Baker Avenue Asset Management, LP
Q2 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
501
- Value ($000)
$3,515,425
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001432529
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SSD SIMPSON MFG INC | COM | 829073105 | $169.54M | 5 % | 1,091,622 | ||
AAPL APPLE INC | COM | 037833100 | $152.93M | 4 % | 745,373 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $128.07M | 4 % | 257,474 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $105.83M | 3 % | 669,826 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $90.42M | 3 % | 381,556 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $86.64M | 3 % | 1,176,683 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $86.53M | 3 % | 872,234 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $82.48M | 2 % | 194,267 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $81.65M | 2 % | 131,510 | ||
KRE SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $76.79M | 2 % | 2,999,565 |
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