Baker Chad R

Q2 2026 13F-HR Holdings

Location
Perrysburg, OH
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$619,687
Net value change ($000)
+89,539 (16.9%)
New positions
1
Sold out positions
6
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMD 31,212 182.5%
APH 9,036 39.5%
GOOGL 7,593 24.2%
ROK 7,084 38.0%
AMAT 6,301 111.5%
ADI 6,074 24.8%
ARM 4,929 134.3%
CARR 4,312 30.3%
SN 3,566 107.0%
AAPL 3,291 7.5%
Top Reduces (Value $000, Stocks/ETFs)
CRSP -4,438 -100.0%
UBER -4,232 -100.0%
TMUS -3,086 -20.1%
ALC -2,074 -100.0%
ABT -1,273 -11.6%
ZTS -1,151 -39.2%
WMT -1,131 -8.9%
MKC -982 -100.0%
XOM -540 -19.4%
TJX -511 -5.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type