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CIK: 0000946629
Total reported value
$185.7M
$185.7M
170 檔
11.5%
As reported in its official Q1 2025 Form 13F filing, Leigh Baldwin & Co., LLC's tracked investment portfolio stood at $185.7M with 170 total positions.
During Q1 2025, 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 | 4.34% | -0.52% | +0.00% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.59% | -0.44% | -8.18% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.22% | +0.13% | +35.59% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.20% | -0.02% | +30.59% | |
| 5 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.89% | — | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.48% | -0.22% | +0.75% | |
| 7 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.33% | -0.01% | +28.24% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.21% | -0.16% | +70.90% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 2.16% | -0.02% | +21.19% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | -0.57% | -15.05% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 2.00% | +0.44% | +57.45% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.83% | -0.20% | +138.36% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.82% | -0.01% | +32.95% | |
| 14 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.59% | +0.12% | — | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.58% | -0.28% | -0.58% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.52% | -0.06% | -1.65% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | +0.14% | -2.85% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.37% | -0.53% | +13.68% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.32% | -0.11% | -0.61% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.21% | -0.13% | +15.76% | |
| 21 | ICOW | Pacer Developed Markets Inte | ETF-Other | 1.16% | -0.06% | +1.69% | |
| 22 | PNC | Pnc Financial Services Group | Stock-Financials | 1.15% | — | +1.00% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.02% | -0.19% | -0.26% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.01% | +0.01% | +21.62% | |
| 25 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.01% | -0.10% | -10.00% | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 0.94% | -0.13% | +0.36% | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.90% | -0.57% | +184.07% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | -0.55% | +10.18% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.04% | -10.71% | |
| 30 | NBTB | N B T Bancorp Inc | Stock-Other | 0.84% | -0.02% | -0.06% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.07% | +5.45% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.12% | -2.99% | |
| 33 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.78% | — | -2.53% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.31% | -28.90% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.03% | -10.82% | |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.73% | +0.10% | +15.95% | |
| 37 | NNY | Nuveen New York Muni Val | Stock-Other | 0.72% | -0.10% | +2.04% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | -0.15% | — | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.69% | -0.25% | -2.23% | |
| 40 | PFS | Provident Financial Services | Stock-Other | 0.69% | — | +1.32% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.68% | -0.03% | -1.55% | |
| 42 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.67% | -0.02% | +77.82% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.65% | — | -1.01% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | — | -19.00% | |
| 45 | KORP | American Century Diversified | ETF-Other | 0.59% | — | +48.40% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | -0.06% | -9.71% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.07% | -0.46% | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.54% | -0.03% | +0.14% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.03% | -10.18% |
According to official SEC Form 13F filings, Leigh Baldwin & Co., LLC reported a total U.S. public equity portfolio value of $185.7M across 170 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, IWF) accounted for 11.5% of total reported equity market value during Q1 2025.
During Q1 2025, Leigh Baldwin & Co., LLC's top holdings by market value included NVDA (4.3%)、AAPL (3.6%)、IWF (3.2%). The largest single position, NVDA, represented 4.3% of total portfolio value.
In Q1 2025, 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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