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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
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VUG VANGUARD INDEX FDS 663.0 $290K 0.12% NEW $436.79 -79.8%
42 SDY SPDR SERIES TRUST 1,900.0 $277K 0.12% $145.96 +2.7%
43 SVC SERVICE PPTYS TR Real Estate 191,471.0 $259K 0.11% -2K -1.2% $1.35 +28.4%
44 QTEC FIRST TR EXCHANGE-TRADED FD 987.0 $213K 0.09% -5.0 -0.5% $215.98 +43.1%
Page 3 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%