BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSCO | 38K | $2.61M |
 | VMC | 36K | $11.21M |
 | C | 36K | $3.65M |
 | HAL | 36K | $883.67K |
 | ROL | 35K | $2.08M |
 | AIG | 34K | $2.67M |
 | ANET | 34K | $4.94M |
 | NSC | 34K | $10.12M |
 | AGNC | 34K | $328.86K |
 | WFC | 32K | $2.68M |
 | WMT | 32K | $3.26M |
 | HD | 31K | $12.75M |
 | A | 31K | $4.03M |
 | PNC | 31K | $6.26M |
 | UPS | 31K | $2.57M |
 | CVX | 30K | $4.67M |
 | PANW | 30K | $6.04M |
 | PD | 29K | $479.08K |
 | VCEL | 29K | $904.57K |
 | NVT | 29K | $2.82M |
Cisco Systems, Inc.
CSCO
Shares Held
38K
Value
$2.61M
Vulcan Materials Company
VMC
Shares Held
36K
Value
$11.21M
Citigroup Inc.
C
Shares Held
36K
Value
$3.65M
Halliburton Company
HAL
Shares Held
36K
Value
$883.67K
Rollins, Inc.
ROL
Shares Held
35K
Value
$2.08M
American International Group, Inc.
AIG
Shares Held
34K
Value
$2.67M
Arista Networks, Inc.
ANET
Shares Held
34K
Value
$4.94M
Norfolk Southern Corporation
NSC
Shares Held
34K
Value
$10.12M
AGNC Investment Corp.
AGNC
Shares Held
34K
Value
$328.86K
Wells Fargo & Company
WFC
Shares Held
32K
Value
$2.68M
Walmart Inc.
WMT
Shares Held
32K
Value
$3.26M
The Home Depot, Inc.
HD
Shares Held
31K
Value
$12.75M
Agilent Technologies, Inc.
A
Shares Held
31K
Value
$4.03M
The PNC Financial Services Group, Inc.
PNC
Shares Held
31K
Value
$6.26M
United Parcel Service, Inc.
UPS
Shares Held
31K
Value
$2.57M
Chevron Corporation
CVX
Shares Held
30K
Value
$4.67M
Palo Alto Networks, Inc.
PANW
Shares Held
30K
Value
$6.04M
PagerDuty, Inc.
PD
Shares Held
29K
Value
$479.08K
Vericel Corporation
VCEL
Shares Held
29K
Value
$904.57K
nVent Electric plc
NVT
Shares Held
29K
Value
$2.82M