Baker Boyer National Bank has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $290 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $64.9M, Vanguard Mun Bd Fds Tax Exempt with a value of $61.4M, Dimensional ETF Tr with a value of $49.6M, Dimensional ETF Tr Us Marketwi with a value of $19.2M, and Fidelity Merrimack Str Tr Tota with a value of $19.1M.
Examining the 13F form we can see an increase of $18.8M in the current position value, from $271M to 290M.
Below you can find more details about Baker Boyer National Bank portfolio as well as his latest detailed transactions.
Portfolio value
$290 Million
ETFs: $209 Million
Technology: $10.8 Million
Industrials: $5.09 Million
Consumer Cyclical: $3.26 Million
Consumer Defensive: $3.2 Million
Healthcare: $2.54 Million
Financial Services: $2.17 Million
Communication Services: $1.9 Million
Other: $2.35 Million
Stock Holdings Table Market Cap. of $200 Billions or more
