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.
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 |
G GOOGL | 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 |