BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TGT | 6K | $504.56K |
 | FAST | 6K | $272.17K |
 | NTNX | 6K | $409.52K |
 | USB | 5K | $264.08K |
 | PEG | 5K | $453.75K |
 | FI | 5K | $698.13K |
 | CPRT | 5K | $242.62K |
 | ENB | 5K | $272.08K |
 | BWA | 5K | $236.77K |
 | NEM | 5K | $448.85K |
 | JHG | 5K | $229.45K |
 | SYF | 5K | $358.75K |
 | ACN | 5K | $1.24M |
 | AXP | 5K | $1.66M |
 | MS | 5K | $790.44K |
 | DUK | 5K | $596.04K |
 | LEN | 5K | $584.19K |
 | ZION | 5K | $255.01K |
 | CF | 4K | $399.74K |
 | HON | 4K | $927.55K |
Target Corporation
TGT
Shares Held
6K
Value
$504.56K
Fastenal Company
FAST
Shares Held
6K
Value
$272.17K
Nutanix, Inc.
NTNX
Shares Held
6K
Value
$409.52K
U.S. Bancorp
USB
Shares Held
5K
Value
$264.08K
Public Service Enterprise Group Incorporated
PEG
Shares Held
5K
Value
$453.75K
Fiserv, Inc.
FI
Shares Held
5K
Value
$698.13K
Copart, Inc.
CPRT
Shares Held
5K
Value
$242.62K
Enbridge Inc.
ENB
Shares Held
5K
Value
$272.08K
BorgWarner Inc.
BWA
Shares Held
5K
Value
$236.77K
Newmont Corporation
NEM
Shares Held
5K
Value
$448.85K
Janus Henderson Group plc
JHG
Shares Held
5K
Value
$229.45K
Synchrony Financial
SYF
Shares Held
5K
Value
$358.75K
Accenture plc
ACN
Shares Held
5K
Value
$1.24M
American Express Company
AXP
Shares Held
5K
Value
$1.66M
Morgan Stanley
MS
Shares Held
5K
Value
$790.44K
Duke Energy Corporation
DUK
Shares Held
5K
Value
$596.04K
Lennar Corporation
LEN
Shares Held
5K
Value
$584.19K
Zions Bancorporation, National Association
ZION
Shares Held
5K
Value
$255.01K
CF Industries Holdings, Inc.
CF
Shares Held
4K
Value
$399.74K
Honeywell International Inc.
HON
Shares Held
4K
Value
$927.55K