§ 13F · FUND PROFILE
Baugh & Associates, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $191.9T (13F)Positions · 42Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 39K | $17.8T | 8.7% | −3% |
| 2 | AAPL | APPLE INC | 62K | $15.7T | 7.7% | −4% |
| 3 | MS | MORGAN STANLEY | 62K | $10.1T | 5.0% | −3% |
| 4 | JPM | JPMORGAN CHASE & CO. | 32K | $9.6T | 4.7% | −3% |
| 5 | WMT | WALMART INC | 91K | $9.5T | 4.7% | −3% |
| 6 | ABBV | ABBVIE INC | 41K | $8.6T | 4.3% | −3% |
| 7 | COST | COSTCO WHSL CORP NEW | 10K | $8.2T | 4.1% | −3% |
| 8 | HD | HOME DEPOT INC | 24K | $7.9T | 3.9% | −3% |
| 9 | LOW | LOWES COS INC | 34K | $7.7T | 3.8% | −3% |
| 10 | BAC | BANK AMERICA CORP | 134K | $6.7T | 3.3% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAUGH SIGNAL
AC read
Baugh & Associates, LLC is a Other fund managing $191935.8 trillion in assets. The fund runs a portfolio of 42 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed