Baker Chad R has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $496 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 $53.7M, Microsoft Corp with a value of $23M, Alphabet Inc. with a value of $22.2M, Carrier Global Corp with a value of $21.9M, and Mastercard Inc with a value of $21.8M.

Examining the 13F form we can see an increase of $25.6M in the current position value, from $471M to 496M.

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 $496 Million
Technology: $153 Million
Industrials: $95.5 Million
Healthcare: $90.7 Million
Consumer Cyclical: $57.7 Million
Communication Services: $51.6 Million
Consumer Defensive: $24 Million
Financial Services: $21.8 Million
Energy: $1.92 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

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $496 Million
  • Prior Value $471 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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