Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Yum! Brands, Inc. | YUM | 2.79K | $445.5K |
 Keysight Technologies, Inc. | KEYS | 2.78K | $973.44K |
 Owens Corning | OC | 2.78K | $442.07K |
 Broadridge Financial Solutions, Inc. | BR | 2.76K | $377.74K |
 Cigna Corporation | CI | 2.74K | $754.82K |
 FedEx Corporation | FDX | 2.72K | $852K |
 Molina Healthcare, Inc. | MOH | 2.72K | $621.93K |
 M&T Bank Corporation | MTB | 2.7K | $641.59K |
 Avery Dennison Corporation | AVY | 2.69K | $436.74K |
 Sempra | SRE | 2.67K | $247.47K |
 Ventas, Inc. | VTR | 2.66K | $236.54K |
 Adobe Inc. | ADBE | 2.66K | $545.35K |
 Aon plc | AON | 2.65K | $878.04K |
 Ecolab Inc. | ECL | 2.62K | $728.77K |
 Booking Holdings Inc. | BKNG | 2.58K | $459.69K |
 Ameren Corporation | AEE | 2.55K | $288.59K |
 The Hanover Insurance Group, Inc. | THG | 2.52K | $539.37K |
 Datadog, Inc. | DDOG | 2.52K | $655.21K |
 Jabil Inc. | JBL | 2.51K | $967.61K |
 Valero Energy Corporation | VLO | 2.47K | $644.39K |