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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 13 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RVSB RIVERVIEW BANCORP INC Financial Services 41,000.0 $223K 0.02% $5.43 -6.3%
242 MET METLIFE INC Financial Services 2,593.0 $219K 0.02% NEW $84.61 +12.4%
243 LMT LOCKHEED MARTIN CORP Industrials 430.0 $219K 0.02% $509.46 +15.6%
244 RUSHB RUSH ENTERPRISES INC Consumer Cyclical 2,862.0 $219K 0.02% NEW $76.50 +2.7%
245 LSTR LANDSTAR SYS INC Industrials 1,057.0 $219K 0.02% NEW $206.81 -10.5%
246 TSLA TESLA INC Consumer Cyclical 519.0 $218K 0.02% NEW $420.43 -16.5%
247 PHIN PHINIA INC Consumer Cyclical 2,629.0 $217K 0.02% NEW $82.37 -11.0%
248 SONY SONY GROUP CORP Technology 10,675.0 $214K 0.02% +150.0 +1.4% $20.06 +17.1%
249 CMI CUMMINS INC Industrials 300.0 $214K 0.02% NEW $713.21 -14.7%
250 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 3,450.0 $213K 0.02% -500.0 -12.7% $61.82 -2.4%
251 DTE DTE ENERGY CO Utilities 1,389.0 $212K 0.02% $152.40 -8.7%
252 BMI BADGER METER INC Technology 1,399.0 $208K 0.02% $148.38 -11.8%
253 DFAI DIMENSIONAL ETF TRUST 5,000.0 $206K 0.02% NEW $41.25 +4.5%
254 USMV ISHARES TR 2,125.0 $205K 0.02% NEW $96.46 +5.0%
255 TMO THERMO FISHER SCIENTIFIC INC Healthcare 405.0 $203K 0.02% NEW $501.36 +22.4%
256 EWY ISHARES INC 995.0 $201K 0.02% NEW $201.90 -13.6%
257 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,000.0 $200K 0.02% NEW $100.07 +6.6%
258 PBR PETROLEO BRASILEIRO S A Energy 12,000.0 $194K 0.02% $16.16 +14.7%
259 SELF GLOBAL SELF STORAGE INC Real Estate 37,000.0 $194K 0.02% +2K +5.7% $5.24 +3.2%
260 TTI TETRA TECHNOLOGIES INC DEL Energy 16,000.0 $181K 0.02% $11.33 -34.0%
Page 13 of 14  ·  265 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%