Baker Chad R
All 13F Filings
- Location
- Perrysburg, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 619,687
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 51 | 619,687 | 13F-HR | Baker Chad R |
| Q1 2026 | 4/17/2026 | 56 | 530,148 | 13F-HR | Baker Chad R |
| Q4 2025 | 1/13/2026 | 57 | 557,389 | 13F-HR | Baker Chad R |
| Q3 2025 | 10/16/2025 | 54 | 581,064 | 13F-HR | Baker Chad R |
| Q2 2025 | 7/11/2025 | 50 | 538,278 | 13F-HR | Baker Chad R |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 619.7 K | 100.0% | 89.54 K | 0 | 89.54 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
619,687
Holdings
51
QoQ value change ($000)
89,539
(16.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.