Long-term investor
Baugh & Associates, LLC @baughassociatesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001730818).
Record
- Tracked since 2025-06-30 (474 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days -4.7% · 6 months +18.2% · 1 year +40.7% · all +40.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 8.3% · long · since 2025-09-30
- AAPL · 8.1% · long · since 2025-09-30
- INTC · 6.2% · long · since 2025-09-30
- MS · 4.3% · long · since 2025-09-30
- ABBV · 4.3% · long · since 2025-09-30
- JPM · 4.3% · long · since 2025-09-30
- WMT · 3.8% · long · since 2025-09-30
- COST · 3.8% · long · since 2025-09-30
- MRK · 3.5% · long · since 2025-09-30
- JNJ · 3.0% · long · since 2025-09-30
- QCOM · 3.0% · long · since 2025-09-30
- BAC · 2.9% · long · since 2025-09-30