Baugh & Associates, LLC
45 holdingsFiling period: 2026-03-31Current AUM: $261.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 61.8K | $15.7M | $19.1M | 7.31% | -469 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 39.8K | $14.7M | $18.5M | 7.08% | +498 | 2026-03-31 |
| 3 | WMT | WALMART INC | 90.1K | $11.2M | $10.0M | 3.84% | -1,107 | 2026-03-31 |
| 4 | MS | MORGAN STANLEY | 63.1K | $10.4M | $13.3M | 5.08% | +1.0K | 2026-03-31 |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 10.2K | $10.1M | $9.7M | 3.71% | -84 | 2026-03-31 |
| 6 | JPM | JPMORGAN CHASE & CO | 31.3K | $9.2M | $11.0M | 4.22% | -180 | 2026-03-31 |
| 7 | ABBV | ABBVIE INC | 40.3K | $8.8M | $10.1M | 3.87% | -186 | 2026-03-31 |
| 8 | LOW | LOWES COS INC | 34.7K | $8.2M | $7.2M | 2.76% | +416 | 2026-03-31 |
| 9 | HD | HOME DEPOT INC | 24.4K | $8.0M | $8.1M | 3.11% | -42 | 2026-03-31 |
| 10 | NEE | NEXTERA ENERGY INC | 85.7K | $8.0M | $7.4M | 2.85% | -553 | 2026-03-31 |
| 11 | INTC | INTEL CORP | 174.0K | $7.7M | $15.7M | 6.01% | -19,458 | 2026-03-31 |
| 12 | MRK | MERCK & CO INC | 62.4K | $7.5M | $8.1M | 3.11% | +1.1K | 2026-03-31 |
| 13 | JNJ | JOHNSON & JOHNSON | 28.7K | $7.0M | $7.4M | 2.82% | -347 | 2026-03-31 |
| 14 | BAC | BANK AMERICA CORP | 133.7K | $6.5M | $8.3M | 3.17% | -428 | 2026-03-31 |
| 15 | MO | ALTRIA GROUP INC | 95.9K | $6.3M | $6.6M | 2.51% | -723 | 2026-03-31 |
| 16 | PFE | PFIZER INC | 225.0K | $6.3M | $5.6M | 2.15% | +12.7K | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 36.7K | $6.2M | $5.7M | 2.19% | -10,031 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 36.7K | $6.2M | $5.7M | 2.19% | -10,031 | 2026-03-31 |
| 19 | ABT | ABBOTT LABORATORIES | 58.3K | $6.0M | $6.2M | 2.36% | +7.1K | 2026-03-31 |
| 20 | COP | CONOCOPHILLIPS | 45.2K | $6.0M | $5.4M | 2.09% | -10,202 | 2026-03-31 |
| 21 | VZ | VERIZON COMMUNICATIONS INC | 113.3K | $5.7M | $5.3M | 2.03% | -1,163 | 2026-03-31 |
| 22 | CVX | CHEVRON CORPORATION | 27.2K | $5.6M | $5.4M | 2.05% | -5,555 | 2026-03-31 |
| 23 | TFC | TRUIST FINL CORP | 122.1K | $5.6M | $6.3M | 2.42% | -420 | 2026-03-31 |
| 24 | WY | WEYERHAEUSER CO | 229.0K | $5.6M | $5.7M | 2.19% | +36.5K | 2026-03-31 |
| 25 | ARCC | ARES CAPITAL CORP | 304.1K | $5.5M | $5.7M | 2.18% | +73.7K | 2026-03-31 |
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