Baker Chad R Portfolio Holdings

Baker Chad R

  • $557 Million
  • Q3 2025

Baker Chad R has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $557 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $49.8M, Alphabet Inc. with a value of $31.8M, Microsoft Corp with a value of $27.7M, Tesla, Inc. with a value of $27M, and Amphenol Corp with a value of $26.8M.

Examining the 13F form we can see an increase of $41.2M in the current position value, from $515M to 557M.

Baker Chad R is based out at Perrysburg, OH

Below you can find more details about Baker Chad R portfolio as well as his latest detailed transactions.

Portfolio value $557 Million
Technology: $171 Million
Industrials: $98.3 Million
Healthcare: $83.3 Million
Consumer Cyclical: $78.8 Million
Communication Services: $70.9 Million
Consumer Defensive: $26.9 Million
Financial Services: $25.1 Million
Energy: $1.85 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$49.8 Million 8.94% of portfolio
195,384
Q1 2025 Reduced 7.17%
$1.65T
$31.8 Million 5.72% of portfolio
130,860
Q4 2024 Reduced 2.24%
$3.78T
$27.7 Million 4.98% of portfolio
53,555
Q3 2025 Reduced 0.2%
$1.29T
$27 Million 4.86% of portfolio
60,785
Q3 2025 Reduced 0.56%
$79.6B
$26.8 Million 4.81% of portfolio
216,504
Q3 2025 Reduced 6.01%
$512B
$25.1 Million 4.51% of portfolio
44,155
Q3 2025 Reduced 0.11%
$2.39T
$21.9 Million 3.93% of portfolio
99,588
Q3 2025 Reduced 0.24%
$118B
$19.8 Million 3.55% of portfolio
80,410
Q3 2025 Reduced 0.06%
$43.5B
$18.2 Million 3.27% of portfolio
52,060
Q3 2025 Reduced 0.1%
$85.9B
$17.6 Million 3.16% of portfolio
79,515
Q3 2025 Reduced 7.02%
$269B
$17.4 Million 3.14% of portfolio
72,895
Q2 2024 Added 0.21%
$59.6B
$17.4 Million 3.14% of portfolio
81,305
Q3 2025 Reduced 15.22%
$45.2B
$15.1 Million 2.71% of portfolio
252,905
Q3 2025 Reduced 4.17%
$25.7B
$14.7 Million 2.63% of portfolio
99,360
Q3 2025 Reduced 0.1%
$228B
$14.4 Million 2.59% of portfolio
107,580
Q3 2025 Reduced 0.09%
$388B
$13.6 Million 2.44% of portfolio
84,061
Q1 2025 Reduced 24.09%
$104B
$12.6 Million 2.27% of portfolio
42,955
Q3 2025 Reduced 0.46%
$160B
$11.5 Million 2.07% of portfolio
58,025
Q3 2025 Reduced 15.5%
$279B
$10.6 Million 1.9% of portfolio
102,675
Q3 2025 Reduced 0.33%
$7.75B
$10.6 Million 1.9% of portfolio
79,050
Q2 2024 Reduced 0.06%
$65.7B
$10.2 Million 1.83% of portfolio
33,906
Q4 2021 Reduced 4.37%
$367B
$9.33 Million 1.68% of portfolio
23,020
Q3 2025 Added 6.85%
$170B
$9.01 Million 1.62% of portfolio
62,340
Q1 2024 Added 0.66%
$38.1B
$8.65 Million 1.56% of portfolio
116,155
Q1 2025 Added 29.28%
$10.6B
$8.23 Million 1.48% of portfolio
143,325
Q4 2023 Added 4.37%
$346B
$8.1 Million 1.46% of portfolio
52,710
Q2 2024 Reduced 1.4%
$79.2B
$8.07 Million 1.45% of portfolio
169,060
Q3 2025 Added 0.02%
$136B
$7.73 Million 1.39% of portfolio
20,915
Q3 2025 Added 9.1%
$140B
$7.06 Million 1.27% of portfolio
28,100
Q4 2020 Reduced 18.79%
$258B
$6.42 Million 1.15% of portfolio
38,348
Q4 2021 Reduced 17.88%
$4.32B
$6.04 Million 1.09% of portfolio
93,205
Q4 2024 Reduced 6.12%
$237B
$5.87 Million 1.05% of portfolio
24,775
Q3 2025 Added 41.37%
$1.74T
$5.38 Million 0.97% of portfolio
22,100
Q1 2024 Added 0.05%
$46.9B
$4.47 Million 0.8% of portfolio
36,845
Q3 2025 Added 53.81%
$65.7B
$4.09 Million 0.74% of portfolio
51,200
Q2 2017 New
$111B
$3.81 Million 0.69% of portfolio
9,740
Q3 2024 Added 89.31%
$73.4B
$3.62 Million 0.65% of portfolio
102,000
Q2 2021 Added 200.0%
$55.6B
$3.63 Million 0.65% of portfolio
24,818
Q2 2017 New
$151B
$3.17 Million 0.57% of portfolio
9,000
Q2 2017 New
$16.4B
$2.3 Million 0.41% of portfolio
34,370
Q1 2025 Added 119.97%
$181B
$1.94 Million 0.35% of portfolio
19,785
Q3 2025 New
$197B
$1.92 Million 0.34% of portfolio
9,360
Q3 2025 New
$266B
$1.85 Million 0.33% of portfolio
6,545
Q3 2025 New
$490B
$1.85 Million 0.33% of portfolio
16,400
Q2 2021 Reduced 37.64%
$150B
$1.78 Million 0.32% of portfolio
30,105
Q3 2025 New
$82.8B
$1.51 Million 0.27% of portfolio
5,254
Q2 2025 Reduced 10.05%
$465B
$1.49 Million 0.27% of portfolio
7,995
Q3 2025 Reduced 18.38%
$235B
$1.32 Million 0.24% of portfolio
15,700
Q1 2025 Reduced 23.6%
$54.5B
$1.01 Million 0.18% of portfolio
5,420
Q1 2025 Added 37.74%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $557 Million
  • Prior Value $515 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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