Baker Chad R
•CIK: 1666470•Filing: Q4 2025
**Baker Chad R** manages $557M across a concentrated portfolio of 57 positions. The fund exhibits significant exposure to mega-cap technology names, with top holdings including AAPL at $48.8M and GOOGL at $37.0M. Further notable allocations include MSFT ($26.1M), MA ($25.5M), and APH ($25.1M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$557.4M
QoQ Performance
-4.1%
Positions
56
Top 10 Concentration
48.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOGL
AAPL8.8%
GOOGL6.6%
MSFT4.7%
MA4.6%
APH4.5%
TSLA4.5%
AMZN4.2%
ADI3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.1%
Technology26.1%
Consumer14.0%
Healthcare7.9%
Financial4.6%
Communication2.7%
Industrial1.3%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑14 increased
↓19 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023