Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Camden Property Trust | CPT | 4.13K | $472.97K |
 Tapestry, Inc. | TPR | 4.15K | $607.93K |
 EastGroup Properties, Inc. | EGP | 4.16K | $841.51K |
 Five Below, Inc. | FIVE | 4.17K | $749.44K |
 The Cooper Companies, Inc. | COO | 4.19K | $300.32K |
 Medtronic plc | MDT | 4.21K | $329.48K |
 The Sherwin-Williams Company | SHW | 4.22K | $1.45M |
 DuPont de Nemours, Inc. | DD | 4.25K | $576.33K |
 Domino's Pizza, Inc. | DPZ | 4.27K | $1.26M |
 State Street Corporation | STT | 4.28K | $726.53K |
 PPG Industries, Inc. | PPG | 4.3K | $521.44K |
 Donaldson Company, Inc. | DCI | 4.31K | $386.94K |
 Capital One Financial Corporation | COF | 4.31K | $865.37K |
 McDonald's Corporation | MCD | 4.32K | $1.17M |
 AXIS Capital Holdings Limited | AXS | 4.39K | $471.55K |
 Prologis, Inc. | PLD | 4.5K | $609.45K |
 Zoetis Inc. | ZTS | 4.51K | $323.85K |
 Western Alliance Bancorporation | WAL | 4.52K | $371.63K |
 Aflac Incorporated | AFL | 4.57K | $535.27K |
 T-Mobile US, Inc. | TMUS | 4.61K | $773.41K |