account_balance
Investment manager · 13F filer · SEC CIK 1730818
Baugh & Associates, LLC
Reported value$221Mas of Sep 30, 2026
Positions41 0 new, 1 sold out
Top 10 weight49.6%MSFT alone is 8%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
8.3%Added +7%
AAPLApple Inc.
8.1%Added +6%
INTCIntel Corp
6.2%Added +6%
MSMorgan Stanley
4.3%Added +9%
ABBVAbbVie Inc.
4.3%Added +8%
JPMJPMorgan Chase & Co
4.3%Added +4%
WMTWalmart Inc.
3.8%Added +9%
COSTCostco Wholesale Corp
3.8%Added +5%
MRKMerck & Co., Inc.
3.5%Added +9%
JNJJohnson & Johnson
3.0%Added +7%
QCOMQualcomm Inc
3.0%Added +10%
BACBank of America Corp
2.9%Added +8%
MSFTMicrosoft Corp
8.3%Added +7%
AAPLApple Inc.
8.1%Added +6%
INTCIntel Corp
6.2%+6%
MSMorgan Stanley
4.3%+9%
ABBVAbbVie Inc.
4.3%+8%
JPMJPMorgan Chase & Co
4.3%
WMTWalmart Inc.
3.8%
COSTCostco Wholesale Corp
3.8%
MRKMerck & Co., Inc.
3.5%
JNJ3.0%QCOMBAC2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 8.3% Added +7%AAPL Apple Inc. 8.1% Added +6%INTC Intel Corp 6.2% Added +6%MS Morgan Stanley 4.3% Added +9%ABBV AbbVie Inc. 4.3% Added +8%JPM JPMorgan Chase & Co 4.3% Added +4%WMT Walmart Inc. 3.8% Added +9%COST Costco Wholesale Corp 3.8% Added +5%MRK Merck & Co., Inc. 3.5% Added +9%JNJ Johnson & Johnson 3.0% Added +7%QCOM Qualcomm Inc 3.0% Added +10%BAC Bank of America Corp 2.9% Added +8%
What changed
Biggest moves since Jun 30, 2026
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