Baker Avenue Asset Management, LP Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$2.0B

Holdings

1,561

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,561 positions)

StockValue
A4SAMERIPRISE FINANCIAL INC.
$13K
BFAMBRIGHT HORIZONS FAM SOL IN DEL COM
$13K
NVRNVR INC COM
$13K
DDDUPONT DE NEMOURS INC COM
$13K
PAYCPAYCOM SOFTWARE INC COM
$13K
PSAPUBLIC STORAGE INC
$12K
MGMMGM RESORTS INTERNATIONAL
$12K
EFXEQUIFAX INC COM
$12K
VOEVANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF
$12K
UDRUNITED DOMINION RLTYTR INC
$12K
BSXBOSTON SCIENTIFIC CORP
$12K
WBAWALGREENS BOOTS ALLIANCE INC COM
$12K
BALLBALL CORP COM
$12K
SNASNAP ON INC COM
$12K
MTSIMACOM TECH SOLUTIONS HLDGS INC COM
$11K
KELKELLOGG CO COM
$11K
FMCFMC CORP COM NEW
$11K
IVLUISHARES MSCI INTL VALUE FACTOR ETF
$11K
CICIGNA CORP
$11K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$11K
MSCIMSCI INC COM
$11K
CMICUMMINS INC COM
$11K
AKAMAKAMAI TECH
$11K
MCHPMICROCHIP TECHNOLOGY INC
$11K
GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
$11K
NTRSNORTHERN TR CORP COM
$11K
FDSFACTSET RESEARCH SYS INC
$10K
SCHHSCHWAB U.S. REIT ETF
$10K
IFRAISHARES U.S. INFRASTRUCTURE ETF
$10K
BKRBAKER HUGHES INC
$10K
GISGENERAL MLS INC COM
$10K
NEMNEWMONT CORP COM
$10K
GWREGUIDEWIRE SOFTWARE INC COM
$10K
AVBAVALONBAY CMNTYS INC
$10K
ADSKAUTODESK INC
$10K
AMRCAMERESCO INC CL A
$10K
WTRGESSENTIAL UTILS INC COM
$10K
TUPTUPPERWARE BRANDS CORP
$10K
DGXQUEST DIAGNOSTICS INC
$10K
TFCTRUIST FINL CORP COM
$9K
CSGPCOSTAR GRP INC
$9K
KEYKEYCORP COM
$9K
TDIVFIRST TR EXCHANGE TRADED FD VI NASD TECH DIV
$9K
EXREXTRA SPACE STORAGE INC
$9K
WATWATERS CP
$9K
PEOEXELON CORP COM
$9K
BAXBAXTER INTL INC COM
$9K
WMBWILLIAMS COS INC COM
$9K
TCBITEXAS CAPITAL BANCSHARES INC
$9K
PG4PRINCIPAL FINANCIAL GROUP INC
$9K
RJFRAYMOND JAMES FINL INC
$9K
MSMMSC INDL DIRECT INC
$9K
BKBANK NEW YORK MELLON CORP COM
$9K
XYLXYLEM INC
$9K
IEMGISHARES CORE MSCI EMERGING MKTS
$9K
HYLBXTRACKERS USD HIGH YIELD CORPORATE BOND ETF
$9K
AMCRAMCOR PLC ORD
$9K
OTISOTIS WORLDWIDE CORP COM
$9K
HRLHORMEL FOODS CORP COM
$9K
KEYSKEYSIGHT TECHNOLOGIES INC COM
$9K
MATMATTEL INC COM
$9K
FIVEFIVE BELOW INC COM
$8K
BXMTBLACKSTONE MTG TR INC COM CL A
$8K
VTRSVIATRIS INC COM
$8K
TTEKTETRA TECH INC NEW
$8K
HQYHEALTHEQUITY INC COM
$8K
SYNASYNAPTICS INC
$8K
LYBLYONDELLBASELL
$8K
VODVODAFONE GROUP NEW ADR F
$8K
GPCGENUINE PARTS CO COM
$8K
CTVACORTEVA INC COM
$8K
FTSFORTIS INC COM
$8K
OXYOCCIDENTAL PETE CORP COM
$8K
ILMNILLUMINA INC
$8K
ITGARTNER INC CL A
$8K
KRKROGER CO COM
$8K
BLCNSIREN ETF TRUST SIREN NASDAQ NEXGEN ECONOMY ETF
$8K
MDC1USDM D C HOLDING INC
$8K
KMBKIMBERLY-CLARK CORP COM
$8K
GPIGROUP 1 AUTOMOTIVE INC COM
$8K
SBACSBA COMMUNICATIONS CP
$8K
STMSTMICROELECTRONICS NV SHS N Y REGISTRY
$8K
ADMARCHER DANIELS MIDLAND CO COM
$8K
LNCLINCOLN NATL CORP IND COM
$7K
CECELANESE CORPORATION
$7K
TDYTELEDYNE TECHNOLOGIES INC
$7K
PRFINVESCO FTSE RAFI US 1000 ETF
$7K
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
$7K
AJGGALLAGHER ARTHUR J &CO
$7K
APOAPOLLO GLOBAL MGMT INC COM
$7K
GDXJMARKET VECTORS ETF TR JR GOLD MINERS ETF NEW
$7K
DC4DEXCOM INC COM
$7K
PTYPIMCO CORPORATE OPPORTUNITY FUND
$7K
BBEUJPMORGAN BETABUILDERS EUROPE ETF
$7K
3M4MASIMO CORPORATION
$7K
CBTCABOT CORP COM
$7K
ETSYETSY INC COM
$7K
BBYBEST BUY INC
$7K
CCEPCOCA COLA ENTERPRISEINC
$7K
METMETLIFE INC COM
$7K
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