Fund Holdings

Baugh & Associates, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
NVIDIA CORPORATION018,497+18,49703,225,857+3,225,857
ARISTA NETWORKS INC024,086+24,08602,957,279+2,957,279
COSTCO WHOLESALE CORPORATION10,25210,168-848,237,93410,131,700+1,893,766
NEXTERA ENERGY INC86,25085,697-5536,277,5757,959,538+1,681,963
WALMART INC91,19990,092-1,1079,527,00311,196,634+1,669,631
WEYERHAEUSER CO192,550229,004+36,4544,013,4415,594,568+1,581,127
MERCK & CO INC61,24562,389+1,1445,934,0307,504,769+1,570,739
JOHNSON & JOHNSON29,08328,736-3475,540,6587,024,270+1,483,612
PFIZER INC212,290225,017+12,7274,880,9236,318,477+1,437,554
VERIZON COMMUNICATIONS INC114,511113,348-1,1634,323,5715,690,070+1,366,499
ALTRIA GROUP INC96,64595,922-7235,070,7936,329,893+1,259,100
CONOCOPHILLIPS55,40745,205-10,2024,728,3355,967,060+1,238,725
ARES CAPITAL CORP230,450304,122+73,6724,293,4945,480,279+1,186,785
INTEL CORP193,422173,964-19,4586,601,3657,677,022+1,075,657
EXXON MOBIL CORP46,76236,731-10,0315,184,3686,231,781+1,047,413
CHEVRON CORPORATION32,76427,209-5,5554,604,3385,629,585+1,025,247
ASML HLDG NV3,0022,999-32,963,5123,961,169+997,657
SOUTHERN CO56,41056,077-3334,582,7965,412,559+829,763
QUALCOMM INC29,33141,221+11,8904,645,0345,308,440+663,406
REALTY INCOME CORP70,41169,931-4803,668,7854,278,379+609,594
ENERGY TRANSFER L P157,863154,077-3,7862,364,7152,973,686+608,971
PEPSICO INC26,86726,514-3533,573,2174,117,359+544,142
LOWES COS INC34,24334,659+4167,674,4358,189,228+514,793
VANGUARD WORLD FD0424+4240295,533+295,533
VANGUARD INDEX FDS0663+6630289,592+289,592
ALPHABET INC12,51113,334+8233,555,3543,824,991+269,637
MORGAN STANLEY62,02263,063+1,04110,139,27110,378,278+239,007
ABBOTT LABORATORIES51,22358,296+7,0735,751,6885,985,259+233,571
HOME DEPOT INC24,49024,448-427,877,5278,040,747+163,220
ABBVIE INC40,51140,325-1868,648,8038,770,284+121,481
CATERPILLAR INC5005000286,435354,230+67,795
COCA COLA CO4,2804,2800294,102325,484+31,382
STATE STR SPDR S&P 500 ETF T719713-6437,673463,578+25,905
SPDR SERIES TRUST1,9001,9000264,433277,316+12,883
TRUIST FINL CORP122,567122,147-4205,609,9405,615,097+5,157
FIRST TR EXCHANGE-TRADED FD992987-5220,081213,172-6,909
INVESCO QQQ TR814813-1484,321469,478-14,843
PROGRESSIVE CORP1,5751,5750358,659312,228-46,431
APPLE INC62,24861,779-46915,729,00415,678,892-50,112
SERVICE PPTYS TR193,767191,471-2,296330,821259,443-71,378
INTERNATIONAL BUSINESS MACHS1,5271,5270452,380370,184-82,196
BANK AMERICA CORP134,166133,738-4286,695,5356,519,727-175,808
ISHARES TR4600-460217,7180-217,718
JPMORGAN CHASE & CO31,51231,332-1809,559,1989,216,660-342,538
MICROSOFT CORP39,27539,773+49817,761,15514,722,932-3,038,223
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