Baugh & Associates, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 226,018
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 42 | 226,018 | 13F-HR | Baugh & Associates, LLC |
| Q1 2026 | 4/16/2026 | 44 | 231,543 | 13F-HR | Baugh & Associates, LLC |
| Q4 2025 | 1/14/2026 | 41 | 203,364 | 13F-HR | Baugh & Associates, LLC |
| Q3 2025 | 10/27/2025 | 41 | 201,185 | 13F-HR | Baugh & Associates, LLC |
| Q2 2025 | 7/11/2025 | 42 | 191,936 | 13F-HR | Baugh & Associates, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 224.7 K | 99.4% | 0 | 5.05 K | -5.05 K |
| ETFs | 1.321 K | 0.6% | 0 | 475 | -475 |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
226,018
Holdings
42
QoQ value change ($000)
-5,525
(-2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.