Baugh & Associates, LLC holds a diversified book of 42 stocks worth $226.0M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they trimmed Intel Corp. Their largest long position is Intel Corp at 7% of the equity book.
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Use Arkolith to show Baugh & Associates, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Baugh & Associates, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 44 / 42 | $1.6T |
| FMR LLC | 44 / 42 | $489.7B |
| JPMORGAN CHASE & CO | 44 / 42 | $397.6B |
| MORGAN STANLEY | 44 / 42 | $395.3B |
| BANK OF AMERICA CORP /DE/ | 44 / 42 | $283.0B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 44 / 42 | $151.5B |
| Bank of New York Mellon Corp | 44 / 42 | $143.7B |
| ROYAL BANK OF CANADA | 44 / 42 | $111.7B |
Ranked by how many of Baugh & Associates, LLC's top 42 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Intel Corp COM | $16.6M | 118.8K | 7.3% | ▼−32% Reduced · −55K sh | |
| 2 | Apple Inc COM | $16.1M | 55.7K | 7.1% | ▼−9.9% Reduced · −6K sh | |
| 3 | Microsoft Corp COM | $13.6M | 36.6K | 6.0% | ▼−8.0% Reduced · −3K sh | |
| 4 | Morgan Stanley COM NEW | $10.8M | 51.8K | 4.8% | ▼−18% Reduced · −11K sh | |
| 5 | JPMorgan Chase & Co COM | $9.6M | 29.3K | 4.2% | ▼−6.4% Reduced · −2K sh | |
| 6 | Walmart Inc COM | $9.5M | 83.8K | 4.2% | ▼−7.0% Reduced · −6K sh | |
| 7 | Abbvie Inc COM | $9.4M | 37.5K | 4.2% | ▼−7.0% Reduced · −3K sh | |
| 8 | Costco Wholesale Corporation COM | $8.8M | 9.4K | 3.9% | ▼−7.5% Reduced · −763 sh | |
| 9 | Home Depot Inc COM | $8.0M | 22.7K | 3.5% | ▼−7.1% Reduced · −2K sh | |
| 10 | Merck & Co Inc COM | $7.0M | 54.5K | 3.1% | ▼−13% Reduced · −8K sh | |
| 11 | Lowes Cos Inc COM | $6.9M | 31.2K | 3.0% | ▼−10% Reduced · −3K sh | |
| 12 | Bank Of Amer Corp COM | $6.8M | 119.2K | 3.0% | ▼−11% Reduced · −15K sh | |
| 13 | Qualcomm Inc COM | $6.8M | 36.7K | 3.0% | ▼−11% Reduced · −5K sh | |
| 14 | Johnson & Johnson COM | $6.7M | 26.3K | 3.0% | ▼−8.6% Reduced · −2K sh | |
| 15 | NextEra Energy Inc COM | $6.3M | 72.3K | 2.8% | ▼−16% Reduced · −13K sh | |
| 16 | Altria Group Inc COM | $6.2M | 86.6K | 2.8% | ▼−9.7% Reduced · −9K sh | |
| 17 | Truist Finl Corp COM | $5.6M | 112.2K | 2.5% | ▼−8.1% Reduced · −10K sh | |
| 18 | ASML Hldg NV N Y REGISTRY SHS | $5.5M | 2.7K | 2.4% | ▼−8.5% Reduced · −254 sh | |
| 19 | Pfizer Inc COM | $5.0M | 208.6K | 2.2% | ▼−7.3% Reduced · −16K sh | |
| 20 | Ares Capital Corp COM | $5.0M | 268.3K | 2.2% | ▼−12% Reduced · −36K sh | |
| 21 | Southern Co COM | $4.9M | 51.7K | 2.2% | ▼−7.8% Reduced · −4K sh | |
| 22 | Weyerhaeuser Co COM NEW | $4.8M | 199.7K | 2.1% | ▼−13% Reduced · −29K sh | |
| 23 | Exxon Mobil Corp COM | $4.6M | 33.8K | 2.0% | ▼−7.9% Reduced · −3K sh | |
| 24 | Abbott Laboratories COM | $4.5M | 50.1K | 2.0% | ▼−14% Reduced · −8K sh | |
| 25 | Verizon Communications Inc COM | $4.4M | 104.8K | 2.0% | ▼−7.5% Reduced · −9K sh | |
| 26 | ConocoPhillips COM | $4.3M | 41.4K | 1.9% | ▼−8.5% Reduced · −4K sh | |
| 27 | Chevron Corporation COM | $4.1M | 24.9K | 1.8% | ▼−8.3% Reduced · −2K sh | |
| 28 | Alphabet Inc CAP STK CL C | $4.1M | 11.6K | 1.8% | ▼−13% Reduced · −2K sh | |
| 29 | Realty Income Corp COM | $4.0M | 64.5K | 1.8% | ▼−7.7% Reduced · −5K sh | |
| 30 | Arista Networks Inc COM SHS | $3.6M | 20.9K | 1.6% | ▼−13% Reduced · −3K sh | |
| 31 | Pepsico Inc COM | $3.3M | 24.4K | 1.5% | ▼−7.9% Reduced · −2K sh | |
| 32 | Nvidia Corporation COM | $2.8M | 13.9K | 1.2% | ▼−25% Reduced · −5K sh | |
| 33 | Energy Transfer L P COM UT LTD PTN | $2.7M | 140.3K | 1.2% | ▼−8.9% Reduced · −14K sh | |
| 34 | Invesco QQQ TR UNIT SER 1 | $567K | 770 | 0.3% | ▼−5.3% Reduced · −43 sh | |
| 35 | Caterpillar Inc COM | $532K | 500 | 0.2% | —Held | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $465K | 623 | 0.2% | ▼−13% Reduced · −90 sh | |
| 37 | International Business Machs COM | $429K | 1.5K | 0.2% | —Held | |
| 38 | Progressive Corp COM | $344K | 1.6K | 0.2% | —Held | |
| 39 | Coca Cola Co COM | $340K | 4.2K | 0.2% | ▼−2.2% Reduced · −93 sh | |
| 40 | First TR Exchange-Traded FD SHS | $304K | 907 | 0.1% | ▼−8.1% Reduced · −80 sh | |
| 41 | Service Pptys TR COM SH BEN INT | $300K | 177.8K | 0.1% | ▼−7.1% Reduced · −14K sh | |
| 42 | SPDR Series Trust ST STR SP DIV | $289K | 1.9K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 42 | $226.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 44 | $231.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 41 | $203.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 41 | $201.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 42 | $191.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 39 | $197.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 39 | $192.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 40 | $194.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.