Baugh & Associates, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $186 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19M, Apple Inc. with a value of $12.4M, Home Depot, Inc. with a value of $9.85M, Lowes Companies Inc with a value of $9.46M, and Costco Wholesale Corp with a value of $8.64M.

Examining the 13F form we can see an increase of $14M in the current position value, from $172M to 186M.

Below you can find more details about Baugh & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $186 Million
Technology: $41.6 Million
Financial Services: $30 Million
Healthcare: $29.5 Million
Consumer Defensive: $24.4 Million
Consumer Cyclical: $19.3 Million
Energy: $14.3 Million
Utilities: $10.7 Million
Real Estate: $6.45 Million
Other: $9.91 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $186 Million
  • Prior Value $172 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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