Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Baugh & Associates, LLC (CIK 1730818) reported $231.5M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($15.7M, 6.77%), MSFT ($14.7M, 6.36%), WMT ($11.2M, 4.84%), MS ($10.4M, 4.48%), COST ($10.1M, 4.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $15.7M | 6.77% | 61,779 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $14.7M | 6.36% | 39,773 | Added |
| 3 | WMT | WALMART INC | $11.2M | 4.84% | 90,092 | Trimmed |
| 4 | MS | MORGAN STANLEY | $10.4M | 4.48% | 63,063 | Added |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $10.1M | 4.38% | 10,168 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $9.2M | 3.98% | 31,332 | Trimmed |
| 7 | ABBV | ABBVIE INC | $8.8M | 3.79% | 40,325 | Trimmed |
| 8 | LOW | LOWES COS INC | $8.2M | 3.54% | 34,659 | Added |
| 9 | HD | HOME DEPOT INC | $8.0M | 3.47% | 24,448 | Trimmed |
| 10 | NEE | NEXTERA ENERGY INC | $8.0M | 3.44% | 85,697 | Trimmed |
| 11 | INTC | INTEL CORP | $7.7M | 3.32% | 173,964 | Trimmed |
| 12 | MRK | MERCK & CO INC | $7.5M | 3.24% | 62,389 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $7.0M | 3.03% | 28,736 | Trimmed |
| 14 | BAC | BANK AMERICA CORP | $6.5M | 2.82% | 133,738 | Trimmed |
| 15 | PFE | PFIZER INC | $6.3M | 2.73% | 225,017 | Added |
| 16 | MO | ALTRIA GROUP INC | $6.3M | 2.73% | 95,922 | Trimmed |
| 17 | XOM | EXXON MOBIL CORP | $6.2M | 2.69% | 36,731 | Trimmed |
| 18 | ABT | ABBOTT LABORATORIES | $6.0M | 2.58% | 58,296 | Added |
| 19 | COP | CONOCOPHILLIPS | $6.0M | 2.58% | 45,205 | Trimmed |
| 20 | VZ | VERIZON COMMUNICATIONS INC | $5.7M | 2.46% | 113,348 | Trimmed |
| 21 | TFC | TRUIST FINL CORP | $5.6M | 2.43% | 122,147 | Trimmed |
| 22 | CVX | CHEVRON CORPORATION | $5.6M | 2.43% | 27,209 | Trimmed |
| 23 | WY | WEYERHAEUSER CO | $5.6M | 2.42% | 229,004 | Added |
| 24 | ARCC | ARES CAPITAL CORP | $5.5M | 2.37% | 304,122 | Added |
| 25 | SO | SOUTHERN CO | $5.4M | 2.34% | 56,077 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31