B
Baugh & Associates, LLC
RIA/Wealth
Baugh & Associates, LLC is a RIA/Wealth based in Miami, FL led by Larry Jack Baugh, reporting $264.3M in AUM as of Q3 2025 with 52% concentrated in top 10 holdings.
PresidentLarry Jack Baugh
- Portfolio Value
- $201.2M
- Positions
- 41
- Top Holding
- MSFT at 9.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Baugh & Associates, LLC's portfolio (51.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $19.4M | 9.66% | -$522.0K Sold | 0.00% 40.5K shares | |
Consumer Electronics Technology | $15.1M | 7.48% | -$432.8K Sold | 0.00% 64.7K shares | |
Banks - Diversified Financial Services | $9.5M | 4.73% | -$318.8K Sold | 0.00% 32.5K shares | |
Home Improvement Consumer Cyclical | $9.4M | 4.69% | -$234.5K Sold | 0.00% 25.2K shares | |
Financial - Capital Markets Financial Services | $9.3M | 4.61% | -$317.4K Sold | 0.00% 64.0K shares | |
Discount Stores Consumer Defensive | $9.0M | 4.48% | -$214.5K Sold | 0.00% 10.6K shares | |
Discount Stores Consumer Defensive | $8.9M | 4.45% | -$202.3K Sold | 0.00% 93.8K shares | |
Drug Manufacturers - General Healthcare | $8.9M | 4.43% | -$209.3K Sold | 0.00% 41.8K shares | |
Home Improvement Consumer Cyclical | $8.1M | 4.04% | -$210.9K Sold | 0.01% 35.3K shares | |
Banks - Diversified Financial Services | $6.5M | 3.21% | -$199.9K Sold | 0.00% 138.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Baugh & Associates, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+40.68% | |
+29.94% | |
+20.62% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-4.28% | |
-3.81% | |
-3.69% |
Analytics
Portfolio insights and performance metrics for Baugh & Associates, LLC
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