Fund HoldingsBaker Ellis Asset Management LLC

Total Portfolio Value
$706.77M
Total Bought
$43.42M
Total Sold
$40.83M
Net Transaction
+$2.59M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SCHWAB STRATEGIC TR057,962+57,96204,1590.59%+4,159
BERKSHIRE HATHAWAY INC DEL067,077+67,077030,8734.37%+30,873
KODIAK GAS SVCS INC(KGS)0120,101+120,10103,4830.49%+3,483
HUNTINGTON INGALLS INDS INC(HII)010,850+10,85002,8690.41%+2,869
VANGUARD INDEX FDS249,345244,182-5,16366,70269,1439.78%+2,440
FIDELITY MERRIMACK STR TR0293,034+293,034013,6961.94%+13,696
LABCORP HOLDINGS INC(LH)08,139+8,13901,8190.26%+1,819
CARRIER GLOBAL CORPORATION(CARR)98,45797,906-5516,2117,8801.12%+1,670
FORTUNE BRANDS INNOVATIONS I(FBIN)062,305+62,30505,5780.79%+5,578
RTX CORPORATION(RTX)57,65358,720+1,0675,7887,1151.01%+1,327
FISERV INC(FISV)042,830+42,83007,6941.09%+7,694
STERLING INFRASTRUCTURE INC(STRL)57,19554,875-2,3206,7687,9581.13%+1,190
BERKSHIRE HATHAWAY INC DEL013+1308,9851.27%+8,985
VANGUARD WHITEHALL FDS0148,448+148,448019,0312.69%+19,031
WEYERHAEUSER CO MTN BE(WY)0169,567+169,56705,7420.81%+5,742
VANECK MERK GOLD ETF(OUNZ)037,000+37,00009390.13%+939
APPLE INC(AAPL)43,14642,930-2169,08710,0031.42%+915
MOLSON COORS BEVERAGE CO(TAP)0133,282+133,28207,6661.08%+7,666
MID-AMER APT CMNTYS INC(MAA)41,43342,888+1,4555,9096,8150.96%+906
LOUISIANA PAC CORP(LPX)036,982+36,98203,9740.56%+3,974
NORTHROP GRUMMAN CORP(NOC)010,026+10,02605,2940.75%+5,294
SANOFI(SNY)092,189+92,18905,3130.75%+5,313
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
337,894340,863+2,9699,0919,9051.40%+814
GOLDMAN SACHS ETF TR343,470341,500-1,97011,55812,3521.75%+794
BROADCOM INC(AVGO)4,35344,585+40,2326,9897,6911.09%+702
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
0210,718+210,718012,6851.79%+12,685
SCHWAB STRATEGIC TR0135,243+135,243011,4321.62%+11,432
GRAPHIC PACKAGING HLDG CO(GPK)0168,904+168,90404,9980.71%+4,998
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
0324,035+324,035013,1661.86%+13,166
ISHARES TR89,20894,896+5,6888,9849,5581.35%+574
CHUBB LIMITED
COM
01,934+1,93405580.08%+558
KIMCO RLTY CORP(KIM)0130,853+130,85303,0380.43%+3,038
BAXTER INTL INC0107,365+107,36504,0770.58%+4,077
ISHARES TR
CORE MSCI TOTAL
124,466123,015-1,4518,4098,9351.26%+526
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
010,312+10,31205230.07%+523
PINNACLE WEST CAP CORP(PNW)49,11948,239-8803,7524,2730.60%+522
WISDOMTREE TR(WT)120,077124,717+4,6406,1776,6970.95%+521
TIMKEN CO(TKR)59,78162,873+3,0924,7905,3000.75%+509
HENRY SCHEIN INC(HSIC)055,886+55,88604,0740.58%+4,074
PIMCO EQUITY SER
RAFI DYN ML US
220,307215,652-4,65510,44610,9121.54%+466
MCDONALDS CORP(MCD)01,350+1,35004110.06%+411
ISHARES TR08,001+8,00109360.13%+936
ISHARES TR01,716+1,71603790.05%+379
SCHWAB STRATEGIC TR09,550+9,55003640.05%+364
VANGUARD WORLD FD38,29538,308+137,5557,9161.12%+361
BOISE CASCADE CO DEL(BCC)016,480+16,48002,3230.33%+2,323
ACCENTURE PLC IRELAND
SHS CLASS A
0990+99003500.05%+350
VERIZON COMMUNICATIONS INC(VZ)072,513+72,51303,2570.46%+3,257
ISHARES TR
CORE 1 5 YR USD
100,200104,400+4,2004,7465,0820.72%+336
VANGUARD INDEX FDS29,75428,824-93014,88115,2102.15%+329
STRYKER CORPORATION(SYK)022,016+22,01607,9541.13%+7,954
COSTCO WHSL CORP NEW(COST)14,22613,980-24612,09212,3941.75%+302
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
019,039+19,03903,4110.48%+3,411
WALMART INC(WMT)15,97217,097+1,1251,0811,3810.20%+299
ABBVIE INC(ABBV)07,343+7,34301,4500.21%+1,450
JPMORGAN CHASE & CO.(JPM)52,76251,982-78010,67210,9611.55%+289
WORLD GOLD TR(GLDM)55,05054,000-1,0502,5372,8150.40%+278
CONSTELLATION BRANDS INC(STZ)01,076+1,07602770.04%+277
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
10,50015,800+5,3005338050.11%+272
ON SEMICONDUCTOR CORP(ON)74,07673,636-4405,0785,3470.76%+269
AMERICAN CENTY ETF TR02,775+2,77502660.04%+266
ABBOTT LABS02,328+2,32802650.04%+265
EXXON MOBIL CORP67,13768,134+9977,7297,9871.13%+258
VANGUARD INDEX FDS019,324+19,32403,5170.50%+3,517
PROGRESSIVE CORP(PGR)0900+90002280.03%+228
CLOROX CO DEL(CLX)01,400+1,40002280.03%+228
MONDELEZ INTL INC(MDLZ)03,055+3,05502250.03%+225
IRON MTN INC DEL(IRM)01,875+1,87502230.03%+223
VANGUARD STAR FDS03,300+3,30002140.03%+214
PARKER-HANNIFIN CORP(PH)0336+33602120.03%+212
KROGER CO(KR)068,955+68,95503,9510.56%+3,951
ENTERGY CORP NEW(ETR)5,8806,380+5006298400.12%+211
SPDR SER TR
ST STR SP DIV
01,460+1,46002070.03%+207
LIMONEIRA CO29,20030,750+1,5506088150.12%+207
METLIFE INC(MET)02,500+2,50002060.03%+206
UDR INC(UDR)04,520+4,52002050.03%+205
WABASH NATL CORP010,650+10,65002040.03%+204
AUTOMATIC DATA PROCESSING IN03,126+3,12608650.12%+865
INGLES MKTS INC(IMKTA)053,819+53,81904,0150.57%+4,015
NEXTERA ENERGY INC(NEE)11,00511,516+5117799730.14%+194
ARCOS DORADOS HOLDINGS INC(ARCO)033,400+33,40002910.04%+291
AGNICO EAGLE MINES LTD(AEM)6,9497,987+1,0384546430.09%+189
VANGUARD WORLD FD
UTILITIES ETF
07,000+7,00001,2180.17%+1,218
ITT INC(ITT)09,260+9,26001,3840.20%+1,384
SPDR S&P 500 ETF TR(SPY)6,5166,476-403,5463,7160.53%+170
HOME DEPOT INC(HD)04,050+4,05001,6410.23%+1,641
VANGUARD INDEX FDS06,670+6,67001,1180.16%+1,118
CATERPILLAR INC(CAT)01,697+1,69706640.09%+664
ORACLE CORP(ORCL)5,3045,30407499040.13%+155
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
7,2758,775+1,5005817350.10%+153
VANGUARD INTL EQUITY INDEX F37,89936,929-9704,2694,4200.63%+152
VANGUARD INTL EQUITY INDEX F34,24634,24602,0082,1570.31%+149
INVESTORS TITLE CO NC3,1753,125-505727180.10%+146
SPDR GOLD TR(GLD)8,5068,116-3901,8291,9730.28%+144
DISCOVER FINL SVCS031,597+31,59704,4330.63%+4,433
VANGUARD INTL EQUITY INDEX F9,18311,319+2,1364025420.08%+140
AMERICAN CENTY ETF TR4,5006,020+1,5202924250.06%+133
VANGUARD INDEX FDS07,221+7,22101,4500.21%+1,450
BALL CORP014,267+14,26709690.14%+969
CISCO SYS INC(CSCO)06,825+6,82503630.05%+363
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