Baker Ellis Asset Management Llc Q2 2026 Portfolio Activity: Significant Changes in Holdings

Baker Ellis Asset Management Llc's portfolio saw notable shifts during Q2 2026, with significant additions to large-cap tech and index funds alongside reductions in certain sectors. The total portfolio value stood at $960 million.

By Insiderset.Jul 25, 2026, 8:39 AM
BRK-B
VTI
LRCX
VGT
DISV
STRL
Baker Ellis Asset Management Llc
Baker Ellis Asset Management Llc Q2 2026 Portfolio Activity: Significant Changes in Holdings
Baker Ellis Asset Management Llc's portfolio saw notable shifts during Q2 2026, with significant additions to large-cap tech and index funds alongside reductions in certain sectors. The total portfolio value stood at $960 million.