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Baugh & Associates, Llc

Portfolio Manager
Baugh & Associates, LLC
Performance
+1.31% (2026 Q1)
AUM (13F)
$231.54M
# of Holdings
44
Performance Rank
Allocation (Top 20)
73.23%

Baugh & Associates, Llc Holdings Map

Top 44 Baugh & Associates, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
6.77%61.8K$15.7M
-0.75%(-469)
2025-Q1: 69.8K shares2025-Q2: 66.6K shares2025-Q3: 64.7K shares2025-Q4: 62.2K shares2026-Q1: 61.8K shares
$47.87(+493.62%)
2026-03-31
MSFT
MICROSOFT CORP
6.36%39.8K$14.7M
+1.27%(+498)
2025-Q1: 44.1K shares2025-Q2: 41.6K shares2025-Q3: 40.5K shares2025-Q4: 39.3K shares2026-Q1: 39.8K shares
$101.42(+305.61%)
2026-03-31
WMT
WALMART INC
4.84%90.1K$11.2M
-1.21%(-1.11K)
2025-Q1: 100.7K shares2025-Q2: 95.9K shares2025-Q3: 93.8K shares2025-Q4: 91.2K shares2026-Q1: 90.1K shares
$20.90(+525.71%)
2026-03-31
MS
MORGAN STANLEY
4.48%63.1K$10.4M
+1.68%(+1.04K)
2025-Q1: 69.3K shares2025-Q2: 66.1K shares2025-Q3: 64.0K shares2025-Q4: 62.0K shares2026-Q1: 63.1K shares
$54.04(+250.21%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
4.38%10.2K$10.1M
-0.82%(-84)
2025-Q1: 11.3K shares2025-Q2: 10.8K shares2025-Q3: 10.6K shares2025-Q4: 10.3K shares2026-Q1: 10.2K shares
$370.23(+174.54%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.98%31.3K$9.2M
-0.57%(-180)
2025-Q1: 35.3K shares2025-Q2: 33.6K shares2025-Q3: 32.5K shares2025-Q4: 31.5K shares2026-Q1: 31.3K shares
$104.24(+196.82%)
2026-03-31
ABBV
ABBVIE INC
3.79%40.3K$8.8M
-0.46%(-186)
2025-Q1: 45.0K shares2025-Q2: 42.7K shares2025-Q3: 41.8K shares2025-Q4: 40.5K shares2026-Q1: 40.3K shares
$96.58(+113.42%)
2026-03-31
LOW
LOWES COS INC
3.54%34.7K$8.2M
+1.21%(+416)
2025-Q1: 38.1K shares2025-Q2: 36.2K shares2025-Q3: 35.3K shares2025-Q4: 34.2K shares2026-Q1: 34.7K shares
$101.74(+121.38%)
2026-03-31
HD
HOME DEPOT INC
3.47%24.4K$8.0M
-0.17%(-42)
2025-Q1: 27.1K shares2025-Q2: 25.9K shares2025-Q3: 25.2K shares2025-Q4: 24.5K shares2026-Q1: 24.4K shares
$205.50(+53.49%)
2026-03-31
NEE
NEXTERA ENERGY INC
3.44%85.7K$8.0M
-0.64%(-553)
2025-Q1: 95.2K shares2025-Q2: 91.7K shares2025-Q3: 89.3K shares2025-Q4: 86.3K shares2026-Q1: 85.7K shares
$45.03(+113.80%)
2026-03-31

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