Baker Chad R holds a focused book of 51 stocks worth $619.7M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-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 equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1666470/holdings"
Use Arkolith to show Baker Chad R's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 51 | $619.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 56 | $530.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 57 | $557.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 54 | $581.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 50 | $538.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 50 | $491.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 50 | $510.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 50 | $509.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.