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
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Chairman
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CEO
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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.