Stock Taper

BAKER AVENUE ASSET MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cardinal Health, Inc.CAH1.63K$387.36K
Reinsurance Group of America, IncorporatedRGA1.64K$347.68K
Nordson CorporationNDSN1.64K$494.04K
Equifax Inc.EFX1.64K$260.98K
Moody's CorporationMCO1.66K$752.5K
Popular, Inc.BPOP1.66K$272.87K
Texas Roadhouse, Inc.TXRH1.66K$321.34K
Lear CorporationLEA1.67K$223.21K
F5, Inc.FFIV1.69K$704.64K
Gartner, Inc.IT1.72K$222.94K
Woodward, Inc.WWD1.73K$735.59K
Oshkosh CorpOSK1.79K$274.33K
Pool CorporationPOOL1.79K$385.07K
ResMed Inc.RMD1.83K$356.24K
STERIS plcSTE1.84K$388.42K
Autodesk, Inc.ADSK1.85K$359.23K
L3Harris Technologies, Inc.LHX1.89K$548.54K
Evercore Inc.EVR1.9K$648.74K
Atmos Energy CorporationATO1.91K$328.17K
Honeywell International Inc.HON1.92K$430.34K