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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
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SVC SERVICE PPTYS TR Real Estate 177,810.0 $300K 0.13% -14K -7.1% $1.69 +350.3%
42 SDY SPDR SERIES TRUST 1,900.0 $289K 0.13% $152.20 +2.4%
Page 3 of 3  ·  42 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 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%