Baugh & Associates, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Baugh & Associates, LLC held in its portfolio 41 assets valued at $203,364,420 (i.e. $203.36M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($17.76M), APPLE INC ($15.73M), and MORGAN STANLEY ($10.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 41 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Baugh & Associates, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 39275 | 17761155 | COM |
| APPLE INC | 62248 | 15729004 | COM |
| MORGAN STANLEY | 62022 | 10139271 | COM NEW |
| JPMORGAN CHASE & CO. | 31512 | 9559198 | COM |
| WALMART INC | 91199 | 9527003 | COM |
| ABBVIE INC | 40511 | 8648803 | COM |
| COSTCO WHSL CORP NEW | 10252 | 8237934 | COM |
| HOME DEPOT INC | 24490 | 7877527 | COM |
| LOWES COS INC | 34243 | 7674435 | COM |
| BANK AMERICA CORP | 134166 | 6695535 | COM |
| INTEL CORP | 193422 | 6601365 | COM |
| NEXTERA ENERGY INC | 86250 | 6277575 | COM |
| MERCK & CO INC | 61245 | 5934030 | COM |
| ABBOTT LABS | 51223 | 5751688 | COM |
| TRUIST FINL CORP | 122567 | 5609940 | COM |
| JOHNSON & JOHNSON | 29083 | 5540658 | COM |
| EXXON MOBIL CORP | 46762 | 5184368 | COM |
| ALTRIA GROUP INC | 96645 | 5070793 | COM |
| PFIZER INC | 212290 | 4880923 | COM |
| CONOCOPHILLIPS | 55407 | 4728335 | COM |
| QUALCOMM INC | 29331 | 4645034 | COM |
| CHEVRON CORP NEW | 32764 | 4604338 | COM |
| SOUTHERN CO | 56410 | 4582796 | COM |
| VERIZON COMMUNICATIONS INC | 114511 | 4323571 | COM |
| ARES CAPITAL CORP | 230450 | 4293494 | COM |
| WEYERHAEUSER CO MTN BE | 192550 | 4013441 | COM NEW |
| REALTY INCOME CORP | 70411 | 3668785 | COM |
| PEPSICO INC | 26867 | 3573217 | COM |
| ALPHABET INC | 12511 | 3555354 | CAP STK CL C |
| ASML HOLDING N V | 3002 | 2963512 | N Y REGISTRY SHS |
| ENERGY TRANSFER L P | 157863 | 2364715 | COM UT LTD PTN |
| INVESCO QQQ TR | 814 | 484321 | UNIT SER 1 |
| INTERNATIONAL BUSINESS MACHS | 1527 | 452380 | COM |
| SPDR S&P 500 ETF TR | 719 | 437673 | TR UNIT |
| PROGRESSIVE CORP | 1575 | 358659 | COM |
| SERVICE PPTYS TR | 193767 | 330821 | COM SH BEN INT |
| COCA COLA CO | 4280 | 294102 | COM |
| CATERPILLAR INC | 500 | 286435 | COM |
| SPDR SERIES TRUST | 1900 | 264433 | STATE STREET SPD |
| FIRST TR EXCHANGE-TRADED FD | 992 | 220081 | SHS |
| ISHARES TR | 460 | 217718 | RUS 1000 GRW ETF |
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