StockDriftsStockDriftsTop 42 Baugh & Associates, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | 7.34% | 118.8K | $16.6M | -31.74%(-55.21K) | $32.57(+198.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.13% | 55.7K | $16.1M | -9.89%(-6.11K) | $47.39(+547.12%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.04% | 36.6K | $13.6M | -8.04%(-3.20K) | $101.42(+395.71%) | 2026-06-30 | |
| MS | MORGAN STANLEY | 4.79% | 51.8K | $10.8M | -17.92%(-11.30K) | $54.04(+299.16%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.25% | 29.3K | $9.6M | -6.42%(-2.01K) | $104.24(+246.79%) | 2026-06-30 | |
| WMT | WALMART INC | 4.2% | 83.8K | $9.5M | -7.01%(-6.32K) | $20.90(+441.27%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 4.17% | 37.5K | $9.4M | -7.02%(-2.83K) | $68.90(+261.87%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.89% | 9.4K | $8.8M | -7.50%(-763) | $370.23(+157.39%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 3.54% | 22.7K | $8.0M | -7.11%(-1.74K) | $205.50(+72.66%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 3.1% | 54.5K | $7.0M | -12.61%(-7.87K) | $46.38(+184.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.08% | +56.43% | +10.33% | +63.50% |
| Top 20 Holdings Unweighted | +16.67% | +58.80% | +10.55% | +65.15% |
Baugh & Associates, LLC reports $226.02M in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are INTC (7.3%), AAPL (7.1%) and MSFT (6.0%). The top 20 holdings account for 75.33% of reported assets. Its disclosed equity book has returned +56.43% on a three-year cumulative basis. Figures reflect the Q2 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