Baker Avenue Asset Management, LP Q3 2018 Filing

Filed November 15, 2018

Portfolio Value

$1.2B

Holdings

250

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (250 positions)

StockValue
CATCATERPILLAR INC DEL COM
$1.9M
CELGCELGENE CORP
$1.8M
VALEVALE SA (ADR)
$1.8M
TDIVFIRST TR EXCHANGE TRADED FD VI NASD TECH DIV
$1.8M
VNQVANGUARD REIT INDEX ETF
$1.8M
GOOGLGOOGLE INC
$1.7M
SUNTRUST BANKS INC
$1.7M
RFREGIONS FINANCIAL CORP NEW
$1.7M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$1.7M
VTVVANGUARD VALUE ETF
$1.7M
XYLXYLEM INC
$1.7M
IVVISHARES S&P 500 INDEX
$1.7M
ALLERGAN PLC SHS
$1.6M
SPWRQSUNPOWER CORP
$1.6M
DYHTARGET CORP COM
$1.6M
BKBANK NEW YORK MELLON CORP COM
$1.6M
UNHUNITEDHEALTH GROUP
$1.6M
PAYXPAYCHEX INC
$1.5M
MOALTRIA GROUP INC COM
$1.5M
MRVLMARVELL TECHNOLOGY GROUP LTD
$1.5M
ECLECOLAB INC COM
$1.5M
AFLAFLAC INC COM
$1.5M
ABJAABB LTD SPONSORED ADR
$1.5M
XLKTECHNOLOGY SELECT SECTOR SPDR
$1.5M
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$1.4M
COSTCOSTCO WHOLESALE CORP
$1.4M
VMCVULCAN MATLS CO COM
$1.4M
4I1PHILIP MORRIS INTL INC
$1.4M
MINTPIMCO ENHANCED SHORT MATURITY ETF
$1.4M
NEARISHARES SHORT MATURITY BOND ETF
$1.4M
MCDMCDONALDS CORP COM
$1.4M
MCDERMOTT INTL INC
$1.4M
GLOBGLOBANT S A COM
$1.4M
TXNTEXAS INSTRS INC COM
$1.4M
XLGRYDEX RUSSELL TOP 50 ETF
$1.4M
FCXFREEPORT MCMORAN COPPER
$1.3M
ONON SEMICONDUCTOR CORP COM
$1.3M
TELTE CONNECTIVITY LTD
$1.3M
RRCRANGE RESOURCES CORP
$1.3M
MOSMOSAIC CO
$1.3M
IRINGERSOLL-RAND PLC SHS
$1.3M
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$1.2M
ALAIR LEASE CORP CL A
$1.2M
FLT1EURFLEETCOR TECHNOLOGIES, INC.
$1.2M
VBRVANGUARD SMALL CAP VALUE ETF
$1.2M
TRVCCITIGROUP INC
$1.1M
NBISYANDEX N.V. COM CL A
$1.1M
NTRSNORTHERN TR CORP COM
$1.1M
DPZDOMINOS PIZZA INC
$1.1M
HUNHUNTSMAN CORP
$1.1M
FNDFLOOR & DECOR HLDGS INC CL A
$1.1M
CAMPEURCALAMP CORP
$1.1M
USBUS BANCORP DEL COM NEW
$1.1M
LKQ1LKQ CORP COM
$1.1M
PDPPOWERSHARES DWA TECHNICAL LEADERS PORTFOLIO
$1.1M
PIIMPINJ INC COM
$1.0M
IJRISHARES S&P SMALLCAP 600 ETF
$1.0M
ORCLORACLE CORPORATION
$1.0M
EEMISHARES MSCI EMERGING MARKETS ETF
$1.0M
GEGENERAL ELECTRIC CO COM
$997K
PCGPG&E CORP COM
$984K
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$971K
SPYSPDR S&P 500 ETF
$958K
GRPNCHFGROUPON INC COM
$946K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$940K
ALTA MESA RES INC CL A
$925K
AKAMAKAMAI TECH
$914K
SRCLSTERICYCLE INC
$893K
DLSWISDOMTREE INTL SMALLCAP DIVIDEND
$887K
SRLNSPDR BLACKSTONE/ GSO SENIOR LOAN ETF
$876K
SYYSYSCO CORP COM
$846K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$831K
DSIISHARES TR KLD 400 SOCIAL INDEX FD
$814K
ESGDISHARES MSCI EAFE ESG SELECT ETF
$806K
CGNXCOGNEX CORP
$778K
NTNXNUTANIX INC CL A
$777K
PRGOPERRIGO CO
$759K
GTT COMMUNICATIONS INC COM
$751K
WFRDWEATHERFORD INTL PLC ORD SHS
$744K
FTAFIRST TR LARGE CAP VALUE OPPORTUNITIES ALPHADEX FD COM SHS
$742K
JWNUSDNORDSTROM INC COM
$711K
ALKALASKA AIR GROUP INC COM
$698K
BERYEURBERRY GLOBAL GROUP INC COM
$676K
DJPIPATH DJ-UBS COMMODITY TOTAL RETURN ETN
$667K
SUSAISHARES KLD SEL SOC FD
$665K
GRMNGARMIN LTD
$638K
MATMATTEL INC COM
$628K
IYCISHARES DJ US CONSUMER SERVICES
$610K
CBS CORP CL B
$596K
ESGEISHARES MSCI EM ESG SELECT ETF
$592K
RDS/AROYAL DUTCH SHELL PLC-ADR
$569K
MLMMARTIN MARIETTA MATLS INC COM
$564K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF
$555K
BHFBRIGHTHOUSE FINL INC COM
$553K
AQLTISHARES CORE MSCI EAFE
$546K
ILMNILLUMINA INC
$543K
CIENCIENA CORP
$535K
IJJISHARES S&P MIDCAP 400 VALUE ETF
$535K
VOOVVANGUARD S&P 500 VALUE ETF
$530K
XOPUSDSPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF
$519K
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