Baker Ellis Asset Management LLC Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$693.0M

Holdings

221

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (221 positions)

StockValue
VTIVANGUARD INDEX FDS
$65.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$36.7M
MSFTMICROSOFT CORP
$21.2M
VYMVANGUARD WHITEHALL FDS
$18.8M
VGTVANGUARD WORLD FD
$18.8M
VOOVANGUARD INDEX FDS
$15.3M
FBNDFIDELITY MERRIMACK STR TR
$15.2M
PRFINVESCO EXCHANGE TRADED FD T
$13.3M
JPMJPMORGAN CHASE & CO.
$12.8M
GSIEGOLDMAN SACHS ETF TR
$12.8M
DISVDIMENSIONAL ETF TRUST
$12.3M
COSTCOSTCO WHSL CORP NEW
$12.1M
GBILGOLDMAN SACHS ETF TR
$12.1M
JHMMJOHN HANCOCK EXCHANGE TRADED
$11.9M
MFUSPIMCO EQUITY SER
$11.5M
SCHDSCHWAB STRATEGIC TR
$11.1M
BRK-BBERKSHIRE HATHAWAY INC DEL
$10.4M
IXUSISHARES TR
$10.1M
SGOVISHARES TR
$10.0M
AAPLAPPLE INC
$9.7M
FISVFISERV INC
$9.2M
LRCXLAM RESEARCH CORP
$9.0M
TAPMOLSON COORS BEVERAGE CO
$9.0M
XOMEXXON MOBIL CORP
$8.7M
SYKSTRYKER CORPORATION
$8.0M
RTXRTX CORPORATION
$7.9M
MGCVANGUARD WORLD FD
$7.9M
MAAMID-AMER APT CMNTYS INC
$7.7M
AVGOBROADCOM INC
$7.2M
STRLSTERLING INFRASTRUCTURE INC
$6.3M
ISTBISHARES TR
$6.1M
DGSWISDOMTREE TR
$6.1M
CARRCARRIER GLOBAL CORPORATION
$6.0M
PEPPEPSICO INC
$5.3M
DFSEURDISCOVER FINL SVCS
$5.2M
SNYSANOFI
$5.2M
ADIANALOG DEVICES INC
$5.1M
NOCNORTHROP GRUMMAN CORP
$5.0M
GOOGALPHABET INC
$5.0M
SLBSCHLUMBERGER LTD
$4.7M
KGSKODIAK GAS SVCS INC
$4.7M
WYWEYERHAEUSER CO MTN BE
$4.7M
TKRTIMKEN CO
$4.6M
PNWPINNACLE WEST CAP CORP
$4.6M
SKAASKECHERS U S A INC
$4.6M
FNDXSCHWAB STRATEGIC TR
$4.4M
KRKROGER CO
$4.4M
VTVANGUARD INTL EQUITY INDEX F
$4.3M
GPKGRAPHIC PACKAGING HLDG CO
$4.2M
BPBP PLC
$4.0M
FMXFOMENTO ECONOMICO MEXICANO S
$4.0M
FBINFORTUNE BRANDS INNOVATIONS I
$3.8M
HSICHENRY SCHEIN INC
$3.7M
SPYSPDR S&P 500 ETF TR
$3.6M
GOOGLALPHABET INC
$3.6M
GLDMWORLD GOLD TR
$3.5M
AMZNAMAZON COM INC
$3.5M
LPXLOUISIANA PAC CORP
$3.3M
VXFVANGUARD INDEX FDS
$3.3M
OSKOSHKOSH CORP
$3.3M
RSPINVESCO EXCHANGE TRADED FD T
$3.3M
MLIMUELLER INDS INC
$3.3M
BACVERIZON COMMUNICATIONS INC
$3.2M
VHTVANGUARD WORLD FD
$3.2M
BAXBAXTER INTL INC
$3.0M
NDQINVESCO QQQ TR
$3.0M
ETNEATON CORP PLC
$2.9M
KIMKIMCO RLTY CORP
$2.9M
ONON SEMICONDUCTOR CORP
$2.8M
AGCOAGCO CORP
$2.8M
UNPUNION PAC CORP
$2.6M
GQ9SPDR GOLD TR
$2.4M
GSGOLDMAN SACHS GROUP INC
$2.3M
HIIHUNTINGTON INGALLS INDS INC
$2.2M
VEUVANGUARD INTL EQUITY INDEX F
$2.1M
REGREGENCY CTRS CORP
$1.9M
LHLABCORP HOLDINGS INC
$1.8M
GTXGARRETT MOTION INC
$1.8M
VVISA INC
$1.8M
VDEVANGUARD WORLD FD
$1.7M
HONHONEYWELL INTL INC
$1.7M
BCCBOISE CASCADE CO DEL
$1.6M
IMKTAINGLES MKTS INC
$1.6M
WMTWALMART INC
$1.5M
ABBVABBVIE INC
$1.5M
SHELSHELL PLC
$1.5M
HDHOME DEPOT INC
$1.5M
JMSTJ P MORGAN EXCHANGE TRADED F
$1.5M
WMWASTE MGMT INC DEL
$1.5M
JNJJOHNSON & JOHNSON
$1.5M
IWRISHARES TR
$1.4M
NVSNNOVARTIS AG
$1.4M
VBRVANGUARD INDEX FDS
$1.3M
CVXCHEVRON CORP NEW
$1.2M
UBSUBS GROUP AG
$1.2M
MRKMERCK & CO INC
$1.2M
VCITVANGUARD SCOTTSDALE FDS
$1.2M
VPUVANGUARD WORLD FD
$1.2M
ITTITT INC
$1.1M
OUNZVANECK MERK GOLD ETF
$1.1M
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