BAUGH & ASSOCIATES, LLC

PrivateCIK: 1730818
Location

ATLANTA, GA

42
Positions
$226.02M
Total AUM (reported)
2.44M
Total Shares

Allocation by class

TOTAL AUM$226.02M42 positions
COM$192.68M85.3%
COM NEW$15.60M6.9%
N Y REGISTRY SHS$5.46M2.4%
CAP STK CL C$4.11M1.8%
COM SHS$3.55M1.6%
COM UT LTD PTN$2.68M1.2%
UNIT SER 1$567.3K0.3%

Portfolio Concentration

Top 320.5%4–1027.9%11–2537.2%Rest14.4%TOP 1048.4%0%100%
Top 3$46.33M20.5%
4–10$63.16M27.9%
11–25$84.08M37.2%
Rest$32.45M14.4%

Top 3 weight

20.5%

Top 10 weight

48.4%

Voting Authority Distribution

Total shares with voting rights: 2.44M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.44M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole42
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings42
Rows:

INTEL CORP

SOLE
COM
Shares118.75K
TypeSH
Market value$16.58M
7.34%
Sole
0.00
Shared
0.00
None
118.75K

APPLE INC

SOLE
COM
Shares55.67K
TypeSH
Market value$16.11M
7.13%
Sole
0.00
Shared
0.00
None
55.67K

MICROSOFT CORP

SOLE
COM
Shares36.57K
TypeSH
Market value$13.64M
6.04%
Sole
0.00
Shared
0.00
None
36.57K

MORGAN STANLEY

SOLE
COM NEW
Shares51.77K
TypeSH
Market value$10.82M
4.79%
Sole
0.00
Shared
0.00
None
51.77K

JPMORGAN CHASE & CO

SOLE
COM
Shares29.32K
TypeSH
Market value$9.60M
4.25%
Sole
0.00
Shared
0.00
None
29.32K

WALMART INC

SOLE
COM
Shares83.78K
TypeSH
Market value$9.49M
4.20%
Sole
0.00
Shared
0.00
None
83.78K

ABBVIE INC

SOLE
COM
Shares37.49K
TypeSH
Market value$9.43M
4.17%
Sole
0.00
Shared
0.00
None
37.49K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares9.40K
TypeSH
Market value$8.80M
3.89%
Sole
0.00
Shared
0.00
None
9.40K

HOME DEPOT INC

SOLE
COM
Shares22.71K
TypeSH
Market value$8.01M
3.54%
Sole
0.00
Shared
0.00
None
22.71K

MERCK & CO INC

SOLE
COM
Shares54.52K
TypeSH
Market value$7.01M
3.10%
Sole
0.00
Shared
0.00
None
54.52K

LOWES COS INC

SOLE
COM
Shares31.17K
TypeSH
Market value$6.87M
3.04%
Sole
0.00
Shared
0.00
None
31.17K

BANK OF AMER CORP

SOLE
COM
Shares119.22K
TypeSH
Market value$6.79M
3.01%
Sole
0.00
Shared
0.00
None
119.22K

QUALCOMM INC

SOLE
COM
Shares36.68K
TypeSH
Market value$6.78M
3.00%
Sole
0.00
Shared
0.00
None
36.68K

JOHNSON & JOHNSON

SOLE
COM
Shares26.27K
TypeSH
Market value$6.67M
2.95%
Sole
0.00
Shared
0.00
None
26.27K

NEXTERA ENERGY INC

SOLE
COM
Shares72.34K
TypeSH
Market value$6.35M
2.81%
Sole
0.00
Shared
0.00
None
72.34K

ALTRIA GROUP INC

SOLE
COM
Shares86.60K
TypeSH
Market value$6.23M
2.76%
Sole
0.00
Shared
0.00
None
86.60K

TRUIST FINL CORP

SOLE
COM
Shares112.19K
TypeSH
Market value$5.59M
2.47%
Sole
0.00
Shared
0.00
None
112.19K

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares2.75K
TypeSH
Market value$5.46M
2.42%
Sole
0.00
Shared
0.00
None
2.75K

PFIZER INC

SOLE
COM
Shares208.63K
TypeSH
Market value$5.02M
2.22%
Sole
0.00
Shared
0.00
None
208.63K

ARES CAPITAL CORP

SOLE
COM
Shares268.30K
TypeSH
Market value$4.97M
2.20%
Sole
0.00
Shared
0.00
None
268.30K

SOUTHERN CO

SOLE
COM
Shares51.70K
TypeSH
Market value$4.95M
2.19%
Sole
0.00
Shared
0.00
None
51.70K

WEYERHAEUSER CO

SOLE
COM NEW
Shares199.70K
TypeSH
Market value$4.78M
2.12%
Sole
0.00
Shared
0.00
None
199.70K

EXXON MOBIL CORP

SOLE
COM
Shares33.83K
TypeSH
Market value$4.63M
2.05%
Sole
0.00
Shared
0.00
None
33.83K

ABBOTT LABORATORIES

SOLE
COM
Shares50.13K
TypeSH
Market value$4.55M
2.01%
Sole
0.00
Shared
0.00
None
50.13K

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares104.81K
TypeSH
Market value$4.44M
1.96%
Sole
0.00
Shared
0.00
None
104.81K
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