LEIGH BALDWIN & CO., LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 946629
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$185.7M
Holdings
182
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
LEIGH BALDWIN & CO., LLC disclosed 182 positions worth $185.7M in its Form 13F-HR for Q2 2026, followed by $NVDA. During the quarter the fund opened 21 new positions and exited 2. The portfolio is most concentrated in Other (53.9% of disclosed assets). All figures are sourced directly from LEIGH BALDWIN & CO., LLC’s Form 13F-HR filing with the SEC under CIK 946629.
AI Fund Analysis
ConcentratingISHARES TR - CORE DIV GRWT
4.2% weight
Held 7 quarters
$NVDA4.1% weight
Held 7 quarters
CAPITAL GROUP GROWTH ETF -
4.1% weight
Held 7 quarters
ISHARES TR - RUS 1000 GRW
3.6% weight
Held 7 quarters
CAPITAL GROUP DIVIDEND VAL
3.3% weight
Held 7 quarters
VANECK ETF TRUST - SEMICON
5 quarters accumulating
$ZM5 quarters accumulating
ALPS ETF TR - DYNA CORE IN
5 quarters accumulating
ISHARES TR - CORE DIV GRWT
2 quarters accumulating
CAPITAL GROUP GROWTH ETF -
2 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE DIV GRWTH
—Quality
$7.8M103,228 sh- 85.9#5
Quality
$7.7M38,438 sh CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
—Quality
$7.6M161,564 shISHARES TR - RUS 1000 GRW ETF
—Quality
$6.7M54,350 shCAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$6.1M123,048 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$6.0M88,791 shCAPITAL GROUP - CORE PLS INC
—Quality
$5.6M249,853 sh- 86.2
Quality
$5.1M4,400 sh FIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$4.9M108,042 shFT Vest U.S. Equity Buffer ETF - December
—Quality
$4.6M85,055 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE DIV GRWTH | — | $7.8M | 103,228 |
| NVIDIA CORP$NVDA | 85.9#5 | $7.7M | 38,438 |
| CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $7.6M | 161,564 |
| ISHARES TR - RUS 1000 GRW ETF | — | $6.7M | 54,350 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $6.1M | 123,048 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $6.0M | 88,791 |
| CAPITAL GROUP - CORE PLS INC | — | $5.6M | 249,853 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $5.1M | 4,400 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $4.9M | 108,042 |
| FT Vest U.S. Equity Buffer ETF - December | — | $4.6M | 85,055 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LEIGH BALDWIN & CO., LLC's 182 positions.
Showing top 10 of 182 holdings.
Sector Allocation
Other
$100.0M
Technology
$39.7M
Industrials
$10.2M
Financials
$10.0M
Consumer Discretionary
$6.3M
Healthcare
$5.9M
Materials
$4.2M
Energy
$3.3M
Top Holdings — LEIGH BALDWIN & CO., LLC (Q2 2026)
Top 150 of 182 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE DIV GRWTH | $7.8M | 4.2% | +11% | — |
| 2 | $NVDA | NVIDIA CORP | $7.7M | 4.1% | -7% | 85.9 |
| 3 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $7.6M | 4.1% | +15% | — |
| 4 | — | ISHARES TR - RUS 1000 GRW ETF | $6.7M | 3.6% | +329% | — |
| 5 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $6.1M | 3.3% | +14% | — |
| 6 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $6.0M | 3.3% | +44% | — |
| 7 | — | CAPITAL GROUP - CORE PLS INC | $5.6M | 3.0% | +20% | — |
| 8 | $MU | MICRON TECHNOLOGY INC | $5.1M | 2.7% | -12% | 86.2 |
| 9 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $4.9M | 2.6% | +20% | — |
| 10 | — | FT Vest U.S. Equity Buffer ETF - December | $4.6M | 2.5% | +15% | — |
| 11 |  $AAPL | Apple Inc. | $4.6M | 2.5% | -11% | 76.4 |
| 12 |  $GOOGL | Alphabet Inc. | $4.1M | 2.2% | +5% | 78.2 |
| 13 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $3.5M | 1.9% | +11% | — |
| 14 | — | ISHARES TR - CORE MSCI EAFE | $2.9M | 1.6% | -16% | — |
| 15 |  $AMZN | AMAZON COM INC | $2.9M | 1.5% | -8% | 68.7 |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $2.7M | 1.5% | -6% | — |
| 17 | — | iShares - Large Cap Core Active ETF | $2.7M | 1.5% | +29% | — |
| 18 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $2.6M | 1.4% | +6% | — |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY | $2.4M | 1.3% | +24% | — |
| 20 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $2.4M | 1.3% | -17% | — |
| 21 |  $MSFT | MICROSOFT CORP | $2.2M | 1.2% | -19% | 79.8 |
| 22 |  $GEV | GE Vernova Inc. | $2.1M | 1.1% | +0% | 81.1 |
| 23 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $2.1M | 1.1% | +2% | — |
| 24 |  $GLW | CORNING INC /NY | $2.1M | 1.1% | -0% | 73.7 |
| 25 |  $GE | GENERAL ELECTRIC CO | $2.0M | 1.1% | +0% | 73.8 |
| 26 |  $IVZ | Invesco Ltd. | $1.9M | 1.0% | +10% | — |
| 27 |  $TSLA | Tesla, Inc. | $1.8M | 0.9% | -12% | 53.9 |
| 28 |  $RTX | RTX Corp | $1.6M | 0.9% | -0% | 73.2 |
| 29 |  $AVGO | Broadcom Inc. | $1.6M | 0.9% | -2% | 84.5 |
| 30 |  $GOOG | Alphabet Inc. | $1.6M | 0.8% | -9% | 78.2 |
| 31 |  $WMT | Walmart Inc. | $1.4M | 0.7% | +6% | 60.2 |
| 32 | — | CAPITAL GROUP CORE BALANCED - SHS | $1.4M | 0.7% | +3% | — |
| 33 |  $LLY | ELI LILLY & Co | $1.3M | 0.7% | -24% | 87.5 |
| 34 | — | ISHARES TR - 1 3 YR TREAS BD | $1.3M | 0.7% | +7% | — |
| 35 |  $CAT | CATERPILLAR INC | $1.3M | 0.7% | -6% | 66.5 |
| 36 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $1.2M | 0.6% | -2% | — |
| 37 |  $WM | WASTE MANAGEMENT INC | $1.2M | 0.6% | +2% | 67.6 |
| 38 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $1.1M | 0.6% | +2% | — |
| 39 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $1.1M | 0.6% | +8% | — |
| 40 | — | SPDR SERIES TRUST - ST STR P500ETF | $1.1M | 0.6% | -2% | — |
| 41 | — | ISHARES TR - 7-10 YR TRSY BD | $1.1M | 0.6% | -0% | — |
| 42 |  $LMT | LOCKHEED MARTIN CORP | $1.0M | 0.6% | -2% | 65.6 |
| 43 |  $NNY | NUVEEN NEW YORK MUNICIPAL VALUE FUND | $1.0M | 0.6% | -2% | — |
| 44 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $970,981 | 0.5% | +2% | — |
| 45 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $964,434 | 0.5% | +57% | — |
| 46 |  $BRK.B | BERKSHIRE HATHAWAY INC | $956,997 | 0.5% | +0% | 73.8 |
| 47 |  $PANW | Palo Alto Networks Inc | $865,907 | 0.5% | -7% | 65.5 |
| 48 |  $XOM.R34088 | EXXON MOBIL CORP | $858,427 | 0.5% | -10% | 57.9 |
| 49 |  $DE | DEERE & CO | $836,880 | 0.5% | +0% | 55.4 |
| 50 |  $CVS | CVS HEALTH Corp | $829,827 | 0.5% | -2% | 59.4 |
| 51 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $815,715 | 0.4% | +0% | — |
| 52 | — | ISHARES TR - CORE S&P500 ETF | $795,319 | 0.4% | -54% | — |
| 53 |  $AMD | ADVANCED MICRO DEVICES INC | $792,445 | 0.4% | -45% | 79.8 |
| 54 | — | iShares Systematic Alternatives Active ETF - SYSTEMATIC ALTS | $777,460 | 0.4% | NEW | — |
| 55 |  $COST | COSTCO WHOLESALE CORP /NEW | $774,487 | 0.4% | -2% | 66.2 |
| 56 |  $CSCO | CISCO SYSTEMS, INC. | $760,497 | 0.4% | -1% | 70.3 |
| 57 |  $JPM | JPMORGAN CHASE & CO | $744,409 | 0.4% | +1% | 70.7 |
| 58 |  $NBTB | NBT BANCORP INC | $741,455 | 0.4% | -1% | 66.5 |
| 59 |  $GLD | SPDR GOLD TRUST | $727,182 | 0.4% | -18% | — |
| 60 |  $STX | Seagate Technology Holdings plc | $714,100 | 0.4% | -1% | — |
| 61 | — | SPDR SERIES TRUST - ST STR P500GRW | $713,717 | 0.4% | -0% | — |
| 62 |  $ETN | Eaton Corp plc | $699,254 | 0.4% | -8% | — |
| 63 |  $MRK | Merck & Co., Inc. | $694,745 | 0.4% | -3% | 59.9 |
| 64 |  $SLV | iShares Silver Trust | $668,375 | 0.4% | +4% | — |
| 65 | — | GLOBAL X FDS - ARTIFICIAL ETF | $630,289 | 0.3% | +0% | — |
| 66 | $ZM | Zoom Communications, Inc. | $614,950 | 0.3% | +24% | 70.5 |
| 67 |  $LRCX | LAM RESEARCH CORP | $607,283 | 0.3% | -18% | 79.4 |
| 68 |  $GILD | GILEAD SCIENCES, INC. | $602,569 | 0.3% | +0% | 57.4 |
| 69 | — | ISHARES TR - US AER DEF ETF | $601,973 | 0.3% | -17% | — |
| 70 |  $ARM | ARM HOLDINGS PLC /UK | $592,132 | 0.3% | +2% | — |
| 71 | — | ALPS ETF TR - DYNAM US ETF | $576,993 | 0.3% | +0% | — |
| 72 |  $JNJ | JOHNSON & JOHNSON | $574,443 | 0.3% | +4% | 69 |
| 73 |  $MS | MORGAN STANLEY | $568,546 | 0.3% | +0% | 75.8 |
| 74 |  $STLD | STEEL DYNAMICS INC | $541,720 | 0.3% | +0% | 57.7 |
| 75 |  $UBER | Uber Technologies, Inc | $540,577 | 0.3% | -5% | 73.5 |
| 76 |  $CVX | CHEVRON CORP | $530,687 | 0.3% | +9% | 62.8 |
| 77 |  $BMY | BRISTOL MYERS SQUIBB CO | $530,076 | 0.3% | +0% | 70.4 |
| 78 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $517,928 | 0.3% | -4% | — |
| 79 |  $INTC | INTEL CORP | $515,718 | 0.3% | -22% | 45.6 |
| 80 |  $C | CITIGROUP INC | $513,039 | 0.3% | -2% | 65 |
| 81 |  $VZ | VERIZON COMMUNICATIONS INC | $512,910 | 0.3% | +2% | 65.8 |
| 82 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $512,079 | 0.3% | +74% | — |
| 83 |  $GAB | GABELLI EQUITY TRUST INC | $487,235 | 0.3% | +0% | — |
| 84 |  $ALL | ALLSTATE CORP | $481,873 | 0.3% | +0% | 78.5 |
| 85 |  $NRG | NRG ENERGY, INC. | $481,513 | 0.3% | +0% | 51.9 |
| 86 |  $SU | SUNCOR ENERGY INC | $480,813 | 0.3% | +1% | — |
| 87 |  $HD | HOME DEPOT, INC. | $477,412 | 0.3% | -13% | 60.3 |
| 88 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $474,009 | 0.3% | -25% | — |
| 89 |  $PLTR | Palantir Technologies Inc. | $469,871 | 0.3% | -3% | 84.6 |
| 90 |  $KO | COCA COLA CO | $469,509 | 0.3% | +0% | 69.5 |
| 91 | — | PACER FDS TR - DEVELOPED MRKT | $465,219 | 0.3% | +0% | — |
| 92 |  $PFE | PFIZER INC | $460,777 | 0.3% | -3% | 62 |
| 93 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $459,789 | 0.3% | -1% | — |
| 94 | — | ISHARES TR - RUSSELL 2000 ETF | $452,386 | 0.2% | -21% | — |
| 95 |  $IAU | ISHARES GOLD TRUST | $450,929 | 0.2% | -18% | — |
| 96 |  $PAYX | PAYCHEX INC | $450,216 | 0.2% | +0% | 74.6 |
| 97 |  $V | VISA INC. | $447,874 | 0.2% | -11% | 82.9 |
| 98 |  $WPM | Wheaton Precious Metals Corp. | $445,048 | 0.2% | +0% | — |
| 99 |  $ABBV | AbbVie Inc. | $443,171 | 0.2% | +1% | 72.6 |
| 100 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $440,641 | 0.2% | +8% | — |
| 101 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $437,391 | 0.2% | -21% | — |
| 102 |  $AMGN | AMGEN INC | $436,851 | 0.2% | +1% | 79.2 |
| 103 |  $URI | UNITED RENTALS, INC. | $428,232 | 0.2% | -10% | 63.9 |
| 104 |  $R | RYDER SYSTEM INC | $424,406 | 0.2% | -1% | 57.8 |
| 105 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $408,404 | 0.2% | -21% | 70 |
| 106 |  $MCD | MCDONALDS CORP | $406,237 | 0.2% | +0% | 69 |
| 107 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $400,951 | 0.2% | -0% | — |
| 108 |  $META | Meta Platforms, Inc. | $389,256 | 0.2% | -34% | 79.6 |
| 109 |  $DUK | Duke Energy CORP | $381,283 | 0.2% | +0% | 56.4 |
| 110 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $379,138 | 0.2% | NEW | — |
| 111 |  $JBL | JABIL INC | $375,458 | 0.2% | -29% | 57.4 |
| 112 |  $PG | PROCTER & GAMBLE Co | $368,302 | 0.2% | +0% | 64.6 |
| 113 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $363,747 | 0.2% | +1% | — |
| 114 |  $CL | COLGATE PALMOLIVE CO | $360,983 | 0.2% | +0% | 61.3 |
| 115 |  $MCK | MCKESSON CORP | $357,428 | 0.2% | -16% | 63.4 |
| 116 |  $CEG | Constellation Energy Corp | $355,117 | 0.2% | +0% | 59.4 |
| 117 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $354,251 | 0.2% | +0% | — |
| 118 |  $CAH | CARDINAL HEALTH INC | $352,559 | 0.2% | +0% | 62.4 |
| 119 |  $COP | CONOCOPHILLIPS | $338,874 | 0.2% | -1% | 70.2 |
| 120 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $337,113 | 0.2% | -1% | 61.4 |
| 121 |  $STRL | STERLING INFRASTRUCTURE, INC. | $335,744 | 0.2% | NEW | 70.6 |
| 122 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $331,274 | 0.2% | -14% | — |
| 123 | — | ISHARES TR - MSCI INTL QUALTY | $330,624 | 0.2% | +42% | — |
| 124 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $330,390 | 0.2% | -1% | — |
| 125 |  $T | AT&T INC. | $322,080 | 0.2% | +6% | 65.7 |
| 126 |  $FCX | FREEPORT-MCMORAN INC | $321,710 | 0.2% | +17% | 62 |
| 127 |  $EXC | EXELON CORP | $316,950 | 0.2% | +1% | 59.6 |
| 128 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $314,499 | 0.2% | +0% | — |
| 129 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $307,635 | 0.2% | +13% | — |
| 130 |  $ET | Energy Transfer LP | $306,086 | 0.2% | -2% | 64.4 |
| 131 |  $NUE | NUCOR CORP | $304,965 | 0.2% | +10% | 61.7 |
| 132 | — | ROUNDHILL ETF TRUST - MEMORY ETF | $302,047 | 0.2% | NEW | — |
| 133 |  $RIOT | Riot Platforms, Inc. | $301,180 | 0.2% | +0% | 38.3 |
| 134 |  $MRVL | Marvell Technology, Inc. | $300,876 | 0.2% | NEW | 76.5 |
| 135 | — | SPDR SERIES TRUST - ST STR SP REGBNK | $298,705 | 0.2% | -6% | — |
| 136 |  $SO | SOUTHERN CO | $293,584 | 0.2% | +0% | 62 |
| 137 | — | FRANKLIN TEMPLETON ETF TR - US LRG CP MLTFCT | $289,989 | 0.2% | -6% | — |
| 138 |  $BAC | BANK OF AMERICA CORP /DE/ | $287,447 | 0.1% | -12% | 67.6 |
| 139 | — | FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC | $286,684 | 0.1% | -1% | — |
| 140 | — | PACER FDS TR - US SM CAP CA ETF | $285,187 | 0.1% | -1% | — |
| 141 |  $BNY | Bank of New York Mellon Corp | $277,034 | 0.1% | -2% | 74.1 |
| 142 |  $SPXC | SPX Technologies, Inc. | $276,429 | 0.1% | -1% | 69.2 |
| 143 | — | PROCURE ETF TRUST II - SPACE ETF | $272,351 | 0.1% | NEW | — |
| 144 |  $BA | BOEING CO | $271,870 | 0.1% | -1% | 61.6 |
| 145 |  $KMB | KIMBERLY CLARK CORP | $270,333 | 0.1% | +14% | 58.7 |
| 146 | — | ISHARES TR - PFD AND INCM SEC | $262,625 | 0.1% | +0% | — |
| 147 |  $NSC | NORFOLK SOUTHERN CORP | $254,433 | 0.1% | +1% | 63.2 |
| 148 |  $AMAT | APPLIED MATERIALS INC /DE | $254,234 | 0.1% | NEW | 72.3 |
| 149 | — | TIDAL TRUST II - DEFIA AI PWR ETF | $253,916 | 0.1% | NEW | — |
| 150 | — | ISHARES U S ETF TR - SHOR MAT MUN ETF | $253,291 | 0.1% | NEW | — |
New Positions (21)
iShares Systematic Alternatives Active ETF - SYSTEMATIC ALTS$777,460
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$379,138$STRL STERLING INFRASTRUCTURE, INC.$335,744 ROUNDHILL ETF TRUST - MEMORY ETF$302,047
$MRVL Marvell Technology, Inc.$300,876 PROCURE ETF TRUST II - SPACE ETF$272,351
$AMAT APPLIED MATERIALS INC /DE$254,234 TIDAL TRUST II - DEFIA AI PWR ETF$253,916
ISHARES U S ETF TR - SHOR MAT MUN ETF$253,291
$DK Delek US Holdings, Inc.$248,207 CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT$240,392
$UNM Unum Group$236,016 CORGI ETF TR I - LITHOGRAPHY SEMI$233,454
CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT$230,150
$SNDK Sandisk Corp$227,382Exited Positions (2)
SELECT SECTOR SPDR TR - STATE STREET ENE
GABELLI EQUITY TR INC - RIGHT 04/14/2026
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