Baker Ellis Asset Management LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $780 Million distributed in 260 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $73.6M, Berkshire Hathaway Inc Class B with a value of $36.5M, Microsoft Corp with a value of $28.7M, Vanguard Information Technolog with a value of $25.3M, and Vanguard Whitehall Fds (Vangua with a value of $19.1M.

Examining the 13F form we can see an increase of $1.75M in the current position value, from $779M to 780M.

Below you can find more details about Baker Ellis Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $780 Million
ETFs: $370 Million
Industrials: $86.1 Million
Financial Services: $85.5 Million
Technology: $70.4 Million
Consumer Defensive: $38.2 Million
Healthcare: $29.9 Million
Communication Services: $26.6 Million
Energy: $21.5 Million
Other: $52.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 260
  • Current Value $780 Million
  • Prior Value $779 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 22 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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