Baugh & Associates, LLC

CIK 0001730818 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

Baugh & Associates, LLC reported 42 positions worth $226.0M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: INTC (7.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$226.0M
2026 Q2
Positions
42
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.4%
Est. Net Flow (Q)
2026 Q2
10 / 42 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1INTCINTEL CORPSH$16.6M7.34%118,750
2AAPLAPPLE INCSH$16.1M7.13%55,672
3MSFTMICROSOFT CORPSH$13.6M6.04%36,574
4MSMORGAN STANLEYSH$10.8M4.79%51,765
5JPMJPMORGAN CHASE & COSH$9.6M4.25%29,322
6WMTWALMART INCSH$9.5M4.20%83,776
7ABBVABBVIE INCSH$9.4M4.17%37,494
8COSTCOSTCO WHOLESALE CORPORATIONSH$8.8M3.89%9,405
9HDHOME DEPOT INCSH$8.0M3.54%22,709
10MRKMERCK & CO INCSH$7.0M3.10%54,520

The free plan shows the top 10 positions. The remaining 32 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Baugh & Associates, LLC hold as of Q2 2026?

Baugh & Associates, LLC reported 42 positions worth $226.0M in its Q2 2026 13F filing. Largest positions: INTC (7.3%), AAPL (7.1%), MSFT (6.0%), MS (4.8%) and JPM (4.2%).

What did Baugh & Associates, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Baugh & Associates, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.