Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sempra | SRE | 2.67K | $247.47K |
 Avery Dennison Corporation | AVY | 2.69K | $436.74K |
 M&T Bank Corporation | MTB | 2.7K | $641.59K |
 Molina Healthcare, Inc. | MOH | 2.72K | $621.93K |
 FedEx Corporation | FDX | 2.72K | $852K |
 Cigna Corporation | CI | 2.74K | $754.82K |
 Broadridge Financial Solutions, Inc. | BR | 2.76K | $377.74K |
 Owens Corning | OC | 2.78K | $442.07K |
 Keysight Technologies, Inc. | KEYS | 2.78K | $973.44K |
 Yum! Brands, Inc. | YUM | 2.79K | $445.5K |
 Workday, Inc. | WDAY | 2.8K | $343.09K |
 Knight-Swift Transportation Holdings Inc. | KNX | 2.81K | $218.4K |
 Biogen Inc. | BIIB | 2.81K | $606.77K |
 Ralph Lauren Corporation | RL | 2.83K | $1.14M |
 CDW Corporation | CDW | 2.85K | $400.68K |
 Entergy Corporation | ETR | 2.86K | $328.35K |
 Howmet Aerospace Inc. | HWM | 2.89K | $776.87K |
 MKS Inc. | MKSI | 2.9K | $1.29M |
 Natera, Inc. | NTRA | 2.92K | $791.28K |
 Polaris Inc. | PII | 2.96K | $202.65K |