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 Market Cap. of $200 Billions or more

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%
$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%
$269B
$17.4 Million 3.14% of portfolio
72,895
Q2 2024 Added 0.21%
$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%
$522B
$12.9 Million 2.31% of portfolio
69,370
Q1 2020 Reduced 13.69%
$279B
$10.6 Million 1.9% of portfolio
102,675
Q3 2025 Reduced 0.33%
$367B
$9.33 Million 1.68% of portfolio
23,020
Q3 2025 Added 6.85%
$346B
$8.1 Million 1.46% of portfolio
52,710
Q2 2024 Reduced 1.4%
$258B
$6.42 Million 1.15% of portfolio
38,348
Q4 2021 Reduced 17.88%
$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%
$490B
$1.85 Million 0.33% of portfolio
16,400
Q2 2021 Reduced 37.64%
$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%

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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