Baugh & Associates, LLC - Portfolio Stock Holdings

Baugh & Associates, LLC disclosed 42 stock positions in a recent SEC 13F filing. $245,854,338 of stock holdings were filed, with the largest holdings including MSFT, AAPL, and INTC. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $294,248,937 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.