Baker Chad R has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $472 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $43.4M, Mastercard Inc with a value of $24.2M, Alphabet Inc. with a value of $20.2M, Microsoft Corp with a value of $20.1M, and Waste Management Inc with a value of $19.8M.

Examining the 13F form we can see an decrease of $24.6M in the current position value, from $496M to 472M.

Baker Chad R is based out at Perrysburg, OH

Below you can find more details about Baker Chad R portfolio as well as his latest detailed transactions.

Portfolio value $472 Million
Technology: $124 Million
Industrials: $91.2 Million
Healthcare: $86.6 Million
Consumer Cyclical: $59.7 Million
Communication Services: $58.8 Million
Consumer Defensive: $25.7 Million
Financial Services: $24.2 Million
Energy: $1.95 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $472 Million
  • Prior Value $496 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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