account_balance
Investment manager · 13F filer · SEC CIK 1666470
Baker Chad R
Reported value$612Mas of Sep 30, 2026
Positions52 3 new, 2 sold out
Top 10 weight54.0%AAPL alone is 9%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
8.9%
AMDAdvanced Micro Devices Inc
8.3%
GOOGLAlphabet Inc.
6.1%
ADIAnalog Devices Inc
5.0%
APHAmphenol Corp
5.0%
MSFTMicrosoft Corp
4.5%
NETCloudflare, Inc.
4.4%
AMZNAmazon.com Inc
4.1%
MAMastercard Inc
4.0%
ROKRockwell Automation, Inc
3.7%
TSLATesla, Inc.
2.9%
JNJJohnson & Johnson
2.9%
AAPLApple Inc.
8.9%
AMDAdvanced Micro Devices Inc
8.3%
GOOGLAlphabet Inc.
6.1%
ADIAnalog Devices Inc
5.0%
APHAmphenol Corp
5.0%
MSFTMicrosoft Corp
4.5%
NETCloudflare, Inc.
4.4%
AMZNAmazon.com Inc
4.1%
MAMastercard Inc
4.0%
ROK3.7%TSLAJNJ2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 8.9% HeldAMD Advanced Micro Devices Inc 8.3% HeldGOOGL Alphabet Inc. 6.1% HeldADI Analog Devices Inc 5.0% HeldAPH Amphenol Corp 5.0% HeldMSFT Microsoft Corp 4.5% HeldNET Cloudflare, Inc. 4.4% HeldAMZN Amazon.com Inc 4.1% HeldMA Mastercard Inc 4.0% HeldROK Rockwell Automation, Inc 3.7% HeldTSLA Tesla, Inc. 2.9% HeldJNJ Johnson & Johnson 2.9% Held
What changed
Biggest moves since Jun 30, 2026
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