Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PayPal Holdings, Inc. | PYPL | 16.13K | $696.43K |
 YETI Holdings, Inc. | YETI | 16.2K | $803.12K |
 Colgate-Palmolive Company | CL | 16.38K | $1.5M |
 The Travelers Companies, Inc. | TRV | 16.47K | $5.44M |
 Automatic Data Processing, Inc. | ADP | 16.55K | $3.71M |
 General Mills, Inc. | GIS | 16.76K | $583.25K |
 Genpact Limited | G | 17.21K | $473.25K |
 Gaming and Leisure Properties, Inc. | GLPI | 17.43K | $776.07K |
 Bristol-Myers Squibb Company | BMY | 17.48K | $1.01M |
 XPO Logistics, Inc. | XPO | 17.64K | $3.62M |
 Highwoods Properties, Inc. | HIW | 17.88K | $539.26K |
 Union Pacific Corporation | UNP | 17.99K | $4.89M |
 Visa Inc. | V | 18.18K | $6.24M |
 The Progressive Corporation | PGR | 18.2K | $3.98M |
 AT&T Inc. | T | 18.61K | $385.2K |
 DocuSign, Inc. | DOCU | 18.67K | $829.44K |
 Reynolds Consumer Products Inc. | REYN | 18.69K | $501.85K |
 DraftKings Inc. | DKNG | 18.85K | $476.12K |
 Atai Beckley Inc. | ATAI | 19.05K | $100.37K |
 Atlantic Union Bankshares Corporation | AUB | 19.11K | $808.6K |