Baugh & Associates, LLC Portfolio Holdings
Baugh & Associates, LLC
- $199 Million
- Q3 2024
Baugh & Associates, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $199 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 $18.9M, Apple Inc. with a value of $16.4M, Home Depot, Inc. with a value of $10.2M, Costco Wholesale Corp with a value of $10.1M, and Lowes Companies Inc with a value of $9.72M.
Examining the 13F form we can see an increase of $16.3M in the current position value, from $183M to 199M.
Below you can find more details about Baugh & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$199 Million
Technology: $43.3 Million
Financial Services: $31.9 Million
Healthcare: $31 Million
Consumer Defensive: $28.3 Million
Consumer Cyclical: $19.9 Million
Energy: $15.3 Million
Utilities: $13.5 Million
Real Estate: $6.3 Million
Other: $9.88 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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