Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fidelity National Financial, Inc. | FNF | 4.63K | $218.22K |
 Darling Ingredients Inc. | DAR | 4.66K | $254.58K |
 Newmont Corporation | NEM | 4.67K | $435.99K |
 Altria Group, Inc. | MO | 4.71K | $339.06K |
 Federal Realty Investment Trust | FRT | 4.72K | $582.27K |
 The Boeing Company | BA | 4.79K | $1.04M |
 Mondelez International, Inc. | MDLZ | 4.8K | $277.74K |
 Trex Company, Inc. | TREX | 4.81K | $240.59K |
 Qorvo, Inc. | QRVO | 4.84K | $451.89K |
 US Foods Holding Corp. | USFD | 4.86K | $497.27K |
 LyondellBasell Industries N.V. | LYB | 4.88K | $256.81K |
 Pinnacle West Capital Corporation | PNW | 4.88K | $522.7K |
 Phillips 66 | PSX | 4.9K | $828.16K |
 First American Financial Corporation | FAF | 4.9K | $336.02K |
 Ross Stores, Inc. | ROST | 4.92K | $1.05M |
 Corteva, Inc. | CTVA | 4.93K | $417.24K |
 Micron Technology, Inc. | MU | 4.94K | $5.7M |
 AptarGroup, Inc. | ATR | 4.96K | $620.99K |
 Zimmer Biomet Holdings, Inc. | ZBH | 4.96K | $427.06K |
 The Kroger Co. | KR | 4.98K | $276.51K |