Investor
Baugh & Associates, LLC
CIK 0001730818 · filed 2026-04-16 · SEC filing
13F book
$231.5M
Positions
44
4 new · 1 sold
Largest name
6.8%
Apple Inc. · AAPL
Est. mark
$20.2M
Price effect on 40 names still held. Flow $7.98M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 61.8K | $15.7M | 6.8% | $68.4K | Cut−$50.1K |
| Microsoft Corp | MSFT | 39.8K | $14.7M | 6.4% | −$3.22M | Added−$3.04M |
| Walmart Inc. | WMT | 90.1K | $11.2M | 4.8% | $1.79M | Cut$1.67M |
| Morgan Stanley | — | 63.1K | $10.4M | 4.5% | $67.7K | Added$239K |
| Costco Whsl Corp New | — | 10.2K | $10.1M | 4.4% | $1.96M | Cut$1.89M |
| Jpmorgan Chase & Co. | — | 31.3K | $9.22M | 4.0% | −$287.9K | Cut−$342.5K |
| AbbVie Inc. | ABBV | 40.3K | $8.77M | 3.8% | $161.2K | Cut$121.5K |
| Lowes Cos Inc | — | 34.7K | $8.19M | 3.5% | $416.5K | Added$514.8K |
| Home Depot, Inc. | HD | 24.4K | $8.04M | 3.5% | $176.7K | Cut$163.2K |
| Nextera Energy Inc | — | 85.7K | $7.96M | 3.4% | $1.72M | Cut$1.68M |
| Intel Corp | INTC | 174K | $7.68M | 3.3% | $1.74M | Cut$1.08M |
| Merck & Co., Inc. | MRK | 62.4K | $7.5M | 3.2% | $1.43M | Added$1.57M |
| Johnson & Johnson | JNJ | 28.7K | $7.02M | 3.0% | $1.55M | Cut$1.48M |
| Bank America Corp | — | 133.7K | $6.52M | 2.8% | −$154.4K | Cut−$175.8K |
| Altria Group, Inc. | MO | 95.9K | $6.33M | 2.7% | $1.3M | Cut$1.26M |
| Pfizer Inc | PFE | 225K | $6.32M | 2.7% | $1.08M | Added$1.44M |
| Exxon Mobil Corp | — | 36.7K | $6.23M | 2.7% | $2.16M | Cut$1.05M |
| Abbott Labs | ABT | 58.3K | $5.99M | 2.6% | −$492.6K | Added$233.6K |
| Conocophillips | COP | 45.2K | $5.97M | 2.6% | $2.11M | Cut$1.24M |
| Verizon Communications Inc | VZ | 113.3K | $5.69M | 2.5% | $1.41M | Cut$1.37M |
| Chevron Corp New | CVX | 27.2K | $5.63M | 2.4% | $1.81M | Cut$1.03M |
| Truist Finl Corp | — | 122.1K | $5.62M | 2.4% | $24.4K | Cut$5.16K |
| Weyerhaeuser Co Mtn Be | WY | 229K | $5.59M | 2.4% | $690.6K | Added$1.58M |
| Ares Capital Corp | ARCC | 304.1K | $5.48M | 2.4% | −$140.8K | Added$1.19M |
| Southern Co | — | 56.1K | $5.41M | 2.3% | $856.8K | Cut$829.8K |
| Qualcomm Inc | — | 41.2K | $5.31M | 2.3% | −$867.8K | Added$663.4K |
| Realty Income Corp | O | 69.9K | $4.28M | 1.8% | $634.6K | Cut$609.6K |
| Pepsico Inc | PEP | 26.5K | $4.12M | 1.8% | $591.1K | Cut$544.1K |
| Asml Holding N V | — | 3K | $3.96M | 1.7% | $1M | Cut$997.7K |
| Alphabet Inc | — | 13.3K | $3.82M | 1.7% | $33.6K | Added$269.6K |
| Nvidia Corp | NVDA | 18.5K | $3.23M | 1.4% | — | New |
| Energy Transfer L P | — | 154.1K | $2.97M | 1.3% | $665.7K | Cut$609K |
| Arista Networks, Inc. | ANET | 24.1K | $2.96M | 1.3% | — | New |
| Invesco Qqq Tr | — | 813 | $469.5K | 0.2% | −$14.2K | Cut−$14.8K |
| Spdr S&P 500 Etf Tr | — | 713 | $463.6K | 0.2% | $29.6K | Cut$25.9K |
| International Business Machs | — | 1.53K | $370.2K | 0.2% | −$82.2K | Held |
| Caterpillar Inc | CAT | 500 | $354.2K | 0.2% | $67.8K | Held |
| Coca Cola Co | KO | 4.28K | $325.5K | 0.1% | $31.4K | Held |
| Progressive Corp | — | 1.57K | $312.2K | 0.1% | −$46.4K | Held |
| Vanguard World Fd | — | 424 | $295.5K | 0.1% | — | New |
| Vanguard Growth Etf | — | 663 | $289.6K | 0.1% | — | New |
| Spdr Series Trust | — | 1.9K | $277.3K | 0.1% | $12.9K | Held |
| Service Pptys Tr | — | 191.5K | $259.4K | 0.1% | −$67.5K | Cut−$71.4K |
| First Tr Exchange-Traded Fd | — | 987 | $213.2K | 0.1% | −$5.8K | Cut−$6.91K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.