Baker Chad R Portfolio Holdings
Baker Chad R
- $515 Million
- Q2 2025
Baker Chad R has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $515 Million distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.1M, Microsoft Corp with a value of $26.7M, Mastercard Inc with a value of $24.8M, Alphabet Inc. with a value of $23.1M, and Amphenol Corp with a value of $22.7M.
Examining the 13F form we can see an increase of $43.6M in the current position value, from $472M to 515M.
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
$515 Million
Technology: $149 Million
Industrials: $100 Million
Healthcare: $86 Million
Consumer Cyclical: $66.3 Million
Communication Services: $61.6 Million
Consumer Defensive: $25.7 Million
Financial Services: $24.8 Million
Energy: $1.77 Million
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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