Baker Avenue Asset Management, LP Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$2.6B

Holdings

359

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (359 positions)

StockValue
TRMBTRIMBLE NAV LTD
$4.8M
JNKSPDR HIGH YIELD BOND ETF
$4.8M
SJNKSPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF
$4.8M
HCAHCA INC
$4.6M
AG8AGILENT TECH INC
$4.6M
PGHYINVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF
$4.4M
WMWASTE MANAGEMENT INC
$4.3M
IWBISHARES TR RUSSELL 1000 INDEX ETF
$4.3M
GOOGALPHABET INC CAP STK CL C
$4.2M
PNCPNC FINL SVCS GROUP INC COM
$4.1M
ZTSZOETIS INC COM CL A
$4.1M
HUBSHUBSPOT INC COM
$3.9M
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
$3.8M
PTCPTC INC COM
$3.8M
BSVVANGUARD SHORT TERM BOND
$3.8M
SHELROYAL DUTCH SHELL PLC-ADR
$3.7M
CVXCHEVRON CORP NEW COM
$3.6M
HOLXHOLOGIC INC
$3.5M
ABNBAIRBNB INC COM CL A
$3.5M
BURLBURLINGTON STORES INC COM
$3.4M
XLREREAL ESTATE SELECT SECTOR SPDR FUND
$3.4M
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$3.4M
VTEBVANGUARD TAX-EXEMPT BOND ETF
$3.3M
IJRISHARES S&P SMALLCAP 600 ETF
$3.3M
CFLTCONFLUENT INC CLASS A COM
$3.2M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$3.1M
SHOPSHOPIFY INC CL A
$3.1M
CPNGCOUPANG INC CL A
$3.1M
BPBP PLC SPONSORED ADR
$3.0M
WSCWILLSCOT MOBIL MINI HLDNG CORP COM CL A
$3.0M
ARCADIUM LITHIUM PLC COM SHS
$3.0M
APPAPPLOVIN CORP COM CL A
$3.0M
HTGCHERCULES CAPITAL INC COM
$2.9M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$2.9M
MAINMAIN STR CAP CORP COM
$2.7M
NEENEXTERA ENERGY INC COM
$2.7M
MPCMARATHON PETE CORP
$2.6M
QQEWFIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND
$2.6M
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
$2.6M
ARCCAres Capital Corp
$2.6M
PGXPOWERSHARES GLOBAL PREFERRED ETF
$2.6M
HALHALLIBURTON CO COM
$2.6M
SNOWSNOWFLAKE INC CL A
$2.5M
RWXSPDR DJ WILSHIRE INTL REAL EST
$2.5M
ARLOARLO TECHNOLOGIES INC COM
$2.5M
GIISPDR S&P GLOBAL INFRASTRUCTURE ETF
$2.5M
VMCVULCAN MATLS CO COM
$2.5M
REETISHARES GLOBAL REIT ETF
$2.4M
MUBISHARES AMT-FREE MUNI BOND ETF
$2.4M
AIGAMERICAN INTL GROUP INC COM NEW
$2.4M
LQDISHARES IBOXX CORPORATE BOND ETF
$2.4M
ALSALLSTATE CORP
$2.4M
XPOXPO INC COM
$2.4M
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$2.4M
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
$2.3M
MCOMOODYS CORP
$2.3M
DECKDECKERS OUTDOOR
$2.3M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$2.2M
KCESPDR S&P Capital Markets ETF
$2.2M
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
$2.2M
BABPOWERSHARES BUILD AMERICA BOND PORTFOLIO ETF
$2.2M
AVGOBROADCOM INC
$2.1M
ADPAUTOMATIC DATA PROCESSING INC COM
$2.1M
CDNSCADENCE DESIGN SYSTEM INC COM
$2.1M
ERIEERIE INDTY CO CL A
$2.1M
ITUBITAU UNIBANCO HLDG S A SPON ADR REP PFD
$2.1M
SUSAISHARES KLD SEL SOC FD
$2.0M
PGRPROGRESSIVE CORP COM
$2.0M
DSIISHARES TR KLD 400 SOCIAL INDEX FD
$2.0M
MARMARRIOTT INTL INC
$1.9M
OEFISHARES TR S&P 100 INDEX FUND
$1.9M
IJHISHARES CORE S&P MID CAP ETF
$1.9M
UHSUNIVERSAL HLTH SVCS
$1.9M
VCELVERICEL CORP COM
$1.9M
JNJJOHNSON & JOHNSON COM
$1.8M
GLOBGLOBANT S A COM
$1.8M
IBITISHARES BITCOIN TRUST REGISTERED
$1.8M
ARIAPOLLO COML REAL EST FIN INC COM
$1.8M
ANETEURARISTA NETWORKS INC COM
$1.8M
LOWLOWES COS INC COM
$1.7M
ACNACCENTURE LTD BERMUDA CL A
$1.7M
XLFFINANCIAL SELECT SECTOR SPDR
$1.7M
DFNMDIMENSIONAL NATIONAL MUNICIPAL BOND ETF
$1.7M
MUSTCOLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
$1.6M
DOCNDIGITALOCEAN HLDGS INC COM
$1.6M
NVTNVENT ELECTRIC PLC SHS
$1.6M
EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF
$1.5M
VOOVANGUARD S&P 500 ETF
$1.5M
VCRVANGUARD CONSUMER DISCRETIONARY
$1.5M
PANWPALO ALTO NETWORKS INC COM
$1.4M
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$1.4M
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF
$1.4M
MLMMARTIN MARIETTA MATLS INC COM
$1.4M
PINSPINTEREST INC CL A
$1.4M
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$1.3M
WFCWELLS FARGO CO NEW COM
$1.3M
VVISA INC
$1.3M
KBESPDR SERIES TRUST KBW BK ETF
$1.2M
DHRDANAHER CORP
$1.2M
MRKMERCK & CO INC
$1.2M
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