Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cousins Properties Incorporated | CUZ | 19.3K | $578.52K |
 News Corporation | NWSA | 19.76K | $490.64K |
 ADT Inc. | ADT | 20.3K | $131.98K |
 Ares Commercial Real Estate Corporation | ACRE | 20.37K | $91.65K |
 Kilroy Realty Corporation | KRC | 20.37K | $763.35K |
 Halliburton Company | HAL | 20.66K | $701.56K |
 NNN REIT, Inc. | NNN | 20.67K | $961.73K |
 The Goldman Sachs Group, Inc. | GS | 20.85K | $21.09M |
 ServiceTitan, Inc. | TTAN | 21.19K | $1.5M |
 PTC Inc. | PTC | 21.2K | $2.41M |
 Stryker Corporation | SYK | 21.27K | $6.7M |
 Marriott International, Inc. | MAR | 21.4K | $7.93M |
 Graphic Packaging Holding Company | GPK | 21.49K | $227.13K |
 Omega Healthcare Investors, Inc. | OHI | 21.8K | $1.04M |
 Avantor, Inc. | AVTR | 22.06K | $218.36K |
 Centene Corp. | CNC | 22.19K | $1.42M |
 Twilio Inc. | TWLO | 22.25K | $4.59M |
 Hawaiian Electric Industries, Inc. | HE | 22.36K | $302.54K |
 TD Synnex Corp | SNX | 22.42K | $5.99M |
 ManpowerGroup Inc. | MAN | 22.76K | $768.74K |