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CIK: 0001730818
Total reported value
$226.0M
$226.0M
41 檔
27.7%
The Q4 2025 SEC filing reveals that Baugh & Associates, LLC held a total portfolio value of $226.0M, covering 41 public equity positions.
In Q4 2025, Baugh & Associates, LLC adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, MS) accounted for 27.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
WY
市值: $4.0M
Top Position Liquidated / Trimmed
NVDA
前期市值: $281.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.73% | -0.32% | -3.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.73% | +0.36% | -3.81% | |
| 3 | MS | Morgan Stanley | Stock-Financials | 4.99% | +0.31% | -3.02% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.70% | +0.27% | -3.05% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 4.68% | -0.64% | -2.79% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 4.25% | +0.38% | -3.00% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.05% | -0.49% | -2.83% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 3.87% | +0.07% | -2.98% | |
| 9 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.77% | -0.50% | -2.99% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 3.29% | +0.19% | -3.27% | |
| 11 | INTC | Intel CORP | Stock-Tech | 3.25% | +4.02% | -4.82% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 3.09% | -0.63% | -3.37% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.92% | -0.14% | -2.79% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 2.83% | -0.57% | -3.27% | |
| 15 | TFC | Truist Financial CORP | Stock-Financials | 2.76% | +0.04% | -2.76% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.72% | -0.08% | -1.73% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 2.55% | -0.64% | -2.37% | |
| 18 | MO | Altria Group Inc | Stock-Consumer Staples | 2.49% | +0.03% | +0.12% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 2.40% | -0.51% | +19.56% | |
| 20 | COP | Conocophillips | Stock-Energy | 2.33% | -0.68% | -2.80% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 2.28% | +0.71% | -2.25% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 2.26% | -0.60% | -2.59% | |
| 23 | SO | Southern Co/the | Stock-Utilities | 2.25% | -0.15% | -1.97% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.13% | -0.50% | -3.55% | |
| 25 | ARCC | Ares Capital CORP | Stock-Financials | 2.11% | -0.17% | -2.71% | |
| 26 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.97% | -0.30% | — | |
| 27 | O | Realty Income CORP | Stock-Real Estate | 1.80% | -0.08% | -1.68% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.76% | -0.32% | -2.39% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.75% | +0.17% | -1.77% | |
| 30 | ASML | ASML Holding N.V. | Stock-Tech | 1.46% | +0.71% | -1.80% | |
| 31 | ET | Energy Transfer LP | Stock-Energy | 1.16% | -0.09% | -1.05% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | +0.05% | +1.12% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.22% | +0.03% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.01% | +7.96% | |
| 35 | PGR | Progressive CORP | Stock-Financials | 0.18% | +0.02% | — | |
| 36 | SVC | Service Properties Trust | Stock-Other | 0.16% | +0.02% | -19.37% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | +0.01% | -5.37% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.14% | +0.09% | — | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.13% | +0.01% | -11.01% | |
| 40 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.11% | +0.04% | -0.10% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | — | -9.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | +0.5% | -2.79% | Trim |
| 2 | MS | Morgan Stanley | +0.4% | -3.02% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -1.77% | Trim |
| 4 | PFE | Pfizer Inc | +0.3% | +19.56% | Add |
| 5 | AAPL | Apple Inc | +0.3% | -3.81% | Trim |
| 6 | WMT | Walmart Inc | +0.2% | -2.79% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.2% | -1.73% | Trim |
| 8 | INTC | Intel CORP | +0.1% | -4.82% | Trim |
| 9 | TFC | Truist Financial CORP | +0.1% | -2.76% | Trim |
| 10 | ASML | ASML Holding N.V. | +0.1% | -1.80% | Trim |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -2.37% | Trim |
| 12 | BAC | Bank Of America CORP | +0.1% | -3.27% | Trim |
| 13 | NEE | Nextera Energy Inc | +0.1% | -3.37% | Trim |
| 14 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 15 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +7.96% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | — | +1.12% | Add |
| 18 | QTEC | First Trust Nasdq 100 Tech I | — | -0.10% | Trim |
| 19 | PGR | Progressive CORP | 0% | — | Unchanged |
| 20 | SDY | Ss Spdr S&p Dividend ETF | 0% | -11.01% | Trim |
| 21 | IWF | Ishares Russell 1000 Growth | 0% | -9.80% | Trim |
| 22 | PEP | Pepsico Inc | 0% | -2.39% | Trim |
| 23 | KO | Coca-cola Co/the | 0% | -5.37% | Trim |
| 24 | QCOM | Qualcomm Inc | 0% | -2.25% | Trim |
| 25 | JPM | Jpmorgan Chase & Co | 0% | -3.05% | Trim |
| 26 | ET | Energy Transfer LP | -0.1% | -1.05% | Trim |
| 27 | ARCC | Ares Capital CORP | -0.1% | -2.71% | Trim |
| 28 | COP | Conocophillips | -0.1% | -2.80% | Trim |
| 29 | CVX | Chevron CORP | -0.1% | -2.59% | Trim |
| 30 | SVC | Service Properties Trust | -0.1% | -19.37% | Trim |
| 31 | ABBV | Abbvie Inc | -0.2% | -3.00% | Trim |
| 32 | O | Realty Income CORP | -0.2% | -1.68% | Trim |
| 33 | VZ | Verizon Communications Inc | -0.3% | -3.55% | Trim |
| 34 | SO | Southern Co/the | -0.3% | -1.97% | Trim |
| 35 | LOW | Lowe's Cos Inc | -0.3% | -2.99% | Trim |
| 36 | ABT | Abbott Laboratories | -0.4% | -3.27% | Trim |
| 37 | MO | Altria Group Inc | -0.4% | +0.12% | Add |
| 38 | COST | Costco Wholesale CORP | -0.4% | -2.83% | Trim |
| 39 | HD | Home Depot Inc | -0.8% | -2.98% | Trim |
| 40 | MSFT | Microsoft CORP | -0.9% | -3.13% | Trim |
| 41 | WY | Weyerhaeuser Co | — | NEW | New buy |
| 42 | NVDA | Nvidia CORP | — | 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 41 disclosed positions in Q4 2025.
During Q4 2025, Baugh & Associates, LLC's top holdings by market value included MSFT (8.7%)、AAPL (7.7%)、MS (5.0%). The largest single position, MSFT, represented 8.7% of total portfolio value.
In Q4 2025, Baugh & Associates, LLC made 39 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 33 holdings, and fully liquidating 1 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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