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CIK: 0001666470
Total reported value
$619.7M
$619.7M
50 檔
20.6%
At the close of Q1 2025, Baker Chad R disclosed equity holdings valued at approximately $619.7M, spread across 50 reported holdings.
In Q1 2025, Baker Chad R displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MA, GOOGL) accounted for 20.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.84% | -0.67% | -7.17% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 4.94% | -0.50% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.12% | +0.37% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.10% | -0.52% | +0.42% | |
| 5 | WM | Waste Management Inc | Stock-Industrials | 4.03% | -0.53% | -0.02% | |
| 6 | TMUS | T-mobile US Inc | Stock-Comm Services | 3.96% | -0.92% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.87% | -0.08% | — | |
| 8 | CARR | Carrier Global CORP | Stock-Industrials | 3.41% | +0.31% | -2.79% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 3.31% | +0.32% | -0.11% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.23% | -0.11% | — | |
| 11 | APH | Amphenol Corp-cl A | Stock-Tech | 3.09% | +0.84% | — | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 2.91% | -0.51% | +0.42% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 2.87% | -0.30% | +7.09% | |
| 14 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.74% | +0.64% | +0.50% | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 2.69% | -0.10% | — | |
| 16 | XYL | Xylem Inc | Stock-Industrials | 2.42% | -0.32% | — | |
| 17 | ATR | Aptargroup Inc | Stock-Healthcare | 2.39% | -0.28% | — | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.34% | -0.34% | — | |
| 19 | ALC | Alcon Inc. | Stock-Healthcare | 2.25% | -0.39% | EXIT | |
| 20 | NET | Cloudflare Inc - Class A | Stock-Tech | 2.20% | +0.06% | — | |
| 21 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 1.90% | +0.04% | +47.37% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.84% | -0.53% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.83% | -0.19% | — | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.76% | +4.57% | -24.09% | |
| 25 | VLTO | Veralto CORP | Stock-Industrials | 1.74% | -0.21% | +1.02% | |
| 26 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.74% | -0.06% | EXIT | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.64% | -0.12% | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.61% | -0.12% | +22.17% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.55% | -0.36% | — | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 1.45% | -0.12% | +0.39% | |
| 31 | NYT | New York Times Co-a | Stock-Comm Services | 1.45% | — | — | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.33% | -0.25% | — | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 1.03% | -0.23% | — | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.98% | -0.06% | — | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.96% | — | — | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.96% | -0.05% | EXIT | |
| 37 | ZTS | Zoetis Inc | Stock-Healthcare | 0.83% | -0.26% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.04% | — | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.70% | -0.11% | — | |
| 40 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.65% | -0.84% | EXIT | |
| 41 | CSX | Csx CORP | Stock-Industrials | 0.61% | -0.01% | — | |
| 42 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.58% | — | — | |
| 43 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.58% | -0.19% | EXIT | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.16% | — | |
| 45 | CI | THE Cigna Group | Stock-Healthcare | 0.39% | -0.03% | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.29% | -0.03% | -23.60% | |
| 47 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.26% | +0.70% | — | |
| 48 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.25% | — | +37.74% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.02% | -0.76% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.07% | — | -6.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MA | Mastercard Inc - A | — | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | WM | Waste Management Inc | — | NEW | New buy |
| 6 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | CARR | Carrier Global CORP | — | NEW | New buy |
| 9 | ADI | Analog Devices Inc | — | NEW | New buy |
| 10 | TSLA | Tesla Inc | — | NEW | New buy |
| 11 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 12 | ABT | Abbott Laboratories | — | NEW | New buy |
| 13 | DHR | Danaher CORP | — | NEW | New buy |
| 14 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 15 | ADP | Automatic Data Processing | — | NEW | New buy |
| 16 | XYL | Xylem Inc | — | NEW | New buy |
| 17 | ATR | Aptargroup Inc | — | NEW | New buy |
| 18 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 19 | ALC | Alcon Inc. | — | NEW | New buy |
| 20 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
| 21 | ULS | Ul Solutions Inc - Class A | — | NEW | New buy |
| 22 | WMT | Walmart Inc | — | NEW | New buy |
| 23 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 24 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 25 | VLTO | Veralto CORP | — | NEW | New buy |
| 26 | RELX | Relx PLC - Spon Adr | — | NEW | New buy |
| 27 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 28 | HD | Home Depot Inc | — | NEW | New buy |
| 29 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 30 | SYK | Stryker CORP | — | NEW | New buy |
| 31 | NYT | New York Times Co-a | — | NEW | New buy |
| 32 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 33 | RTX | Rtx CORP | — | NEW | New buy |
| 34 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 35 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 36 | CRM | Salesforce Inc | — | NEW | New buy |
| 37 | ZTS | Zoetis Inc | — | NEW | New buy |
| 38 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 39 | ADBE | Adobe Inc | — | NEW | New buy |
| 40 | CRSP | CRISPR Therapeutics AG | — | NEW | New buy |
| 41 | CSX | Csx CORP | — | NEW | New buy |
| 42 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 43 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 44 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 45 | CI | THE Cigna Group | — | NEW | New buy |
| 46 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 47 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 48 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 49 | NVDA | Nvidia CORP | — | NEW | New buy |
| 50 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
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 Q1 2025.
During Q1 2025, Baker Chad R's top holdings by market value included AAPL (8.8%)、MA (4.9%)、GOOGL (4.1%). The largest single position, AAPL, represented 8.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
AAPL
市值: $43.4M
In Q1 2025, Baker Chad R made 50 total portfolio adjustments, initiating 50 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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