Q3 2026 13F · SEC CIK 1666470

Baker Chad R

Investment managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $611.5M
Reported positions: 52
Top holdings a year, 3 yrs: +18.9%
Average holding period: 8.3 yrs

Baker Chad R is an investment manager that reported 52 positions worth $611.5M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Apple Inc (AAPL, 8.9%), Advanced Micro Devices Inc (AMD, 8.3%), Alphabet Inc (GOOGL, 6.1%). A portfolio copying its top holdings returned 18.9% a year over the last 3 years, against 20.4% for the S&P 500.

Baker Chad R holdings largest 50 of 52 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Baker Chad R 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	8.9%	7.7%	163,883	+0.0%	$54.6M
AMDAdvanced Micro Devices Inc	8.3%	7.8%	83,168	+0.0%	$50.9M
GOOGLAlphabet Inc	6.1%	6.3%	109,180	+0.0%	$37.6M
ADIAnalog Devices Inc	5.0%	4.9%	76,865	+0.0%	$30.5M
APHAmphenol Corp	5.0%	5.1%	361,421	+99.9%	$30.5M
MSFTMicrosoft Corp	4.5%	3.2%	53,625	+0.1%	$27.5M
NETCloudflare Inc	4.4%	3.1%	77,960	+0.0%	$27.1M
AMZNAmazon Com Inc	4.1%	3.8%	99,518	+0.0%	$24.8M
MAMastercard Incorporated	4.0%	3.7%	44,225	+0.1%	$24.4M
ROKRockwell Automation Inc	3.7%	4.2%	52,010	+0.0%	$22.6M
TSLATesla Inc	2.9%	3.4%	49,739	+0.0%	$17.6M
JNJJohnson & Johnson	2.9%	2.7%	66,370	+0.0%	$17.6M
WMWaste Mgmt Inc Del	2.4%	2.6%	71,535	+0.0%	$14.6M
CARRCarrier Global Corporation	2.3%	3.0%	253,050	+0.0%	$13.9M
DHRDanaher Corp Del	2.1%	1.8%	58,025	+0.0%	$12.9M
ADPAutomatic Data Processing in	1.8%	1.6%	42,955	+0.0%	$11.1M
ULSUl Solutions Inc	1.8%	2.7%	165,710	+0.0%	$10.9M
WMTWalmart Inc	1.7%	1.9%	102,675	+0.0%	$10.7M
ABTAbbott Laboratories	1.7%	1.6%	106,660	+0.0%	$10.5M
NSCNorfolk Southn Corporation	1.7%	1.7%	33,906	+0.0%	$10.5M
XYLXylem Inc	1.7%	1.9%	100,230	+0.1%	$10.2M
AMATApplied Matls Inc	1.4%	1.9%	16,530	+0.0%	$8.5M
VLTOVeralto Corp	1.4%	1.3%	88,077	+0.2%	$8.3M
TJXTjx Cos Inc New	1.3%	1.5%	62,340	+0.0%	$8.2M
SNSharkninja Inc	1.3%	1.1%	45,465	+0.3%	$8.2M
PGProcter & Gamble Co	1.3%	1.2%	52,710	+0.0%	$7.7M
RTXRtx Corporation	1.2%	1.2%	38,348	+0.0%	$7.1M
ARMArm Holdings PLC	1.1%	1.4%	24,250	+0.0%	$7.0M
HDHome Depot Inc	1.1%	1.3%	23,415	+0.0%	$6.7M
AVGOBroadcom Inc	1.1%	0.8%	18,340	+45.9%	$6.4M
ULUnilever PLC	1.0%	0.9%	96,777	+0.4%	$5.9M
SYKStryker Corporation	0.9%	1.0%	20,505	+0.2%	$5.6M
TILEInterface Inc	0.9%	0.6%	157,590	+57.3%	$5.4M
LOWLowes Cos Inc	0.8%	1.0%	28,100	+0.0%	$5.2M
GOOGAlphabet Inc	0.8%	0.9%	15,135	+0.0%	$5.2M
IBMInternational Business Machs	0.8%	1.0%	22,960	+0.3%	$5.0M
CSXCsx Corp	0.8%	0.8%	102,000	+0.0%	$4.7M
CLColgate Palmolive Co	0.7%	0.8%	51,200	+0.0%	$4.4M
BRBroadridge Finl Solutions in	0.6%	0.2%	22,610	+104.1%	$3.6M
SOFISofi Technologies Inc	0.6%	0.4%	228,965	+88.6%	$3.6M
RKTRocket Cos Inc	0.6%	0.4%	304,810	+91.5%	$3.5M
ABNBAirbnb Inc	0.5%	0.4%	17,660	+0.9%	$2.8M
XOMExxonmobil Holdings Corp	0.4%	—	16,400	—	$2.7M
ADBEAdobe Inc	0.4%	0.3%	9,000	+0.0%	$2.2M
NXTNextpower Inc	0.3%	—	26,950	—	$2.1M
SXTSensient Technologies Corp	0.3%	—	15,760	—	$2.1M
MRKMerck & Co Inc	0.3%	0.3%	13,950	+0.0%	$2.0M
ZTSZoetis Inc	0.3%	0.3%	24,818	+0.0%	$1.7M
CHWYChewy Inc	0.3%	—	92,975	—	$1.7M
CIThe Cigna Group	0.2%	0.2%	5,254	+0.0%	$1.4M

What Baker Chad R bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

BR Broadridge Finl Solutions in+104.1% shares
APH Amphenol Corp+99.9% shares
RKT Rocket Cos Inc+91.5% shares
SOFI Sofi Technologies Inc+88.6% shares
TILE Interface Inc+57.3% shares
AVGO Broadcom Inc+45.9% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.8% /yr; S&P 500 +20.1%
3 years: +18.9% /yr; S&P 500 +20.4%
5 years: +8.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$611.5M	52
Q2 2026	$619.7M	51
Q1 2026	$530.1M	56
Q4 2025	$557.4M	57
Q3 2025	$581.1M	54
Q2 2025	$538.3M	50
Q1 2025	$491.0M	50
Q4 2024	$510.8M	50
Q3 2024	$509.0M	50
Q2 2024	$479.1M	51
Q1 2024	$469.6M	53
Q4 2023	$444.4M	53

Questions about Baker Chad R's portfolio

What stocks does Baker Chad R own?

Baker Chad R's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 52 positions worth $611.5M. The largest are Apple Inc (AAPL) at 8.9%, Advanced Micro Devices Inc (AMD) at 8.3%, Alphabet Inc (GOOGL) at 6.1%, Analog Devices Inc (ADI) at 5.0% and Amphenol Corp (APH) at 5.0%.

What did Baker Chad R buy last quarter?

In Q3 2026, Baker Chad R added Broadridge Finl Solutions in (BR) (+104.1% shares), Amphenol Corp (APH) (+99.9% shares) and Rocket Cos Inc (RKT) (+91.5% shares), compared with its Q2 2026 filing.

What did Baker Chad R sell last quarter?

In Q3 2026, Baker Chad R cut from its top 50 T-Mobile US Inc (TMUS), cut from its top 50 Aptargroup Inc (ATR), cut from its top 50 Exxon Mobil Corp (XOM) and cut from its top 50 Nvidia Corporation (NVDA), compared with its Q2 2026 filing.

How has Baker Chad R's portfolio performed?

A portfolio copying Baker Chad R's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.8% against +20.1%. Over 5 years: +8.9% a year against +11.6%.

When is Baker Chad R's next 13F filing due?

13F filings are due 45 days after each quarter ends. Baker Chad R's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.