Baker Chad R Top Holdings and 13F Report (2025) About Baker Chad RInvestment ActivityBaker Chad R has $581.06 million in total holdings as of September 30, 2025.Baker Chad R owns shares of 54 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 2.36% of the portfolio was purchased this quarter.About 1.67% of the portfolio was sold this quarter.This quarter, Baker Chad R has purchased 50 new stocks and bought additional shares in 7 stocks.Baker Chad R sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Apple $49,750,628Alphabet $31,812,066Microsoft $27,738,812Tesla $27,032,305Amphenol $26,792,370 Largest New Holdings this Quarter 90353T100 - Uber Technologies $1,938,336 Holding038222105 - Applied Materials $1,916,366 Holding459200101 - International Business Machines $1,846,737 Holding904767704 - Unilever $1,784,624 Holding Largest Purchases this Quarter Uber Technologies 19,785 shares (about $1.94M)Applied Materials 9,360 shares (about $1.92M)International Business Machines 6,545 shares (about $1.85M)Unilever 30,105 shares (about $1.78M)Salesforce 7,250 shares (about $1.72M) Largest Sales this Quarter Cloudflare 14,595 shares (about $3.13M)Danaher 10,640 shares (about $2.11M)Amphenol 13,835 shares (about $1.71M)Waste Management 6,000 shares (about $1.32M)Carrier Global 10,995 shares (about $656.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaker Chad R Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$49,750,6280.0%195,3848.6%Computer and TechnologyGOOGLAlphabet$31,812,0660.0%130,8605.5%Computer and TechnologyMSFTMicrosoft$27,738,812$54,385 ▼-0.2%53,5554.8%Computer and TechnologyTSLATesla$27,032,305$153,428 ▼-0.6%60,7854.7%Auto/Tires/TrucksAPHAmphenol$26,792,370$1,712,081 ▼-6.0%216,5044.6%Computer and TechnologyMAMastercard$25,115,806$28,441 ▼-0.1%44,1554.3%Business ServicesAMZNAmazon.com$21,866,537$51,599 ▼-0.2%99,5883.8%Retail/WholesaleADIAnalog Devices$19,756,737$12,285 ▼-0.1%80,4103.4%Computer and TechnologyROKRockwell Automation$18,196,532$17,477 ▼-0.1%52,0603.1%Computer and TechnologyWMWaste Management$17,559,297$1,324,980 ▼-7.0%79,5153.0%Business ServicesTMUST-Mobile US$17,449,6050.0%72,8953.0%Computer and TechnologyNETCloudflare$17,447,240$3,131,941 ▼-15.2%81,3053.0%Computer and TechnologyCARRCarrier Global$15,098,429$656,402 ▼-4.2%252,9052.6%ConstructionXYLXylem$14,655,600$14,750 ▼-0.1%99,3602.5%Business ServicesABTAbbott Laboratories$14,409,265$13,394 ▼-0.1%107,5802.5%MedicalAMDAdvanced Micro Devices$13,600,2290.0%84,0612.3%Computer and TechnologyJNJJohnson & Johnson$12,862,5850.0%69,3702.2%MedicalADPAutomatic Data Processing$12,607,293$58,700 ▼-0.5%42,9552.2%Computer and TechnologyUL SOLUTIONS INC$11,729,102$1,772 ▲0.0%165,5252.0%Common StockDHRDanaher$11,504,037$2,109,486 ▼-15.5%58,0252.0%MedicalWMTWalmart$10,581,686$35,556 ▼-0.3%102,6751.8%Retail/WholesaleATRAptarGroup$10,565,8230.0%79,0501.8%IndustrialsNSCNorfolk Southern$10,185,7010.0%33,9061.8%TransportationVERALTO CORP$9,371,2320.0%87,9021.6%Common StockHDHome Depot$9,327,474$597,655 ▲6.8%23,0201.6%Retail/WholesaleTJXTJX Companies$9,010,6240.0%62,3401.6%Retail/WholesaleALCAlcon$8,654,7090.0%116,1551.5%MedicalNYTNew York Times$8,226,8550.0%143,3251.4%Consumer StaplesPGProcter & Gamble$8,098,8920.0%52,7101.4%Consumer StaplesRELXRelx$8,074,306$1,672 ▲0.0%169,0601.4%Computer and TechnologySYKStryker$7,731,648$645,074 ▲9.1%20,9151.3%MedicalLOWLowe's Companies$7,061,8110.0%28,1001.2%Retail/WholesaleRTXRTX$6,416,7710.0%38,3481.1%AerospaceCRSPCRISPR Therapeutics$6,040,6160.0%93,2051.0%MedicalCRMSalesforce$5,871,675$1,718,250 ▲41.4%24,7751.0%Computer and TechnologyGOOGAlphabet$5,382,4550.0%22,1000.9%Computer and TechnologyABNBAirbnb$4,473,720$1,565,104 ▲53.8%36,8450.8%Consumer DiscretionaryCLColgate-Palmolive$4,092,9280.0%51,2000.7%Consumer StaplesVRTXVertex Pharmaceuticals$3,814,5740.0%9,7400.7%MedicalZTSZoetis$3,631,3700.0%24,8180.6%MedicalCSXCSX$3,622,0200.0%102,0000.6%TransportationARM HOLDINGS PLC$3,427,595$1,707,784 ▲99.3%24,2250.6%Common StockADBEAdobe$3,174,7500.0%9,0000.5%Computer and TechnologyMKCMcCormick & Company, Incorporated$2,299,6970.0%34,3700.4%Consumer StaplesUBERUber Technologies$1,938,336$1,938,336 ▲New Holding19,7850.3%Computer and TechnologyAMATApplied Materials$1,916,366$1,916,366 ▲New Holding9,3600.3%Computer and TechnologyXOMExxon Mobil$1,849,1000.0%16,4000.3%EnergyIBMInternational Business Machines$1,846,737$1,846,737 ▲New Holding6,5450.3%Computer and TechnologyULUnilever$1,784,624$1,784,624 ▲New Holding30,1050.3%Consumer StaplesCICigna Group$1,514,4660.0%5,2540.3%MedicalNVDANVIDIA$1,491,707$335,844 ▼-18.4%7,9950.3%Computer and TechnologyMRKMerck & Co., Inc.$1,317,7010.0%15,7000.2%MedicalBDXBecton, Dickinson and Company$1,014,4610.0%5,4200.2%MedicalNVONovo Nordisk A/S$267,1840.0%4,8150.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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