Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 RBC Bearings Incorporated | RBC | 1.11K | $713.62K |
 Darden Restaurants, Inc. | DRI | 1.14K | $234.21K |
 Royal Caribbean Cruises Ltd. | RCL | 1.18K | $374.98K |
 Veeva Systems Inc. | VEEV | 1.22K | $215.82K |
 Cencora, Inc. | COR | 1.23K | $346.96K |
 Qnity Electronics, Inc. | Q | 1.23K | $200.55K |
 Valmont Industries, Inc. | VMI | 1.23K | $712.18K |
 Globe Life Inc. | GL | 1.24K | $222.28K |
 NXP Semiconductors N.V. | NXPI | 1.25K | $351.65K |
 IDEXX Laboratories, Inc. | IDXX | 1.26K | $661.7K |
 AMETEK, Inc. | AME | 1.27K | $306.57K |
 HubSpot, Inc. | HUBS | 1.27K | $231.19K |
 Acuity Brands, Inc. | AYI | 1.28K | $484.02K |
 Seagate Technology Holdings plc | STX | 1.29K | $1.24M |
 Becton, Dickinson and Company | BDX | 1.33K | $200.67K |
 MasTec, Inc. | MTZ | 1.33K | $555.44K |
 Watsco, Inc. | WSO | 1.34K | $557.59K |
 FedEx Freight Holding Company, Inc. | FDXF | 1.34K | $203.09K |
 WESCO International, Inc. | WCC | 1.37K | $472.2K |
 FTI Consulting, Inc. | FCN | 1.41K | $209.28K |