Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Otis Worldwide Corporation | OTIS | 5K | $357.77K |
 Emerson Electric Co. | EMR | 5.04K | $721.18K |
 Paychex, Inc. | PAYX | 5.06K | $497.12K |
 Unum Group | UNM | 5.14K | $459.24K |
 ON Semiconductor Corporation | ON | 5.17K | $488.39K |
 KKR & Co. Inc. | KKR | 5.26K | $482.42K |
 Dollar Tree, Inc. | DLTR | 5.32K | $643.85K |
 Blackstone Inc. | BX | 5.35K | $629.92K |
 The New York Times Company | NYT | 5.36K | $375.16K |
 Fiserv, Inc. | FISV | 5.41K | $265.43K |
 PulteGroup, Inc. | PHM | 5.44K | $746.48K |
 Iridium Communications Inc. | IRDM | 5.5K | $301.4K |
 Abercrombie & Fitch Co. | ANF | 5.54K | $498.43K |
 Block, Inc. | XYZ | 5.6K | $425.71K |
 Trane Technologies plc | TT | 5.62K | $2.76M |
 Lennar Corporation | LEN | 5.66K | $512.1K |
 Illumina, Inc. | ILMN | 5.69K | $1M |
 Duke Energy Corporation | DUK | 5.74K | $727.07K |
 Roku, Inc. | ROKU | 5.75K | $793.97K |
 Accenture plc | ACN | 5.76K | $716.97K |