Stock Taper

BAKER AVENUE ASSET MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
GE Vernova Inc.GEV3.48K$4.08M
ITT Inc.ITT3.46K$683.26K
Columbia Sportswear CompanyCOLM3.44K$212.78K
Hasbro, Inc.HAS3.41K$281.88K
The Middleby CorporationMIDD3.4K$583.97K
MetLife, Inc.MET3.4K$287.28K
Loews CorporationL3.38K$382.76K
Teradyne, Inc.TER3.38K$1.63M
VeriSign, Inc.VRSN3.36K$846.1K
Analog Devices, Inc.ADI3.35K$1.33M
American Electric Power Company, Inc.AEP3.34K$456.61K
Illinois Tool Works Inc.ITW3.32K$898K
Mueller Industries, Inc.MLI3.28K$402.96K
Assured Guaranty Ltd.AGO3.26K$261.08K
Taiwan Semiconductor Manufacturing Company LimitedTSM3.24K$1.55M
The Timken CompanyTKR3.22K$467.49K
Paycom Software, Inc.PAYC3.2K$402.55K
SEI Investments CompanySEIC3.19K$279.48K
EPAM Systems, Inc.EPAM3.16K$250.51K
Prudential Financial, Inc.PRU3.1K$335.06K