Baker Chad R Portfolio Holdings
Baker Chad R
- $512 Million
- Q4 2025
Baker Chad R has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $512 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.8M, Alphabet Inc. with a value of $32.6M, Microsoft Corp with a value of $27.2M, Amphenol Corp with a value of $24.7M, and Mastercard Inc with a value of $23.7M.
Examining the 13F form we can see an decrease of $44.7M in the current position value, from $557M to 512M.
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
$512 Million
Technology: $171 Million
Industrials: $94.8 Million
Consumer Cyclical: $71.3 Million
Healthcare: $68.7 Million
Communication Services: $54 Million
Financial Services: $26.9 Million
Consumer Defensive: $22.8 Million
Energy: $1.93 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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