Baker Avenue Asset Management, LP Q1 2016 Filing

Filed May 13, 2016

Portfolio Value

$657.8B

Holdings

176

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (176 positions)

#StockSharesValue% PortfolioType
101
WYWEYERHAEUSER CO COM
22,810$707.0M0.11%
102
SESPECTRA ENERGY CORP COM
22,571$691.0M0.11%
103
VBRVANGUARD SMALL-CAP VALUE INDEX FUND
6,760$689.0M0.10%
104
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
8,330$667.0M0.10%
105
CRMSALESFORCE COM INC COM
8,850$653.0M0.10%
106
IWMISHARES RUSSELL 2000 ETF
5,810$643.0M0.10%
107
TFISPDR NUVEEN BARCLAYS MUNICIPAL BOND ETF
12,635$623.0M0.09%
108
MUMICRON TECHNOLOGY INC COM
58,419$612.0M0.09%
109
EMREMERSON ELEC CO COM
11,190$609.0M0.09%
110
NBISYANDEX N V SHS CLASS A
39,040$598.0M0.09%
111
AFLAFLAC INC COM
9,395$593.0M0.09%
112
TRVCCITIGROUP INC COM NEW
14,050$587.0M0.09%
113
EFVISHARES MSCI EAFE VALUE ETF
13,010$584.0M0.09%
114
LVLNSPDR S&P REGIONAL BANKING ETF
15,495$583.0M0.09%
115
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
11,553$571.0M0.09%
116
BKBANK NEW YORK MELLON CORP COM
15,450$569.0M0.09%
117
BONDPIMCO TOTAL RETURN ACTIVE EXCHANGE-TRADED FUND
5,324$561.0M0.09%
118
SNEURSANCHEZ ENERGY CORP COM
100,650$553.0M0.08%
119
VBVANGUARD SMALL-CAP INDEX FUND
4,895$546.0M0.08%
120
CPE3EURCALLON PETE CO DEL COM
61,500$544.0M0.08%
121
COSTCOSTCO WHOLESALE CORP
3,324$524.0M0.08%
122
IWOISHARES RUSSELL 2000 GROWTH ETF
3,870$513.0M0.08%
123
FRONTIER COMMUNICATIONS CORP COM
91,000$509.0M0.08%
124
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
8,530$470.0M0.07%
125
MELLANOX TECHNOLOGIES LTD SHS
8,550$465.0M0.07%
126
INTCINTEL CORP COM
13,749$445.0M0.07%
127
CVLTCOMMVAULT SYSTEMS INC COM
10,100$436.0M0.07%
128
GTGOODYEAR TIRE & RUBR CO COM
13,104$432.0M0.07%
129
MCDERMOTT INTL INC COM
105,400$431.0M0.07%
130
FCXFREEPORT-MCMORAN INC CL B
41,703$431.0M0.07%
131
SSTKSHUTTERSTOCK INC COM
11,700$430.0M0.07%
132
VIGVANGUARD DIVIDEND APPRECIATION ETF
5,243$426.0M0.06%
133
IJHISHARES S&P MIDCAP FUND
2,945$425.0M0.06%
134
CBCHUBB LIMITED COM
3,556$424.0M0.06%
135
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
3,560$423.0M0.06%
136
HARMAN INTL INDS INC COM
4,700$418.0M0.06%
137
PNCPNC FINL SVCS GROUP INC COM
4,739$401.0M0.06%
138
SEESEALED AIR CORP NEW COM
8,350$401.0M0.06%
139
NTRSNORTHERN TR CORP COM
6,120$399.0M0.06%
140
FBNDFIDELITY TOTAL BOND ETF
8,049$393.0M0.06%
141
ALAIR LEASE CORP CL A
12,112$389.0M0.06%
142
BSXBOSTON SCIENTIFIC CORP COM
19,960$375.0M0.06%
143
IVVISHARES CORE S&P 500 ETF
1,789$370.0M0.06%
144
HDSUSDHD SUPPLY HLDGS INC COM
11,200$370.0M0.06%
145
MRSHMARSH & MCLENNAN COS INC COM
6,021$366.0M0.06%
146
CELGCELGENE CORP COM
3,600$360.0M0.05%
147
LEVEL 3 COMMUNICATIONS INC COM NEW
6,733$356.0M0.05%
148
NTESNETEASE INC SPONSORED ADR
2,300$330.0M0.05%
149
LMTLOCKHEED MARTIN CORP
1,440$319.0M0.05%
150
GNC HLDGS INC COM CL A
10,000$318.0M0.05%
151
TUBEMOGUL INC COM
24,000$311.0M0.05%
152
TWXCHFTIME WARNER INC COM NEW
4,272$310.0M0.05%
153
IYJISHARES U.S. INDUSTRIALS ETF
2,890$309.0M0.05%
154
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
11,674$300.0M0.05%
155
BALLBALL CORP COM
4,200$299.0M0.05%
156
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
13,629$298.0M0.05%
157
POWERSHARES HIGH YIELD EQUITY DIVIDEND ACHIEVERS PORTFOLIO
20,824$297.0M0.05%
158
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
11,295$290.0M0.04%
159
PANWPALO ALTO NETWORKS INC COM
1,721$281.0M0.04%
160
IEVISHARES EUROPE ETF
6,891$270.0M0.04%
161
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
7,478$268.0M0.04%
162
CLCOLGATE PALMOLIVE CO COM
3,586$253.0M0.04%
163
KYNKAYNE ANDERSON MLP INVT CO COM
14,940$248.0M0.04%
164
BSVVANGUARD SHORT TERM BOND
3,060$247.0M0.04%
165
FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND
7,310$241.0M0.04%
166
LINKEDIN CORP COM CL A
2,092$239.0M0.04%
167
IJJISHARES S&P MID-CAP 400 VALUE ETF
1,920$238.0M0.04%
168
POWERSHARES ETF FD TR II S&P SMALLCAP INDUSTRIALS
5,220$235.0M0.04%
169
FEYECHFFIREEYE INC COM
12,431$224.0M0.03%
170
CVXCHEVRON CORP NEW COM
2,335$223.0M0.03%
171
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
1,514$215.0M0.03%
172
POWERSHARES QQQ TRUST, SERIES 1
1,970$215.0M0.03%
173
FLOTISHARES FLOATING RATE BOND ETF
4,004$202.0M0.03%
174
PANDORA MEDIA INC COM
18,531$166.0M0.03%
175
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
10,611$102.0M0.02%
176
INTEL CORP 2.95% 12/15/2035
50,000$64.0M0.01%
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