Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Salesforce, Inc. | CRM | 41.23K | $6.46M |
 PG&E Corporation | PCG | 41.59K | $699.62K |
 Arista Networks, Inc. | ANET | 42.33K | $7.19M |
 Johnson & Johnson | JNJ | 43.3K | $11M |
 Agilent Technologies, Inc. | A | 43.64K | $5.8M |
 Conagra Brands, Inc. | CAG | 44.05K | $592.98K |
 Vertiv Holdings Co | VRT | 45.64K | $15.28M |
 Vulcan Materials Company | VMC | 46.01K | $13.57M |
 JD.com, Inc. | JD | 47.01K | $1.2M |
 Meta Platforms, Inc. | META | 47.55K | $26.79M |
 Parker-Hannifin Corporation | PH | 47.94K | $46.89M |
 Caterpillar Inc. | CAT | 48.16K | $51.29M |
 The Home Depot, Inc. | HD | 48.84K | $17.23M |
 Marsh & McLennan Companies, Inc. | MRSH | 49.07K | $8.18M |
 Linde plc | LIN | 50.06K | $25.98M |
 Airbnb, Inc. | ABNB | 50.97K | $7.29M |
 Merck & Co., Inc. | MRK | 51.78K | $6.65M |
 Citigroup Inc. | C | 54.15K | $7.58M |
 Privia Health Group, Inc. | PRVA | 54.29K | $1.4M |
 Zoom Communications, Inc. | ZM | 55.42K | $4.78M |