Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kayne Anderson Energy Infrastructure Fund Inc. | KYN | 56.8K | $785.54K |
 Walmart Inc. | WMT | 57K | $6.46M |
 Gilead Sciences, Inc. | GILD | 59.35K | $7.5M |
 Verizon Communications Inc. | VZ | 60.12K | $2.55M |
 Flowers Foods, Inc. | FLO | 63.16K | $498.96K |
 Main Street Capital Corporation | MAIN | 66.5K | $3.45M |
 Diamondback Energy, Inc. | FANG | 67.77K | $11.91M |
 International Business Machines Corporation | IBM | 69.21K | $19.46M |
 Texas Instruments Incorporated | TXN | 70.81K | $21.11M |
 Figure Technology Solutions, Inc. Class A Common Stock | FIGR | 71.74K | $2.2M |
 Bank of America Corporation | BAC | 75.28K | $4.29M |
 Broadcom Inc. | AVGO | 75.55K | $28.54M |
 Flex Ltd. | FLEX | 82.34K | $13.35M |
 AbbVie Inc. | ABBV | 85.53K | $21.52M |
 D.R. Horton, Inc. | DHI | 88.69K | $14.45M |
 Tempus AI, Inc. | TEM | 89.22K | $5.17M |
 Alphabet Inc. | GOOG | 89.99K | $31.8M |
 Devon Energy Corporation | DVN | 91.55K | $3.78M |
 ServiceNow, Inc. | NOW | 93.07K | $9.24M |
 Tesla, Inc. | TSLA | 97.36K | $40.95M |