Baugh & Associates, LLC Top Holdings and 13F Report (2026) About Baugh & Associates, LLCInvestment ActivityBaugh & Associates, LLC has $231.54 million in total holdings as of March 31, 2026.Baugh & Associates, LLC owns shares of 44 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 5.37% of the portfolio was purchased this quarter.About 2.68% of the portfolio was sold this quarter.This quarter, Baugh & Associates, LLC has purchased 41 new stocks and bought additional shares in 10 stocks.Baugh & Associates, LLC sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $15,678,892Microsoft $14,722,932WALMART INC $11,196,634Morgan Stanley $10,378,278Costco Wholesale $10,131,700 Largest New Holdings this Quarter 67066G104 - NVIDIA $3,225,857 Holding040413205 - ARISTA NETWORKS INC $2,957,279 Holding92204A702 - Vanguard Information Technology ETF $295,533 Holding922908736 - Vanguard Growth ETF $289,592 Holding Largest Purchases this Quarter NVIDIA 18,497 shares (about $3.23M)ARISTA NETWORKS INC 24,086 shares (about $2.96M)Qualcomm 11,890 shares (about $1.53M)Ares Capital 73,672 shares (about $1.33M)Weyerhaeuser 36,454 shares (about $890.57K) Largest Sales this Quarter ExxonMobil 10,031 shares (about $1.70M)ConocoPhillips 10,202 shares (about $1.35M)Chevron 5,555 shares (about $1.15M)Intel 19,458 shares (about $858.68K)WALMART INC 1,107 shares (about $137.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaugh & Associates, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$15,678,892$119,028 ▼-0.8%61,7796.8%Computer and TechnologyMSFTMicrosoft$14,722,932$184,347 ▲1.3%39,7736.4%Computer and TechnologyWALMART INC$11,196,634$137,578 ▼-1.2%90,0924.8%COMMSMorgan Stanley$10,378,278$171,317 ▲1.7%63,0634.5%FinanceCOSTCostco Wholesale$10,131,700$83,700 ▼-0.8%10,1684.4%Retail/WholesaleJPMJPMorgan Chase & Co.$9,216,660$52,949 ▼-0.6%31,3324.0%FinanceABBVAbbVie$8,770,284$40,453 ▼-0.5%40,3253.8%MedicalLOWLowe's Companies$8,189,228$98,292 ▲1.2%34,6593.5%Retail/WholesaleHDHome Depot$8,040,747$13,813 ▼-0.2%24,4483.5%Retail/WholesaleNEENextEra Energy$7,959,538$51,363 ▼-0.6%85,6973.4%UtilitiesINTCIntel$7,677,022$858,680 ▼-10.1%173,9643.3%Computer and TechnologyMRKMerck & Co., Inc.$7,504,769$137,612 ▲1.9%62,3893.2%MedicalJNJJohnson & Johnson$7,024,270$84,821 ▼-1.2%28,7363.0%MedicalBACBank of America$6,519,727$20,865 ▼-0.3%133,7382.8%FinanceMOAltria Group$6,329,893$47,711 ▼-0.7%95,9222.7%Consumer StaplesPFEPfizer$6,318,477$357,374 ▲6.0%225,0172.7%MedicalXOMExxonMobil$6,231,781$1,701,859 ▼-21.5%36,7312.7%EnergyABTAbbott Laboratories$5,985,259$726,186 ▲13.8%58,2962.6%MedicalCOPConocoPhillips$5,967,060$1,346,664 ▼-18.4%45,2052.6%EnergyVZVerizon Communications$5,690,070$58,383 ▼-1.0%113,3482.5%Computer and TechnologyCVXChevron$5,629,585$1,149,338 ▼-17.0%27,2092.4%EnergyTFCTruist Financial$5,615,097$19,307 ▼-0.3%122,1472.4%FinanceWYWeyerhaeuser$5,594,568$890,571 ▲18.9%229,0042.4%ConstructionARCCAres Capital$5,480,279$1,327,570 ▲32.0%304,1222.4%FinanceSOSouthern$5,412,559$32,141 ▼-0.6%56,0772.3%UtilitiesQCOMQualcomm$5,308,440$1,531,194 ▲40.5%41,2212.3%Computer and TechnologyORealty Income$4,278,379$29,366 ▼-0.7%69,9311.8%FinancePEPPepsiCo$4,117,359$54,817 ▼-1.3%26,5141.8%Consumer StaplesASMLASML$3,961,169$3,962 ▼-0.1%2,9991.7%Computer and TechnologyGOOGAlphabet$3,824,991$236,086 ▲6.6%13,3341.7%Computer and TechnologyNVDANVIDIA$3,225,857$3,225,857 ▲New Holding18,4971.4%Computer and TechnologyETEnergy Transfer$2,973,686$73,070 ▼-2.4%154,0771.3%EnergyARISTA NETWORKS INC$2,957,279$2,957,279 ▲New Holding24,0861.3%COM SHSQQQInvesco QQQ$469,478$577 ▼-0.1%8130.2%FinanceSPYSPDR S&P 500 ETF Trust$463,578$3,901 ▼-0.8%7130.2%FinanceIBMInternational Business Machines$370,1840.0%1,5270.2%Computer and TechnologyCATCaterpillar$354,2300.0%5000.2%IndustrialsKOCocaCola$325,4840.0%4,2800.1%Consumer StaplesPGRProgressive$312,2280.0%1,5750.1%FinanceVGTVanguard Information Technology ETF$295,533$295,533 ▲New Holding4240.1%ETFVUGVanguard Growth ETF$289,592$289,592 ▲New Holding6630.1%ETFSDYSPDR S&P Dividend ETF$277,3160.0%1,9000.1%ETFSVCService Properties Trust$259,443$3,111 ▼-1.2%191,4710.1%FinanceQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$213,172$1,080 ▼-0.5%9870.1%ManufacturingIWFiShares Russell 1000 Growth ETF$0$217,718 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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