Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Gartner, Inc. | IT | 1.72K | $222.94K |
 F5, Inc. | FFIV | 1.69K | $704.64K |
 Lear Corporation | LEA | 1.67K | $223.21K |
 Texas Roadhouse, Inc. | TXRH | 1.66K | $321.34K |
 Popular, Inc. | BPOP | 1.66K | $272.87K |
 Moody's Corporation | MCO | 1.66K | $752.5K |
 Equifax Inc. | EFX | 1.64K | $260.98K |
 Nordson Corporation | NDSN | 1.64K | $494.04K |
 Reinsurance Group of America, Incorporated | RGA | 1.64K | $347.68K |
 Cardinal Health, Inc. | CAH | 1.63K | $387.36K |
 Arm Holdings plc American Depositary Shares | ARM | 1.62K | $575.79K |
 Lincoln Electric Holdings, Inc. | LECO | 1.62K | $429.86K |
 The Allstate Corporation | ALL | 1.61K | $382.78K |
 Synopsys, Inc. | SNPS | 1.59K | $709.08K |
 Republic Services, Inc. | RSG | 1.57K | $334.29K |
 Copa Holdings, S.A. | CPA | 1.56K | $242.95K |
 East West Bancorp, Inc. | EWBC | 1.56K | $201.25K |
 Intuit Inc. | INTU | 1.52K | $396.74K |
 West Pharmaceutical Services, Inc. | WST | 1.52K | $544.6K |
 Curtiss-Wright Corporation | CW | 1.51K | $1.15M |