Baker Avenue Asset Management, LP Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$4.3T

Holdings

624

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (624 positions)

StockValue
TECHBIO-TECHNE CORP
$0
HEHAWAIIAN ELEC INDUSTRIES
$0
RLRALPH LAUREN CORP
$0
NVSTENVISTA HOLDINGS CORPORATION
$0
EVRGEVERGY INC
$0
VOXVANGUARD WORLD FD
$0
XLGINVESCO EXCHANGE TRADED FD T
$0
DFIVDIMENSIONAL ETF TRUST
$0
TTCTORO CO
$0
ESGDISHARES TR
$0
YUMYUM BRANDS INC
$0
FRFIRST INDL RLTY TR INC
$0
TMUST-MOBILE US INC
$0
DGXQUEST DIAGNOSTICS INC
$0
EFAVISHARES TR
$0
NXPINXP SEMICONDUCTORS N V
$0
PDPAGERDUTY INC
$0
SBACSBA COMMUNICATIONS CORP NEW
$0
ITWILLINOIS TOOL WKS INC
$0
FOXAFOX CORP
$0
IQVIQVIA HLDGS INC
$0
LECOLINCOLN ELEC HLDGS INC
$0
SUNSUNOCO LP/SUNOCO FIN CORP
$0
MCKMCKESSON CORP
$0
CRLCHARLES RIV LABS INTL INC
$0
MKSIMKS INC.
$0
ETRENTERGY CORP NEW
$0
UHSUNIVERSAL HLTH SVCS INC
$0
HYXFISHARES TR
$0
AGOASSURED GUARANTY LTD
$0
LVSLAS VEGAS SANDS CORP
$0
ORIOLD REP INTL CORP
$0
GKDGRAND CANYON ED INC
$0
BWABORGWARNER INC
$0
GAPGAP INC
$0
ALLYALLY FINL INC
$0
UNMUNUM GROUP
$0
SPGSIMON PPTY GROUP INC NEW
$0
ELANELANCO ANIMAL HEALTH INC
$0
EIXEDISON INTL
$0
ACWIISHARES TR
$0
ESGUISHARES TR
$0
BDXBECTON DICKINSON & CO
$0
FIXCOMFORT SYS USA INC
$0
STESTERIS PLC
$0
NTRANATERA INC
$0
AXTAAXALTA COATING SYS LTD
$0
IWRISHARES TR
$0
CDWCDW CORP
$0
STTSTATE STR CORP
$0
TXG10X GENOMICS INC
$0
GLOBGLOBANT S A
$0
PODDINSULET CORP
$0
CFGCITIZENS FINL GROUP INC
$0
SCHOSCHWAB STRATEGIC TR
$0
GILDGILEAD SCIENCES INC
$0
IAUMISHARES GOLD TR
$0
FBINFORTUNE BRANDS INNOVATIONS I
$0
NTRSNORTHERN TR CORP
$0
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$0
VBILVANGUARD INSTL INDEX FD
$0
TWITITAN INTL INC ILL
$0
XYLXYLEM INC
$0
DFASDIMENSIONAL ETF TRUST
$0
MDTMEDTRONIC PLC
$0
THCTENET HEALTHCARE CORP
$0
STSENSATA TECHNOLOGIES HLDG PL
$0
DGDOLLAR GEN CORP NEW
$0
MASMASCO CORP
$0
IYY*ISHARES TR
$0
GQ9SPDR GOLD TR
$0
VOVANGUARD INDEX FDS
$0
SYYSYSCO CORP
$0
PHMPULTE GROUP INC
$0
JEPQJ P MORGAN EXCHANGE TRADED F
$0
FTITECHNIPFMC PLC
$0
NTAPNETAPP INC
$0
EZUISHARES INC
$0
IJJISHARES TR
$0
IYHISHARES TR
$0
IWCISHARES TR
$0
GMGENERAL MTRS CO
$0
LHXL3HARRIS TECHNOLOGIES INC
$0
IBTAIBOTTA INC
$0
KLMNINVESCO EXCH TRADED FD TR II
$0
AYIACUITY INC
$0
RHIROBERT HALF INC.
$0
PCVXVAXCYTE INC
$0
QRVOQORVO INC
$0
BRBROADRIDGE FINL SOLUTIONS IN
$0
LEGLEGGETT & PLATT INC
$0
TIPISHARES TR
$0
AVYAVERY DENNISON CORP
$0
ONON SEMICONDUCTOR CORP
$0
ADBEADOBE INC
$0
MSMMSC INDL DIRECT INC
$0
CMICUMMINS INC
$0
PDBCINVESCO ACTVELY MNGD ETC FD
$0
IWOISHARES TR
$0
ONEQFIDELITY COMWLTH TR
$0
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