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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 $728,563,501
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 231,655 $70,406,877 9.66%
2.
Berkshire Hathaway Inc
 BRK.A 69,423 $33,723,555 4.63%
3.
Microsoft Corp
 MSFT 55,436 $27,574,351 3.78%
4.
Vanguard World Fund
 34,381 $22,804,230 3.13%
5.
Vanguard Whitehall Funds
 142,410 $18,984,743 2.61%
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)