Tami Henneman

Baker Chad R

Assets Managed

$619.687M

Holdings

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

16.89%(2Q avg: 6.01%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Baker Chad R's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 51 positions.

Assets under management

The assets under management (AUM) of Baker Chad R over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 619.687M in assets, with a quarterly growth rate of 16.89% and a 2-quarter average growth rate of 6.01%. The portfolio is managed by Tami Henneman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AMD Advanced Micro Devices Recent Activity Decreased -1.06%	7.8%	$48.313M 83,168 shares@ $580.92 avg price	Decreased -1.06%
AAPL Apple Inc Recent Activity Decreased -5.75%	7.66%	$47.421M 163,883 shares@ $289.37 avg price	Decreased -5.75%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -0.09%	6.3%	$39.018M 109,180 shares@ $357.38 avg price	Decreased -0.09%
APH Amphenol Corp-cl A Recent Activity	5.15%	$31.885M 180,838 shares@ $176.32 avg price
ADI Analog Devices Inc Recent Activity	4.93%	$30.528M 76,865 shares@ $397.17 avg price
ROK Rockwell Automation Inc Recent Activity	4.16%	$25.749M 52,010 shares@ $495.09 avg price
AMZN Amazon.com Inc Recent Activity	3.83%	$23.719M 99,518 shares@ $238.34 avg price
MA Mastercard Inc - A Recent Activity	3.67%	$22.688M 44,175 shares@ $513.6 avg price
TSLA Tesla Inc Recent Activity	3.38%	$20.92M 49,739 shares@ $420.6 avg price
MSFT Microsoft Corp Recent Activity	3.23%	$19.985M 53,575 shares@ $373.03 avg price

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