Stock Taper 
BAKER AVENUE ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 47.55K | $26.79M |
 JD.com, Inc. | JD | 47.01K | $1.2M |
 Vulcan Materials Company | VMC | 46.01K | $13.57M |
 Vertiv Holdings Co | VRT | 45.64K | $15.28M |
 Conagra Brands, Inc. | CAG | 44.05K | $592.98K |
 Agilent Technologies, Inc. | A | 43.64K | $5.8M |
 Johnson & Johnson | JNJ | 43.3K | $11M |
 Arista Networks, Inc. | ANET | 42.33K | $7.19M |
 PG&E Corporation | PCG | 41.59K | $699.62K |
 Salesforce, Inc. | CRM | 41.23K | $6.46M |
 Cisco Systems, Inc. | CSCO | 40.9K | $4.8M |
 Pfizer Inc. | PFE | 40.73K | $980.86K |
 Coinbase Global, Inc. | COIN | 40.17K | $5.87M |
 nVent Electric plc | NVT | 39.72K | $6.74M |
 Norfolk Southern Corporation | NSC | 39.3K | $12.36M |
 Leggett & Platt, Incorporated | LEG | 37.84K | $443.07K |
 The PNC Financial Services Group, Inc. | PNC | 37.69K | $9.28M |
 Thermo Fisher Scientific Inc. | TMO | 35.47K | $17.78M |
 Wells Fargo & Company | WFC | 35.16K | $2.91M |
 10x Genomics, Inc. | TXG | 35.02K | $1.34M |