Fund HoldingsBaugh & Associates, LLC

Total Portfolio Value
$203.36M
Total Bought
$5.76M
Total Sold
$14.26M
Net Transaction
-$8.50M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
WEYERHAEUSER CO MTN BE(WY)0192,550+192,55004,0131.97%+4,013
MERCK & CO INC(MRK)63,00661,245-1,7614,8285,9342.92%+1,106
MORGAN STANLEY(MS)63,95662,022-1,9349,27710,1394.99%+863
ALPHABET INC(GOOG)12,73712,511-2262,8143,5551.75%+741
PFIZER INC(PFE)177,557212,290+34,7334,1984,8812.40%+683
APPLE INC(AAPL)64,71362,248-2,46515,05115,7297.73%+678
WALMART INC(WMT)93,81391,199-2,6148,9479,5274.68%+580
JOHNSON & JOHNSON(JNJ)29,59429,083-5115,0485,5412.72%+493
INTEL CORP(INTC)203,212193,422-9,7906,2696,6013.25%+332
TRUIST FINL CORP(TFC)126,043122,567-3,4765,3035,6102.76%+307
SPDR SERIES TRUST
ST STR SP DIV
01,900+1,90002640.13%+264
EXXON MOBIL CORP47,89746,762-1,1354,9395,1842.55%+245
BANK AMERICA CORP138,704134,166-4,5386,4606,6963.29%+236
NEXTERA ENERGY INC(NEE)89,26086,250-3,0106,0476,2783.09%+230
ASML HOLDING N V
N Y REGISTRY SHS
3,0573,002-552,7392,9641.46%+225
CATERPILLAR INC(CAT)50050002392860.14%+48
JPMORGAN CHASE & CO.(JPM)32,50531,512-9939,5249,5594.70%+35
INTERNATIONAL BUSINESS MACHS(IBM)1,5271,52704314520.22%+21
QUALCOMM INC(QCOM)30,00629,331-6754,6254,6452.28%+20
SPDR S&P 500 ETF TR(SPY)666719+534254380.22%+13
INVESCO QQQ TR805814+94754840.24%+9
PEPSICO INC(PEP)27,52526,867-6583,5653,5731.76%+8
FIRST TR EXCHANGE-TRADED FD993992-12202200.11%0
COCA COLA CO(KO)4,5234,280-2432952940.14%-1
ISHARES TR510460-502392180.11%-21
PROGRESSIVE CORP(PGR)1,5751,57503893590.18%-30
ENERGY TRANSFER L P(ET)159,533157,863-1,6702,4922,3651.16%-127
ARES CAPITAL CORP(ARCC)236,862230,450-6,4124,4294,2932.11%-135
CHEVRON CORP NEW(CVX)33,63532,764-8714,7794,6042.26%-175
CONOCOPHILLIPS(COP)57,00155,407-1,5944,9124,7282.33%-184
ABBVIE INC(ABBV)41,76240,511-1,2518,9098,6494.25%-260
SERVICE PPTYS TR(SVC)240,317193,767-46,5506093310.16%-279
NVIDIA CORPORATION(NVDA)4,2870-4,2872810-281
SPDR SERIES TRUST
ST STR SP DIV
2,1350-2,1352900-290
REALTY INCOME CORP(O)71,61370,411-1,2024,0333,6691.80%-364
LOWES COS INC(LOW)35,29834,243-1,0558,1187,6743.77%-444
SOUTHERN CO(SO)57,54256,410-1,1325,0354,5832.25%-452
VERIZON COMMUNICATIONS INC(VZ)118,726114,511-4,2154,7904,3242.13%-467
ABBOTT LABS52,95751,223-1,7346,4195,7522.83%-667
ALTRIA GROUP INC(MO)96,53096,645+1155,8485,0712.49%-777
COSTCO WHSL CORP NEW(COST)10,55110,252-2999,0178,2384.05%-779
HOME DEPOT INC(HD)25,24124,490-7519,4427,8783.87%-1,565
MICROSOFT CORP(MSFT)40,54539,275-1,27019,43417,7618.73%-1,673
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