Instuitional Investor - Baker Avenue Asset Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Simpson Manufacturing Co. Inc.	SSD	1,091,622	$169,539,813	4.82%
2.	Apple Inc.	AAPL	745,373	$152,928,223	4.35%
3.	Microsoft Corp	MSFT	257,474	$128,070,339	3.64%
4.	Nvidia Corp	NVDA	669,826	$105,825,797	3.01%
5.	Vanguard Index Fds - SMALL CP ETF		381,556	$90,421,101	2.57%