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CIK: 0001730818
Total reported value
$226.0M
$226.0M
42 檔
26.4%
According to the latest 13F quarterly dataset, Baugh & Associates, LLC managed an equity portfolio of $226.0M at the end of Q2 2025, spanning 42 distinct U.S. exchange-listed positions.
In Q2 2025, Baugh & Associates, LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, COST) accounted for 26.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
BHP
市值: $3.1M
Top Position Liquidated / Trimmed
EMR
前期市值: $2.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 10.06% | -0.32% | -5.62% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.58% | +0.36% | -4.67% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.18% | -0.49% | -4.75% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.74% | +0.27% | -4.72% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 4.57% | +0.07% | -4.47% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 4.55% | -0.64% | -4.77% | |
| 7 | MS | Morgan Stanley | Stock-Financials | 4.46% | +0.31% | -4.53% | |
| 8 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.85% | -0.50% | -4.91% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 3.83% | +0.38% | -4.92% | |
| 10 | ABT | Abbott Laboratories | Stock-Healthcare | 3.48% | -0.57% | -5.12% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 3.21% | +0.19% | -4.44% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 2.98% | -0.63% | -3.62% | |
| 13 | MO | Altria Group Inc | Stock-Consumer Staples | 2.78% | +0.03% | -4.24% | |
| 14 | TFC | Truist Financial CORP | Stock-Financials | 2.68% | +0.04% | -4.41% | |
| 15 | SO | Southern Co/the | Stock-Utilities | 2.61% | -0.15% | -4.36% | |
| 16 | ARCC | Ares Capital CORP | Stock-Financials | 2.55% | -0.17% | +2.35% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.53% | -0.50% | -4.48% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.43% | -0.14% | +5.46% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 2.36% | +0.71% | -5.37% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 2.36% | -0.60% | -1.63% | |
| 21 | INTC | Intel CORP | Stock-Tech | 2.29% | +4.02% | -4.46% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.24% | -0.08% | -5.34% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 2.17% | -0.51% | -5.29% | |
| 24 | COP | Conocophillips | Stock-Energy | 2.05% | -0.68% | -4.60% | |
| 25 | O | Realty Income CORP | Stock-Real Estate | 2.05% | -0.08% | -5.79% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.90% | -0.64% | -3.52% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.80% | -0.32% | -5.78% | |
| 28 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 1.61% | — | — | |
| 29 | ASML | ASML Holding N.V. | Stock-Tech | 1.19% | +0.71% | -1.67% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.16% | +0.17% | — | |
| 31 | ET | Energy Transfer LP | Stock-Energy | 1.01% | -0.09% | -4.70% | |
| 32 | ANET | Arista Networks Inc | Stock-Tech | 0.90% | +0.29% | — | |
| 33 | SVC | Service Properties Trust | Stock-Other | 0.29% | +0.02% | -6.84% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.23% | +0.03% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | +0.05% | +1.51% | |
| 36 | PGR | Progressive CORP | Stock-Financials | 0.22% | +0.02% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.01% | +0.30% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.17% | +0.01% | -2.14% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.15% | +0.01% | -8.68% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | -0.16% | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | — | -26.09% | |
| 42 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.11% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.9% | -5.62% | Trim |
| 2 | BHP | Bhp Group Ltd-spon Adr | +1.6% | NEW | New buy |
| 3 | GOOG | Alphabet Inc-cl C | +1.2% | NEW | New buy |
| 4 | ANET | Arista Networks Inc | +0.9% | NEW | New buy |
| 5 | MS | Morgan Stanley | +0.5% | -4.53% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | -4.72% | Trim |
| 7 | WMT | Walmart Inc | +0.2% | -4.77% | Trim |
| 8 | BAC | Bank Of America CORP | +0.2% | -4.44% | Trim |
| 9 | ASML | ASML Holding N.V. | +0.2% | -1.67% | Trim |
| 10 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 11 | QTEC | First Trust Nasdq 100 Tech I | +0.1% | NEW | New buy |
| 12 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.51% | Add |
| 13 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.30% | Add |
| 15 | ARCC | Ares Capital CORP | 0% | +2.35% | Add |
| 16 | KO | Coca-cola Co/the | — | -2.14% | Trim |
| 17 | TFC | Truist Financial CORP | 0% | -4.41% | Trim |
| 18 | SDY | Ss Spdr S&p Dividend ETF | 0% | -8.68% | Trim |
| 19 | PGR | Progressive CORP | 0% | — | Unchanged |
| 20 | IWF | Ishares Russell 1000 Growth | 0% | -26.09% | Trim |
| 21 | QCOM | Qualcomm Inc | 0% | -5.37% | Trim |
| 22 | ET | Energy Transfer LP | 0% | -4.70% | Trim |
| 23 | SVC | Service Properties Trust | -0.1% | -6.84% | Trim |
| 24 | COST | Costco Wholesale CORP | -0.1% | -4.75% | Trim |
| 25 | INTC | Intel CORP | -0.1% | -4.46% | Trim |
| 26 | TMUS | T-mobile US Inc | -0.1% | EXIT | Sold out |
| 27 | O | Realty Income CORP | -0.1% | -5.79% | Trim |
| 28 | ABT | Abbott Laboratories | -0.1% | -5.12% | Trim |
| 29 | SO | Southern Co/the | -0.2% | -4.36% | Trim |
| 30 | MRK | Merck & Co. Inc. | -0.2% | +5.46% | Add |
| 31 | MO | Altria Group Inc | -0.2% | -4.24% | Trim |
| 32 | PFE | Pfizer Inc | -0.2% | -5.29% | Trim |
| 33 | NEE | Nextera Energy Inc | -0.3% | -3.62% | Trim |
| 34 | HD | Home Depot Inc | -0.3% | -4.47% | Trim |
| 35 | VZ | Verizon Communications Inc | -0.3% | -4.48% | Trim |
| 36 | XOM | Exxon Mobil CORP | -0.3% | -3.52% | Trim |
| 37 | JNJ | Johnson & Johnson | -0.3% | -5.34% | Trim |
| 38 | PEP | Pepsico Inc | -0.4% | -5.78% | Trim |
| 39 | LOW | Lowe's Cos Inc | -0.5% | -4.91% | Trim |
| 40 | CVX | Chevron CORP | -0.5% | -1.63% | Trim |
| 41 | COP | Conocophillips | -0.5% | -4.60% | Trim |
| 42 | ABBV | Abbvie Inc | -0.8% | -4.92% | Trim |
| 43 | AAPL | Apple Inc | -1% | -4.67% | Trim |
| 44 | EMR | Emerson Electric Co | -1.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Baugh & Associates, LLC reported a total U.S. public equity portfolio value of $226.0M across 42 disclosed positions in Q2 2025.
During Q2 2025, Baugh & Associates, LLC's top holdings by market value included MSFT (10.1%)、AAPL (6.6%)、COST (5.2%). The largest single position, MSFT, represented 10.1% of total portfolio value.
In Q2 2025, Baugh & Associates, LLC made 42 total portfolio adjustments, initiating 5 new buys, adding to 4 positions, trimming 31 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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