Baker Avenue Asset Management, LP Q2 2016 Filing

Filed August 15, 2016

Portfolio Value

$664.5B

Holdings

185

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (185 positions)

#StockSharesValue% PortfolioType
101
MRKMERCK & CO INC COM
14,916$859.0M0.13%
102
SEESEALED AIR CORP NEW COM
18,585$854.0M0.13%
103
VNQVANGUARD REIT ETF
9,590$850.0M0.13%
104
ON DECK CAP INC COM
160,802$828.0M0.12%
105
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
8,675$826.0M0.12%
106
EAELECTRONIC ARTS INC COM
10,013$759.0M0.11%
107
CRMSALESFORCE COM INC COM
9,530$757.0M0.11%
108
NBISYANDEX N V SHS CLASS A
34,330$750.0M0.11%
109
CBCHUBB LIMITED COM
5,566$728.0M0.11%
110
VBRVANGUARD SMALL-CAP VALUE INDEX FUND
6,800$716.0M0.11%
111
NTESNETEASE INC SPONSORED ADR
3,690$713.0M0.11%
112
AFLAFLAC INC COM
9,726$702.0M0.11%
113
EXIISHARES GLOBAL INDUSTRIALS ETF
10,002$695.0M0.10%
114
MUMICRON TECHNOLOGY INC COM
49,719$684.0M0.10%
115
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
8,330$673.0M0.10%
116
DSIISHARES MSCI KLD 400 SOCIAL ETF
8,620$667.0M0.10%
117
GOOGLALPHABET INC CAP STK CL A
927$652.0M0.10%
118
NFLXNETFLIX INC COM
7,075$647.0M0.10%
119
BKBANK NEW YORK MELLON CORP COM
16,663$647.0M0.10%
120
XYLXYLEM INC COM
14,500$647.0M0.10%
121
INTCINTEL CORP COM
19,619$644.0M0.10%
122
TFISPDR NUVEEN BARCLAYS MUNICIPAL BOND ETF
12,395$627.0M0.09%
123
EMREMERSON ELEC CO COM
11,977$625.0M0.09%
124
DISDISNEY WALT CO COM DISNEY
6,220$608.0M0.09%
125
MCDERMOTT INTL INC COM
117,310$580.0M0.09%
126
OASEUROASIS PETE INC NEW COM
62,000$579.0M0.09%
127
VDEVANGUARD ENERGY INDEX FUND
6,012$572.0M0.09%
128
COSTCOSTCO WHSL CORP NEW COM
3,533$555.0M0.08%
129
TWXCHFTIME WARNER INC COM NEW
7,318$538.0M0.08%
130
MELLANOX TECHNOLOGIES LTD SHS
10,830$519.0M0.08%
131
IVWISHARES S&P 500 GROWTH ETF
4,217$492.0M0.07%
132
PTCPTC INC COM
12,650$475.0M0.07%
133
BACBANK AMER CORP COM
35,415$470.0M0.07%
134
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
19,038$470.0M0.07%
135
FITBIT INC CL A
37,500$458.0M0.07%
136
BSXBOSTON SCIENTIFIC CORP COM
19,570$457.0M0.07%
137
CPE3EURCALLON PETE CO DEL COM
40,500$455.0M0.07%
138
POWERSHARES HIGH YIELD EQUITY DIVIDEND ACHIEVERS PORTFOLIO
29,290$455.0M0.07%
139
FCXFREEPORT-MCMORAN INC CL B
40,395$450.0M0.07%
140
IJHISHARES S&P MIDCAP FUND
2,937$439.0M0.07%
141
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
3,560$437.0M0.07%
142
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
16,038$432.0M0.07%
143
AMDADVANCED MICRO DEVICES INC COM
84,040$432.0M0.07%
144
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
15,676$421.0M0.06%
145
NTRSNORTHERN TR CORP COM
6,320$419.0M0.06%
146
ALAIR LEASE CORP CL A
15,572$417.0M0.06%
147
SHOPSHOPIFY INC CL A
13,560$417.0M0.06%
148
HDSUSDHD SUPPLY HLDGS INC COM
11,930$415.0M0.06%
149
SPYSPDR S&P 500 TRUST
1,949$408.0M0.06%
150
MRSHMARSH & MCLENNAN COS INC COM
5,896$404.0M0.06%
151
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
7,170$398.0M0.06%
152
LINKEDIN CORP COM CL A
2,092$396.0M0.06%
153
SNEURSANCHEZ ENERGY CORP COM
53,650$379.0M0.06%
154
TRVCCITIGROUP INC COM NEW
8,774$372.0M0.06%
155
CVLTCOMMVAULT SYSTEMS INC COM
8,605$372.0M0.06%
156
LMTLOCKHEED MARTIN CORP COM
1,490$370.0M0.06%
157
FRONTIER COMMUNICATIONS CORP COM
74,270$367.0M0.06%
158
BONDPIMCO TOTAL RETURN ACTIVE EXCHANGE-TRADED FUND
3,350$360.0M0.05%
159
ANFABERCROMBIE & FITCH CO CL A
20,000$356.0M0.05%
160
MHKMOHAWK INDS INC COM
1,800$342.0M0.05%
161
CELGCELGENE CORP COM
3,418$337.0M0.05%
162
INTEGRATED DEVICE TECHNOLOGY COM
16,700$336.0M0.05%
163
LEVEL 3 COMMUNICATIONS INC COM NEW
6,500$335.0M0.05%
164
SSTKSHUTTERSTOCK INC COM
7,200$330.0M0.05%
165
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
6,602$323.0M0.05%
166
LVLNSPDR S&P REGIONAL BANKING ETF
8,313$319.0M0.05%
167
CAMPEURCALAMP CORP COM
21,120$313.0M0.05%
168
BALLBALL CORP COM
4,200$304.0M0.05%
169
KYNKAYNE ANDERSON MLP INVT CO COM
14,940$304.0M0.05%
170
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
3,544$295.0M0.04%
171
CLCOLGATE PALMOLIVE CO COM
3,634$266.0M0.04%
172
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
4,610$257.0M0.04%
173
BSVVANGUARD SHORT-TERM BOND INDEX FUND
3,060$248.0M0.04%
174
IJJISHARES S&P MID-CAP 400 VALUE ETF
1,920$246.0M0.04%
175
TUBEMOGUL INC COM
19,990$238.0M0.04%
176
PANWPALO ALTO NETWORKS INC COM
1,921$236.0M0.04%
177
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
1,600$232.0M0.03%
178
PANDORA MEDIA INC COM
18,531$231.0M0.03%
179
DBEFDEUTSCHE X-TRACKERS MSCI EAFE HEDGED EQUITY ETF
9,150$229.0M0.03%
180
IYJISHARES U.S. INDUSTRIALS ETF
1,930$212.0M0.03%
181
FBNDFIDELITY TOTAL BOND ETF
3,994$201.0M0.03%
182
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
3,720$200.0M0.03%
183
POWERSHARES ETF FD TR II S&P SMALLCAP INDUSTRIALS
4,400$200.0M0.03%
184
AXASEURABRAXAS PETE CORP COM
75,000$85.0M0.01%
185
INTEL CORP 2.95% 12/15/2035
50,000$65.0M0.01%
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