Baker Avenue Asset Management, LP Q1 2018 Filing

Filed May 15, 2018

Portfolio Value

$1.1B

Holdings

237

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (237 positions)

StockValue
CELGCELGENE CORP
$1.7M
DYHTARGET CORP COM
$1.6M
IVVISHARES S&P 500 INDEX
$1.6M
BIVVANGUARD INTERMEDIATE-TERM BOND
$1.6M
VTVVANGUARD VALUE ETF
$1.6M
VALEVALE SA (ADR)
$1.6M
LOWLOWES COS INC COM
$1.6M
ONON SEMICONDUCTOR CORP COM
$1.6M
AVGOAVAGO TECHNOLOGIES LTD
$1.6M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$1.5M
RFREGIONS FINANCIAL CORP NEW
$1.5M
XYLXYLEM INC
$1.5M
CATCATERPILLAR INC DEL COM
$1.5M
BKBANK NEW YORK MELLON CORP COM
$1.5M
ALTA MESA RES INC CL A
$1.5M
IFFINTERNATIONAL FLAVORS&FRAGRANC COM
$1.4M
MRKMERCK & CO INC
$1.4M
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$1.4M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$1.4M
TELTE CONNECTIVITY LTD
$1.4M
SRLNSPDR BLACKSTONE/ GSO SENIOR LOAN ETF
$1.3M
NTNXNUTANIX INC CL A
$1.3M
ILMNILLUMINA INC
$1.3M
TXNTEXAS INSTRS INC COM
$1.3M
NVDANVIDIA CORP
$1.3M
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$1.3M
GOOGLGOOGLE INC
$1.3M
AFLAFLAC INC COM
$1.3M
NBISYANDEX N.V. COM CL A
$1.3M
MCDERMOTT INTL INC
$1.3M
SPYSPDR S&P 500 ETF
$1.3M
URBNURBAN OUTFITTERS INC
$1.3M
XLKTECHNOLOGY SELECT SECTOR SPDR
$1.2M
MOSMOSAIC CO
$1.2M
GLOBGLOBANT S A COM
$1.2M
ECLECOLAB INC COM
$1.2M
EEMISHARES MSCI EMERGING MARKETS ETF
$1.2M
UNHUNITEDHEALTH GROUP
$1.2M
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$1.1M
ABJAABB LTD SPONSORED ADR
$1.1M
COSTCOSTCO WHOLESALE CORP
$1.1M
RYDEX RUSSELL TOP 50 ETF
$1.1M
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
$1.1M
NTRSNORTHERN TR CORP COM
$1.1M
VBRVANGUARD SMALL CAP VALUE ETF
$1.1M
GRPNCHFGROUPON INC COM
$1.1M
RRCRANGE RESOURCES CORP
$1.1M
MCDMCDONALDS CORP COM
$1.1M
TRVCCITIGROUP INC
$1.1M
FLT1EURFLEETCOR TECHNOLOGIES, INC.
$1.0M
ALLERGAN PLC SHS
$1.0M
TAT&T INC COM
$1.0M
CAMPEURCALAMP CORP
$1.0M
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
$997K
GEGENERAL ELECTRIC CO COM
$996K
GTT COMMUNICATIONS INC COM
$986K
SPWRQSUNPOWER CORP
$983K
ALAIR LEASE CORP CL A
$976K
DLSWISDOMTREE INTL SMALLCAP DIVIDEND
$953K
PRGOPERRIGO CO
$953K
PAYXPAYCHEX INC
$949K
IRINGERSOLL-RAND PLC SHS
$938K
FLOTEK INDS INC DEL COM
$916K
PCGPG&E CORP COM
$908K
METAFACEBOOK INC CL A
$907K
LYBLYONDELLBASELL
$886K
VMCVULCAN MATLS CO COM
$883K
STERICYCLE INC DEP PFD A 1/10
$869K
MRVLMARVELL TECHNOLOGY GROUP LTD
$863K
MALLINCKRODT PUB LTD CO SHS
$861K
SYMCEURSYMANTEC CORP
$831K
HUNHUNTSMAN CORP
$798K
SPSCSPS COMM INC COM
$794K
HOLXHOLOGIC INC
$793K
ESGDISHARES MSCI EAFE ESG SELECT ETF
$786K
XOPUSDSPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF
$775K
TDIVFIRST TR EXCHANGE TRADED FD VI NASD TECH DIV
$748K
ARNCCHFARCONIC INC COM
$731K
FTAFIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS
$720K
POWERSHARES DB OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 PORTFOLI
$711K
CGNXCOGNEX CORP
$679K
SUSAISHARES KLD SEL SOC FD
$670K
ESGEISHARES MSCI EM ESG SELECT ETF
$662K
PHYS/USPROTT PHYSICAL GOLD TRUST
$647K
MLMMARTIN MARIETTA MATLS INC COM
$643K
ORCLORACLE CORPORATION
$628K
XPOXPO LOGISTICS INC COM
$627K
WFRDWEATHERFORD INTL PLC ORD SHS
$606K
DSIISHARES TR KLD 400 SOCIAL INDEX FD
$576K
AQLTISHARES CORE MSCI EAFE
$555K
WFCWELLS FARGO CO NEW COM
$552K
CBS CORP CL B
$533K
PPGPPG INDS INC COM
$518K
TFISPDR MUNICIPAL BOND ETF
$504K
VOOVVANGUARD S&P 500 VALUE ETF
$500K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$497K
IJJISHARES S&P MIDCAP 400 VALUE ETF
$494K
EIXEDISON INTL COM
$493K
HSICHENRY SCHEIN INC
$491K
SJMJ M SMUCKER CO NEW
$485K
PreviousPage 2 of 3Next