BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DG | 3K | $360.41K |
 | PEN | 3K | $868.63K |
 | SBUX | 3K | $288.25K |
 | PWR | 3K | $1.40M |
 | DCI | 3K | $276.16K |
 | EW | 3K | $257.90K |
 | MCD | 3K | $1.01M |
 | AEP | 3K | $369.87K |
 | REG | 3K | $234.30K |
 | USFD | 3K | $245.54K |
 | ARE | 3K | $259.41K |
 | QRVO | 3K | $282.62K |
 | GILD | 3K | $344.14K |
 | RPM | 3K | $361.77K |
 | ADI | 3K | $750.72K |
 | MLM | 3K | $1.92M |
 | EXPE | 3K | $650.64K |
 | INTU | 3K | $2.08M |
 | MO | 3K | $200.06K |
 | NOW | 3K | $2.76M |
Dollar General Corporation
DG
Shares Held
3K
Value
$360.41K
Penumbra, Inc.
PEN
Shares Held
3K
Value
$868.63K
Starbucks Corporation
SBUX
Shares Held
3K
Value
$288.25K
Quanta Services, Inc.
PWR
Shares Held
3K
Value
$1.40M
Donaldson Company, Inc.
DCI
Shares Held
3K
Value
$276.16K
Edwards Lifesciences Corporation
EW
Shares Held
3K
Value
$257.90K
McDonald's Corporation
MCD
Shares Held
3K
Value
$1.01M
American Electric Power Company, Inc.
AEP
Shares Held
3K
Value
$369.87K
Regency Centers Corporation
REG
Shares Held
3K
Value
$234.30K
US Foods Holding Corp.
USFD
Shares Held
3K
Value
$245.54K
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
3K
Value
$259.41K
Qorvo, Inc.
QRVO
Shares Held
3K
Value
$282.62K
Gilead Sciences, Inc.
GILD
Shares Held
3K
Value
$344.14K
RPM International Inc.
RPM
Shares Held
3K
Value
$361.77K
Analog Devices, Inc.
ADI
Shares Held
3K
Value
$750.72K
Martin Marietta Materials, Inc.
MLM
Shares Held
3K
Value
$1.92M
Expedia Group, Inc.
EXPE
Shares Held
3K
Value
$650.64K
Intuit Inc.
INTU
Shares Held
3K
Value
$2.08M
Altria Group, Inc.
MO
Shares Held
3K
Value
$200.06K
ServiceNow, Inc.
NOW
Shares Held
3K
Value
$2.76M