Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Macy's, Inc. | M | 8.94K | $210.56K |
 The Southern Company | SO | 8.9K | $852.03K |
 Occidental Petroleum Corporation | OXY | 8.85K | $429.76K |
 First Horizon Corporation | FHN | 8.83K | $226.43K |
 CVS Health Corp. | CVS | 8.78K | $908.55K |
 Bank OZK | OZK | 8.75K | $455.74K |
 Sysco Corporation | SYY | 8.64K | $721.93K |
 Tortoise Energy Infrastructure Corporation | TYG | 8.61K | $369.11K |
 Keurig Dr Pepper Inc. | KDP | 8.54K | $279.54K |
 American Express Company | AXP | 8.41K | $2.84M |
 Regency Centers Corporation | REG | 8.4K | $669.9K |
 The Walt Disney Company | DIS | 8.31K | $800.34K |
 Crown Holdings, Inc. | CCK | 8.31K | $929.76K |
 Skyworks Solutions, Inc. | SWKS | 8.22K | $557.59K |
 Cognex Corporation | CGNX | 8.18K | $592.11K |
 CNA Financial Corporation | CNA | 7.93K | $385.28K |
 Prosperity Bancshares, Inc. | PB | 7.9K | $576.64K |
 Mohawk Industries, Inc. | MHK | 7.82K | $948.65K |
 Boston Scientific Corporation | BSX | 7.7K | $328.76K |
 CarMax, Inc. | KMX | 7.7K | $407.42K |