Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Labcorp Holdings Inc. | LH | 728 | $203.81K |
 Public Storage | PSA | 766 | $243.83K |
 Madison Square Garden Sports Corp. | MSGS | 767 | $308.21K |
 Comfort Systems USA, Inc. | FIX | 769 | $1.52M |
 BlackRock, Inc. | BLK | 825 | $793.2K |
 Ameriprise Financial, Inc. | AMP | 834 | $382.66K |
 Air Products and Chemicals, Inc. | APD | 868 | $254.56K |
 Northrop Grumman Corporation | NOC | 914 | $465.34K |
 Regeneron Pharmaceuticals, Inc. | REGN | 931 | $580.29K |
 HEICO Corporation | HEI | 954 | $339.81K |
 Ulta Beauty, Inc. | ULTA | 960 | $433.04K |
 Casey's General Stores, Inc. | CASY | 974 | $774.13K |
 IDEX Corporation | IEX | 987 | $224.04K |
 Primerica, Inc. | PRI | 993 | $282.21K |
 Applied Industrial Technologies, Inc. | AIT | 1.02K | $346.6K |
 EMCOR Group, Inc. | EME | 1.03K | $853.15K |
 ATI Inc. | ATI | 1.04K | $204.64K |
 Rockwell Automation, Inc. | ROK | 1.06K | $524.03K |
 McKesson Corporation | MCK | 1.07K | $806K |
 Elevance Health Inc. | ELV | 1.09K | $420.28K |