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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 $623,936,251
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 251,964 $59,770,881 9.57%
2.
Berkshire Hathaway Inc
 BRK.A 65,543 $23,376,704 3.74%
3.
Microsoft Corp
 MSFT 53,085 $19,961,912 3.19%
4.
Vanguard Whitehall Funds
 160,917 $17,963,127 2.87%
5.
Vanguard World Fund
 36,481 $17,656,804 2.82%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)