BAKER BOYER NATIONAL BANK
SEC Form 13F institutional filer · CIK 0001079398
13F-HR · 59 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
56.7%
BAKER BOYER NATIONAL BANK — $58.1M AUM allocation strategy
BAKER BOYER NATIONAL BANK files SEC Form 13F and reports $58.1M of long US equity value across 59 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.3%, followed by Industrials 13.6% and Financials 3.4%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BAKER BOYER NATIONAL BANK — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$58.1M
total across 59 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VTWO +1.27K sh · +$12.8K+$AMZN +740 sh · +$66.5K+$MSFT +495 sh · −$2.09M
Biggest trims (shares)
−$SO −3.9K sh · −$312K−$BRK.B −1.22K sh · −$663K−$PG −1.04K sh · −$145K
Exited to nil (held last quarter, gone now)
$UNH ($375K last qtr)$INTU ($299K last qtr)$ADBE ($237K last qtr)$ABT ($231K last qtr)$GS ($203K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software13.1%—
- Technology Hardware, Storage & Peripherals8.3%—
- Construction Machinery & Heavy Transportation Equipment7.3%—
- Interactive Media & Services3.0%—
- Pharmaceuticals2.8%—
- Aerospace & Defense2.4%—
- Agricultural & Farm Machinery2.1%—
- Integrated Oil & Gas2.1%—
- Other holdings58.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 20.5K | $7.59M | +495 | 13.1% |
| $AAPL | Apple Inc | 19K | $4.81M | -272 | 8.3% |
| $PCAR | PACCAR Inc | 36.5K | $4.22M | +0 | 7.3% |
| $JNJ | Johnson & Johnson | 6.72K | $1.64M | +0 | 2.8% |
| $HONA | Honeywell Aerospace Inc | 2 | $1.44M | +0 | 2.5% |
| $DE | Deere & Company | 2.2K | $1.24M | -10 | 2.1% |
| $XOM | ExxonMobil Holdings Corporation | 7.27K | $1.23M | -57 | 2.1% |
…and 52 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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