Baugh & Associates, LLC

Est. AUM

$231.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$15.7M	61779	6.77%	SOLE
2	MICROSOFT CORP	COM	$14.7M	39773	6.36%	SOLE
3	WALMART INC	COM	$11.2M	90092	4.84%	SOLE
4	MORGAN STANLEY	COM NEW	$10.4M	63063	4.48%	SOLE
5	COSTCO WHOLESALE CORPORATION	COM	$10.1M	10168	4.38%	SOLE
6	JPMORGAN CHASE & CO	COM	$9.2M	31332	3.98%	SOLE
7	ABBVIE INC	COM	$8.8M	40325	3.79%	SOLE
8	LOWES COS INC	COM	$8.2M	34659	3.54%	SOLE
9	HOME DEPOT INC	COM	$8.0M	24448	3.47%	SOLE
10	NEXTERA ENERGY INC	COM	$8.0M	85697	3.44%	SOLE
11	INTEL CORP	COM	$7.7M	173964	3.32%	SOLE
12	MERCK & CO INC	COM	$7.5M	62389	3.24%	SOLE
13	JOHNSON & JOHNSON	COM	$7.0M	28736	3.03%	SOLE
14	BANK AMERICA CORP	COM	$6.5M	133738	2.82%	SOLE
15	ALTRIA GROUP INC	COM	$6.3M	95922	2.73%	SOLE
16	PFIZER INC	COM	$6.3M	225017	2.73%	SOLE
17	EXXON MOBIL CORP	COM	$6.2M	36731	2.69%	SOLE
18	ABBOTT LABORATORIES	COM	$6.0M	58296	2.58%	SOLE
19	CONOCOPHILLIPS	COM	$6.0M	45205	2.58%	SOLE
20	VERIZON COMMUNICATIONS INC	COM	$5.7M	113348	2.46%	SOLE
21	CHEVRON CORPORATION	COM	$5.6M	27209	2.43%	SOLE
22	TRUIST FINL CORP	COM	$5.6M	122147	2.43%	SOLE
23	WEYERHAEUSER CO	COM NEW	$5.6M	229004	2.42%	SOLE
24	ARES CAPITAL CORP	COM	$5.5M	304122	2.37%	SOLE
25	SOUTHERN CO	COM	$5.4M	56077	2.34%	SOLE
26	QUALCOMM INC	COM	$5.3M	41221	2.29%	SOLE
27	REALTY INCOME CORP	COM	$4.3M	69931	1.85%	SOLE
28	PEPSICO INC	COM	$4.1M	26514	1.78%	SOLE
29	ASML HLDG NV	N Y REGISTRY SHS	$4.0M	2999	1.71%	SOLE
30	ALPHABET INC	CAP STK CL C	$3.8M	13334	1.65%	SOLE
31	NVIDIA CORPORATION	COM	$3.2M	18497	1.39%	SOLE
32	ENERGY TRANSFER L P	COM UT LTD PTN	$3.0M	154077	1.28%	SOLE
33	ARISTA NETWORKS INC	COM SHS	$3.0M	24086	1.28%	SOLE
34	INVESCO QQQ TR	UNIT SER 1	$469K	813	0.20%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$464K	713	0.20%	SOLE
36	INTERNATIONAL BUSINESS MACHS	COM	$370K	1527	0.16%	SOLE
37	CATERPILLAR INC	COM	$354K	500	0.15%	SOLE
38	COCA COLA CO	COM	$325K	4280	0.14%	SOLE
39	PROGRESSIVE CORP	COM	$312K	1575	0.13%	SOLE
40	VANGUARD WORLD FD	INF TECH ETF	$296K	424	0.13%	SOLE
41	VANGUARD INDEX FDS	GROWTH ETF	$290K	663	0.13%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$277K	1900	0.12%	SOLE
43	SERVICE PPTYS TR	COM SH BEN INT	$259K	191471	0.11%	SOLE
44	FIRST TR EXCHANGE-TRADED FD	SHS	$213K	987	0.09%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.