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Portfolio (Quarterly) Guide ↗

Baker Ellis Asset Management LLC

· CIK 0001365559
13F Portfolio $831M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 260 New
Page 13 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SHLD GLOBAL X FDS 3,360.0 $218K 0.03% NEW $64.79 -0.6%
242 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 3,950.0 $218K 0.03% NEW $55.09 +11.4%
243 U HAUL HOLDING COMPANY 4,640.0 $217K 0.03% NEW $46.74
244 PBR PETROLEO BRASILEIRO SA PETRO Energy 18,000.0 $213K 0.03% NEW $11.85 +69.0%
245 GGG GRACO INC Industrials 2,589.0 $212K 0.03% NEW $81.97 -8.1%
246 DHR DANAHER CORPORATION Healthcare 920.0 $211K 0.03% NEW $228.82 -24.3%
247 DGX QUEST DIAGNOSTICS INC Healthcare 1,200.0 $208K 0.03% NEW $173.53 +11.7%
248 LMT LOCKHEED MARTIN CORP Industrials 430.0 $208K 0.03% NEW $483.67 +8.1%
249 ALK ALASKA AIR GROUP INC Industrials 4,094.0 $206K 0.03% NEW $50.30 -18.3%
250 RVSB RIVERVIEW BANCORP INC Financial Services 41,000.0 $206K 0.03% NEW $5.02 +9.4%
251 MET METLIFE INC Financial Services 2,593.0 $205K 0.03% NEW $78.94 +6.8%
252 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,000.0 $203K 0.02% NEW $203.05 -6.7%
253 USMV ISHARES TR 2,125.0 $200K 0.02% NEW $94.16 +2.0%
254 SELF GLOBAL SELF STORAGE INC Real Estate 39,000.0 $199K 0.02% NEW $5.10 +2.0%
255 IFN INDIA FD INC Financial Services 12,000.0 $165K 0.02% NEW $13.71 -16.8%
256 TTI TETRA TECHNOLOGIES INC DEL Energy 17,000.0 $159K 0.02% NEW $9.37 +11.2%
257 BSM BLACK STONE MINERALS L P Energy 11,000.0 $146K 0.02% NEW $13.29 +4.6%
258 WU WESTERN UN CO Financial Services 10,000.0 $93K 0.01% NEW $9.31 -7.8%
259 ABEV AMBEV SA Consumer Defensive 30,000.0 $74K 0.01% NEW $2.47 +32.4%
260 CRDF CARDIFF ONCOLOGY INC Healthcare 20,000.0 $56K 0.01% NEW $2.81 -36.3%
Page 13 of 13  ·  260 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 21.8%
Industrials 19.9%
Financial Services 15.4%
Consumer Defensive 8.9%
Healthcare 7.6%
Communication Services 6.9%
Energy 6.3%
Real Estate 5.1%
Consumer Cyclical 4.5%
Basic Materials 1.9%