Portfolio (Quarterly) Guide ↗

Baugh & Associates, LLC

· CIK 0001730818

13F Portfolio $226M AUM 42 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 38 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VGT	VANGUARD WORLD FD	—	424	$296K	0.13%	SOLD
2	VUG	VANGUARD INDEX FDS	—	663	$290K	0.12%	SOLD

Sector Allocation

Technology 29.5%

Financial Services 17.7%

Healthcare 14.8%

Consumer Defensive 12.7%

Energy 7.1%

Consumer Cyclical 6.7%

Utilities 5.1%

Real Estate 4.1%

Communication Services 2.0%

Industrials 0.2%