Baugh & Associates, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

The investment landscape is constantly changing, and keeping track of these shifts is essential for both investors and fund managers. In this blog post, we will analyze the Q3 2023 and Q4 2023 13F holdings comparison of Baugh & Associates, LLC. These findings shed light on the changes in holdings of various funds, giving us insights into the strategies and trends shaping the investment world.

Microsoft Corporation (MSFT):

In Q3 2023, Baugh & Associates, LLC held 45,912 shares of Microsoft Corporation with a value of $14,496,000. However, in Q4 2023, the number of shares decreased to 45,057, with a value of $16,943,000. This represents a 16.9% increase in value, indicating the fund's confidence in Microsoft's future prospects.

Apple Inc (AAPL):

Baugh & Associates, LLC's holdings in Apple Inc also saw a slight decline. In Q3 2023, they held 73,815 shares, valued at $12,637,000. By Q4 2023, their holdings decreased to 72,469 shares, with a value of $13,952,000. While the number of shares decreased, the value increased by 10.4%, suggesting the fund's optimism regarding Apple's future performance.

Home Depot Inc (HD):

The fund's position in Home Depot Inc remained relatively stable between the two quarters. In Q3 2023, they held 25,665 shares worth $7,754,000. By Q4 2023, there was a slight decrease to 25,529 shares, valued at $8,847,000. This represents a 14.1% increase in value, indicating the fund's confidence in the company's growth potential.

Lowe's Companies Inc (LOW):

Similarly, the fund's holdings in Lowe's Companies Inc exhibited consistent stability. In Q3 2023, they held 37,398 shares worth $7,772,000. By Q4 2023, there was a slight decrease to 37,181 shares, valued at $8,274,000. This represents a 6.5% increase in value, suggesting the fund's positive outlook on the company.

Costco Wholesale Corp. (COST):

Baugh & Associates, LLC's holdings in Costco Wholesale Corp demonstrated a modest increase. In Q3 2023, they possessed 11,721 shares, valued at $6,621,000. By Q4 2023, the number of shares increased to 11,800, with a value of $7,788,000. This represents a 17.6% increase in value, indicating the fund's confidence in the company's growth prospects.

AbbVie Inc (ABBV):

The fund's position in AbbVie Inc experienced a slight decline. In Q3 2023, they held 46,875 shares worth $6,987,000. By Q4 2023, their holdings decreased to 46,239 shares, with a value of $7,165,000. This represents a 2.6% decrease in value, suggesting a possible shift in strategy or market conditions.

These are just a few examples of the changes in Baugh & Associates, LLC's 13F holdings between Q3 2023 and Q4 2023. The data provides valuable insights into the fund's investment decisions and market trends. It is important to note that these holdings represent a snapshot in time and that investment strategies may evolve based on new information and market conditions.

As an investor or fund manager, it is crucial to stay informed about the shifting nature of the investment landscape. By carefully analyzing 13F filings and tracking changes in holdings, one can uncover valuable information that may help shape investment decisions. Understanding the rationale behind these changes empowers investors to make informed choices and adapt their strategies to suit market conditions.

In conclusion, Baugh & Associates, LLC's Q3 2023 vs. Q4 2023 13F holdings comparison provides us with valuable insights into their investment decisions. The changes in their holdings reflect their views on various companies and their growth potential. By monitoring these shifts, investors can gain a deeper understanding of market trends and make well-informed investment choices.