Stock Taper

BAKER AVENUE ASSET MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
BP p.l.c.BP12.87K$475.71K
Ibotta, Inc.IBTA12.75K$435.54K
The TJX Companies, Inc.TJX12.74K$1.93M
The Procter & Gamble CompanyPG12.72K$1.87M
Eversource EnergyES12.64K$913.74K
Campbell Soup CompanyCPB12.43K$276.77K
Old Republic International CorporationORI12.39K$507.11K
Cirrus Logic, Inc.CRUS12.33K$1.83M
HCA Healthcare, Inc.HCA12.31K$4.8M
PepsiCo, Inc.PEP12.29K$1.66M
Cerebras Systems Inc.CBRS12.14K$2.68M
Consolidated Edison, Inc.ED12.08K$1.34M
The Williams Companies, Inc.WMB12.06K$896.39K
Sotera Health CompanySHC11.94K$211.88K
Hercules Capital, Inc.HTGC11.9K$187.59K
Rithm Capital Corp.RITM11.89K$111.67K
Certara, Inc.CERT11.82K$77.39K
Wayfair Inc.W11.74K$1.09M
Gates Industrial Corporation plcGTES11.71K$327.47K
RTX CorporationRTX11.68K$2.22M