL, represented 10.3% 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, GOOGL, TSLA) accounted for 23.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
CRM
市值: $2.9M
Top Position Liquidated / Trimmed
APTV
前期市值: $1.1M
In Q4 2024, Baker Chad R made 16 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 11 holdings, and fully liquidating 1 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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