Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fifth Third Bancorp | FITB | 3.68K | $207.45K |
 Spectrum Brands Holdings, Inc. | SPB | 3.69K | $316.33K |
 MSC Industrial Direct Co., Inc. | MSM | 3.71K | $440.83K |
 Textron Inc. | TXT | 3.79K | $347.42K |
 Omnicom Group Inc. | OMC | 3.88K | $282.8K |
 Exelixis, Inc. | EXEL | 3.88K | $211.38K |
 Martin Marietta Materials, Inc. | MLM | 3.89K | $2.24M |
 Chubb Limited | CB | 3.9K | $1.33M |
 Rubrik, Inc. | RBRK | 3.9K | $313.49K |
 Dollar General Corporation | DG | 3.91K | $450.38K |
 3M Company | MMM | 3.92K | $634.54K |
 Lowe's Companies, Inc. | LOW | 3.95K | $870.02K |
 Waste Management, Inc. | WM | 3.95K | $880.79K |
 Mastercard Incorporated | MA | 3.95K | $2.03M |
 Marriott Vacations Worldwide Corporation | VAC | 3.97K | $404.36K |
 AGCO Corporation | AGCO | 3.99K | $477.36K |
 Viasat, Inc. | VSAT | 4.04K | $362.56K |
 Quanta Services, Inc. | PWR | 4.05K | $2.91M |
 Williams-Sonoma, Inc. | WSM | 4.1K | $955.63K |
 CMS Energy Corporation | CMS | 4.12K | $315.44K |