Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 HEICO Corporation | HEI | 954 | $339.81K |
 Regeneron Pharmaceuticals, Inc. | REGN | 931 | $580.29K |
 Northrop Grumman Corporation | NOC | 914 | $465.34K |
 Air Products and Chemicals, Inc. | APD | 868 | $254.56K |
 Ameriprise Financial, Inc. | AMP | 834 | $382.66K |
 BlackRock, Inc. | BLK | 825 | $793.2K |
 Comfort Systems USA, Inc. | FIX | 769 | $1.52M |
 Madison Square Garden Sports Corp. | MSGS | 767 | $308.21K |
 Public Storage | PSA | 766 | $243.83K |
 Labcorp Holdings Inc. | LH | 728 | $203.81K |
 Huntington Ingalls Industries, Inc. | HII | 723 | $202.24K |
 United Rentals, Inc. | URI | 721 | $816.37K |
 Corpay, Inc. | CPAY | 678 | $226.1K |
 Vertex Pharmaceuticals Incorporated | VRTX | 653 | $324.33K |
 Ciena Corporation | CIEN | 641 | $314.45K |
 Chemed Corporation | CHE | 597 | $278.05K |
 Lumentum Holdings Inc. | LITE | 507 | $434.87K |
 Medpace Holdings, Inc. | MEDP | 471 | $249.44K |
 United Therapeutics Corporation | UTHR | 446 | $241.66K |
 Equinix, Inc. | EQIX | 430 | $448.25K |