Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PTC Inc. | PTC | 21.2K | $2.41M |
 ServiceTitan, Inc. | TTAN | 21.19K | $1.5M |
 The Goldman Sachs Group, Inc. | GS | 20.85K | $21.09M |
 NNN REIT, Inc. | NNN | 20.67K | $961.73K |
 Halliburton Company | HAL | 20.66K | $701.56K |
 Kilroy Realty Corporation | KRC | 20.37K | $763.35K |
 Ares Commercial Real Estate Corporation | ACRE | 20.37K | $91.65K |
 ADT Inc. | ADT | 20.3K | $131.98K |
 News Corporation | NWSA | 19.76K | $490.64K |
 Cousins Properties Incorporated | CUZ | 19.3K | $578.52K |
 Atlantic Union Bankshares Corporation | AUB | 19.11K | $808.6K |
 Atai Beckley Inc. | ATAI | 19.05K | $100.37K |
 DraftKings Inc. | DKNG | 18.85K | $476.12K |
 Reynolds Consumer Products Inc. | REYN | 18.69K | $501.85K |
 DocuSign, Inc. | DOCU | 18.67K | $829.44K |
 AT&T Inc. | T | 18.61K | $385.2K |
 The Progressive Corporation | PGR | 18.2K | $3.98M |
 Visa Inc. | V | 18.18K | $6.24M |
 Union Pacific Corporation | UNP | 17.99K | $4.89M |
 Highwoods Properties, Inc. | HIW | 17.88K | $539.26K |