Baker Avenue Asset Management, LP Q1 2025 Filing

Filed May 8, 2025

Portfolio Value

$3.2T

Holdings

457

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (457 positions)

StockValue
NOWSERVICENOW INC
$1.8M
PAYXPAYCHEX INC
$1.8M
EEMISHARES TR
$1.8M
TRVCCITIGROUP INC
$1.7M
EAGGISHARES TR
$1.7M
CSCOCISCO SYS INC
$1.7M
CDNSCADENCE DESIGN SYSTEM INC
$1.7M
ZTSZOETIS INC
$1.6M
XLKSELECT SECTOR SPDR TR
$1.6M
EATBRINKER INTL INC
$1.6M
SUSAISHARES TR
$1.5M
DSIISHARES TR
$1.5M
IJRISHARES TR
$1.5M
FTECFIDELITY COVINGTON TRUST
$1.5M
DPZDOMINOS PIZZA INC
$1.5M
IOTSAMSARA INC
$1.5M
VCRVANGUARD WORLD FD
$1.5M
CMECME GROUP INC
$1.5M
RTXRTX CORPORATION
$1.4M
MLMMARTIN MARIETTA MATLS INC
$1.4M
AXPAMERICAN EXPRESS CO
$1.4M
VGTVANGUARD WORLD FD
$1.4M
BROBROWN & BROWN INC
$1.4M
ABTABBOTT LABS
$1.4M
NVTNVENT ELECTRIC PLC
$1.3M
SPGIS&P GLOBAL INC
$1.3M
VCELVERICEL CORP
$1.3M
MRKMERCK & CO INC
$1.2M
UCOPROSHARES TR II
$1.2M
ACNACCENTURE PLC IRELAND
$1.1M
MAMASTERCARD INCORPORATED
$1.1M
FISVFISERV INC
$1.1M
PHYS/USPROTT PHYSICAL GOLD TR
$1.1M
EXIISHARES TR
$1.0M
HONHONEYWELL INTL INC
$988K
MDYSPDR S&P MIDCAP 400 ETF TR
$977K
HYDVANECK ETF TRUST
$971K
ADBEADOBE INC
$968K
VUGVANGUARD INDEX FDS
$963K
ITMVANECK ETF TRUST
$952K
QYLDGLOBAL X FDS
$950K
VTVANGUARD INTL EQUITY INDEX F
$942K
PENPENUMBRA INC
$936K
XLBSELECT SECTOR SPDR TR
$935K
GLOBGLOBANT S A
$925K
ITUBITAU UNIBANCO HLDG S A
$923K
HALHALLIBURTON CO
$919K
REMISHARES TR
$896K
ARIAPOLLO COML REAL EST FIN INC
$867K
DVNDEVON ENERGY CORP NEW
$866K
PWRQUANTA SVCS INC
$860K
KLACKLA CORP
$855K
XYLDGLOBAL X FDS
$852K
BILLBILL HOLDINGS INC
$845K
PEPPEPSICO INC
$822K
LOWLOWES COS INC
$813K
TJXTJX COS INC NEW
$806K
BRK-BBERKSHIRE HATHAWAY INC DEL
$798K
MLNVANECK ETF TRUST
$798K
PLDPROLOGIS INC.
$790K
WYNNWYNN RESORTS LTD
$763K
WSOWATSCO INC
$754K
SCHDSCHWAB STRATEGIC TR
$753K
SYKSTRYKER CORPORATION
$730K
PFEPFIZER INC
$728K
LMTLOCKHEED MARTIN CORP
$704K
GEVGE VERNOVA INC
$704K
PLTRPALANTIR TECHNOLOGIES INC
$702K
VTHRVANGUARD SCOTTSDALE FDS
$692K
VOXVANGUARD WORLD FD
$686K
VCSHVANGUARD SCOTTSDALE FDS
$678K
RVNUDBX ETF TR
$658K
XLISELECT SECTOR SPDR TR
$655K
GQ9SPDR GOLD TR
$645K
BACVERIZON COMMUNICATIONS INC
$638K
PDPAGERDUTY INC
$629K
SOHUSOHU COM LTD
$613K
CLCOLGATE PALMOLIVE CO
$610K
PDIPIMCO DYNAMIC INCOME FD
$606K
SOSOUTHERN CO
$589K
ARLOARLO TECHNOLOGIES INC
$586K
BLKBLACKROCK INC
$586K
IWMISHARES TR
$585K
LENLENNAR CORP
$581K
SUNSUNOCO LP/SUNOCO FIN CORP
$581K
DJPBARCLAYS BANK PLC
$575K
BRBROADRIDGE FINL SOLUTIONS IN
$573K
SSOPROSHARES TR
$570K
CITCINTAS CORP
$563K
LNTALLIANT ENERGY CORP
$553K
GLWCORNING INC
$545K
SUBISHARES TR
$542K
IBTAIBOTTA INC
$538K
DISDISNEY WALT CO
$522K
RCSPIMCO STRATEGIC INCOME FD
$498K
PCVXVAXCYTE INC
$496K
OTISOTIS WORLDWIDE CORP
$494K
APAAPA CORPORATION
$493K
VIGVANGUARD SPECIALIZED FUNDS
$491K
APDAIR PRODS & CHEMS INC
$491K
PreviousPage 3 of 5Next