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Portfolio (Quarterly) Guide ↗

Baker Ellis Asset Management LLC

· CIK 0001365559
13F Portfolio $964M AUM 265 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 47 Added 77 Reduced 10 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WIP SPDR SERIES TRUST 8,000.0 $315K 0.03% +1K +14.3% $39.39 +0.0%
42 LTPZ PIMCO ETF TR 5,710.0 $289K 0.03% +1K +21.2% $50.65 -6.6%
43 CMCSA COMCAST CORP NEW Communication Services 10,517.0 $258K 0.03% +500.0 +5.0% $24.55 +5.9%
44 VOOG VANGUARD ADMIRAL FDS INC 3,012.0 $249K 0.03% +3K +500.0% $82.62 +1.7%
45 ELD WISDOMTREE TR 8,600.0 $247K 0.03% +500.0 +6.2% $28.70 +0.7%
46 SONY SONY GROUP CORP Technology 10,675.0 $214K 0.02% +150.0 +1.4% $20.06 +17.0%
47 SELF GLOBAL SELF STORAGE INC Real Estate 37,000.0 $194K 0.02% +2K +5.7% $5.24 +1.2%
Page 3 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.8%
Industrials 23.2%
Financial Services 11.9%
Consumer Defensive 7.4%
Energy 6.7%
Healthcare 6.2%
Communication Services 5.9%
Consumer Cyclical 4.9%
Real Estate 4.8%
Basic Materials 2.6%