Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 US Foods Holding Corp. | USFD | 4.86K | $497.27K |
 Qorvo, Inc. | QRVO | 4.84K | $451.89K |
 Trex Company, Inc. | TREX | 4.81K | $240.59K |
 Mondelez International, Inc. | MDLZ | 4.8K | $277.74K |
 The Boeing Company | BA | 4.79K | $1.04M |
 Federal Realty Investment Trust | FRT | 4.72K | $582.27K |
 Altria Group, Inc. | MO | 4.71K | $339.06K |
 Newmont Corporation | NEM | 4.67K | $435.99K |
 Darling Ingredients Inc. | DAR | 4.66K | $254.58K |
 Fidelity National Financial, Inc. | FNF | 4.63K | $218.22K |
 T-Mobile US, Inc. | TMUS | 4.61K | $773.41K |
 Aflac Incorporated | AFL | 4.57K | $535.27K |
 Western Alliance Bancorporation | WAL | 4.52K | $371.63K |
 Zoetis Inc. | ZTS | 4.51K | $323.85K |
 Prologis, Inc. | PLD | 4.5K | $609.45K |
 AXIS Capital Holdings Limited | AXS | 4.39K | $471.55K |
 McDonald's Corporation | MCD | 4.32K | $1.17M |
 Capital One Financial Corporation | COF | 4.31K | $865.37K |
 Donaldson Company, Inc. | DCI | 4.31K | $386.94K |
 PPG Industries, Inc. | PPG | 4.3K | $521.44K |