§ 13F · FUND PROFILE
Baugh & Associates, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $201M (13F)Positions · 41Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 62K | $16M | 6.8% | −1% |
| 2 | MSFT | MICROSOFT CORP | 40K | $15M | 6.4% | +1% |
| 3 | WMT | WALMART INC | 90K | $11M | 4.8% | −1% |
| 4 | MS | MORGAN STANLEY | 63K | $10M | 4.5% | +2% |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 10K | $10M | 4.4% | −1% |
| 6 | JPM | JPMORGAN CHASE & CO | 31K | $9M | 4.0% | −1% |
| 7 | ABBV | ABBVIE INC | 40K | $9M | 3.8% | ±0% |
| 8 | LOW | LOWES COS INC | 35K | $8M | 3.5% | +1% |
| 9 | HD | HOME DEPOT INC | 24K | $8M | 3.5% | ±0% |
| 10 | NEE | NEXTERA ENERGY INC | 86K | $8M | 3.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAUGH SIGNAL
AC read
Baugh & Associates, LLC is a Other fund managing $201 million in assets. The fund runs a portfolio of 41 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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