Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Baker Avenue Asset Management, LP (CIK 1432529) reported $4.43B across 739 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($238.5M, 5.39%), AAPL ($236.1M, 5.34%), SSD ($157.0M, 3.55%), MSFT ($128.6M, 2.91%), VB ($102.3M, 2.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $238.5M | 5.39% | 1.4M | Added |
| 2 | AAPL | APPLE INC | $236.1M | 5.34% | 930,452 | Added |
| 3 | SSD | SIMPSON MFG INC | $157.0M | 3.55% | 914,702 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $128.6M | 2.91% | 347,425 | Added |
| 5 | VB | VANGUARD INDEX FDS | $102.3M | 2.31% | 390,627 | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $96.9M | 2.19% | 1.3M | Added |
| 7 | IVV | ISHARES TR | $92.5M | 2.09% | 141,547 | Added |
| 8 | AGG | ISHARES TR | $92.1M | 2.08% | 927,461 | Added |
| 9 | SPAB | SPDR SERIES TRUST | $86.8M | 1.96% | 3.4M | Added |
| 10 | VTI | VANGUARD INDEX FDS | $83.4M | 1.88% | 259,920 | Added |
| 11 | QUAL | ISHARES TR | $81.4M | 1.84% | 424,179 | Added |
| 12 | IWF | ISHARES TR | $77.4M | 1.75% | 181,561 | Trimmed |
| 13 | VV | VANGUARD INDEX FDS | $75.7M | 1.71% | 253,161 | Added |
| 14 | AMZN | AMAZON COM INC | $70.3M | 1.59% | 337,306 | Added |
| 15 | SCHX | SCHWAB STRATEGIC TR | $69.9M | 1.58% | 2.7M | Added |
| 16 | GOOGL | ALPHABET INC | $70.0M | 1.58% | 243,375 | Added |
| 17 | IUSB | ISHARES TR | $68.4M | 1.55% | 1.5M | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $62.4M | 1.41% | 212,121 | Added |
| 19 | QQQ | INVESCO QQQ TR | $58.1M | 1.31% | 100,738 | Added |
| 20 | APP | APPLOVIN CORP | $53.8M | 1.22% | 135,301 | Added |
| 21 | EFG | ISHARES TR | $50.6M | 1.14% | 454,353 | Added |
| 22 | IVE | ISHARES TR | $46.0M | 1.04% | 217,688 | Added |
| 23 | PH | PARKER-HANNIFIN CORP | $43.0M | 0.97% | 48,038 | Trimmed |
| 24 | AMAT | APPLIED MATLS INC | $41.0M | 0.93% | 119,955 | Trimmed |
| 25 | BG | BUNGE GLOBAL SA | $40.3M | 0.91% | 316,691 | Added |
Source: SEC Form 13F filings · as of 2026-03-31