Long-term investor
Baker Ellis Asset Management LLC @bakerellisassetmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001365559).
Record
- Tracked since 2025-06-30 (472 days), 63 trades recorded
- Returns: week n/a · month n/a · 90 days -22.3% · 6 months +24.8% · 1 year +48.9% · all +48.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 8.8% · long · since 2025-09-30
- BRK-B · 4.0% · long · since 2025-09-30
- 512807306 · 3.5% · long · since 2025-09-30
- 92204A702 · 3.5% · long · since 2025-09-30
- MSFT · 3.2% · long · since 2025-09-30
- 25434V781 · 2.5% · long · since 2025-09-30
- STRL · 2.5% · long · since 2025-09-30
- 922908363 · 2.4% · long · since 2025-09-30
- 921946406 · 2.2% · long · since 2025-09-30
- 381430107 · 2.0% · long · since 2025-09-30
- JPM · 2.0% · long · since 2025-09-30
- 46432F834 · 1.9% · long · since 2025-09-30