Baker Chad R holds a focused book of 51 reported positions worth $619.7M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened Broadridge Financial Solutio and trimmed Advanced Micro Devices. Their largest long position is Advanced Micro Devices at 8% of the reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning Baker Chad R's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Baker Chad R
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 7 / 51 | $237.3M |
| Hoffman, Alan N Investment Management | 7 / 51 | $152.8M |
| AdviceOne Advisory Services, LLC | 13 / 51 | $151.3M |
| Kidder Stephen W | 29 / 51 | $315.8M |
| New World Advisors LLC | 23 / 51 | $462.8M |
| Delaney Dennis R | 26 / 51 | $245.7M |
| Puzo Michael J | 27 / 51 | $302.2M |
| Elefante Mark B | 28 / 51 | $180.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Baker Chad R: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Advanced Micro Devices Inc Common Stock | $48.3M | 83.2K | 7.8% | ▼−1.1% Reduced · −893 sh | |
| 2 | Apple Inc Common Stock | $47.4M | 163.9K | 7.7% | ▼−5.8% Reduced · −10K sh | |
| 3 | Alphabet Inc Common Stock | $39.0M | 109.2K | 6.3% | ▼−0.1% Reduced · −100 sh | |
| 4 | Amphenol Corporation Common Stock | $31.9M | 180.8K | 5.1% | —Held | |
| 5 | Analog Devices Inc Common Stock | $30.5M | 76.9K | 4.9% | —Held | |
| 6 | Rockwell Automation Inc Common Stock | $25.7M | 52.0K | 4.2% | —Held | |
| 7 | Amazon Com Inc Common Stock | $23.7M | 99.5K | 3.8% | —Held | |
| 8 | Mastercard Incorporated Common Stock | $22.7M | 44.2K | 3.7% | —Held | |
| 9 | Tesla Inc Common Stock | $20.9M | 49.7K | 3.4% | —Held | |
| 10 | Microsoft Corp Common Stock | $20.0M | 53.6K | 3.2% | —Held | |
| 11 | Cloudflare Inc Common Stock | $19.1M | 78.0K | 3.1% | —Held | |
| 12 | Carrier Global Corporation Common Stock | $18.6M | 253.1K | 3.0% | —Held | |
| 13 | Ul Solutions Inc Common Stock | $16.9M | 165.7K | 2.7% | —Held | |
| 14 | Johnson & Johnson Common Stock | $16.9M | 66.4K | 2.7% | —Held | |
| 15 | Waste Mgmt Inc Del Common Stock | $15.9M | 71.5K | 2.6% | —Held | |
| 16 | T-Mobile US Inc Common Stock | $12.2M | 72.9K | 2.0% | —Held | |
| 17 | Applied Matls Inc Common Stock | $12.0M | 16.5K | 1.9% | —Held | |
| 18 | Xylem Inc Common Stock | $11.8M | 100.1K | 1.9% | ▲+1.2% Added · +1K sh | |
| 19 | Walmart Inc Common Stock | $11.6M | 102.7K | 1.9% | —Held | |
| 20 | Danaher Corporation Common Stock | $11.1M | 58.0K | 1.8% | —Held | |
| 21 | Norfolk Southn Corp Common Stock | $10.7M | 33.9K | 1.7% | —Held | |
| 22 | Aptargroup Inc Common Stock | $9.9M | 79.1K | 1.6% | —Held | |
| 23 | Abbott Labs Common Stock | $9.7M | 106.7K | 1.6% | —Held | |
| 24 | Automatic Data Processing Inc Common Stock | $9.6M | 43.0K | 1.6% | —Held | |
| 25 | TJX Cos Inc New Common Stock | $9.4M | 62.3K | 1.5% | —Held | |
| 26 | Arm Holdings PLC Common Stock | $8.6M | 24.3K | 1.4% | —Held | |
| 27 | Home Depot Inc Common Stock | $8.3M | 23.4K | 1.3% | —Held | |
| 28 | Veralto Corp Common Stock | $7.8M | 87.9K | 1.3% | —Held | |
| 29 | Procter And Gamble Co Common Stock | $7.7M | 52.7K | 1.2% | —Held | |
| 30 | RTX Corporation Common Stock | $7.3M | 38.3K | 1.2% | —Held | |
| 31 | Sharkninja Inc Common Stock | $6.9M | 45.3K | 1.1% | ▲+44% Added · +14K sh | |
| 32 | Stryker Corporation Common Stock | $6.4M | 20.5K | 1.0% | ▲+9.6% Added · +2K sh | |
| 33 | International Business Machs Common Stock | $6.4M | 22.9K | 1.0% | ▲+41% Added · +7K sh | |
| 34 | Lowes Cos Inc Common Stock | $6.2M | 28.1K | 1.0% | —Held | |
| 35 | Unilever PLC Int'l Common Stock | $5.8M | 96.4K | 0.9% | ▲+41% Added · +28K sh | |
| 36 | Alphabet Inc Common Stock | $5.3M | 15.1K | 0.9% | —Held | |
| 37 | CSX Corp Common Stock | $4.8M | 102.0K | 0.8% | —Held | |
| 38 | Broadcom Inc Common Stock | $4.7M | 12.6K | 0.8% | ▲+44% Added · +4K sh | |
| 39 | Colgate Palmolive Co Common Stock | $4.7M | 51.2K | 0.8% | —Held | |
| 40 | Interface Inc Common Stock | $3.6M | 100.2K | 0.6% | —Held | |
| 41 | Rocket Cos Inc Common Stock | $2.5M | 159.1K | 0.4% | —Held | |
| 42 | Airbnb Inc Common Stock | $2.5M | 17.5K | 0.4% | ▲+3.8% Added · +635 sh | |
| 43 | Exxon Mobil Corp Common Stock | $2.2M | 16.4K | 0.4% | —Held | |
| 44 | Sofi Technologies Inc Common Stock | $2.2M | 121.4K | 0.4% | —Held | |
| 45 | Adobe Systems Incorporated Common Stock | $1.8M | 9.0K | 0.3% | —Held | |
| 46 | Merck & Co Inc Common Stock | $1.8M | 13.9K | 0.3% | —Held | |
| 47 | Zoetis Inc Common Stock | $1.8M | 24.8K | 0.3% | —Held | |
| 48 | Broadridge Finl Solutions Inc Common Stock | $1.5M | 11.1K | 0.2% | ▲New New position | |
| 49 | The Cigna Group Common Stock | $1.4M | 5.3K | 0.2% | —Held | |
| 50 | Nvidia Corporation Common Stock | $1.2M | 6.2K | 0.2% | ▼−6.7% Reduced · −450 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Baker Chad R's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 16d | 51 | $619.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 17d | 56 | $530.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 13d | 57 | $557.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 16d | 54 | $581.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 50 | $538.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 50 | $491.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 50 | $510.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 18d | 50 | $509.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.