BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AOS | 4K | $321.39K |
 | LOW | 4K | $1.10M |
 | JBHT | 4K | $573.05K |
 | KMB | 4K | $516.00K |
 | OKTA | 4K | $377.04K |
 | KR | 4K | $270.96K |
 | EVRG | 4K | $301.96K |
 | CARR | 4K | $235.88K |
 | SMG | 4K | $222.33K |
 | ES | 4K | $274.83K |
 | ILMN | 4K | $363.63K |
 | BK | 4K | $408.82K |
 | EMR | 4K | $489.97K |
 | NTRS | 4K | $500.55K |
 | STT | 4K | $428.57K |
 | CTVA | 4K | $248.90K |
 | OTIS | 4K | $335.83K |
 | WSM | 4K | $703.31K |
 | MHK | 4K | $457.61K |
 | DPZ | 4K | $1.53M |
A. O. Smith Corporation
AOS
Shares Held
4K
Value
$321.39K
Lowe's Companies, Inc.
LOW
Shares Held
4K
Value
$1.10M
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
4K
Value
$573.05K
Kimberly-Clark Corporation
KMB
Shares Held
4K
Value
$516.00K
Okta, Inc.
OKTA
Shares Held
4K
Value
$377.04K
The Kroger Co.
KR
Shares Held
4K
Value
$270.96K
Evergy, Inc.
EVRG
Shares Held
4K
Value
$301.96K
Carrier Global Corporation
CARR
Shares Held
4K
Value
$235.88K
The Scotts Miracle-Gro Company
SMG
Shares Held
4K
Value
$222.33K
Eversource Energy
ES
Shares Held
4K
Value
$274.83K
Illumina, Inc.
ILMN
Shares Held
4K
Value
$363.63K
The Bank of New York Mellon Corporation
BK
Shares Held
4K
Value
$408.82K
Emerson Electric Co.
EMR
Shares Held
4K
Value
$489.97K
Northern Trust Corporation
NTRS
Shares Held
4K
Value
$500.55K
State Street Corporation
STT
Shares Held
4K
Value
$428.57K
Corteva, Inc.
CTVA
Shares Held
4K
Value
$248.90K
Otis Worldwide Corporation
OTIS
Shares Held
4K
Value
$335.83K
Williams-Sonoma, Inc.
WSM
Shares Held
4K
Value
$703.31K
Mohawk Industries, Inc.
MHK
Shares Held
4K
Value
$457.61K
Domino's Pizza, Inc.
DPZ
Shares Held
4K
Value
$1.53M