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Baker Chad R
Baker Chad R appears to be a registered investment adviser based in the United States, filing 13F reports with the SEC. The firm manages equity holdings and oversees stock portfolios, including major technology and financial stocks. Additional details on firm background, founding year, employee count, or a more detailed firm description are not publicly available.
Investment Strategy
The firm's holdings indicate a strategy focused on managing a diversified equity portfolio comprising large-cap stocks, especially in technology (such as AAPL, MSFT, GOOGL) and financial services sectors. This suggests a long-only, US equities-oriented investment approach targeting both growth and stable returns through blue-chip companies. Detailed strategy disclosures are not available.
Latest 13F Filing Activity
Baker Chad R filed their most recent 13F report on Sep 30, 2025 disclosing 54 equity positions with a total 13F market value of $581M. The fund increased holdings in Apple Inc., Alphabet Inc., Tesla Inc. among other positions. Baker Chad R reduced exposure to Carrier Global Corporation, Danaher Corporation, Waste MGMT Inc. Del among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 8.56% | $49.8M | 195,384 | $27.53 | $254.63 | +$9.7M |
| ALPHABET INC | 5.47% | $31.8M | 130,860 | $40.77 | $243.10 | +$8.8M | |
M MSFT | MICROSOFT CORP | 4.77% | $27.7M | 53,555 | $160.84 | $517.95 | +$1.0M |
T TSLA | TESLA INC | 4.65% | $27.0M | 60,785 | $38.90 | $444.72 | +$7.6M |
A APH | AMPHENOL CORPORATION | 4.61% | $26.8M | 216,504 | $22.65 | $123.75 | +$4.0M |
Industry Allocation
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