Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 XPO Logistics, Inc. | XPO | 17.64K | $3.62M |
 Bristol-Myers Squibb Company | BMY | 17.48K | $1.01M |
 Gaming and Leisure Properties, Inc. | GLPI | 17.43K | $776.07K |
 Genpact Limited | G | 17.21K | $473.25K |
 General Mills, Inc. | GIS | 16.76K | $583.25K |
 Automatic Data Processing, Inc. | ADP | 16.55K | $3.71M |
 The Travelers Companies, Inc. | TRV | 16.47K | $5.44M |
 Colgate-Palmolive Company | CL | 16.38K | $1.5M |
 YETI Holdings, Inc. | YETI | 16.2K | $803.12K |
 PayPal Holdings, Inc. | PYPL | 16.13K | $696.43K |
 Gen Digital Inc. | GEN | 15.94K | $396.83K |
 Copart, Inc. | CPRT | 15.84K | $446.64K |
 Dynatrace, Inc. | DT | 15.76K | $692.2K |
 Amgen Inc. | AMGN | 15.62K | $5.66M |
 American Homes 4 Rent | AMH | 15.5K | $519.49K |
 Hewlett Packard Enterprise Company | HPE | 15.49K | $698.67K |
 Sensata Technologies Holding plc | ST | 15.47K | $738.39K |
 Invesco Ltd. | IVZ | 15.45K | $407.75K |
 Under Armour, Inc. | UAA | 14.6K | $93.28K |
 Marathon Petroleum Corporation | MPC | 14.49K | $3.7M |