BAKER CHAD R

PrivateCIK: 1666470
Location

PERRYSBURG, OH

51
Positions
$619.69M
Total AUM (reported)
3.33M
Total Shares

Allocation by class

TOTAL AUM$619.69M51 positions
COMMON STOCK$613.89M99.1%
INT'L COMMON STOCK$5.79M0.9%

Portfolio Concentration

Top 321.7%4–1028.3%11–2531.5%Rest18.4%TOP 1050.1%0%100%
Top 3$134.75M21.7%
4–10$175.48M28.3%
11–25$195.37M31.5%
Rest$114.09M18.4%

Top 3 weight

21.7%

Top 10 weight

50.1%

Voting Authority Distribution

Total shares with voting rights: 3.33M

Sole

Full voting authority

3.33M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:

ADVANCED MICRO DEVICES INC

SOLE
Common Stock
Shares83.17K
TypeSH
Market value$48.31M
7.80%
Sole
83.17K
Shared
0.00
None
0.00

APPLE INC

SOLE
Common Stock
Shares163.88K
TypeSH
Market value$47.42M
7.65%
Sole
163.88K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
Common Stock
Shares109.18K
TypeSH
Market value$39.02M
6.30%
Sole
109.18K
Shared
0.00
None
0.00

AMPHENOL CORPORATION

SOLE
Common Stock
Shares180.84K
TypeSH
Market value$31.89M
5.15%
Sole
180.84K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
Common Stock
Shares76.86K
TypeSH
Market value$30.53M
4.93%
Sole
76.86K
Shared
0.00
None
0.00

ROCKWELL AUTOMATION INC

SOLE
Common Stock
Shares52.01K
TypeSH
Market value$25.75M
4.16%
Sole
52.01K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
Common Stock
Shares99.52K
TypeSH
Market value$23.72M
3.83%
Sole
99.52K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
Common Stock
Shares44.17K
TypeSH
Market value$22.69M
3.66%
Sole
44.17K
Shared
0.00
None
0.00

TESLA INC

SOLE
Common Stock
Shares49.74K
TypeSH
Market value$20.92M
3.38%
Sole
49.74K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
Common Stock
Shares53.58K
TypeSH
Market value$19.98M
3.22%
Sole
53.58K
Shared
0.00
None
0.00

CLOUDFLARE INC

SOLE
Common Stock
Shares77.96K
TypeSH
Market value$19.12M
3.09%
Sole
77.96K
Shared
0.00
None
0.00

CARRIER GLOBAL CORPORATION

SOLE
Common Stock
Shares253.05K
TypeSH
Market value$18.56M
3.00%
Sole
253.05K
Shared
0.00
None
0.00

UL SOLUTIONS INC

SOLE
Common Stock
Shares165.71K
TypeSH
Market value$16.88M
2.72%
Sole
165.71K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
Common Stock
Shares66.37K
TypeSH
Market value$16.86M
2.72%
Sole
66.37K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
Common Stock
Shares71.53K
TypeSH
Market value$15.94M
2.57%
Sole
71.53K
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
Common Stock
Shares72.94K
TypeSH
Market value$12.24M
1.97%
Sole
72.94K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
Common Stock
Shares16.53K
TypeSH
Market value$11.95M
1.93%
Sole
16.53K
Shared
0.00
None
0.00

XYLEM INC

SOLE
Common Stock
Shares100.08K
TypeSH
Market value$11.83M
1.91%
Sole
100.08K
Shared
0.00
None
0.00

WALMART INC

SOLE
Common Stock
Shares102.67K
TypeSH
Market value$11.63M
1.88%
Sole
102.67K
Shared
0.00
None
0.00

DANAHER CORPORATION

SOLE
Common Stock
Shares58.02K
TypeSH
Market value$11.05M
1.78%
Sole
58.02K
Shared
0.00
None
0.00

NORFOLK SOUTHN CORP

SOLE
Common Stock
Shares33.91K
TypeSH
Market value$10.67M
1.72%
Sole
33.91K
Shared
0.00
None
0.00

APTARGROUP INC

SOLE
Common Stock
Shares79.10K
TypeSH
Market value$9.90M
1.60%
Sole
79.10K
Shared
0.00
None
0.00

ABBOTT LABS

SOLE
Common Stock
Shares106.66K
TypeSH
Market value$9.68M
1.56%
Sole
106.66K
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING INC

SOLE
Common Stock
Shares42.95K
TypeSH
Market value$9.62M
1.55%
Sole
42.95K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
Common Stock
Shares62.34K
TypeSH
Market value$9.44M
1.52%
Sole
62.34K
Shared
0.00
None
0.00
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