Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $842,464,659
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 222,130 $71,261,392 8.46%
2.
Berkshire Hathaway Inc
 BRK.A 71,717 $34,366,852 4.08%
3.
Lam Research Corp
 LRCX 112,622 $24,062,861 2.86%
4.
Vanguard World Fund
 32,173 $22,447,746 2.66%
5.
Dimensional Etf Trust
 540,343 $21,311,115 2.53%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.