Stock Taper

BAKER AVENUE ASSET MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Fiserv, Inc.FISV5.41K$265.43K
The New York Times CompanyNYT5.36K$375.16K
Blackstone Inc.BX5.35K$629.92K
Dollar Tree, Inc.DLTR5.32K$643.85K
KKR & Co. Inc.KKR5.26K$482.42K
ON Semiconductor CorporationON5.17K$488.39K
Unum GroupUNM5.14K$459.24K
Paychex, Inc.PAYX5.06K$497.12K
Emerson Electric Co.EMR5.04K$721.18K
Otis Worldwide CorporationOTIS5K$357.77K
The Kroger Co.KR4.98K$276.51K
Zimmer Biomet Holdings, Inc.ZBH4.96K$427.06K
AptarGroup, Inc.ATR4.96K$620.99K
Micron Technology, Inc.MU4.94K$5.7M
Corteva, Inc.CTVA4.93K$417.24K
Ross Stores, Inc.ROST4.92K$1.05M
First American Financial CorporationFAF4.9K$336.02K
Phillips 66PSX4.9K$828.16K
Pinnacle West Capital CorporationPNW4.88K$522.7K
LyondellBasell Industries N.V.LYB4.88K$256.81K