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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ALTRIA GROUP, INC.

MO|02209S103

Shares:1.4K

Value:$84.0K

% of Portfolio:0.2% ($84.0K/$50.2M)

Aurora Innovation, Inc.

AUR|051774107

Shares:12.0K

Value:$80.7K

% of Portfolio:0.2% ($80.7K/$50.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:260

Value:$63.8K

% of Portfolio:0.1% ($63.8K/$50.2M)

SOUTHERN CO

SO|842587107

Shares:650

Value:$59.8K

% of Portfolio:0.1% ($59.8K/$50.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:90

Value:$47.9K

% of Portfolio:0.1% ($47.9K/$50.2M)

DEERE & CO

DE|244199105

Shares:100

Value:$46.9K

% of Portfolio:0.1% ($46.9K/$50.2M)

LOWES COMPANIES INC

LOW|548661107

Shares:200

Value:$46.6K

% of Portfolio:0.1% ($46.6K/$50.2M)

Duke Energy CORP

DUK|26441C204

Shares:320

Value:$39.0K

% of Portfolio:0.1% ($39.0K/$50.2M)

25434V724

Shares:307

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$50.2M)

Tesla, Inc.

TSLA|88160R101

Shares:30

Value:$7.8K

% of Portfolio:0.0% ($7.8K/$50.2M)

922908744

VTV|922908744

Shares:4

Value:$691

% of Portfolio:0.0% ($691/$50.2M)

46432F396

MTUM|46432F396

Shares:3

Value:$606

% of Portfolio:0.0% ($606/$50.2M)

46434G103

IEMG|46434G103

Shares:10

Value:$540

% of Portfolio:0.0% ($540/$50.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALTRIA GROUP, INC.(MOcusip02209S103)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$84.0K	0.2% ($84.0K/$50.2M)	QoQ NEW(+$84.0K) YoY NEW(+$84.0K)
Aurora Innovation, Inc.(AURcusip051774107)	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$80.7K	0.2% ($80.7K/$50.2M)	QoQ NEW(+$80.7K) YoY NEW(+$80.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	260	QoQ 0.00% (+0) YoY -80.88% (-1.1K)	All Managers (Combined)	$63.8K	0.1% ($63.8K/$50.2M)	QoQ +2.33% (+$1.5K) YoY -76.58% (-$208.6K)
SOUTHERN CO(SOcusip842587107)	650	QoQ 0.00% (+0) YoY -94.46% (-11.1K)	All Managers (Combined)	$59.8K	0.1% ($59.8K/$50.2M)	QoQ +11.69% (+$6.3K) YoY -92.90% (-$782.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	90	QoQ 0.00% (+0) YoY -95.86% (-2.1K)	All Managers (Combined)	$47.9K	0.1% ($47.9K/$50.2M)	QoQ +17.49% (+$7.1K) YoY -94.75% (-$866.7K)
DEERE & CO(DEcusip244199105)	100	QoQ 0.00% (+0) YoY -97.50% (-3.9K)	All Managers (Combined)	$46.9K	0.1% ($46.9K/$50.2M)	QoQ +10.77% (+$4.6K) YoY -97.15% (-$1.6M)
LOWES COMPANIES INC(LOWcusip548661107)	200	QoQ 0.00% (-0) YoY -78.37% (-725)	All Managers (Combined)	$46.6K	0.1% ($46.6K/$50.2M)	QoQ -5.49% (-$2.7K) YoY -80.20% (-$189.0K)
Duke Energy CORP(DUKcusip26441C204)	320	QoQ 0.00% (+0) YoY -89.51% (-2.7K)	All Managers (Combined)	$39.0K	0.1% ($39.0K/$50.2M)	QoQ +13.20% (+$4.6K) YoY -86.78% (-$256.2K)
(cusip25434V724)✕	307	QoQ -35.90% (-172) YoY -99.94% (-515.0K)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$50.2M)	QoQ -35.45% (-$7.0K) YoY -99.93% (-$21.1M)
Tesla, Inc.(TSLAcusip88160R101)	30	QoQ 0.00% (-0) YoY -98.87% (-2.6K)	All Managers (Combined)	$7.8K	0.0% ($7.8K/$50.2M)	QoQ -35.82% (-$4.3K) YoY -98.33% (-$460.0K)
(VTVcusip922908744)	4	QoQ -99.98% (-28.2K) YoY -99.98% (-31.9K)	All Managers (Combined)	$691	0.0% ($691/$50.2M)	QoQ -99.98% (-$4.8M) YoY -99.98% (-$5.2M)
(MTUMcusip46432F396)	3	QoQ -99.95% (-7.2K) YoY -99.95% (-7.1K)	All Managers (Combined)	$606	0.0% ($606/$50.2M)	QoQ -99.95% (-$1.5M) YoY -99.95% (-$1.3M)
(IEMGcusip46434G103)	10	QoQ -99.94% (-18.8K) YoY -99.94% (-18.2K)	All Managers (Combined)	$540	0.0% ($540/$50.2M)	QoQ -99.94% (-$983.0K) YoY -99.94% (-$939.8K)