Baker Avenue Asset Management, LP Q2 2022 Filing

Filed August 3, 2022

Portfolio Value

$1.5B

Holdings

302

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (302 positions)

StockValue
EOGEOG RESOURCES INC
$554K
PEPPEPSICO INC COM
$549K
SNPSSYNOPSYS INC COM
$541K
SCHBSCHWAB U.S. BROAD MARKET ETF
$537K
ORLYO REILLY AUTOMOTIVE INC
$536K
OKTAOKTA INC CL A
$528K
ADMARCHER DANIELS MIDLAND CO COM
$527K
SFSTIFEL FINANCIAL CP
$520K
CRCCANADIAN NATURAL RESOURCES LTD
$518K
EXIISHARES GLBL INDSTRLS INDX FD
$515K
DYHTARGET CORP COM
$512K
TPRTAPESTRY INC
$511K
HALHALLIBURTON CO COM
$492K
WMTWALMART INC COM
$490K
LMTLOCKHEED MARTIN CORP
$482K
CLCOLGATE PALMOLIVE CO COM
$478K
ESGDISHARES MSCI EAFE ESG SELECT ETF
$471K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$464K
APDAIR PRODS & CHEMS INC COM
$463K
TRVTRAVELERS COMPANIES INC COM
$459K
DGDOLLAR GEN CORP
$448K
WMWASTE MANAGEMENT INC
$445K
QCLNFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF
$444K
XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF
$442K
NEMNEWMONT CORP COM
$433K
MARMARRIOTT INTL INC
$428K
PXDEURPIONEER NATURAL RESOURCES CO
$428K
NFLXNETFLIX COM INC
$427K
STSENSATA TECHNOLOGIESHLDGS NV COM EUR0.01
$426K
LOGILOGITECH INTERNATIONAL SA SPONSORED ADR
$417K
QCOMQUALCOMM INC
$414K
ZTSZOETIS INC COM CL A
$413K
PGPROCTER AND GAMBLE CO COM
$412K
LLYLILLY ELI & CO COM
$408K
SPGIS&P GLOBAL INC COM
$399K
ADBEADOBE SYS INC
$389K
DOCUDOCUSIGN INC COM
$388K
KOCOCA COLA CO COM
$384K
IWNISHARES RUSSELL 2000 VALUE
$381K
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$378K
MOALTRIA GROUP INC COM
$373K
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
$372K
AONAON CORP
$372K
MEARBLACKROCK SHORT MATURITY MUNICIPAL BOND ETF
$369K
AMTAMERICAN TOWER CORP
$369K
AMGNAMGEN INC
$367K
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
$365K
SCCOSOUTHERN PERU COPPER CORP
$364K
UNPUNION PAC CORP COM
$363K
GQ9SPDR GOLD ETF
$357K
NUENUCOR CORP COM
$355K
IDXXIDEXX LABS INC
$349K
IYMISHARES DJ US BASIC MATERIALS
$342K
CCLCARNIVAL CORP
$341K
7HPHP INC COM
$336K
CMCSACOMCAST CORP NEW CL A
$324K
SDYSPDR SER TR S&P DIVID ETF
$322K
PEOEXELON CORP COM
$317K
SHOPSHOPIFY INC CL A
$312K
SSOPROSHARES ULTRA S&P 500
$309K
TEAMATLASSIAN CORP PLC CL A
$309K
AQLTISHARES DJ SELECT DIVIDEND
$306K
INTUINTUIT INC
$305K
PCVXVAXCYTE INC COM
$300K
PSAPUBLIC STORAGE INC
$300K
ADIANALOG DEVICES INC COM
$299K
HYXFISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF
$294K
GWWGRAINGER W W INC COM
$286K
MPWRMONOLITHIC PWR SYS INC COM
$285K
FMCFMC CORP COM NEW
$275K
S9QSPIRIT AEROSYSTEMS HOLDINGS INC CL A
$264K
SCHASCHWAB ETFS- US SMALL-CAP ETF
$262K
SBACSBA COMMUNICATIONS CP
$259K
RTXRAYTHEON TECHNOLOGIES CORP COM
$259K
8CWCROWN CASTLE INTL CORP
$255K
SYKSTRYKER CORP
$249K
HONHONEYWELL INTL INC
$245K
DEODIAGEO PLC
$244K
CBCHUBB LIMITED COM
$242K
ESGEISHARES MSCI EM ESG SELECT ETF
$241K
SWKSTANLEY BLACK & DECKER INC COM
$238K
ACNACCENTURE LTD BERMUDA CL A
$236K
NYFISHARES NEW YORK MUNI BOND ETF
$234K
AVTRAVANTOR INC COM
$233K
IBBISHARES NASDAQ BIOTECHNOLOGY
$230K
TIPISHARES TIPS BOND ETF
$229K
IQVIQVIA HLDGS INC COM
$223K
IWOISHARES RUSSELL 2000 GROWTH INDEX
$220K
RWRSPDR DJ WILSHIRE REIT (ETF)
$217K
IWMISHARES RUSSELL 2000 ETF
$215K
VOXVANGUARD TELECOMMUNICATIONS SERVICES ETF
$213K
TSCOTRACTOR SUPPLY CO
$212K
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDRA FUND
$206K
SBUXSTARBUCKS CORP
$200K
COURCOURSERA INC COM
$176K
OBDCOwl Rock Capital Corporation
$157K
CBAYUSDCYMABAY THERAPEUTICS INC COM
$156K
NANNUVEEN NEW YORK QLT MUN INC FD COM
$129K
SIRIEURSIRIUS XM RADIO INC
$124K
PNIPIMCO NEW YORK MUN FD II COM
$98K
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