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The Analysis of Baker Chad R's Holdings & P&L

Currently, Baker Chad R holds 51 types of securities in its portfolio with a total value $619.7M. In the most recent quarter, they have increased their positions in SN (+13.8K shares, valued at $2.1M), IBM (+6.6K shares, valued at $1.9M), UL (+27.9K shares, valued at $1.7M); decreased their positions in AAPL (-10.0K shares, valued at $2.9M), AMD (-893 shares, valued at $518.8K), NVDA (-450 shares, valued at $90.0K); initiated new positions in BR (+11.1K shares, valued at $1.5M).

1M P&L

-41.7M-7.99%

3M P&L

-15.1M-3.05%

HY P&L

+25.8M+5.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors88.7M

16.7%

2Consumer Electronics47.4M

8.9%

3Internet Content & Information44.4M

8.3%

Top Industries by Stock Count

1Semiconductors4 stocks

9.5%

2Household & Personal Products3 stocks

7.1%

3Medical Devices2 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMD ADVANCED MICRO DEVICES INC83.2K shares-1.06%2026-06-302026-07-16

AAPL APPLE INC163.9K shares-5.75%2026-06-302026-07-16

GOOGL ALPHABET INC109.2K shares-0.09%2026-06-302026-07-16

APH AMPHENOL CORPORATION180.8K shares0.00%2026-06-302026-07-16

ADI ANALOG DEVICES INC76.9K shares0.00%2026-06-302026-07-16

ROK ROCKWELL AUTOMATION INC52.0K shares0.00%2026-06-302026-07-16

AMZN AMAZON COM INC99.5K shares0.00%2026-06-302026-07-16

MASTERCARD INCORPORATED MASTERCARD INCORPORATED44.2K shares0.00%2026-06-302026-07-16

Sponsored

TSLA TESLA INC49.7K shares0.00%2026-06-302026-07-16

MSFT MICROSOFT CORP53.6K shares0.00%2026-06-302026-07-16

CLOUDFLARE INC CLOUDFLARE INC78.0K shares0.00%2026-06-302026-07-16

CARR CARRIER GLOBAL CORPORATION253.1K shares0.00%2026-06-302026-07-16

ULS UL SOLUTIONS INC165.7K shares0.00%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON66.4K shares0.00%2026-06-302026-07-16

WASTE MGMT INC DEL WASTE MGMT INC DEL71.5K shares0.00%2026-06-302026-07-16

TMUS T-MOBILE US INC72.9K shares0.00%2026-06-302026-07-16

Sponsored

APPLIED MATLS INC APPLIED MATLS INC16.5K shares0.00%2026-06-302026-07-16

XYL XYLEM INC100.1K shares1.19%2026-06-302026-07-16

WMT WALMART INC102.7K shares0.00%2026-06-302026-07-16

DHR DANAHER CORPORATION58.0K shares0.00%2026-06-302026-07-16

NSC NORFOLK SOUTHN CORP33.9K shares0.00%2026-06-302026-07-16

ATR APTARGROUP INC79.1K shares0.00%2026-06-302026-07-16

ABT ABBOTT LABS106.7K shares0.00%2026-06-302026-07-16

ADP AUTOMATIC DATA PROCESSING INC43.0K shares0.00%2026-06-302026-07-16

Sponsored

TJX TJX COS INC NEW62.3K shares0.00%2026-06-302026-07-16

ARM ARM HOLDINGS PLC24.3K shares0.00%2026-06-302026-07-16

HD HOME DEPOT INC23.4K shares0.00%2026-06-302026-07-16

VLTO VERALTO CORP87.9K shares0.00%2026-06-302026-07-16

PG PROCTER AND GAMBLE CO52.7K shares0.00%2026-06-302026-07-16

RTX Corporation RTX Corporation38.3K shares0.00%2026-06-302026-07-16

SN SHARKNINJA INC45.3K shares43.93%2026-06-302026-07-16

SYK STRYKER CORPORATION20.5K shares9.59%2026-06-302026-07-16

Sponsored

IBM INTERNATIONAL BUSINESS MACHS22.9K shares40.74%2026-06-302026-07-16

LOW LOWES COS INC28.1K shares0.00%2026-06-302026-07-16

UL UNILEVER PLC96.4K shares40.83%2026-06-302026-07-16

GOOG ALPHABET INC15.1K shares0.00%2026-06-302026-07-16

CSX CSX CORP102.0K shares0.00%2026-06-302026-07-16

BROADCOM INC BROADCOM INC12.6K shares44.48%2026-06-302026-07-16

CL COLGATE PALMOLIVE CO51.2K shares0.00%2026-06-302026-07-16

TILE INTERFACE INC100.2K shares0.00%2026-06-302026-07-16

Sponsored

RKT ROCKET COS INC159.1K shares0.00%2026-06-302026-07-16

ABNB AIRBNB INC17.5K shares3.76%2026-06-302026-07-16

EXXON MOBIL CORP EXXON MOBIL CORP16.4K shares0.00%2026-06-302026-07-16

SOFI SOFI TECHNOLOGIES INC121.4K shares0.00%2026-06-302026-07-16

ADOBE SYSTEMS INCORPORATED ADOBE SYSTEMS INCORPORATED9.0K shares0.00%2026-06-302026-07-16

MRK MERCK & CO INC13.9K shares0.00%2026-06-302026-07-16

ZOETIS INC ZOETIS INC24.8K shares0.00%2026-06-302026-07-16

BR BROADRIDGE FINL SOLUTIONS INC11.1K sharesnew addition2026-06-302026-07-16

Sponsored

CI THE CIGNA GROUP5.3K shares0.00%2026-06-302026-07-16

NVDA NVIDIA CORPORATION6.2K shares-6.74%2026-06-302026-07-16

VRTX VERTEX PHARMACEUTICALS INC750 shares0.00%2026-06-302026-07-16

AMD

ADVANCED MICRO DEVICES INC

-1.06%

Shares83.2K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

-5.75%

Shares163.9K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

-0.09%

Shares109.2K

Event2026-06-30

Filed2026-07-16

APH

AMPHENOL CORPORATION

0.00%

Shares180.8K

Event2026-06-30

Filed2026-07-16

ADI

ANALOG DEVICES INC

0.00%

Shares76.9K

Event2026-06-30

Filed2026-07-16

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares52.0K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

0.00%

Shares99.5K

Event2026-06-30

Filed2026-07-16

MASTERCARD INCORPORATED

0.00%

Shares44.2K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

0.00%

Shares49.7K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

0.00%

Shares53.6K

Event2026-06-30

Filed2026-07-16

CLOUDFLARE INC

0.00%

Shares78.0K

Event2026-06-30

Filed2026-07-16

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares253.1K

Event2026-06-30

Filed2026-07-16

ULS

UL SOLUTIONS INC

0.00%

Shares165.7K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

0.00%

Shares66.4K

Event2026-06-30

Filed2026-07-16

WASTE MGMT INC DEL

0.00%

Shares71.5K

Event2026-06-30

Filed2026-07-16

TMUS

T-MOBILE US INC

0.00%

Shares72.9K

Event2026-06-30

Filed2026-07-16

APPLIED MATLS INC

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-16

XYL

XYLEM INC

1.19%

Shares100.1K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

0.00%

Shares102.7K

Event2026-06-30

Filed2026-07-16

DHR

DANAHER CORPORATION

0.00%

Shares58.0K

Event2026-06-30

Filed2026-07-16

NSC

NORFOLK SOUTHN CORP

0.00%

Shares33.9K

Event2026-06-30

Filed2026-07-16

ATR

APTARGROUP INC

0.00%

Shares79.1K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABS

0.00%

Shares106.7K

Event2026-06-30

Filed2026-07-16

ADP

AUTOMATIC DATA PROCESSING INC

0.00%

Shares43.0K

Event2026-06-30

Filed2026-07-16

TJX

TJX COS INC NEW

0.00%

Shares62.3K

Event2026-06-30

Filed2026-07-16

ARM

ARM HOLDINGS PLC

0.00%

Shares24.3K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

0.00%

Shares23.4K

Event2026-06-30

Filed2026-07-16

VLTO

VERALTO CORP

0.00%

Shares87.9K

Event2026-06-30

Filed2026-07-16

PROCTER AND GAMBLE CO

0.00%

Shares52.7K

Event2026-06-30

Filed2026-07-16

RTX Corporation

0.00%

Shares38.3K

Event2026-06-30

Filed2026-07-16

SHARKNINJA INC

43.93%

Shares45.3K

Event2026-06-30

Filed2026-07-16

SYK

STRYKER CORPORATION

9.59%

Shares20.5K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS MACHS

40.74%

Shares22.9K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COS INC

0.00%

Shares28.1K

Event2026-06-30

Filed2026-07-16

UNILEVER PLC

40.83%

Shares96.4K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-16

CSX

CSX CORP

0.00%

Shares102.0K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

44.48%

Shares12.6K

Event2026-06-30

Filed2026-07-16

COLGATE PALMOLIVE CO

0.00%

Shares51.2K

Event2026-06-30

Filed2026-07-16

TILE

INTERFACE INC

0.00%

Shares100.2K

Event2026-06-30

Filed2026-07-16

RKT

ROCKET COS INC

0.00%

Shares159.1K

Event2026-06-30

Filed2026-07-16

ABNB

AIRBNB INC

3.76%

Shares17.5K

Event2026-06-30

Filed2026-07-16

EXXON MOBIL CORP

0.00%

Shares16.4K

Event2026-06-30

Filed2026-07-16

SOFI

SOFI TECHNOLOGIES INC

0.00%

Shares121.4K

Event2026-06-30

Filed2026-07-16

ADOBE SYSTEMS INCORPORATED

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-16

ZOETIS INC

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-16

BROADRIDGE FINL SOLUTIONS INC

New

Shares11.1K

Event2026-06-30

Filed2026-07-16

THE CIGNA GROUP

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

-6.74%

Shares6.2K

Event2026-06-30

Filed2026-07-16

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares750

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available