Baker Ellis Asset Management LLC Q2 2025 Filing

Filed July 8, 2025

Portfolio Value

$728.6M

Holdings

216

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (216 positions)

#StockSharesValue% PortfolioType
101
IJRISHARES TR
9,561$1.0M0.14%
102
MRKMERCK & CO INC
13,088$1.0M0.14%
103
EFAVISHARES TR
12,150$1.0M0.14%
104
ETRENTERGY CORP NEW
12,210$1.0M0.14%
105
INTFISHARES TR
27,800$951K0.13%
106
XARSPDR SERIES TRUST
4,480$945K0.13%
107
CVXCHEVRON CORP NEW
6,529$934K0.13%
108
INFLLISTED FDS TR
21,570$909K0.12%
109
AEMAGNICO EAGLE MINES LTD
7,587$902K0.12%
110
VCITVANGUARD SCOTTSDALE FDS
10,700$887K0.12%
111
ADPAUTOMATIC DATA PROCESSING IN
2,871$885K0.12%
112
VFHVANGUARD WORLD FD
6,810$866K0.12%
113
MATXMATSON INC
7,738$861K0.12%
114
CMCSACOMCAST CORP NEW
24,110$860K0.12%
115
PSXPHILLIPS 66
7,084$845K0.12%
116
MRSHMARSH & MCLENNAN COS INC
3,788$828K0.11%
117
VOEVANGUARD INDEX FDS
4,970$817K0.11%
118
VSDMVANGUARD MUN BD FDS
10,700$810K0.11%
119
PGPROCTER AND GAMBLE CO
4,924$784K0.11%
120
NKENIKE INC
10,597$752K0.10%
121
VTVVANGUARD INDEX FDS
4,140$731K0.10%
122
NEENEXTERA ENERGY INC
10,442$724K0.10%
123
BACBANK AMERICA CORP
14,735$697K0.10%
124
ABGCENCORA INC
2,280$683K0.09%
125
CBCHUBB LIMITED
2,354$682K0.09%
126
ITICINVESTORS TITLE CO NC
3,125$660K0.09%
127
PLPCPREFORMED LINE PRODS CO
4,020$642K0.09%
128
BALLBALL CORP
11,280$632K0.09%
129
CATCATERPILLAR INC
1,597$619K0.08%
130
STWDSTARWOOD PPTY TR INC
30,735$616K0.08%
131
SHYISHARES TR
7,126$590K0.08%
132
RHCRH PLC
6,400$587K0.08%
133
LMNRLIMONEIRA CO
36,650$573K0.08%
134
HSTHOST HOTELS & RESORTS INC
37,188$571K0.08%
135
TTENTOTALENERGIES SE
9,000$552K0.08%
136
ESEVERSOURCE ENERGY
8,457$538K0.07%
137
IWMISHARES TR
2,409$519K0.07%
138
VWOVANGUARD INTL EQUITY INDEX F
10,332$511K0.07%
139
FXFINVESCO CURRENCYSHARES SWISS
4,500$503K0.07%
140
SHVISHARES TR
4,450$491K0.07%
141
EXPOEXPONENT INC
6,575$491K0.07%
142
SBUXSTARBUCKS CORP
5,354$490K0.07%
143
SWXSOUTHWEST GAS HLDGS INC
6,500$483K0.07%
144
JPSTJ P MORGAN EXCHANGE TRADED F
9,512$482K0.07%
145
BKBANK NEW YORK MELLON CORP
5,190$472K0.06%
146
VRTXVERTEX PHARMACEUTICALS INC
1,052$468K0.06%
147
IWSISHARES TR
3,517$464K0.06%
148
NWSANEWS CORP NEW
15,200$451K0.06%
149
CSCOCISCO SYS INC
6,514$451K0.06%
150
IXCISHARES TR
11,275$442K0.06%
151
THCTENET HEALTHCARE CORP
2,500$440K0.06%
152
PHYS/USPROTT PHYSICAL GOLD TR
16,925$429K0.06%
153
BWABORGWARNER INC
12,790$428K0.06%
154
FNDCSCHWAB STRATEGIC TR
10,050$422K0.06%
155
KLACKLA CORP
470$420K0.06%
156
IAU*ISHARES GOLD TR
6,500$405K0.06%
157
ANGLVANECK ETF TRUST
13,681$400K0.05%
158
BSVVANGUARD BD INDEX FDS
5,000$393K0.05%
159
IWBISHARES TR
1,150$390K0.05%
160
LCNBLCNB CORP
26,500$385K0.05%
161
JBTJBT MAREL CORPORATION
3,190$383K0.05%
162
MARMARRIOTT INTL INC NEW
1,400$382K0.05%
163
DFAIDIMENSIONAL ETF TRUST
11,000$380K0.05%
164
FDXFEDEX CORP
1,669$379K0.05%
165
DFUSDIMENSIONAL ETF TRUST
5,587$374K0.05%
166
WHRWHIRLPOOL CORP
3,696$374K0.05%
167
STLASTELLANTIS N.V
36,933$370K0.05%
168
MCDMCDONALDS CORP
1,258$367K0.05%
169
TJXTJX COS INC NEW
2,875$355K0.05%
170
ARCOARCOS DORADOS HOLDINGS INC
44,500$351K0.05%
171
APHAMPHENOL CORP NEW
3,500$345K0.05%
172
ABTABBOTT LABS
2,528$343K0.05%
173
UDRUDR INC
8,420$343K0.05%
174
VSSVANGUARD INTL EQUITY INDEX F
2,483$333K0.05%
175
METAMETA PLATFORMS INC
445$328K0.05%
176
JEFJEFFERIES FINL GROUP INC
6,000$328K0.05%
177
FXEINVESCO CURRENCYSHARES EURO
3,000$326K0.04%
178
UHAL/BU HAUL HOLDING COMPANY
5,910$321K0.04%
179
ANAUTONATION INC
1,600$317K0.04%
180
WABWABTEC
1,500$314K0.04%
181
PCHPOTLATCHDELTIC CORPORATION
8,181$313K0.04%
182
LLYELI LILLY & CO
400$311K0.04%
183
IWDISHARES TR
1,587$308K0.04%
184
SPNTSIRIUSPOINT LTD
15,000$305K0.04%
185
GLWCORNING INC
5,700$299K0.04%
186
AEBAALLETE INC
4,650$297K0.04%
187
IMOIMPERIAL OIL LTD
3,715$295K0.04%
188
VLOVALERO ENERGY CORP
2,180$293K0.04%
189
KOCOCA COLA CO
4,150$293K0.04%
190
RYNRAYONIER INC
13,130$291K0.04%
191
HMCHONDA MOTOR LTD
10,050$289K0.04%
192
NSCNORFOLK SOUTHN CORP
1,100$281K0.04%
193
LMTLOCKHEED MARTIN CORP
605$280K0.04%
194
SONSONOCO PRODS CO
6,405$279K0.04%
195
AVUVAMERICAN CENTY ETF TR
2,930$266K0.04%
196
EWEDWARDS LIFESCIENCES CORP
3,350$262K0.04%
197
PAGPENSKE AUTOMOTIVE GRP INC
1,500$257K0.04%
198
LINLINDE PLC
530$248K0.03%
199
BMYBRISTOL-MYERS SQUIBB CO
5,230$242K0.03%
200
PHPARKER-HANNIFIN CORP
336$234K0.03%
PreviousPage 2 of 3Next