Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PepsiCo, Inc. | PEP | 12.29K | $1.66M |
 HCA Healthcare, Inc. | HCA | 12.31K | $4.8M |
 Cirrus Logic, Inc. | CRUS | 12.33K | $1.83M |
 Old Republic International Corporation | ORI | 12.39K | $507.11K |
 Campbell Soup Company | CPB | 12.43K | $276.77K |
 Eversource Energy | ES | 12.64K | $913.74K |
 The Procter & Gamble Company | PG | 12.72K | $1.87M |
 The TJX Companies, Inc. | TJX | 12.74K | $1.93M |
 Ibotta, Inc. | IBTA | 12.75K | $435.54K |
 BP p.l.c. | BP | 12.87K | $475.71K |
 Delta Air Lines, Inc. | DAL | 12.9K | $1.21M |
 Citizens Financial Group, Inc. | CFG | 12.91K | $904.58K |
 Permian Resources Corporation | PR | 13.16K | $242.35K |
 EPR Properties | EPR | 13.2K | $765.73K |
 Vaxcyte, Inc. | PCVX | 13.28K | $771.88K |
 Elanco Animal Health Incorporated | ELAN | 13.34K | $328.4K |
 VICI Properties Inc. | VICI | 13.36K | $354.63K |
 Berkshire Hathaway Inc. | BRK-B | 13.46K | $6.74M |
 TechnipFMC plc | FTI | 13.49K | $894.19K |
 Monster Beverage Corporation | MNST | 13.49K | $1.3M |