Institutional Fund
Baugh & Associates, LLC
Atlanta, GACIK 17308185 filings on record
Portfolio Value
$231.54M
Q1 2026
Holdings
44
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+13.9%
from $203.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.8%
- Microsoft Corp6.4%
- Walmart Inc4.8%
- Morgan Stanley4.5%
- Costco Whsl Corp New4.4%
- Jpmorgan Chase & Co.4.0%
- Other69.2%
Portfolio Holdings
44 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 61.8K | $15.68M | 6.8% | −469 | Reduced |
| 2 | Microsoft Corp | 39.8K | $14.72M | 6.4% | +498 | Added |
| 3 | Walmart Inc | 90.1K | $11.20M | 4.8% | −1.1K | Reduced |
| 4 | Morgan Stanley | 63.1K | $10.38M | 4.5% | +1.0K | Added |
| 5 | Costco Whsl Corp New | 10.2K | $10.13M | 4.4% | −84 | Reduced |
| 6 | Jpmorgan Chase & Co. | 31.3K | $9.22M | 4.0% | −180 | Reduced |
| 7 | Abbvie Inc | 40.3K | $8.77M | 3.8% | −186 | Reduced |
| 8 | Lowes Cos Inc | 34.7K | $8.19M | 3.5% | +416 | Added |
| 9 | Home Depot Inc | 24.4K | $8.04M | 3.5% | −42 | Reduced |
| 10 | Nextera Energy Inc | 85.7K | $7.96M | 3.4% | −553 | Reduced |
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