Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 IDEXX Laboratories, Inc. | IDXX | 1.26K | $661.7K |
 NXP Semiconductors N.V. | NXPI | 1.25K | $351.65K |
 Globe Life Inc. | GL | 1.24K | $222.28K |
 Valmont Industries, Inc. | VMI | 1.23K | $712.18K |
 Qnity Electronics, Inc. | Q | 1.23K | $200.55K |
 Cencora, Inc. | COR | 1.23K | $346.96K |
 Veeva Systems Inc. | VEEV | 1.22K | $215.82K |
 Royal Caribbean Cruises Ltd. | RCL | 1.18K | $374.98K |
 Darden Restaurants, Inc. | DRI | 1.14K | $234.21K |
 RBC Bearings Incorporated | RBC | 1.11K | $713.62K |
 Elevance Health Inc. | ELV | 1.09K | $420.28K |
 McKesson Corporation | MCK | 1.07K | $806K |
 Rockwell Automation, Inc. | ROK | 1.06K | $524.03K |
 ATI Inc. | ATI | 1.04K | $204.64K |
 EMCOR Group, Inc. | EME | 1.03K | $853.15K |
 Applied Industrial Technologies, Inc. | AIT | 1.02K | $346.6K |
 Primerica, Inc. | PRI | 993 | $282.21K |
 IDEX Corporation | IEX | 987 | $224.04K |
 Casey's General Stores, Inc. | CASY | 974 | $774.13K |
 Ulta Beauty, Inc. | ULTA | 960 | $433.04K |