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Home > Institutional Investor > Baker Chad R > Profile

Instuitional Investor - Baker Chad R

Fund Profile
Filing Period:
Fund Name: Baker Chad R
Portfolio Value $444,386,270
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 255,564 $49,203,737 11.07%
2.
Microsoft Corp
 MSFT 53,435 $20,093,697 4.52%
3.
Mastercard Inc
 MA 45,475 $19,395,542 4.36%
4.
Alphabet Inc.
 GOOG 133,510 $18,650,012 4.19%
5.
Advanced Micro Devices Inc
 AMD 111,063 $16,371,797 3.68%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)