Baker Ellis Asset Management LLC - Portfolio overview

Baker Ellis Asset Management LLC has 279 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 8.34%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 4.02%
3. LRCX - LAM RESEARCH CORP, 2.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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