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The Analysis of Baugh & Associates, LLC's Holdings & P&L

Currently, Baugh & Associates, LLC holds 44 types of securities in its portfolio with a total value $231.5M. In the most recent quarter, they have increased their positions in NVDA (+18.5K shares, valued at $3.2M), N/A (+24.1K shares, valued at $3.0M), QCOM (+11.9K shares, valued at $1.5M); decreased their positions in XOM (-10.0K shares, valued at $1.7M), COP (-10.2K shares, valued at $1.3M), CVX (-5.6K shares, valued at $1.1M); initiated new positions in NVDA (+18.5K shares, valued at $3.2M), N/A (+24.1K shares, valued at $3.0M), VGT (+424 shares, valued at $295.5K).

1M P&L

+14.5M+6.41%

3M P&L

+13.1M+5.73%

HY P&L

+27.9M+13.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General22.1M

10.2%

2Discount Stores21.3M

9.8%

3Home Improvement Retail16.2M

7.5%

Top Industries by Stock Count

1N/A5 stocks

12.5%

2Drug Manufacturers - General3 stocks

7.5%

3Semiconductors3 stocks

7.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC61.8K shares-0.75%2026-03-312026-04-16

MSFT MICROSOFT CORP39.8K shares1.27%2026-03-312026-04-16

WMT WALMART INC90.1K shares-1.21%2026-03-312026-04-16

MS MORGAN STANLEY63.1K shares1.68%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION10.2K shares-0.82%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO31.3K shares-0.57%2026-03-312026-04-16

ABBV ABBVIE INC40.3K shares-0.46%2026-03-312026-04-16

LOW LOWES COS INC34.7K shares1.21%2026-03-312026-04-16

Sponsored

HD HOME DEPOT INC24.4K shares-0.17%2026-03-312026-04-16

NEE NEXTERA ENERGY INC85.7K shares-0.64%2026-03-312026-04-16

INTC INTEL CORP174.0K shares-10.06%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC62.4K shares1.87%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON28.7K shares-1.19%2026-03-312026-04-16

BAC BANK AMERICA CORP133.7K shares-0.32%2026-03-312026-04-16

MO ALTRIA GROUP INC95.9K shares-0.75%2026-03-312026-04-16

PFE PFIZER INC225.0K shares6.00%2026-03-312026-04-16

Sponsored

XOM EXXON MOBIL CORP36.7K shares-21.45%2026-03-312026-04-16

ABT ABBOTT LABORATORIES58.3K shares13.81%2026-03-312026-04-16

COP CONOCOPHILLIPS45.2K shares-18.41%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC113.3K shares-1.02%2026-03-312026-04-16

CVX CHEVRON CORPORATION27.2K shares-16.95%2026-03-312026-04-16

TFC TRUIST FINL CORP122.1K shares-0.34%2026-03-312026-04-16

WY WEYERHAEUSER CO229.0K shares18.93%2026-03-312026-04-16

ARCC ARES CAPITAL CORP304.1K shares31.97%2026-03-312026-04-16

Sponsored

SO SOUTHERN CO56.1K shares-0.59%2026-03-312026-04-16

QCOM QUALCOMM INC41.2K shares40.54%2026-03-312026-04-16

O REALTY INCOME CORP69.9K shares-0.68%2026-03-312026-04-16

PEP PEPSICO INC26.5K shares-1.31%2026-03-312026-04-16

ASML ASML HLDG NV3.0K shares-0.10%2026-03-312026-04-16

ALPHABET INC ALPHABET INC13.3K shares6.58%2026-03-312026-04-16

NVDA NVIDIA CORPORATION18.5K sharesnew addition2026-03-312026-04-16

ET ENERGY TRANSFER L P154.1K shares-2.40%2026-03-312026-04-16

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC24.1K sharesnew addition2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR813 shares-0.12%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T713 shares-0.83%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.00%2026-03-312026-04-16

CAT CATERPILLAR INC500 shares0.00%2026-03-312026-04-16

KO COCA COLA CO4.3K shares0.00%2026-03-312026-04-16

PGR PROGRESSIVE CORP1.6K shares0.00%2026-03-312026-04-16

VGT VANGUARD WORLD FD424 sharesnew addition2026-03-312026-04-16

Sponsored

VUG VANGUARD INDEX FDS663 sharesnew addition2026-03-312026-04-16

SDY SPDR SERIES TRUST1.9K shares0.00%2026-03-312026-04-16

SVC SERVICE PPTYS TR191.5K shares-1.18%2026-03-312026-04-16

QTEC FIRST TR EXCHANGE-TRADED FD987 shares-0.50%2026-03-312026-04-16

AAPL

APPLE INC

-0.75%

Shares61.8K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

1.27%

Shares39.8K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

-1.21%

Shares90.1K

Event2026-03-31

Filed2026-04-16

MORGAN STANLEY

1.68%

Shares63.1K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

-0.82%

Shares10.2K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

-0.57%

Shares31.3K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

-0.46%

Shares40.3K

Event2026-03-31

Filed2026-04-16

LOW

LOWES COS INC

1.21%

Shares34.7K

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC

-0.17%

Shares24.4K

Event2026-03-31

Filed2026-04-16

NEE

NEXTERA ENERGY INC

-0.64%

Shares85.7K

Event2026-03-31

Filed2026-04-16

INTC

INTEL CORP

-10.06%

Shares174.0K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

1.87%

Shares62.4K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

-1.19%

Shares28.7K

Event2026-03-31

Filed2026-04-16

BAC

BANK AMERICA CORP

-0.32%

Shares133.7K

Event2026-03-31

Filed2026-04-16

ALTRIA GROUP INC

-0.75%

Shares95.9K

Event2026-03-31

Filed2026-04-16

PFE

PFIZER INC

6.00%

Shares225.0K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

-21.45%

Shares36.7K

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES

13.81%

Shares58.3K

Event2026-03-31

Filed2026-04-16

COP

CONOCOPHILLIPS

-18.41%

Shares45.2K

Event2026-03-31

Filed2026-04-16

VERIZON COMMUNICATIONS INC

-1.02%

Shares113.3K

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION

-16.95%

Shares27.2K

Event2026-03-31

Filed2026-04-16

TFC

TRUIST FINL CORP

-0.34%

Shares122.1K

Event2026-03-31

Filed2026-04-16

WEYERHAEUSER CO

18.93%

Shares229.0K

Event2026-03-31

Filed2026-04-16

ARCC

ARES CAPITAL CORP

31.97%

Shares304.1K

Event2026-03-31

Filed2026-04-16

SOUTHERN CO

-0.59%

Shares56.1K

Event2026-03-31

Filed2026-04-16

QCOM

QUALCOMM INC

40.54%

Shares41.2K

Event2026-03-31

Filed2026-04-16

REALTY INCOME CORP

-0.68%

Shares69.9K

Event2026-03-31

Filed2026-04-16

PEP

PEPSICO INC

-1.31%

Shares26.5K

Event2026-03-31

Filed2026-04-16

ASML

ASML HLDG NV

-0.10%

Shares3.0K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

6.58%

Shares13.3K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

New

Shares18.5K

Event2026-03-31

Filed2026-04-16

ENERGY TRANSFER L P

-2.40%

Shares154.1K

Event2026-03-31

Filed2026-04-16

ARISTA NETWORKS INC

New

Shares24.1K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

-0.12%

Shares813

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

-0.83%

Shares713

Event2026-03-31

Filed2026-04-16

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-16

COCA COLA CO

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-16

PGR

PROGRESSIVE CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-16

VGT

VANGUARD WORLD FD

New

Shares424

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

New

Shares663

Event2026-03-31

Filed2026-04-16

SDY

SPDR SERIES TRUST

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-16

SVC

SERVICE PPTYS TR

-1.18%

Shares191.5K

Event2026-03-31

Filed2026-04-16

QTEC

FIRST TR EXCHANGE-TRADED FD

-0.50%

Shares987

Event2026-03-31

Filed2026-04-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available