Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Wintrust Financial Corporation | WTFC | 2.46K | $396.01K |
 Bank of Hawaii Corporation | BOH | 2.46K | $200.79K |
 American States Water Company | AWR | 2.46K | $203.02K |
 Jazz Pharmaceuticals plc | JAZZ | 2.45K | $589.65K |
 DTE Energy Company | DTE | 2.42K | $368.73K |
 Stanley Black & Decker, Inc. | SWK | 2.4K | $225.42K |
 American Tower Corporation | AMT | 2.39K | $391.05K |
 Deckers Outdoor Corporation | DECK | 2.37K | $234.92K |
 IQVIA Holdings Inc. | IQV | 2.35K | $453.35K |
 Morningstar, Inc. | MORN | 2.33K | $363.37K |
 NetApp, Inc. | NTAP | 2.3K | $355.31K |
 TE Connectivity plc | TEL | 2.29K | $462.57K |
 Cummins Inc. | CMI | 2.29K | $1.64M |
 Arch Capital Group Ltd. | ACGL | 2.27K | $220.44K |
 Arrow Electronics, Inc. | ARW | 2.24K | $478.68K |
 Snap-on Incorporated | SNA | 2.23K | $895.74K |
 Advanced Drainage Systems, Inc. | WMS | 2.22K | $348.45K |
 Science Applications International Corporation | SAIC | 2.19K | $241.58K |
 Insulet Corp. | PODD | 2.17K | $330.51K |
 Incyte Corporation | INCY | 2.15K | $243.45K |