Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Toro Company | TTC | 7.62K | $742.34K |
 UnitedHealth Group Incorporated | UNH | 7.58K | $3.15M |
 Synchrony Financial | SYF | 7.51K | $571.52K |
 Columbia Banking System, Inc. | COLB | 7.47K | $239.57K |
 Okta, Inc. | OKTA | 7.46K | $1.02M |
 Sunoco LP | SUN | 7.45K | $502.74K |
 Targa Resources Corp. | TRGP | 7.45K | $2M |
 Mid-America Apartment Communities, Inc. | MAA | 7.44K | $1.03M |
 Franklin Resources, Inc. | BEN | 7.37K | $245.27K |
 J.B. Hunt Transport Services, Inc. | JBHT | 7.25K | $2.1M |
 Dell Technologies Inc. | DELL | 7.21K | $3.11M |
 International Flavors & Fragrances Inc. | IFF | 7.16K | $567.07K |
 Morgan Stanley | MS | 7.15K | $1.5M |
 Atlassian Corporation | TEAM | 7.12K | $553.55K |
 Elastic N.V. | ESTC | 7.1K | $404.67K |
 Boyd Gaming Corporation | BYD | 7.1K | $626.79K |
 Brown & Brown, Inc. | BRO | 7.07K | $453.67K |
 Nutanix, Inc. | NTNX | 7.07K | $360.34K |
 Public Service Enterprise Group Incorporated | PEG | 7K | $568.03K |
 Royalty Pharma plc | RPRX | 6.99K | $392.01K |