Institutions / Baugh & Associates, LLC
Baugh & Associates, LLC
CIK 1730818 · Institution · as of Dec 31, 2025
Portfolio value
$203.36M
Positions
41
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 41 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $17.76M | 8.7% |
| Apple Inc. | $15.73M | 7.7% |
| Morgan Stanley | $10.14M | 5.0% |
| JPMORGAN CHASE & CO | $9.56M | 4.7% |
| Walmart Inc. | $9.53M | 4.7% |
| AbbVie Inc. | $8.65M | 4.3% |
| Costco Wholesale Corp /New | $8.24M | 4.1% |
| Home Depot, Inc. | $7.88M | 3.9% |
| Lowes Companies Inc | $7.67M | 3.8% |
| Bank of America Corp /De | $6.70M | 3.3% |
| Intel Corp | $6.60M | 3.2% |
| Nextera Energy Inc | $6.28M | 3.1% |
| Merck & Co., Inc. | $5.93M | 2.9% |
| Abbott Laboratories | $5.75M | 2.8% |
| Truist Financial Corp | $5.61M | 2.8% |
| Johnson & Johnson | $5.54M | 2.7% |
| Exxon Mobil Corp | $5.18M | 2.5% |
| Altria Group, Inc. | $5.07M | 2.5% |
| Pfizer Inc | $4.88M | 2.4% |
| ConocoPhillips | $4.73M | 2.3% |
| Qualcomm INC/DE | $4.65M | 2.3% |
| Chevron Corp | $4.60M | 2.3% |
| Southern Co | $4.58M | 2.3% |
| Verizon Communications Inc | $4.32M | 2.1% |
| Ares Capital CorpARCC | $4.29M | 2.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.