13F Filings History of Baugh & Associates, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$203,364,420
Signature - Title
Derek H. Baugh - Partner / CCO
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Baugh & Associates, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Baugh & Associates, LLC reported 41 stock holdings with total value $203,364,420 as of Q4 2025. Top holdings included MSFT, AAPL, MS, JPM, and WMT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 41 $203,364,420 +$4,855,665 -$5,782,633 -$926,968 MSFT, AAPL, MS, JPM, WMT 13F-HR 14 Jan 2026, 10:40
Q3 2025 41 $200,904,063 +$2,937,152 -$9,635,307 -$6,698,155 MSFT, AAPL, JPM, HD, MS 13F-HR 27 Oct 2025, 13:32
Q2 2025 42 $191,669,411 +$7,601,845 -$11,241,614 -$3,639,769 MSFT, AAPL, COST, JPM, HD 13F-HR 11 Jul 2025, 17:24
Q1 2025 39 $197,650,487 +$8,478,017 -$2,146,280 +$6,331,737 MSFT, AAPL, COST, HD, ABBV 13F-HR 23 Apr 2025, 17:14
Q4 2024 39 $192,714,189 +$2,111,224 -$530,500 +$1,580,724 MSFT, AAPL, COST, HD, WMT 13F-HR 16 Jan 2025, 11:25
Q3 2024 40 $194,212,285 +$5,534,852 -$186,657 +$5,348,195 MSFT, AAPL, COST, HD, LOW 13F-HR 31 Oct 2024, 10:37
Q2 2024 39 $192,213,099 +$2,962,702 -$7,836,155 -$4,873,453 MSFT, AAPL, COST, HD, LOW 13F-HR 12 Jul 2024, 14:42
Q1 2024 40 $187,921,504 +$7,207,772 -$404,672 +$6,803,100 MSFT, AAPL, HD, LOW, COST 13F-HR 15 Apr 2024, 21:21
Q4 2023 37 $173,976,396 +$2,480,767 -$3,912,970 -$1,432,203 MSFT, AAPL, HD, LOW, COST 13F-HR 10 Jan 2024, 14:59
Q3 2023 39 $159,890,833 +$6,018,613 -$4,157,524 +$1,861,089 MSFT, AAPL, LOW, HD, ABBV 13F-HR 13 Oct 2023, 10:22
Q2 2023 42 $166,088,809 +$10,069,993 -$3,185,480 +$6,884,513 MSFT, AAPL, LOW, HD, NEE 13F-HR 20 Jul 2023, 10:33
Q1 2023 41 $156,491,418 +$772,090 -$3,099,668 -$2,327,578 MSFT, AAPL, HD, LOW, ABBV 13F-HR 27 Apr 2023, 21:04
Q4 2022 39 $154,373,000 +$1,002,726 -$2,734,936 -$1,732,210 MSFT, AAPL, HD, ABBV, LOW 13F-HR 27 Jan 2023, 07:29
Q3 2022 38 $141,341,000 +$929,941 -$366,925 +$563,016 MSFT, AAPL, LOW, NEE, HD 13F-HR 07 Oct 2022, 16:09
Q2 2022 38 $148,590,000 +$488,771 -$1,804,009 -$1,315,238 MSFT, AAPL, ABBV, NEE, HD 13F-HR 18 Jul 2022, 21:15
Q1 2022 40 $170,112,000 +$584,006 -$5,603,890 -$5,019,884 MSFT, AAPL, ABBV, LOW, NEE 13F-HR 19 Apr 2022, 20:29
Q4 2021 41 $181,017,000 +$943,076 -$3,055,312 -$2,112,236 MSFT, AAPL, HD, LOW, NEE 13F-HR 13 Jan 2022, 19:26
Q3 2021 41 $163,358,000 +$1,436,408 -$189,776 +$1,246,632 MSFT, AAPL, HD, LOW, MS 13F-HR 12 Oct 2021, 21:44
Q2 2021 41 $161,207,000 +$3,806,721 -$1,402,814 +$2,403,907 MSFT, AAPL, HD, LOW, MS 13F-HR 12 Jul 2021, 09:58
Q1 2021 40 $151,449,000 +$5,744,985 -$5,648,584 +$96,401 MSFT, AAPL, HD, LOW, NEE 13F-HR 16 Apr 2021, 16:14
Q4 2020 41 $140,274,000 +$6,713,073 -$3,005,129 +$3,707,944 MSFT, AAPL, NEE, HD, LOW 13F-HR 13 Jan 2021, 10:03
Q3 2020 39 $127,429,000 +$7,024,225 -$3,519,299 +$3,504,926 MSFT, AAPL, HD, LOW, NEE 13F-HR 28 Oct 2020, 11:31
Q2 2020 38 $125,327,000 +$6,342,921 -$1,677,047 +$4,665,874 MSFT, AAPL, HD, NEE, LOW 13F-HR 09 Jul 2020, 13:27
Q1 2020 37 $103,453,000 +$1,441,968 -$2,818,212 -$1,376,244 MSFT, NEE, AAPL, HD, INTC 13F-HR 21 Apr 2020, 11:18
Q4 2019 41 $136,996,000 +$406,395 -$3,143,386 -$2,736,991 MSFT, AAPL, HD, NEE, BAC 13F-HR 13 Jan 2020, 16:19
Q3 2019 40 $129,049,000 +$4,557,105 -$3,512,368 +$1,044,737 MSFT, HD, NEE, ABT, BAC 13F-HR 08 Oct 2019, 15:56
Q2 2019 40 $126,165,000 +$4,706,171 -$4,845,268 -$139,097 MSFT, HD, ABT, BAC, NEE 13F-HR 23 Jul 2019, 13:43
Q1 2019 40 $124,812,000 +$886,608 -$3,836,349 -$2,949,741 MSFT, HD, ABT, NEE, BAC 13F-HR 05 Apr 2019, 11:20
Q4 2018 41 $116,097,000 +$3,110,456 -$292,241 +$2,818,215 MSFT, HD, ABT, PFE, BAC 13F-HR 17 Jan 2019, 13:22
Q3 2018 40 $125,078,000 +$4,442,343 -$426,903 +$4,015,440 MSFT, HD, BAC, ABT, LOW 13F-HR 02 Nov 2018, 12:40
Q2 2018 40 $114,618,000 +$915,125 -$13,078,817 -$12,163,692 MSFT, HD, BAC, COP, INTC 13F-HR 27 Jul 2018, 14:52
Q1 2018 42 $124,059,000 +$11,005,189 -$448,448 +$10,556,741 BAC, MSFT, HD, AAPL, INTC 13F-HR 25 Apr 2018, 14:18
Q4 2017 41 $118,571,000 $0 $0 $0 BAC, HD, MSFT, AAPL, MO 13F-HR 08 Feb 2018, 13:41