Baker Avenue Asset Management, LP

Position in TKR — Timken Co

CIK 1432529 SAN FRANCISCO, CA

Position in TKR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$467,494

+$215,567 QoQ

Shares Held

3,217

+28.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#364

of 600 holders

Holding Since

Sep 2023

3 quarters on record

Voting authority Sole 30% Shared 0% None 70%

Industrials · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $3,474,471 across 6 Tools & Accessories names. TKR ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc	2,226	$895,742
2	TTC	Toro Co	7,620	$742,340
3	RBC	RBC Bearings INC	1,108	$713,618
4	TKR	Timken Co This page	3,217	$467,494
5	LECO	Lincoln Electric Holdings Inc	1,619	$429,860
6	SWK	Stanley Black & Decker, Inc.	2,395	$225,417

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,494	3,217	+28.4%	Shares	Sole	2026-07-28
2026-03-31	$251,927	2,505	+3876.2%	Shares	Sole	2026-05-12
2023-09-30	$4,629	63	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.