Baker Chad R
CIK 1666470 · Holdings on Dec 31, 2023 · First reported Jan 22, 2024
Top ten holdings
Q4 2023- AAPL11.07%
- MSFT4.52%
- MA4.36%
- GOOGL4.20%
- AMD3.68%
- ROK3.63%
- ADI3.59%
- CARR3.57%
- WM3.44%
- AMZN3.42%
Share classes counted separately45.48%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCCommon Stock View history and evidence | $49.20M | 11.07% | 255.56K shares | — | ↗▾ | |
| 02 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $20.09M | 4.52% | 53.44K shares | — | ↗▾ | |
| 03 | MAMASTERCARD INC - ACommon Stock View history and evidence | $19.40M | 4.36% | 45.48K shares | — | ↗▾ | |
| 04 | GOOGLALPHABET INC-CL ACommon Stock View history and evidence | $18.65M | 4.20% | 133.51K shares | — | ↗▾ | |
| 05 | AMDADVANCED MICRO DEVICESCommon Stock View history and evidence | $16.37M | 3.68% | 111.06K shares | — | ↗▾ | |
| 06 | ROKROCKWELL AUTOMATION INCCommon Stock View history and evidence | $16.11M | 3.63% | 51.89K shares | — | ↗▾ | |
| 07 | ADIANALOG DEVICES INCCommon Stock View history and evidence | $15.97M | 3.59% | 80.44K shares | — | ↗▾ | |
| 08 | CARRCARRIER GLOBAL CORPCommon Stock View history and evidence | $15.84M | 3.57% | 275.77K shares | — | ↗▾ | |
| 09 | WMWASTE MANAGEMENT INCCommon Stock View history and evidence | $15.27M | 3.44% | 85.24K shares | — | ↗▾ | |
| 10 | AMZNAMAZON.COM INCCommon Stock View history and evidence | $15.20M | 3.42% | 100.07K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IFF INTL FLAVORS & FRAGRANCES | Non-derivative | — | — | SEC filing ↗ | |
| ILMN ILLUMINA INC | Non-derivative | — | — | SEC filing ↗ | |
| MMM 3M CO | Non-derivative | — | — | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1666470 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 22, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 444386270
}Research all 53 reported holdings.
This page includes 30 of 53 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.