Stock Taper 
BAKER ELLIS ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Louisiana-Pacific Corporation | LPX | 34.91K | $2.75M |
 News Corporation | NWS | 35.46K | $995.01K |
 UBS Group AG | UBS | 36.35K | $1.8M |
 Amazon.com, Inc. | AMZN | 38.19K | $9.1M |
 Rayonier Inc. REIT | RYN | 39.36K | $837.5K |
 Broadcom Inc. | AVGO | 40.16K | $15.17M |
 Henry Schein, Inc. | HSIC | 43.75K | $3.65M |
 Apple Inc. | AAPL | 45.3K | $13.11M |
 Sterling Infrastructure, Inc. | STRL | 48.66K | $40.84M |
 Amrize Ltd | AMRZ | 48.91K | $2.61M |
 Pinterest, Inc. | PINS | 49.44K | $1.04M |
 Pinnacle West Capital Corporation | PNW | 50.14K | $5.37M |
 Mueller Industries, Inc. | MLI | 51.57K | $6.34M |
 Mid-America Apartment Communities, Inc. | MAA | 53.23K | $7.4M |
 JPMorgan Chase & Co. | JPM | 54.75K | $17.92M |
 Microsoft Corporation | MSFT | 57.38K | $21.4M |
 Oshkosh Corp | OSK | 57.49K | $8.82M |
 RTX Corporation | RTX | 58.55K | $11.11M |
 The Timken Company | TKR | 65.24K | $9.48M |
 Arcos Dorados Holdings Inc. | ARCO | 65.7K | $529.54K |