Baker Avenue Asset Management, LP Q2 2017 Filing

Filed August 11, 2017

Portfolio Value

$753.2B

Holdings

198

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (198 positions)

#StockSharesValue% PortfolioType
101
GLOBGLOBANT S A COM
23,310$1.0B0.13%
102
GRPNCHFGROUPON INC COM
262,861$1.0B0.13%
103
CAMPEURCALAMP CORP COM
48,492$986.0M0.13%
104
ABJAABB LTD SPONSORED ADR
39,560$985.0M0.13%
105
UNHUNITEDHEALTH GROUP INC COM
5,273$978.0M0.13%
106
CATCATERPILLAR INC DEL COM
8,984$965.0M0.13%
107
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
10,278$952.0M0.13%
108
ONON SEMICONDUCTOR CORP COM
67,607$949.0M0.13%
109
ECLECOLAB INC COM
6,852$910.0M0.12%
110
XYLXYLEM INC COM
16,336$906.0M0.12%
111
COSTCOSTCO WHSL CORP NEW COM
5,652$904.0M0.12%
112
USX1UNITED STATES STL CORP NEW COM
40,542$898.0M0.12%
113
ACWXISHARES MSCI ACWI EX US INDEX FUND
19,541$891.0M0.12%
114
NBISYANDEX N V SHS CLASS A
33,718$885.0M0.12%
115
MCDERMOTT INTL INC COM
120,684$865.0M0.11%
116
EEMISHARES MSCI EMERGING MARKETS ETF
20,828$862.0M0.11%
117
SIGSIGNET JEWELERS LIMITED SHS
13,616$861.0M0.11%
118
HOLXHOLOGIC INC COM
18,968$861.0M0.11%
119
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
5,082$861.0M0.11%
120
VBRVANGUARD SMALL-CAP VALUE INDEX FUND
6,979$858.0M0.11%
121
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADR
25,655$852.0M0.11%
122
FLSFLOWSERVE CORP COM
18,240$847.0M0.11%
123
NTRSNORTHERN TR CORP COM
8,641$840.0M0.11%
124
MRVLMARVELL TECHNOLOGY GROUP LTD ORD
50,502$834.0M0.11%
125
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
10,370$830.0M0.11%
126
MDLZMONDELEZ INTL INC CL A
18,899$816.0M0.11%
127
FLOTEK INDS INC DEL COM
91,286$816.0M0.11%
128
PIIMPINJ INC COM
16,661$811.0M0.11%
129
VNQVANGUARD REIT ETF
9,590$798.0M0.11%
130
RRCRANGE RES CORP COM
33,970$787.0M0.10%
131
GUGGENHEIM S&P 500 TOP 50 ETF
4,592$786.0M0.10%
132
IRINGERSOLL-RAND PLC SHS
8,566$783.0M0.10%
133
DYHTARGET CORP COM
14,874$778.0M0.10%
134
FTITECHNIPFMC PLC COM
28,277$769.0M0.10%
135
5TCTRUECAR INC COM
37,006$738.0M0.10%
136
MLMMARTIN MARIETTA MATLS INC COM
3,217$716.0M0.10%
137
LUMBER LIQUIDATORS HLDGS INC COM
27,864$698.0M0.09%
138
CTRPUSDCTRIP COM INTL LTD AMERICAN DEP SHS
12,864$693.0M0.09%
139
FLT1EURFLEETCOR TECHNOLOGIES INC COM
4,798$692.0M0.09%
140
GOOGLALPHABET INC CAP STK CL A
737$685.0M0.09%
141
ALAIR LEASE CORP CL A
18,121$677.0M0.09%
142
VIPSVIPSHOP HLDGS LTD SPONSORED ADR
63,406$669.0M0.09%
143
ESGDISHARES MSCI EAFE ESG SELECT ETF
10,155$636.0M0.08%
144
CGNXCOGNEX CORP COM
7,220$613.0M0.08%
145
SUSAISHARES MSCI USA ESG SELECT ETF
5,947$608.0M0.08%
146
DGROISHARES CORE DIVIDEND GROWTH ETF
19,203$601.0M0.08%
147
TFISPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF
11,885$579.0M0.08%
148
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
8,166$556.0M0.07%
149
ESGEISHARES MSCI EM ESG SELECT ETF
8,390$539.0M0.07%
150
GTT COMMUNICATIONS INC COM
16,715$529.0M0.07%
151
SNAPSNAP INC CL A
29,165$518.0M0.07%
152
IAUUSDISHARES COMEX GOLD TRUST
42,478$507.0M0.07%
153
TAT&T INC COM
12,870$486.0M0.06%
154
CARAEURCARA THERAPEUTICS INC COM
31,431$484.0M0.06%
155
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
8,322$481.0M0.06%
156
IVWISHARES S&P 500 GROWTH ETF
3,487$477.0M0.06%
157
IJJISHARES S&P MID-CAP 400 VALUE ETF
3,199$475.0M0.06%
158
POWERSHARES DB OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY PORTFOLIO
29,768$470.0M0.06%
159
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
14,847$463.0M0.06%
160
POWERSHARES HIGH YIELD EQUITY DIVIDEND ACHIEVERS PORTFOLIO
26,968$454.0M0.06%
161
MANMANPOWERGROUP INC COM
4,070$454.0M0.06%
162
CBS CORP NEW CL B
6,981$445.0M0.06%
163
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
18,046$443.0M0.06%
164
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
15,736$443.0M0.06%
165
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
3,502$422.0M0.06%
166
MGMMGM RESORTS INTERNATIONAL COM
12,705$398.0M0.05%
167
JWNUSDNORDSTROM INC COM
7,715$369.0M0.05%
168
CIENCIENA CORP COM NEW
13,985$350.0M0.05%
169
JCIJOHNSON CTLS INTL PLC SHS
7,715$335.0M0.04%
170
MRSHMARSH & MCLENNAN COS INC COM
4,075$318.0M0.04%
171
METAFACEBOOK INC CL A
2,098$317.0M0.04%
172
DSIISHARES MSCI KLD 400 SOCIAL ETF
3,449$308.0M0.04%
173
WFCWELLS FARGO CO NEW COM
5,341$296.0M0.04%
174
IYCISHARES U.S. CONSUMER SERVICES ETF
1,789$294.0M0.04%
175
ITUBITAU UNIBANCO HLDG SA SPON ADR REP PFD
26,552$293.0M0.04%
176
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
9,817$287.0M0.04%
177
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
2,709$287.0M0.04%
178
IGIBISHARES INTERMEDIATE CREDIT BOND ETF
2,540$279.0M0.04%
179
KOCOCA COLA CO COM
6,100$274.0M0.04%
180
CLCOLGATE PALMOLIVE CO COM
3,586$266.0M0.04%
181
MCDMCDONALDS CORP COM
1,703$261.0M0.03%
182
PANWPALO ALTO NETWORKS INC COM
1,921$257.0M0.03%
183
IUSGISHARES CORE S&P U.S. GROWTH ETF
5,185$250.0M0.03%
184
POWERSHARES QQQ TRUST, SERIES 1
1,806$249.0M0.03%
185
MOALTRIA GROUP INC COM
3,296$245.0M0.03%
186
BSVVANGUARD SHORT-TERM BOND INDEX FUND
3,060$244.0M0.03%
187
PHYS/USPROTT PHYSICAL GOLD TRUST UNIT
22,744$230.0M0.03%
188
NXPINXP SEMICONDUCTORS N V COM
2,000$219.0M0.03%
189
FNXFIRST TRUST MID CAP CORE ALPHADEX FUND
3,660$217.0M0.03%
190
STERICYCLE INC DEP PFD A 1/10
3,176$213.0M0.03%
191
GRMNGARMIN LTD SHS
3,999$204.0M0.03%
192
TUPTUPPERWARE BRANDS CORP COM
2,890$203.0M0.03%
193
GILDGILEAD SCIENCES INC COM
2,840$201.0M0.03%
194
POT1EURPOTASH CORP SASK INC COM
11,350$185.0M0.02%
195
DBBUSDPOWERSHARES DB BASE METALS FUND
10,129$166.0M0.02%
196
PANDORA MEDIA INC COM
18,531$165.0M0.02%
197
ON DECK CAP INC COM
15,802$74.0M0.01%
198
INTEL CORP 2.95 12/15/2035
50,000$65.0M0.01%
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