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CIK: 0000946629
Total reported value
$185.7M
$185.7M
160 檔
12.1%
At the close of Q4 2024, Leigh Baldwin & Co., LLC disclosed equity holdings valued at approximately $185.7M, spread across 160 reported holdings.
During Q4 2024, Leigh Baldwin & Co., LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.63% | -0.52% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.63% | -0.44% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.97% | -0.22% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.57% | — | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.77% | +0.13% | — | |
| 6 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.75% | — | — | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.55% | -0.02% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.98% | +0.14% | — | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 1.89% | -0.02% | — | |
| 10 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.89% | -0.01% | — | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.80% | -0.06% | — | |
| 12 | PFE | Pfizer Inc | Stock-Healthcare | 1.46% | -0.11% | — | |
| 13 | CGGR | Cap Group Growth Equity | ETF-Other | 1.44% | +0.44% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.42% | -0.16% | — | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.41% | -0.01% | — | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.40% | -0.28% | — | |
| 17 | PNC | Pnc Financial Services Group | Stock-Financials | 1.31% | — | — | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.26% | -0.20% | — | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.17% | -0.53% | — | |
| 20 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.11% | -0.06% | — | |
| 21 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.11% | -0.10% | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.10% | -0.19% | — | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | — | — | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | -0.04% | — | |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.06% | — | — | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.06% | -0.13% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -0.31% | — | |
| 28 | NBTB | N B T Bancorp Inc | Stock-Other | 0.99% | -0.02% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.55% | — | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.88% | +0.01% | — | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.86% | -0.13% | — | |
| 32 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.84% | — | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.12% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | -0.06% | — | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.81% | -0.25% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.03% | — | |
| 37 | PFS | Provident Financial Services | Stock-Other | 0.78% | — | — | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | -0.03% | — | |
| 39 | NNY | Nuveen New York Muni Val | Stock-Other | 0.72% | -0.10% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | -0.15% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.07% | — | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.68% | +0.10% | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.07% | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.63% | — | — | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.59% | -0.03% | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.03% | — | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.51% | -0.03% | — | |
| 48 | GLW | Corning Inc | Stock-Tech | 0.49% | +0.40% | — | |
| 49 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 0.47% | — | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.05% | — |
According to official SEC Form 13F filings, Leigh Baldwin & Co., LLC reported a total U.S. public equity portfolio value of $185.7M across 160 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, AMZN) accounted for 12.1% of total reported equity market value during Q4 2024.
During Q4 2024, Leigh Baldwin & Co., LLC's top holdings by market value included NVDA (5.6%)、AAPL (4.6%)、AMZN (3.0%). The largest single position, NVDA, represented 5.6% of total portfolio value.
In Q4 2024, Leigh Baldwin & Co., LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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