Baker Avenue Asset Management, LP Q1 2022 Filing

Filed May 16, 2022

Portfolio Value

$2.0T

Holdings

290

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (290 positions)

#StockSharesValue% PortfolioType
201
MAINMAIN STR CAP CORP COM
14,911$636.0M0.03%
202
SFSTIFEL FINANCIAL CP
9,286$630.0M0.03%
203
EAELECTRONICS ARTS
4,969$629.0M0.03%
204
PWRQUANTA SERVICES INC
4,779$629.0M0.03%
205
WMTWALMART INC COM
4,145$617.0M0.03%
206
TPRCOACH INC
16,525$614.0M0.03%
207
SPGIS&P GLOBAL INC COM
1,489$611.0M0.03%
208
EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF
13,057$607.0M0.03%
209
IUSGISHARES CORE S&P U.S. GROWTH ETF
5,635$595.0M0.03%
210
ACREARES COML REAL ESTATE CORP COM
37,388$580.0M0.03%
211
IGSBISHARES 1-3 YR CREDIT BOND ETF
10,787$558.0M0.03%
212
BXMTBLACKSTONE MTG TR INC COM CL A
17,466$555.0M0.03%
213
SCHBSCHWAB U.S. BROAD MARKET ETF
10,248$547.0M0.03%
214
QCLNFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF
8,400$543.0M0.03%
215
DDDUPONT DE NEMOURS INC COM
7,215$531.0M0.03%
216
OKTAOKTA INC CL A
525,017$528.0M0.03%
217
BMYBRISTOL-MYERS SQUIBB CO COM
7,143$522.0M0.03%
218
UNPUNION PAC CORP COM
1,909$522.0M0.03%
219
TSCOTRACTOR SUPPLY CO
2,232$521.0M0.03%
220
PEPPEPSICO INC COM
3,102$519.0M0.03%
221
MRKMERCK & CO INC
6,214$510.0M0.03%
222
ESGDISHARES MSCI EAFE ESG SELECT ETF
6,923$510.0M0.03%
223
GQ9SPDR GOLD ETF
2,776$501.0M0.03%
224
TMUST-MOBILE US INC COM
3,846$494.0M0.03%
225
XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF
25,640$488.0M0.02%
226
JNKSPDR HIGH YIELD BOND ETF
4,632$475.0M0.02%
227
CRCCANADIAN NATURAL RESOURCES LTD
7,643$474.0M0.02%
228
SSOPROSHARES ULTRA S&P 500
7,148$469.0M0.02%
229
ZTSZOETIS INC COM CL A
2,419$456.0M0.02%
230
MCDMCDONALDS CORP COM
1,829$452.0M0.02%
231
ADBEADOBE SYS INC
992$452.0M0.02%
232
IDXXIDEXX LABS INC
808$442.0M0.02%
233
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
5,457$442.0M0.02%
234
S9QSPIRIT AEROSYSTEMS HOLDINGS INC CL A
9,010$440.0M0.02%
235
CLCOLGATE PALMOLIVE CO COM
5,792$439.0M0.02%
236
XPOXPO LOGISTICS INC COM
5,960$434.0M0.02%
237
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
2,675$434.0M0.02%
238
REALTHE REALREAL INC COM
58,450$424.0M0.02%
239
IWNISHARES RUSSELL 2000 VALUE
2,617$422.0M0.02%
240
ADMARCHER DANIELS MIDLAND CO COM
4,678$422.0M0.02%
241
BACVERIZON COMMUNICATIONS
8,094$412.0M0.02%
242
PGFPOWERSHARES FINANCIAL PREFERRED ETF
24,320$411.0M0.02%
243
ORLYO REILLY AUTOMOTIVE INC
596$408.0M0.02%
244
NEMNEWMONT CORP COM
5,119$407.0M0.02%
245
NFLXNETFLIX COM INC
1,075$403.0M0.02%
246
NUENUCOR CORP COM
2,678$398.0M0.02%
247
SCCOSOUTHERN PERU COPPER CORP
5,228$397.0M0.02%
248
LLYLILLY ELI & CO COM
1,352$387.0M0.02%
249
NVSNNOVARTIS AG ADR
4,356$382.0M0.02%
250
MOALTRIA GROUP INC COM
7,211$377.0M0.02%
251
QCOMQUALCOMM INC
2,334$357.0M0.02%
252
AONAON CORP
1,089$355.0M0.02%
253
SCHASCHWAB ETFS- US SMALL-CAP ETF
7,468$354.0M0.02%
254
LMTLOCKHEED MARTIN CORP
797$352.0M0.02%
255
INTUINTUIT INC
730$351.0M0.02%
256
FMCFMC CORP COM NEW
2,569$338.0M0.02%
257
AQLTISHARES DJ SELECT DIVIDEND
2,600$333.0M0.02%
258
SDYSPDR SER TR S&P DIVID ETF
2,602$333.0M0.02%
259
PCVXVAXCYTE INC COM
13,780$333.0M0.02%
260
IWOISHARES RUSSELL 2000 GROWTH INDEX
1,292$330.0M0.02%
261
HYXFISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF
6,748$328.0M0.02%
262
PGPROCTER AND GAMBLE CO COM
2,136$326.0M0.02%
263
EOGEOG RESOURCES INC
2,710$323.0M0.02%
264
CMCSACOMCAST CORP NEW CL A
6,857$321.0M0.02%
265
SWKSTANLEY BLACK & DECKER INC COM
2,280$319.0M0.02%
266
SYKSTRYKER CORP
1,183$316.0M0.02%
267
MPWRMONOLITHIC PWR SYS INC COM
645$313.0M0.02%
268
UBERUBER TECHNOLOGIES INC COM
8,779$313.0M0.02%
269
NOWSERVICE NOW INC
557$310.0M0.02%
270
MMM3M CO COM
2,068$308.0M0.02%
271
PSAPUBLIC STORAGE INC
784$306.0M0.02%
272
DGDOLLAR GEN CORP
1,351$301.0M0.02%
273
VOXVANGUARD TELECOMMUNICATIONS SERVICES ETF
2,397$288.0M0.01%
274
COURCOURSERA INC COM
12,387$285.0M0.01%
275
GILDGILEAD SCIENCES INC
4,800$285.0M0.01%
276
IWMISHARES RUSSELL 2000 ETF
1,373$282.0M0.01%
277
SBACSBA COMMUNICATIONS CP
805$277.0M0.01%
278
NVDAPUT (NVDA) NVIDIA CORPORATION MAY 20 22 $175 (100 SHS)
1,000$273.0M0.01%Put
279
RWRSPDR DJ WILSHIRE REIT (ETF)
2,280$267.0M0.01%
280
ESGEISHARES MSCI EM ESG SELECT ETF
7,175$264.0M0.01%
281
8CWCROWN CASTLE INTL CORP
1,407$260.0M0.01%
282
TIPISHARES TIPS BOND ETF
2,013$251.0M0.01%
283
PEOEXELON CORP COM
5,251$250.0M0.01%
284
AMGNAMGEN INC
1,021$247.0M0.01%
285
NYFISHARES NEW YORK MUNI BOND ETF
4,450$243.0M0.01%
286
IQVIQVIA HLDGS INC COM
1,008$233.0M0.01%
287
SBUXSTARBUCKS CORP
2,458$224.0M0.01%
288
XLIINDUSTRIAL SELECT SECTOR SPDR
2,073$213.0M0.01%
289
CFLTPUT (CFLT) CONFLUENT INC CLASS APR 14 22 $35 (100 SHS)
5,000$205.0M0.01%Put
290
CFLTPUT (CFLT) CONFLUENT INC CLASS APR 14 22 $40 (100 SHS)
5,000$205.0M0.01%Put
291
TSNTYSON FOODS INC CL A
2,283$205.0M0.01%
292
CFLTPUT (CFLT) CONFLUENT INC CLASS APR 14 22 $30 (100 SHS)
5,000$205.0M0.01%Put
293
OBDCOwl Rock Capital Corporation
12,700$188.0M0.01%
294
CBAYUSDCYMABAY THERAPEUTICS INC COM
52,800$164.0M0.01%
295
NANNUVEEN NEW YORK QLT MUN INC FD COM
11,024$139.0M0.01%
296
SIRIEURSIRIUS XM RADIO INC
20,481$136.0M0.01%
297
PNIPIMCO NEW YORK MUN FD II COM
11,183$106.0M0.01%
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