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
$611.5M
$611.5M
51 檔
32.2%
During the Q2 2026 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 $611.5M across 51 reported positions.
In Q2 2026, Baker Chad R adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AMD, AAPL, GOOGL) accounted for 32.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
BR
市值: $1.5M
Top Position Liquidated / Trimmed
CRSP
前期市值: $4.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | Stock-Tech | 7.80% | +0.52% | -1.06% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.65% | +1.27% | -5.75% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.30% | -0.16% | -0.09% | |
| 4 | APH | Amphenol Corp-cl A | Stock-Tech | 5.15% | -0.17% | — | |
| 5 | ADI | Analog Devices Inc | Stock-Tech | 4.93% | +0.06% | — | |
| 6 | ROK | Rockwell Automation Inc | Stock-Industrials | 4.16% | -0.46% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.83% | +0.22% | — | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.66% | +0.33% | — | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.38% | -0.49% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.22% | +1.28% | — | |
| 11 | NET | Cloudflare Inc - Class A | Stock-Tech | 3.09% | +1.34% | — | |
| 12 | CARR | Carrier Global CORP | Stock-Industrials | 3.00% | -0.73% | — | |
| 13 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 2.72% | -0.94% | — | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.72% | +0.15% | — | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 2.57% | -0.18% | — | |
| 16 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.97% | -1.97% | EXIT | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.93% | -0.55% | — | |
| 18 | XYL | Xylem Inc | Stock-Industrials | 1.91% | -0.25% | +1.19% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.88% | -0.14% | — | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.78% | +0.32% | — | |
| 21 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.72% | -0.01% | — | |
| 22 | ATR | Aptargroup Inc | Stock-Healthcare | 1.60% | -1.60% | EXIT | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.56% | +0.16% | — | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.55% | +0.26% | — | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.52% | -0.17% | — | |
| 26 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.39% | -0.24% | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.33% | -0.24% | — | |
| 28 | VLTO | Veralto CORP | Stock-Industrials | 1.26% | +0.10% | — | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.25% | — | — | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 1.17% | -0.01% | — | |
| 31 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 1.11% | +0.23% | +43.93% | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 1.04% | -0.12% | +9.59% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 1.04% | -0.21% | +40.74% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.00% | -0.15% | — | |
| 35 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.94% | +0.02% | +40.83% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | -0.02% | — | |
| 37 | CSX | Csx CORP | Stock-Industrials | 0.78% | — | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.28% | +44.48% | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.76% | -0.05% | — | |
| 40 | TILE | Interface Inc | Stock-Other | 0.58% | +0.31% | — | |
| 41 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.40% | +0.17% | — | |
| 42 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.40% | +0.06% | +3.76% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.36% | EXIT | |
| 44 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.35% | +0.24% | — | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.30% | +0.05% | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.29% | +0.04% | — | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.29% | -0.01% | — | |
| 48 | BR | Broadridge Financial Solutio | Stock-Tech | 0.24% | +0.36% | — | |
| 49 | CI | THE Cigna Group | Stock-Healthcare | 0.23% | — | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.03% | -6.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +4.6% | -1.06% | Trim |
| 2 | AMAT | Applied Materials Inc | +0.9% | — | Unchanged |
| 3 | APH | Amphenol Corp-cl A | +0.8% | — | Unchanged |
| 4 | ARM | Arm Holdings Plc-adr | +0.7% | — | Unchanged |
| 5 | ROK | Rockwell Automation Inc | +0.6% | — | Unchanged |
| 6 | SN | SharkNinja, Inc. | +0.5% | +43.93% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.09% | Trim |
| 8 | ADI | Analog Devices Inc | +0.3% | — | Unchanged |
| 9 | CARR | Carrier Global CORP | +0.3% | — | Unchanged |
| 10 | IBM | Intl Business Machines CORP | +0.3% | +40.74% | Add |
| 11 | AVGO | Broadcom Inc | +0.3% | +44.48% | Add |
| 12 | BR | Broadridge Financial Solutio | +0.2% | NEW | New buy |
| 13 | UL | Unilever Plc-sponsored Adr | +0.2% | +40.83% | Add |
| 14 | TILE | Interface Inc | +0.1% | — | Unchanged |
| 15 | NET | Cloudflare Inc - Class A | +0.1% | — | Unchanged |
| 16 | ULS | Ul Solutions Inc - Class A | 0% | — | Unchanged |
| 17 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 18 | ABNB | Airbnb Inc-class A | — | +3.76% | Add |
| 19 | VRTX | Vertex Pharmaceuticals Inc | — | — | Unchanged |
| 20 | CSX | Csx CORP | 0% | — | Unchanged |
| 21 | SOFI | Sofi Technologies Inc | 0% | — | Unchanged |
| 22 | NVDA | Nvidia CORP | 0% | -6.74% | Trim |
| 23 | RKT | Rocket Cos Inc-class A | 0% | — | Unchanged |
| 24 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 25 | CI | THE Cigna Group | 0% | — | Unchanged |
| 26 | CRM | Salesforce Inc | -0.1% | EXIT | Sold out |
| 27 | RELX | Relx PLC - Spon Adr | -0.1% | EXIT | Sold out |
| 28 | CL | Colgate-palmolive Co | -0.1% | — | Unchanged |
| 29 | AMZN | Amazon.com Inc | -0.1% | — | Unchanged |
| 30 | ADP | Automatic Data Processing | -0.1% | — | Unchanged |
| 31 | TSLA | Tesla Inc | -0.1% | — | Unchanged |
| 32 | ADBE | Adobe Inc | -0.1% | — | Unchanged |
| 33 | NSC | Norfolk Southern CORP | -0.1% | — | Unchanged |
| 34 | HD | Home Depot Inc | -0.1% | — | Unchanged |
| 35 | SYK | Stryker CORP | -0.1% | +9.59% | Add |
| 36 | XOM | Exxon Mobil CORP | -0.2% | — | Unchanged |
| 37 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | EXIT | Sold out |
| 38 | PG | Procter & Gamble Co/the | -0.2% | — | Unchanged |
| 39 | VLTO | Veralto CORP | -0.2% | — | Unchanged |
| 40 | RTX | Rtx CORP | -0.2% | — | Unchanged |
| 41 | LOW | Lowe's Cos Inc | -0.3% | — | Unchanged |
| 42 | ZTS | Zoetis Inc | -0.3% | — | Unchanged |
| 43 | ATR | Aptargroup Inc | -0.3% | — | Unchanged |
| 44 | DHR | Danaher CORP | -0.3% | — | Unchanged |
| 45 | XYL | Xylem Inc | -0.3% | +1.19% | Add |
| 46 | JNJ | Johnson & Johnson | -0.3% | — | Unchanged |
| 47 | TJX | Tjx Companies Inc | -0.4% | — | Unchanged |
| 48 | ALC | Alcon Inc. | -0.4% | EXIT | Sold out |
| 49 | MA | Mastercard Inc - A | -0.5% | — | Unchanged |
| 50 | ABT | Abbott Laboratories | -0.5% | — | Unchanged |
According to official SEC Form 13F filings, Baker Chad R reported a total U.S. public equity portfolio value of $611.5M across 51 disclosed positions in Q2 2026.
During Q2 2026, Baker Chad R's top holdings by market value included AMD (7.8%)、AAPL (7.7%)、GOOGL (6.3%). The largest single position, AMD, represented 7.8% of total portfolio value.
In Q2 2026, Baker Chad R made 18 total portfolio adjustments, initiating 1 new buys, adding to 7 positions, trimming 4 holdings, and fully liquidating 6 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.
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.
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.