Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Universal Health Services, Inc. | UHS | 1.93K | $287.57K |
 Garmin Ltd. | GRMN | 2.02K | $479.28K |
 Simon Property Group, Inc. | SPG | 2.02K | $452.99K |
 Charter Communications, Inc. | CHTR | 2.05K | $291.81K |
 Westinghouse Air Brake Technologies Corporation | WAB | 2.06K | $554.62K |
 SBA Communications Corporation | SBAC | 2.09K | $368.55K |
 Jack Henry & Associates, Inc. | JKHY | 2.09K | $288.18K |
 CRH plc | CRH | 2.1K | $224.74K |
 Lockheed Martin Corporation | LMT | 2.14K | $1.09M |
 AstraZeneca PLC | AZN | 2.15K | $407.09K |
 Incyte Corporation | INCY | 2.15K | $243.45K |
 Insulet Corp. | PODD | 2.17K | $330.51K |
 Science Applications International Corporation | SAIC | 2.19K | $241.58K |
 Advanced Drainage Systems, Inc. | WMS | 2.22K | $348.45K |
 Snap-on Incorporated | SNA | 2.23K | $895.74K |
 Arrow Electronics, Inc. | ARW | 2.24K | $478.68K |
 Arch Capital Group Ltd. | ACGL | 2.27K | $220.44K |
 Cummins Inc. | CMI | 2.29K | $1.64M |
 TE Connectivity plc | TEL | 2.29K | $462.57K |
 NetApp, Inc. | NTAP | 2.3K | $355.31K |