Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AstraZeneca PLC | AZN | 2.15K | $407.09K |
 Lockheed Martin Corporation | LMT | 2.14K | $1.09M |
 CRH plc | CRH | 2.1K | $224.74K |
 Jack Henry & Associates, Inc. | JKHY | 2.09K | $288.18K |
 SBA Communications Corporation | SBAC | 2.09K | $368.55K |
 Westinghouse Air Brake Technologies Corporation | WAB | 2.06K | $554.62K |
 Charter Communications, Inc. | CHTR | 2.05K | $291.81K |
 Simon Property Group, Inc. | SPG | 2.02K | $452.99K |
 Garmin Ltd. | GRMN | 2.02K | $479.28K |
 Universal Health Services, Inc. | UHS | 1.93K | $287.57K |
 Honeywell International Inc. | HON | 1.92K | $430.34K |
 Atmos Energy Corporation | ATO | 1.91K | $328.17K |
 Evercore Inc. | EVR | 1.9K | $648.74K |
 L3Harris Technologies, Inc. | LHX | 1.89K | $548.54K |
 Autodesk, Inc. | ADSK | 1.85K | $359.23K |
 STERIS plc | STE | 1.84K | $388.42K |
 ResMed Inc. | RMD | 1.83K | $356.24K |
 Pool Corporation | POOL | 1.79K | $385.07K |
 Oshkosh Corp | OSK | 1.79K | $274.33K |
 Woodward, Inc. | WWD | 1.73K | $735.59K |