Baker-Boyer-National-Bank

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "VONG",
  null,
  "GOOGL",
  null,
  "CAT",
  "LOW",
  "DUK",
  null,
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "UNP",
  "MUB",
  "META",
  null,
  null,
  "MA",
  "MSFT",
  "PCAR",
  null,
  "VGIT",
  null,
  "IWF",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "RTX",
  "IBM",
  "SYK",
  "VXF",
  "VWO",
  "WM",
  "AMZN",
  null,
  "VEA",
  "VTWO",
  "VTEB",
  "VOO",
  "VTV",
  "V",
  "SO",
  "MTUM",
  "AUR",
  "BRK-B",
  "BA",
  "CVX",
  "ED",
  "COST",
  "DHR",
  "DE",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "NKE",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 73
Total Value: 50242070
Accession Number: 0001079398-25-000004
Form Type: 13F-HR
CIK: baker-boyer-national-bank
Manager Name: Baker-Boyer-National-Bank

Data Enrichment

82% identified

60 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $50.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Alphabet Inc.

GOOGL|02079K305

Shares:2.6K

Value:$395.9K

% of Portfolio:0.8% ($395.9K/$50.2M)

MICROSOFT CORP

MSFT|594918104

Shares:1.0K

Value:$375.4K

% of Portfolio:0.7% ($375.4K/$50.2M)

922908652

VXF|922908652

Shares:2.1K

Value:$369.2K

% of Portfolio:0.7% ($369.2K/$50.2M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:3.2K

Value:$355.3K

% of Portfolio:0.7% ($355.3K/$50.2M)

NIKE, Inc.

NKE|654106103

Shares:5.3K

Value:$338.9K

% of Portfolio:0.7% ($338.9K/$50.2M)

CATERPILLAR INC

CAT|149123101

Shares:1.0K

Value:$330.1K

% of Portfolio:0.7% ($330.1K/$50.2M)

STRYKER CORP

SYK|863667101

Shares:851

Value:$316.8K

% of Portfolio:0.6% ($316.8K/$50.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.5K

Value:$313.0K

% of Portfolio:0.6% ($313.0K/$50.2M)

BOEING CO

BA|097023105

Shares:1.8K

Value:$307.0K

% of Portfolio:0.6% ($307.0K/$50.2M)

Apple Inc.

AAPL|037833100

Shares:1.3K

Value:$292.1K

% of Portfolio:0.6% ($292.1K/$50.2M)

464288414

MUB|464288414

Shares:2.6K

Value:$269.9K

% of Portfolio:0.5% ($269.9K/$50.2M)

INTUIT INC.

INTU|461202103

Shares:430

Value:$264.0K

% of Portfolio:0.5% ($264.0K/$50.2M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.3K

Value:$262.6K

% of Portfolio:0.5% ($262.6K/$50.2M)

NVIDIA CORP

NVDA|67066G104

Shares:2.4K

Value:$259.8K

% of Portfolio:0.5% ($259.8K/$50.2M)

922020748

Shares:3.3K

Value:$252.2K

% of Portfolio:0.5% ($252.2K/$50.2M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.9K

Value:$248.1K

% of Portfolio:0.5% ($248.1K/$50.2M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.7K

Value:$227.4K

% of Portfolio:0.5% ($227.4K/$50.2M)

ADOBE INC.

ADBE|00724F101

Shares:540

Value:$207.1K

% of Portfolio:0.4% ($207.1K/$50.2M)

25434V807

Shares:4.3K

Value:$169.4K

% of Portfolio:0.3% ($169.4K/$50.2M)

25434V500

Shares:2.4K

Value:$143.1K

% of Portfolio:0.3% ($143.1K/$50.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	2.6K	QoQ -0.77% (-20) YoY -56.05% (-3.3K)	All Managers (Combined)	$395.9K	0.8% ($395.9K/$50.2M)	QoQ -18.94% (-$92.5K) YoY -54.97% (-$483.3K)
MICROSOFT CORP(MSFTcusip594918104)	1.0K	QoQ 0.00% (-0) YoY -90.15% (-9.2K)	All Managers (Combined)	$375.4K	0.7% ($375.4K/$50.2M)	QoQ -10.93% (-$46.1K) YoY -91.21% (-$3.9M)
(VXFcusip922908652)	2.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$369.2K	0.7% ($369.2K/$50.2M)	QoQ -9.32% (-$38.0K) YoY -1.71% (-$6.5K)
CONSOLIDATED EDISON INC(EDcusip209115104)	3.2K	QoQ 0.00% (+0) YoY -6.21% (-213)	All Managers (Combined)	$355.3K	0.7% ($355.3K/$50.2M)	QoQ +23.93% (+$68.6K) YoY +14.21% (-$44.2K)
NIKE, Inc.(NKEcusip654106103)	5.3K	QoQ +3.89% (-200) YoY +3.89% (-200)	All Managers (Combined)	$338.9K	0.7% ($338.9K/$50.2M)	QoQ -12.84% (-$49.9K) YoY -29.82% (-$144.0K)
CATERPILLAR INC(CATcusip149123101)	1.0K	QoQ +5.92% (-56) YoY -44.41% (-800)	All Managers (Combined)	$330.1K	0.7% ($330.1K/$50.2M)	QoQ -3.69% (-$12.7K) YoY -49.97% (-$329.8K)
STRYKER CORP(SYKcusip863667101)	851	QoQ 0.00% (+0) YoY -29.37% (-354)	All Managers (Combined)	$316.8K	0.6% ($316.8K/$50.2M)	QoQ +3.38% (+$10.4K) YoY -26.53% (-$114.4K)
AbbVie Inc.(ABBVcusip00287Y109)	1.5K	QoQ 0.00% (+0) YoY -11.28% (-190)	All Managers (Combined)	$313.0K	0.6% ($313.0K/$50.2M)	QoQ +17.90% (+$47.5K) YoY +2.07% (-$6.4K)
BOEING CO(BAcusip097023105)	1.8K	QoQ 0.00% (-0) YoY -45.15% (-1.5K)	All Managers (Combined)	$307.0K	0.6% ($307.0K/$50.2M)	QoQ -3.64% (-$11.6K) YoY -51.53% (-$326.4K)
Apple Inc.(AAPLcusip037833100)	1.3K	QoQ 0.00% (-0) YoY -93.95% (-20.4K)	All Managers (Combined)	$292.1K	0.6% ($292.1K/$50.2M)	QoQ -11.29% (-$37.2K) YoY -92.16% (-$3.4M)
(MUBcusip464288414)	2.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$269.9K	0.5% ($269.9K/$50.2M)	QoQ -1.04% (-$2.8K) YoY -2.00% (-$5.5K)
INTUIT INC.(INTUcusip461202103)	430	QoQ 0.00% (-0) YoY -35.82% (-240)	All Managers (Combined)	$264.0K	0.5% ($264.0K/$50.2M)	QoQ -2.30% (-$6.2K) YoY -39.37% (-$171.5K)
DANAHER CORP /DE/(DHRcusip235851102)	1.3K	QoQ 0.00% (-0) YoY -62.41% (-2.1K)	All Managers (Combined)	$262.6K	0.5% ($262.6K/$50.2M)	QoQ -10.69% (-$31.4K) YoY -69.14% (-$588.4K)
NVIDIA CORP(NVDAcusip67066G104)	2.4K	QoQ -0.24% (-6) YoY NEW(+2.4K)	All Managers (Combined)	$259.8K	0.5% ($259.8K/$50.2M)	QoQ -19.49% (-$62.9K) YoY NEW(+$259.8K)
(cusip922020748)✕	3.3K	QoQ 0.00% (+0) YoY NEW(+3.3K)	All Managers (Combined)	$252.2K	0.5% ($252.2K/$50.2M)	QoQ +2.13% (+$5.3K) YoY NEW(+$252.2K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.9K	QoQ 0.00% (+0) YoY +1.08% (+20)	All Managers (Combined)	$248.1K	0.5% ($248.1K/$50.2M)	QoQ +17.27% (+$36.5K) YoY +17.97% (+$37.8K)
Palantir Technologies Inc.(PLTRcusip69608A108)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$227.4K	0.5% ($227.4K/$50.2M)	QoQ NEW(+$227.4K) YoY NEW(+$227.4K)
ADOBE INC.(ADBEcusip00724F101)	540	QoQ 0.00% (-0) YoY -41.49% (-383)	All Managers (Combined)	$207.1K	0.4% ($207.1K/$50.2M)	QoQ -13.75% (-$33.0K) YoY -55.53% (-$258.6K)
(cusip25434V807)✕	4.3K	QoQ 0.00% (+0) YoY -98.21% (-237.4K)	All Managers (Combined)	$169.4K	0.3% ($169.4K/$50.2M)	QoQ +10.93% (+$16.7K) YoY -98.09% (-$8.7M)
(cusip25434V500)✕	2.4K	QoQ -3.96% (-99) YoY -94.53% (-41.5K)	All Managers (Combined)	$143.1K	0.3% ($143.1K/$50.2M)	QoQ -11.83% (-$19.2K) YoY -94.76% (-$2.6M)