StockDriftsStockDriftsTop 50 Baker Ellis Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 8.46% | 222.1K | $71.3M | -0.47%(-1.04K) | $34530.89(-98.97%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.08% | 71.7K | $34.4M | -0.08%(-59) | $142.19(+227.40%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 2.86% | 112.6K | $24.1M | -3.31%(-3.85K) | $21.93(+1157.85%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 2.66% | 32.2K | $22.4M | -3.74%(-1.25K) | $3284.18(-96.75%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 2.53% | 540.3K | $21.3M | +2.89%(+15.20K) | $26.49(+55.34%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.52% | 57.3K | $21.2M | +1.39%(+788) | $12668.10(-96.75%) | 2026-03-31 | |
| STRL | STERLING INFRASTRUCTURE INC | 2.49% | 51.5K | $21.0M | -1.37%(-713) | $114.96(+601.10%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.36% | 134.5K | $19.9M | -0.64%(-869) | $23292.59(-99.33%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 2.16% | 422.4K | $18.2M | +0.03%(+134) | $33.30(+35.43%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.03% | 28.6K | $17.1M | -3.53%(-1.05K) | $283.71(+134.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.27% | +49.20% |
| Top 20 Holdings Unweighted | +14.03% | +48.28% |
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