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)

StockValue
IJRISHARES TR
$1.0M
MRKMERCK & CO INC
$1.0M
EFAVISHARES TR
$1.0M
ETRENTERGY CORP NEW
$1.0M
INTFISHARES TR
$951K
XARSPDR SERIES TRUST
$945K
CVXCHEVRON CORP NEW
$934K
INFLLISTED FDS TR
$909K
AEMAGNICO EAGLE MINES LTD
$902K
VCITVANGUARD SCOTTSDALE FDS
$887K
ADPAUTOMATIC DATA PROCESSING IN
$885K
VFHVANGUARD WORLD FD
$866K
MATXMATSON INC
$861K
CMCSACOMCAST CORP NEW
$860K
PSXPHILLIPS 66
$845K
MRSHMARSH & MCLENNAN COS INC
$828K
VOEVANGUARD INDEX FDS
$817K
VSDMVANGUARD MUN BD FDS
$810K
PGPROCTER AND GAMBLE CO
$784K
NKENIKE INC
$752K
VTVVANGUARD INDEX FDS
$731K
NEENEXTERA ENERGY INC
$724K
BACBANK AMERICA CORP
$697K
ABGCENCORA INC
$683K
CBCHUBB LIMITED
$682K
ITICINVESTORS TITLE CO NC
$660K
PLPCPREFORMED LINE PRODS CO
$642K
BALLBALL CORP
$632K
CATCATERPILLAR INC
$619K
STWDSTARWOOD PPTY TR INC
$616K
SHYISHARES TR
$590K
RHCRH PLC
$587K
LMNRLIMONEIRA CO
$573K
HSTHOST HOTELS & RESORTS INC
$571K
TTENTOTALENERGIES SE
$552K
ESEVERSOURCE ENERGY
$538K
IWMISHARES TR
$519K
VWOVANGUARD INTL EQUITY INDEX F
$511K
FXFINVESCO CURRENCYSHARES SWISS
$503K
SHVISHARES TR
$491K
EXPOEXPONENT INC
$491K
SBUXSTARBUCKS CORP
$490K
SWXSOUTHWEST GAS HLDGS INC
$483K
JPSTJ P MORGAN EXCHANGE TRADED F
$482K
BKBANK NEW YORK MELLON CORP
$472K
VRTXVERTEX PHARMACEUTICALS INC
$468K
IWSISHARES TR
$464K
NWSANEWS CORP NEW
$451K
CSCOCISCO SYS INC
$451K
IXCISHARES TR
$442K
THCTENET HEALTHCARE CORP
$440K
PHYS/USPROTT PHYSICAL GOLD TR
$429K
BWABORGWARNER INC
$428K
FNDCSCHWAB STRATEGIC TR
$422K
KLACKLA CORP
$420K
IAU*ISHARES GOLD TR
$405K
ANGLVANECK ETF TRUST
$400K
BSVVANGUARD BD INDEX FDS
$393K
IWBISHARES TR
$390K
LCNBLCNB CORP
$385K
JBTJBT MAREL CORPORATION
$383K
MARMARRIOTT INTL INC NEW
$382K
DFAIDIMENSIONAL ETF TRUST
$380K
FDXFEDEX CORP
$379K
DFUSDIMENSIONAL ETF TRUST
$374K
WHRWHIRLPOOL CORP
$374K
STLASTELLANTIS N.V
$370K
MCDMCDONALDS CORP
$367K
TJXTJX COS INC NEW
$355K
ARCOARCOS DORADOS HOLDINGS INC
$351K
APHAMPHENOL CORP NEW
$345K
ABTABBOTT LABS
$343K
UDRUDR INC
$343K
VSSVANGUARD INTL EQUITY INDEX F
$333K
METAMETA PLATFORMS INC
$328K
JEFJEFFERIES FINL GROUP INC
$328K
FXEINVESCO CURRENCYSHARES EURO
$326K
UHAL/BU HAUL HOLDING COMPANY
$321K
ANAUTONATION INC
$317K
WABWABTEC
$314K
PCHPOTLATCHDELTIC CORPORATION
$313K
LLYELI LILLY & CO
$311K
IWDISHARES TR
$308K
SPNTSIRIUSPOINT LTD
$305K
GLWCORNING INC
$299K
AEBAALLETE INC
$297K
IMOIMPERIAL OIL LTD
$295K
VLOVALERO ENERGY CORP
$293K
KOCOCA COLA CO
$293K
RYNRAYONIER INC
$291K
HMCHONDA MOTOR LTD
$289K
NSCNORFOLK SOUTHN CORP
$281K
LMTLOCKHEED MARTIN CORP
$280K
SONSONOCO PRODS CO
$279K
AVUVAMERICAN CENTY ETF TR
$266K
EWEDWARDS LIFESCIENCES CORP
$262K
PAGPENSKE AUTOMOTIVE GRP INC
$257K
LINLINDE PLC
$248K
BMYBRISTOL-MYERS SQUIBB CO
$242K
PHPARKER-HANNIFIN CORP
$234K
PreviousPage 2 of 3Next