Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Enterprise Products Partners L.P. | EPD | 6.21K | $228.41K |
 Las Vegas Sands Corp. | LVS | 6.1K | $281.85K |
 BorgWarner Inc. | BWA | 6.1K | $404.84K |
 Lamar Advertising Company | LAMR | 5.96K | $929.22K |
 International Paper Company | IP | 5.96K | $226.87K |
 Danaher Corporation | DHR | 5.93K | $1.13M |
 Globus Medical, Inc. | GMED | 5.9K | $466.48K |
 CME Group Inc. | CME | 5.87K | $1.3M |
 Etsy, Inc. | ETSY | 5.84K | $440.3K |
 Northern Trust Corporation | NTRS | 5.82K | $1.01M |
 Accenture plc | ACN | 5.76K | $716.97K |
 Roku, Inc. | ROKU | 5.75K | $793.97K |
 Duke Energy Corporation | DUK | 5.74K | $727.07K |
 Illumina, Inc. | ILMN | 5.69K | $1M |
 Lennar Corporation | LEN | 5.66K | $512.1K |
 Trane Technologies plc | TT | 5.62K | $2.76M |
 Block, Inc. | XYZ | 5.6K | $425.71K |
 Abercrombie & Fitch Co. | ANF | 5.54K | $498.43K |
 Iridium Communications Inc. | IRDM | 5.5K | $301.4K |
 PulteGroup, Inc. | PHM | 5.44K | $746.48K |