Portfolio (Quarterly) Guide ↗

Baugh & Associates, LLC

· CIK 0001730818

13F Portfolio $232M AUM 44 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 10 Added 19 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IWF	ISHARES TR	—	460	$218K	0.11%	SOLD

Sector Allocation

Technology 23.4%

Financial Services 16.7%

Healthcare 15.4%

Consumer Defensive 13.9%

Energy 9.0%

Consumer Cyclical 7.0%

Utilities 5.8%

Real Estate 4.4%

Communication Services 4.1%

Industrials 0.2%