Baugh & Associates

Latest statistics and disclosures from Baugh & Associates's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AAPL, MSFT, WMT, MS, COST, and represent 26.82% of Baugh & Associates's stock portfolio.
  • Added to shares of these 10 stocks: NVDA, ANET, QCOM, ARCC, WY, ABT, PFE, VGT, VUG, GOOG.
  • Started 4 new stock positions in VUG, NVDA, ANET, VGT.
  • Reduced shares in these 10 stocks: XOM, COP, CVX, INTC, IWF, WMT, AAPL, JNJ, COST, ET.
  • Sold out of its position in IWF.
  • Baugh & Associates was a net buyer of stock by $6.2M.
  • Baugh & Associates has $232M in assets under management (AUM), dropping by 13.86%.
  • Central Index Key (CIK): 0001730818

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Portfolio Holdings for Baugh & Associates

Baugh & Associates holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.8 $16M 62k 253.79
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Microsoft Corporation (MSFT) 6.4 $15M 40k 370.17
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Wal-Mart Stores (WMT) 4.8 $11M 90k 124.28
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Morgan Stanley Com New (MS) 4.5 $10M 63k 164.57
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Costco Wholesale Corporation (COST) 4.4 $10M 10k 996.43
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JPMorgan Chase & Co. (JPM) 4.0 $9.2M 31k 294.16
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Abbvie (ABBV) 3.8 $8.8M 40k 217.49
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Lowe's Companies (LOW) 3.5 $8.2M 35k 236.28
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Home Depot (HD) 3.5 $8.0M 24k 328.89
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Nextera Energy (NEE) 3.4 $8.0M 86k 92.88
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Intel Corporation (INTC) 3.3 $7.7M -10% 174k 44.13
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Merck & Co (MRK) 3.2 $7.5M 62k 120.29
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Johnson & Johnson (JNJ) 3.0 $7.0M 29k 244.44
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Bank of America Corporation (BAC) 2.8 $6.5M 134k 48.75
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Altria (MO) 2.7 $6.3M 96k 65.99
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Pfizer (PFE) 2.7 $6.3M +5% 225k 28.08
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Exxon Mobil Corporation (XOM) 2.7 $6.2M -21% 37k 169.66
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Abbott Laboratories (ABT) 2.6 $6.0M +13% 58k 102.67
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ConocoPhillips (COP) 2.6 $6.0M -18% 45k 132.00
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Verizon Communications (VZ) 2.5 $5.7M 113k 50.20
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Chevron Corporation (CVX) 2.4 $5.6M -16% 27k 206.90
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Truist Financial Corp equities (TFC) 2.4 $5.6M 122k 45.97
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Weyerhaeuser Com New (WY) 2.4 $5.6M +18% 229k 24.43
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Ares Capital Corporation (ARCC) 2.4 $5.5M +31% 304k 18.02
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Southern Company (SO) 2.3 $5.4M 56k 96.52
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Qualcomm (QCOM) 2.3 $5.3M +40% 41k 128.78
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Realty Income (O) 1.8 $4.3M 70k 61.18
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Pepsi (PEP) 1.8 $4.1M 27k 155.29
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Asml Hldg Nv N Y Registry Shs (ASML) 1.7 $4.0M 3.0k 1320.83
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Alphabet Cap Stk Cl C (GOOG) 1.7 $3.8M +6% 13k 286.86
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NVIDIA Corporation (NVDA) 1.4 $3.2M NEW 19k 174.40
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Energy Transfer Com Ut Ltd Ptn (ET) 1.3 $3.0M -2% 154k 19.30
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Arista Networks Com Shs (ANET) 1.3 $3.0M NEW 24k 122.78
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $470k 813.00 577.46
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $464k 713.00 650.18
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International Business Machines (IBM) 0.2 $370k 1.5k 242.43
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Caterpillar (CAT) 0.2 $354k 500.00 708.46
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Coca-Cola Company (KO) 0.1 $326k 4.3k 76.05
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Progressive Corporation (PGR) 0.1 $312k 1.6k 198.24
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Vanguard World Inf Tech Etf (VGT) 0.1 $296k NEW 424.00 697.01
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Vanguard Index Fds Growth Etf (VUG) 0.1 $290k NEW 663.00 436.79
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Spdr Series Trust State Street Spd (SDY) 0.1 $277k 1.9k 145.96
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Service Pptys Tr Com Sh Ben Int (SVC) 0.1 $259k 192k 1.35
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First Tr Exchange-traded SHS (QTEC) 0.1 $213k 987.00 215.98
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Past Filings by Baugh & Associates

SEC 13F filings are viewable for Baugh & Associates going back to 2017

View all past filings