13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001666470
Total reported value
$619.7M
$619.7M
50 檔
22.2%
According to the latest 13F quarterly dataset, Baker Chad R managed an equity portfolio of $619.7M at the end of Q2 2025, spanning 50 distinct U.S. exchange-listed positions.
In Q2 2025, Baker Chad R adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.45% | -0.67% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.96% | -0.52% | — | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 4.61% | -0.50% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.28% | +0.37% | — | |
| 5 | APH | Amphenol Corp-cl A | Stock-Tech | 4.23% | +0.84% | -0.50% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.07% | -0.08% | — | |
| 7 | WM | Waste Management Inc | Stock-Industrials | 3.64% | -0.53% | — | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.61% | -0.11% | — | |
| 9 | CARR | Carrier Global CORP | Stock-Industrials | 3.59% | +0.31% | — | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 3.56% | +0.32% | — | |
| 11 | NET | Cloudflare Inc - Class A | Stock-Tech | 3.49% | +0.06% | — | |
| 12 | TMUS | T-mobile US Inc | Stock-Comm Services | 3.23% | -0.92% | — | |
| 13 | ROK | Rockwell Automation Inc | Stock-Industrials | 3.22% | +0.64% | — | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 2.72% | -0.51% | — | |
| 15 | DHR | Danaher CORP | Stock-Healthcare | 2.52% | -0.30% | — | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 2.47% | -0.10% | — | |
| 17 | XYL | Xylem Inc | Stock-Industrials | 2.39% | -0.32% | — | |
| 18 | ATR | Aptargroup Inc | Stock-Healthcare | 2.30% | -0.28% | — | |
| 19 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 2.24% | +0.04% | — | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 2.22% | +4.57% | — | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.97% | -0.34% | — | |
| 22 | ALC | Alcon Inc. | Stock-Healthcare | 1.90% | -0.39% | EXIT | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.87% | -0.53% | — | |
| 24 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 1.71% | -0.06% | EXIT | |
| 25 | VLTO | Veralto CORP | Stock-Industrials | 1.65% | -0.21% | — | |
| 26 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.61% | -0.12% | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.56% | -0.19% | — | |
| 28 | NYT | New York Times Co-a | Stock-Comm Services | 1.49% | — | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.47% | -0.12% | — | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.43% | -0.36% | — | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 1.41% | -0.12% | — | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.16% | -0.25% | — | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 1.04% | -0.23% | — | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.89% | -0.05% | EXIT | |
| 35 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.86% | -0.06% | — | |
| 36 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.84% | -0.84% | EXIT | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.81% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.04% | — | |
| 39 | ZTS | Zoetis Inc | Stock-Healthcare | 0.72% | -0.26% | — | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.65% | -0.11% | — | |
| 41 | CSX | Csx CORP | Stock-Industrials | 0.62% | -0.01% | — | |
| 42 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.59% | — | — | |
| 43 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.48% | -0.19% | EXIT | |
| 44 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.37% | +0.70% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.16% | — | |
| 46 | CI | THE Cigna Group | Stock-Healthcare | 0.32% | -0.03% | -10.05% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | -0.02% | — | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.23% | -0.03% | — | |
| 49 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.17% | — | — | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NET | Cloudflare Inc - Class A | +1.3% | — | Unchanged |
| 2 | APH | Amphenol Corp-cl A | +1.1% | -0.50% | Trim |
| 3 | MSFT | Microsoft CORP | +0.9% | — | Unchanged |
| 4 | ROK | Rockwell Automation Inc | +0.5% | — | Unchanged |
| 5 | AMD | Advanced Micro Devices | +0.5% | — | Unchanged |
| 6 | TSLA | Tesla Inc | +0.4% | — | Unchanged |
| 7 | ULS | Ul Solutions Inc - Class A | +0.3% | — | Unchanged |
| 8 | ADI | Analog Devices Inc | +0.3% | — | Unchanged |
| 9 | AMZN | Amazon.com Inc | +0.2% | — | Unchanged |
| 10 | CRSP | CRISPR Therapeutics AG | +0.2% | — | Unchanged |
| 11 | CARR | Carrier Global CORP | +0.2% | — | Unchanged |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 13 | ARM | Arm Holdings Plc-adr | +0.1% | — | Unchanged |
| 14 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 15 | NYT | New York Times Co-a | 0% | — | Unchanged |
| 16 | WMT | Walmart Inc | 0% | — | Unchanged |
| 17 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 18 | RTX | Rtx CORP | 0% | — | Unchanged |
| 19 | CSX | Csx CORP | 0% | — | Unchanged |
| 20 | ABNB | Airbnb Inc-class A | 0% | — | Unchanged |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 0% | — | Unchanged |
| 22 | XYL | Xylem Inc | 0% | — | Unchanged |
| 23 | RELX | Relx PLC - Spon Adr | 0% | — | Unchanged |
| 24 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 25 | SYK | Stryker CORP | 0% | — | Unchanged |
| 26 | ADBE | Adobe Inc | -0.1% | — | Unchanged |
| 27 | MRK | Merck & Co. Inc. | -0.1% | — | Unchanged |
| 28 | CI | THE Cigna Group | -0.1% | -10.05% | Trim |
| 29 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 30 | CRM | Salesforce Inc | -0.1% | — | Unchanged |
| 31 | BDX | Becton Dickinson And Co | -0.1% | — | Unchanged |
| 32 | ATR | Aptargroup Inc | -0.1% | — | Unchanged |
| 33 | VLTO | Veralto CORP | -0.1% | — | Unchanged |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | — | Unchanged |
| 35 | ZTS | Zoetis Inc | -0.1% | — | Unchanged |
| 36 | CL | Colgate-palmolive Co | -0.1% | — | Unchanged |
| 37 | TJX | Tjx Companies Inc | -0.1% | — | Unchanged |
| 38 | HD | Home Depot Inc | -0.1% | — | Unchanged |
| 39 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | — | Unchanged |
| 40 | LOW | Lowe's Cos Inc | -0.2% | — | Unchanged |
| 41 | ABT | Abbott Laboratories | -0.2% | — | Unchanged |
| 42 | ADP | Automatic Data Processing | -0.2% | — | Unchanged |
| 43 | PG | Procter & Gamble Co/the | -0.3% | — | Unchanged |
| 44 | MA | Mastercard Inc - A | -0.3% | — | Unchanged |
| 45 | ALC | Alcon Inc. | -0.4% | — | Unchanged |
| 46 | DHR | Danaher CORP | -0.4% | — | Unchanged |
| 47 | JNJ | Johnson & Johnson | -0.4% | — | Unchanged |
| 48 | WM | Waste Management Inc | -0.4% | — | Unchanged |
| 49 | TMUS | T-mobile US Inc | -0.7% | — | Unchanged |
| 50 | AAPL | Apple Inc | -1.4% | — | 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 Q2 2025.
During Q2 2025, Baker Chad R's top holdings by market value included AAPL (7.5%)、MSFT (5.0%)、MA (4.6%). The largest single position, AAPL, represented 7.5% 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 22.2% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
APH
前期市值: $15.2M
In Q2 2025, Baker Chad R made 2 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.