Baugh & Associates, LLC

Institutional manager (13F) · CIK 1730818

13F holdings · as of 2026-03-31 · top 44 · reported portfolio $232M

#	Issuer	Value	Shares
1	APPLE INC	$16M	61,779
2	MICROSOFT CORP	$15M	39,773
3	WALMART INC	$11M	90,092
4	MORGAN STANLEY	$10M	63,063
5	COSTCO WHOLESALE CORPORATION	$10M	10,168
6	JPMORGAN CHASE & CO	$9M	31,332
7	ABBVIE INC	$9M	40,325
8	LOWES COS INC	$8M	34,659
9	HOME DEPOT INC	$8M	24,448
10	NEXTERA ENERGY INC	$8M	85,697
11	INTEL CORP	$8M	173,964
12	MERCK & CO INC	$8M	62,389
13	JOHNSON & JOHNSON	$7M	28,736
14	BANK AMERICA CORP	$7M	133,738
15	ALTRIA GROUP INC	$6M	95,922
16	PFIZER INC	$6M	225,017
17	EXXON MOBIL CORP	$6M	36,731
18	ABBOTT LABORATORIES	$6M	58,296
19	CONOCOPHILLIPS	$6M	45,205
20	VERIZON COMMUNICATIONS INC	$6M	113,348
21	CHEVRON CORPORATION	$6M	27,209
22	TRUIST FINL CORP	$6M	122,147
23	WEYERHAEUSER CO	$6M	229,004
24	ARES CAPITAL CORP	$5M	304,122
25	SOUTHERN CO	$5M	56,077
26	QUALCOMM INC	$5M	41,221
27	REALTY INCOME CORP	$4M	69,931
28	PEPSICO INC	$4M	26,514
29	ASML HLDG NV	$4M	2,999
30	ALPHABET INC	$4M	13,334
31	NVIDIA CORPORATION	$3M	18,497
32	ENERGY TRANSFER L P	$3M	154,077
33	ARISTA NETWORKS INC	$3M	24,086
34	INVESCO QQQ TR	$469k	813
35	STATE STR SPDR S&P 500 ETF T	$464k	713
36	INTERNATIONAL BUSINESS MACHS	$370k	1,527
37	CATERPILLAR INC	$354k	500
38	COCA COLA CO	$325k	4,280
39	PROGRESSIVE CORP	$312k	1,575
40	VANGUARD WORLD FD	$296k	424
41	VANGUARD INDEX FDS	$290k	663
42	SPDR SERIES TRUST	$277k	1,900
43	SERVICE PPTYS TR	$259k	191,471
44	FIRST TR EXCHANGE-TRADED FD	$213k	987

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.