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Baugh & Associates, LLC13F | |
| Baugh & Associates, LLC | |
| Last update 2025-07-12 | 42 Stocks (5 new) |
| Value $192.00 Mil | Turnover 4 % |
Baugh & Associates, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 41,634 | 19,302.2 | -5.62% | 10.060 | -0.46% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 66,574 | 12,633.8 | -4.67% | 6.580 | -0.35% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
COST | Costco Wholesale Corp | 10,802 | 9,935.0 | -4.75% | 5.180 | -0.25% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
JPM | JPMorgan Chase & Co | 33,593 | 9,099.3 | -4.72% | 4.740 | -0.20% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
HD | The Home Depot Inc | 25,868 | 8,772.3 | -4.47% | 4.570 | -0.22% | 0.000 | +1.85% | -6.44% | 357,577.1 | Retail - Cyclical | |
WMT | Walmart Inc | 95,934 | 8,729.3 | -4.77% | 4.550 | -0.21% | 0.000 | +2.21% | +5.75% | 758,538.7 | Retail - Defensive | |
MS | Morgan Stanley | 66,144 | 8,554.9 | -4.53% | 4.460 | -0.18% | 0.000 | +30.02% | +13.67% | 225,046.3 | Capital Markets | |
LOW | Lowe's Companies Inc | 36,215 | 7,391.4 | -4.91% | 3.850 | -0.21% | 0.010 | +0.60% | -10.34% | 122,825.5 | Retail - Cyclical | |
ABBV | AbbVie Inc | 42,743 | 7,353.5 | -4.92% | 3.830 | -0.23% | 0.000 | +10.35% | +9.44% | 334,309.4 | Drug Manufacturers | |
ABT | Abbott Laboratories | 53,822 | 6,678.6 | -5.12% | 3.480 | -0.19% | 0.000 | -5.16% | +10.91% | 215,165.7 | Medical Devices & Instruments |
Baugh & Associates, LLC's Historical Top Holdings Breakdowns
Baugh & Associates, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BHP | BHP Group Ltd | 2025-06-30 | New Buy New Buy | +1.61% | 40.22 ($48.08) 50.88 | $51.84 | 7.82% | New holding | 68,450 | 68,450 | |
EMR | Emerson Electric Co | 2025-06-30 | Sold Out Sold Out | -1.23% | 94.15 ($114.64) 133.33 | $144.23 | 25.81% | Sold Out | 0 | -22,739 | |
GOOG | Alphabet Inc | 2025-06-30 | New Buy New Buy | +1.16% | 146.58 ($165.11) 180.01 | $185.94 | 12.62% | New holding | 13,306 | 13,306 | |
ANET | Arista Networks Inc | 2025-06-30 | New Buy New Buy | +0.90% | 64.37 ($86.38) 102.31 | $111.78 | 29.40% | New holding | 18,633 | 18,633 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -0.46% | 354.56 ($433.34) 497.45 | $510.05 | 17.70% | Reduce -5.62% | 41,634 | -2,477 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.35% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Reduce -4.67% | 66,574 | -3,262 | |
COST | Costco Wholesale Corp | 2025-06-30 | Reduce Reduce | -0.25% | 908.13 ($993.18) 1056.85 | $950.95 | -4.25% | Reduce -4.75% | 10,802 | -539 | |
ABBV | AbbVie Inc | 2025-06-30 | Reduce Reduce | -0.23% | 170.16 ($186.22) 209.52 | $189.26 | 1.63% | Reduce -4.92% | 42,743 | -2,214 | |
HD | The Home Depot Inc | 2025-06-30 | Reduce Reduce | -0.22% | 335.24 ($361.94) 380.78 | $359.40 | -0.70% | Reduce -4.47% | 25,868 | -1,210 | |
LOW | Lowe's Companies Inc | 2025-06-30 | Reduce Reduce | -0.21% | 210.83 ($223.33) 235.28 | $219.16 | -1.87% | Reduce -4.91% | 36,215 | -1,868 |
Baugh & Associates, LLC Total Holding History ($B)
Baugh & Associates, LLC's Asset Allocation
Baugh & Associates, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Baugh & Associates, LLC's Hypothetical Growth since 2025-06-30
Baugh & Associates, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Baugh & Associates, LLC's Holdings Heat Map
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Baugh & Associates, LLC's Holdings Bubble Chart
Baugh & Associates, LLC News
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