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CIK: 0000946629
Total reported value
$185.7M
$185.7M
201 檔
17.3%
According to the latest 13F quarterly dataset, Leigh Baldwin & Co., LLC managed an equity portfolio of $185.7M at the end of Q3 2025, spanning 201 distinct U.S. exchange-listed positions.
In Q3 2025, Leigh Baldwin & Co., LLC displayed an active expansion posture, initiating 41 new positions and adding to 96 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.75% | -0.52% | +0.17% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.20% | +0.13% | +8.53% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.27% | -0.02% | +8.53% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.06% | -0.44% | +0.36% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 2.84% | +0.44% | +12.58% | |
| 6 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.61% | — | — | |
| 7 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.35% | -0.01% | +8.23% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.21% | -0.57% | +5.12% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 2.21% | -0.02% | +1.83% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | -0.22% | +2.71% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.08% | +0.93% | +16.61% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.97% | -0.01% | +8.90% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.78% | +0.14% | -1.57% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.74% | -0.16% | +2.04% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.55% | -0.20% | +39.84% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.51% | -0.53% | +5.70% | |
| 17 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.34% | -0.02% | +938.39% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.30% | -0.57% | +14.16% | |
| 19 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.23% | -0.01% | +10.28% | |
| 20 | GE | General Electric | Stock-Industrials | 1.10% | +0.10% | — | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.05% | -0.06% | +3.77% | |
| 22 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.01% | -0.10% | +4.19% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.94% | -0.28% | -5.80% | |
| 24 | PNC | Pnc Financial Services Group | Stock-Financials | 0.94% | — | +0.93% | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 0.91% | -0.11% | -3.23% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.90% | -0.20% | +203.88% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.55% | +12.26% | |
| 28 | CGDV | Cap Group Dividend Value | ETF-Other | 0.86% | +0.31% | +79.07% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.19% | -1.59% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | — | +0.57% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | -0.06% | +4.52% | |
| 32 | GEV | GE Vernova Inc | Stock-Industrials | 0.70% | +0.12% | — | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.66% | -0.13% | -1.05% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.07% | +2.58% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.04% | -8.32% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | -0.15% | +37.72% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.03% | +3.94% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | -0.03% | +4.26% | |
| 39 | CGBL | Cap Group Core Balanced | ETF-Other | 0.63% | -0.05% | +4.50% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.62% | +0.01% | +0.19% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.62% | -0.13% | -1.15% | |
| 42 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.61% | — | — | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.60% | -0.09% | +10.52% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.60% | -0.25% | +6.02% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.59% | +0.07% | +9.49% | |
| 46 | GLW | Corning Inc | Stock-Tech | 0.56% | +0.40% | -16.51% | |
| 47 | PFS | Provident Financial Services | Stock-Other | 0.55% | — | +1.19% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.31% | +13.40% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.12% | +0.58% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | — | +0.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FAUG | Ft Vest U.s. Equity Buffer E | +1.2% | +938.39% | Add |
| 2 | IWF | Ishares Russell 1000 Growth | +1% | +8.53% | Add |
| 3 | CGGR | Cap Group Growth Equity | +0.8% | +12.58% | Add |
| 4 | RTX | Rtx CORP | +0.6% | +203.88% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | +0.17% | Trim |
| 6 | CGDV | Cap Group Dividend Value | +0.4% | +79.07% | Add |
| 7 | BINC | Ishares Flex I A Etf-usd Inc | +0.4% | +14.16% | Add |
| 8 | UBER | Uber Technologies Inc | +0.3% | +14.15% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | -1.57% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.3% | +9.20% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +0.57% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -0.27% | Add |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +10.52% | Add |
| 14 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | -3.48% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +4.52% | Add |
| 16 | FBND | Fidelity Total Bond ETF | +0.2% | +8.90% | Add |
| 17 | AVEM | Avantis Emerging Markets Eq | +0.2% | +9.49% | Add |
| 18 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +5.70% | Add |
| 19 | CGBL | Cap Group Core Balanced | +0.1% | +4.50% | Add |
| 20 | MSFT | Microsoft CORP | +0.1% | +5.12% | Add |
| 21 | FOCT | Ft Vest U.s. Equity Buffer E | +0.1% | — | Add |
| 22 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | +14.61% | Add |
| 23 | QTUM | Defiance Quantum ETF | +0.1% | +3.89% | Add |
| 24 | GLW | Corning Inc | +0.1% | -16.51% | Trim |
| 25 | CEG | Constellation Energy | +0.1% | +2.15% | Add |
| 26 | CAT | Caterpillar Inc | +0.1% | +3.98% | Add |
| 27 | SMH | Vaneck Semiconductor ETF | +0.1% | +0.71% | Add |
| 28 | DGRO | Ishares Core Dividend Growth | +0.1% | +8.53% | Add |
| 29 | ETN | Eaton Corporation plc | +0.1% | — | Add |
| 30 | AIQ | Global X Art Intel & Tech | +0.1% | +0.70% | Add |
| 31 | RDVY | First Trust Rising Dividend | +0.1% | +1.83% | Add |
| 32 | PAYX | Paychex Inc | +0.1% | +31.12% | Add |
| 33 | T | At&t Inc | +0.1% | +75.88% | Add |
| 34 | CSCO | Cisco Systems Inc | +0.1% | +25.41% | Add |
| 35 | CVS | Cvs Health CORP | 0% | -4.98% | Add |
| 36 | CGCP | Cap Group Core Plus Income | 0% | +8.23% | Add |
| 37 | NRG | Nrg Energy Inc | 0% | -0.36% | Trim |
| 38 | FAX | Abrdn Asia-pacific Income | 0% | +12.49% | Add |
| 39 | GROY | Gold Royalty CORP | 0% | — | Unchanged |
| 40 | TRX | Trx Gold CORP | 0% | — | Add |
| 41 | ITA | Ishares U.s. Aerospace & Def | — | +4.19% | Add |
| 42 | WPM | Wheaton Precious Metals CORP | — | — | Add |
| 43 | UAL | United Airlines Holdings Inc | 0% | — | Unchanged |
| 44 | GS | Goldman Sachs Group Inc | 0% | +5.20% | Trim |
| 45 | JPC | Nuveen Prefered & Income Opp | 0% | — | Add |
| 46 | KJUL | Innovator U.s. Small Cap Pow | 0% | — | Add |
| 47 | R | Ryder System Inc | 0% | -4.68% | Trim |
| 48 | KOCT | Innovator U.s. Small Cap Pow | 0% | +12.66% | Add |
| 49 | FCOM | Fidelity Msci Comm Serv Indx | 0% | — | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | 0% | +12.26% | Add |
According to official SEC Form 13F filings, Leigh Baldwin & Co., LLC reported a total U.S. public equity portfolio value of $185.7M across 201 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, IWF, DGRO) accounted for 17.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
DYNF
市值: $3.7M
Top Position Liquidated / Trimmed
FDEC
前期市值: $2.0M
During Q3 2025, Leigh Baldwin & Co., LLC's top holdings by market value included NVDA (4.8%)、IWF (4.2%)、DGRO (3.3%). The largest single position, NVDA, represented 4.8% of total portfolio value.
In Q3 2025, Leigh Baldwin & Co., LLC made 193 total portfolio adjustments, initiating 41 new buys, adding to 96 positions, trimming 46 holdings, and fully liquidating 10 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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