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CIK: 0001666470
Total reported value
$619.7M
$619.7M
57 檔
26.2%
According to the latest 13F quarterly dataset, Baker Chad R managed an equity portfolio of $619.7M at the end of Q4 2025, spanning 57 distinct U.S. exchange-listed positions.
Baker Chad R executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 3 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.76% | -0.67% | -8.45% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.64% | +0.37% | -9.86% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.69% | -0.52% | +0.04% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 4.58% | -0.50% | +0.05% | |
| 5 | APH | Amphenol Corp-cl A | Stock-Tech | 4.51% | +0.84% | -14.84% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.46% | -0.11% | -10.09% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.15% | -0.08% | -0.07% | |
| 8 | ADI | Analog Devices Inc | Stock-Tech | 3.80% | +0.32% | -4.05% | |
| 9 | ROK | Rockwell Automation Inc | Stock-Industrials | 3.67% | +0.64% | -0.06% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 3.25% | +4.57% | — | |
| 11 | WM | Waste Management Inc | Stock-Industrials | 3.17% | -0.53% | — | |
| 12 | NET | Cloudflare Inc - Class A | Stock-Tech | 2.91% | +0.06% | -0.02% | |
| 13 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.67% | -0.92% | +0.07% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.58% | -0.34% | — | |
| 15 | XYL | Xylem Inc | Stock-Industrials | 2.44% | -0.32% | -0.47% | |
| 16 | CARR | Carrier Global CORP | Stock-Industrials | 2.43% | +0.31% | +0.06% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 2.41% | -0.51% | -0.79% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 2.40% | -0.30% | +0.05% | |
| 19 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 2.39% | +0.04% | +0.05% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 2.06% | -0.53% | — | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 2.00% | -0.10% | — | |
| 22 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.76% | -0.12% | — | |
| 23 | ATR | Aptargroup Inc | Stock-Healthcare | 1.74% | -0.28% | +0.06% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.74% | -0.36% | — | |
| 25 | VLTO | Veralto CORP | Stock-Industrials | 1.60% | -0.21% | +0.09% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | -0.12% | +0.09% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.36% | -0.19% | — | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 1.27% | -0.23% | — | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.23% | -0.25% | — | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 1.20% | -0.12% | -9.35% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.04% | -17.94% | |
| 32 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.89% | -0.84% | EXIT | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.77% | +0.86% | +76.60% | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.73% | -0.06% | — | |
| 35 | CSX | Csx CORP | Stock-Industrials | 0.67% | -0.01% | — | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | +0.30% | +67.69% | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 0.57% | -0.80% | EXIT | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.57% | -0.11% | — | |
| 39 | ZTS | Zoetis Inc | Stock-Healthcare | 0.56% | -0.26% | — | |
| 40 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.56% | +0.20% | — | |
| 41 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.48% | +0.70% | +0.10% | |
| 42 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.39% | +0.48% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.16% | — | |
| 44 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.35% | -0.03% | — | |
| 45 | TILE | Interface Inc | Stock-Other | 0.31% | +0.11% | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.30% | -0.03% | — | |
| 47 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.28% | -0.01% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.26% | — | |
| 49 | CI | THE Cigna Group | Stock-Healthcare | 0.26% | -0.03% | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | -0.02% | -11.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.2% | -9.86% | Trim |
| 2 | AMD | Advanced Micro Devices | +0.9% | — | Unchanged |
| 3 | ROK | Rockwell Automation Inc | +0.5% | -0.06% | Trim |
| 4 | AMAT | Applied Materials Inc | +0.4% | +76.60% | Add |
| 5 | DHR | Danaher CORP | +0.4% | +0.05% | Add |
| 6 | ADI | Analog Devices Inc | +0.4% | -4.05% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.4% | -0.07% | Trim |
| 8 | ULS | Ul Solutions Inc - Class A | +0.4% | +0.05% | Add |
| 9 | JNJ | Johnson & Johnson | +0.4% | — | Unchanged |
| 10 | IBM | Intl Business Machines CORP | +0.3% | +67.69% | Add |
| 11 | MA | Mastercard Inc - A | +0.3% | +0.05% | Add |
| 12 | UBER | Uber Technologies Inc | +0.2% | +96.49% | Add |
| 13 | WMT | Walmart Inc | +0.2% | — | Unchanged |
| 14 | AAPL | Apple Inc | +0.2% | -8.45% | Trim |
| 15 | TJX | Tjx Companies Inc | +0.2% | — | Unchanged |
| 16 | RTX | Rtx CORP | +0.2% | — | Unchanged |
| 17 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 18 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 19 | VLTO | Veralto CORP | 0% | +0.09% | Add |
| 20 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 21 | ZTS | Zoetis Inc | -0.1% | — | Unchanged |
| 22 | ABT | Abbott Laboratories | -0.1% | -0.79% | Trim |
| 23 | MSFT | Microsoft CORP | -0.1% | +0.04% | Add |
| 24 | XYL | Xylem Inc | -0.1% | -0.47% | Trim |
| 25 | ATR | Aptargroup Inc | -0.1% | +0.06% | Add |
| 26 | NET | Cloudflare Inc - Class A | -0.1% | -0.02% | Trim |
| 27 | APH | Amphenol Corp-cl A | -0.1% | -14.84% | Trim |
| 28 | ARM | Arm Holdings Plc-adr | -0.1% | +0.10% | Add |
| 29 | SYK | Stryker CORP | -0.1% | -9.35% | Trim |
| 30 | CRSP | CRISPR Therapeutics AG | -0.2% | +0.07% | Add |
| 31 | CARR | Carrier Global CORP | -0.2% | +0.06% | Add |
| 32 | ADP | Automatic Data Processing | -0.2% | — | Unchanged |
| 33 | HD | Home Depot Inc | -0.2% | +0.09% | Add |
| 34 | TSLA | Tesla Inc | -0.2% | -10.09% | Trim |
| 35 | MKC | Mccormick & Co-non Vtg Shrs | -0.3% | -75.11% | Trim |
| 36 | TMUS | T-mobile US Inc | -0.3% | +0.07% | Add |
| 37 | VRTX | Vertex Pharmaceuticals Inc | -0.6% | -92.30% | Trim |
| 38 | ABNB | Airbnb Inc-class A | -0.7% | -91.86% | Trim |
| 39 | CRM | Salesforce Inc | -0.9% | -93.93% | Trim |
| 40 | RELX | Relx PLC - Spon Adr | -1.3% | -93.79% | Trim |
| 41 | ALC | Alcon Inc. | -1.4% | -92.92% | Trim |
| 42 | NYT | New York Times Co-a | — | EXIT | Sold out |
| 43 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 44 | SN | SharkNinja, Inc. | — | NEW | New buy |
| 45 | RKT | Rocket Cos Inc-class A | — | NEW | New buy |
| 46 | UL | Unilever PLC | — | EXIT | Sold out |
| 47 | TILE | Interface Inc | — | NEW | New buy |
| 48 | SOFI | Sofi Technologies Inc | — | NEW | New buy |
| 49 | AVGO | Broadcom Inc | — | NEW | New buy |
| 50 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, Baker Chad R reported a total U.S. public equity portfolio value of $619.7M across 57 disclosed positions in Q4 2025.
During Q4 2025, Baker Chad R's top holdings by market value included AAPL (8.8%)、GOOGL (6.6%)、MSFT (4.7%). The largest single position, AAPL, represented 8.8% 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, MSFT) accounted for 26.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $3.1M
Top Position Liquidated / Trimmed
NYT
前期市值: $8.2M
In Q4 2025, Baker Chad R made 40 total portfolio adjustments, initiating 6 new buys, adding to 14 positions, trimming 17 holdings, and fully liquidating 3 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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