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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 $830,969,238
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 223,174 $74,823,549 9%
2.
Berkshire Hathaway Inc
 BRK.A 71,776 $36,078,104 4.34%
3.
Microsoft Corp
 MSFT 56,526 $27,336,927 3.29%
4.
Vanguard World Fund
 33,423 $25,193,589 3.03%
5.
Dimensional Etf Trust
 525,147 $19,955,585 2.4%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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