Baugh & Associates, LLC: 13F holdings
CIK 17308182026Q2
| Positions | 42 |
|---|
| Reported value | $226.0m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 42 (-2 vs prior quarter) |
|---|
| Reported value | $226.0m (-2.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| INTC INTEL CORP | 118,750 | $16.6m | 7.3% |
| AAPL APPLE INC | 55,672 | $16.1m | 7.1% |
| MSFT MICROSOFT CORP | 36,574 | $13.6m | 6.0% |
| MS MORGAN STANLEY | 51,765 | $10.8m | 4.8% |
| JPM JPMORGAN CHASE & CO | 29,322 | $9.6m | 4.2% |
| WMT WALMART INC | 83,776 | $9.5m | 4.2% |
| ABBV ABBVIE INC | 37,494 | $9.4m | 4.2% |
| COST COSTCO WHOLESALE CORPORATION | 9,405 | $8.8m | 3.9% |
| HD HOME DEPOT INC | 22,709 | $8.0m | 3.5% |
| MRK MERCK & CO INC | 54,520 | $7.0m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730818")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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