StockDriftsStockDriftsTop 40 Baugh & Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 8.3% | 39.2K | $18.3M | +7.26%(+2.66K) | $124.55(+328.34%) | 2026-09-30 | |
| AAPL | APPLE INC | 8.11% | 59.2K | $17.9M | +6.37%(+3.55K) | $63.19(+442.74%) | 2026-09-30 | |
| INTC | INTEL CORP | 6.21% | 125.5K | $13.7M | +5.65%(+6.71K) | $37.78(+143.57%) | 2026-09-30 | |
| MS | MORGAN STANLEY | 4.29% | 56.3K | $9.5M | +8.78%(+4.55K) | $65.71(+171.62%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 4.28% | 40.5K | $9.5M | +8.02%(+3.01K) | $82.83(+241.26%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 4.26% | 30.5K | $9.4M | +4.05%(+1.19K) | $113.00(+195.16%) | 2026-09-30 | |
| WMT | WALMART INC | 3.83% | 91.1K | $8.5M | +8.79%(+7.37K) | $27.99(+324.09%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.76% | 9.9K | $8.3M | +5.30%(+498) | $398.02(+150.12%) | 2026-09-30 | |
| MRK | MERCK & CO INC | 3.47% | 59.6K | $7.7M | +9.23%(+5.03K) | $54.03(+165.86%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.05% | 28.1K | $6.7M | +7.04%(+1.85K) | $147.98(+71.50%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.38% | +61.71% | +9.98% | +60.93% |
| Top 20 Holdings Unweighted | +17.60% | +62.62% | +10.11% | +61.85% |
Baugh & Associates LLC reports $220.65M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (8.3%), AAPL (8.1%) and INTC (6.2%). The top 20 holdings account for 75.45% of reported assets. Its disclosed equity book has returned +61.71% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baugh & Associates LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730818). View Baugh & Associates LLC’s 13F filings on SEC