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Home > Institutional Investor > Baker Ellis Asset Management Llc > Profile

Instuitional Investor - Baker Ellis Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Baker Ellis Asset Management Llc
Portfolio Value $693,026,809
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 238,024 $65,418,630 9.44%
2.
Berkshire Hathaway Inc
 BRK.A 68,934 $36,712,676 5.3%
3.
Microsoft Corp
 MSFT 56,380 $21,164,321 3.05%
4.
Vanguard Whitehall Funds
 145,819 $18,804,840 2.71%
5.
Vanguard World Fund
 34,646 $18,791,297 2.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)