Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Landstar System, Inc. | LSTR | 2.97K | $613.81K |
 Penumbra, Inc. | PEN | 2.97K | $938.41K |
 Waste Connections, Inc. | WCN | 3K | $500.37K |
 Avnet, Inc. | AVT | 3.02K | $268.41K |
 Clean Harbors, Inc. | CLH | 3.02K | $903.72K |
 Philip Morris International Inc. | PM | 3.04K | $549.99K |
 Eastman Chemical Company | EMN | 3.06K | $205K |
 General Dynamics Corporation | GD | 3.08K | $1.09M |
 Toll Brothers, Inc. | TOL | 3.09K | $509.24K |
 DexCom, Inc. | DXCM | 3.09K | $208.22K |
 Prudential Financial, Inc. | PRU | 3.1K | $335.06K |
 EPAM Systems, Inc. | EPAM | 3.16K | $250.51K |
 SEI Investments Company | SEIC | 3.19K | $279.48K |
 Paycom Software, Inc. | PAYC | 3.2K | $402.55K |
 The Timken Company | TKR | 3.22K | $467.49K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 3.24K | $1.55M |
 Assured Guaranty Ltd. | AGO | 3.26K | $261.08K |
 Mueller Industries, Inc. | MLI | 3.28K | $402.96K |
 Illinois Tool Works Inc. | ITW | 3.32K | $898K |
 American Electric Power Company, Inc. | AEP | 3.34K | $456.61K |