Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tetra Tech, Inc. | TTEK | 10.1K | $291.67K |
 Element Solutions Inc | ESI | 10.08K | $481.37K |
 Ball Corporation | BALL | 10.06K | $627.7K |
 OGE Energy Corp. | OGE | 10.04K | $488.6K |
 Axalta Coating Systems Ltd. | AXTA | 10.02K | $342.85K |
 Fastenal Company | FAST | 9.96K | $478.43K |
 Edison International | EIX | 9.86K | $733.75K |
 Prestige Consumer Healthcare Inc. | PBH | 9.7K | $458.61K |
 Globant S.A. | GLOB | 9.68K | $280.02K |
 U.S. Bancorp | USB | 9.55K | $577.01K |
 Costco Wholesale Corporation | COST | 9.53K | $8.92M |
 Target Corporation | TGT | 9.51K | $1.24M |
 Affirm Holdings, Inc. | AFRM | 9.48K | $773.17K |
 Best Buy Co., Inc. | BBY | 9.34K | $708.77K |
 O'Reilly Automotive, Inc. | ORLY | 9.34K | $859.68K |
 Zions Bancorporation, National Association | ZION | 9.32K | $645.13K |
 Space Exploration Technologies Corp. | SPCX | 9.12K | $1.56M |
 Brookfield Corporation | BN | 9.12K | $388.21K |
 Paylocity Holding Corporation | PCTY | 9.09K | $950.3K |
 CF Industries Holdings, Inc. | CF | 8.97K | $971.38K |