Baker Boyer National Bank Portfolio Holdings

Baker Boyer National Bank

  • $290 Million
  • Q2 2025

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 $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $290 Million
  • Prior Value $271 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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