Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 J.B. Hunt Transport Services, Inc. | JBHT | 7.25K | $2.1M |
 Franklin Resources, Inc. | BEN | 7.37K | $245.27K |
 Mid-America Apartment Communities, Inc. | MAA | 7.44K | $1.03M |
 Targa Resources Corp. | TRGP | 7.45K | $2M |
 Sunoco LP | SUN | 7.45K | $502.74K |
 Okta, Inc. | OKTA | 7.46K | $1.02M |
 Columbia Banking System, Inc. | COLB | 7.47K | $239.57K |
 Synchrony Financial | SYF | 7.51K | $571.52K |
 UnitedHealth Group Incorporated | UNH | 7.58K | $3.15M |
 The Toro Company | TTC | 7.62K | $742.34K |
 CarMax, Inc. | KMX | 7.7K | $407.42K |
 Boston Scientific Corporation | BSX | 7.7K | $328.76K |
 Mohawk Industries, Inc. | MHK | 7.82K | $948.65K |
 Prosperity Bancshares, Inc. | PB | 7.9K | $576.64K |
 CNA Financial Corporation | CNA | 7.93K | $385.28K |
 Cognex Corporation | CGNX | 8.18K | $592.11K |
 Skyworks Solutions, Inc. | SWKS | 8.22K | $557.59K |
 The Walt Disney Company | DIS | 8.31K | $800.34K |
 Crown Holdings, Inc. | CCK | 8.31K | $929.76K |
 Regency Centers Corporation | REG | 8.4K | $669.9K |