13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000946629
Total reported value
$185.7M
$185.7M
162 檔
17.0%
During the Q4 2025 filing period, Leigh Baldwin & Co., LLC (CIK: 0000946629) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $185.7M across 162 reported positions.
In Q4 2025, Leigh Baldwin & Co., LLC adopted a defensive or profit-taking posture, trimming 70 positions and completely liquidating 51 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.35% | -0.52% | -3.56% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.33% | +0.13% | -12.57% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.09% | -0.02% | +5.07% | |
| 4 | CGGR | Cap Group Growth Equity | ETF-Other | 3.74% | +0.44% | +11.48% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.19% | -0.44% | -16.20% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.91% | +0.93% | +16.56% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 2.84% | +0.31% | +171.79% | |
| 8 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.81% | -0.01% | +2.66% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | -0.57% | +0.16% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.37% | -0.01% | +3.78% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.25% | +0.14% | -16.08% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.12% | -0.16% | +1.85% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.02% | -0.53% | +12.30% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | -0.22% | -25.79% | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.75% | -0.57% | +16.37% | |
| 16 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.68% | -0.01% | +13.20% | |
| 17 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.55% | -0.02% | -2.70% | |
| 18 | GE | General Electric | Stock-Industrials | 1.31% | +0.10% | -0.38% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.10% | -0.20% | -40.24% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.08% | -0.20% | -5.89% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.07% | +0.07% | +51.79% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | -0.55% | -1.05% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | -0.15% | -3.50% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | — | +0.43% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | -0.06% | -11.45% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | -0.19% | -14.85% | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 0.88% | +0.12% | +1.69% | |
| 28 | KORP | American Century Diversified | ETF-Other | 0.85% | — | — | |
| 29 | CGBL | Cap Group Core Balanced | ETF-Other | 0.80% | -0.05% | +6.78% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.76% | -0.13% | -0.23% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.75% | -0.09% | +7.19% | |
| 32 | GLW | Corning Inc | Stock-Tech | 0.75% | +0.40% | +7.60% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 0.73% | -0.13% | +1.59% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -0.04% | -5.69% | |
| 35 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.69% | -0.10% | -43.15% | |
| 36 | RDVY | First Trust Rising Dividend | ETF-Other | 0.68% | -0.02% | -74.58% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.07% | -13.10% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.66% | -0.25% | -2.30% | |
| 39 | NNY | Nuveen New York Muni Val | Stock-Other | 0.66% | -0.10% | +6.54% | |
| 40 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.66% | +0.30% | — | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.61% | +1.64% | +40.65% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.58% | +0.01% | -20.62% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.28% | -53.04% | |
| 44 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.57% | -0.01% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.31% | -18.77% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.51% | -0.14% | +4.31% | |
| 47 | SLV | Ishares Silver Trust | ETF-Commodities | 0.49% | -0.17% | +4.47% | |
| 48 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.49% | -0.02% | -10.08% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.02% | — | |
| 50 | QTUM | Defiance Quantum ETF | ETF-Other | 0.49% | +0.15% | +0.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | +2% | +171.79% | Add |
| 2 | CGGR | Cap Group Growth Equity | +0.9% | +11.48% | Add |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.8% | +16.56% | Add |
| 4 | DGRO | Ishares Core Dividend Growth | +0.8% | +5.07% | Add |
| 5 | NVDA | Nvidia CORP | +0.6% | -3.56% | Trim |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +12.30% | Add |
| 7 | AVEM | Avantis Emerging Markets Eq | +0.5% | +51.79% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.5% | -16.08% | Trim |
| 9 | CGCP | Cap Group Core Plus Income | +0.5% | +2.66% | Add |
| 10 | FENI | Fidelity Enhanced Intl ETF | +0.5% | +13.20% | Add |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | +0.5% | +16.37% | Add |
| 12 | FBND | Fidelity Total Bond ETF | +0.4% | +3.78% | Add |
| 13 | MU | Micron Technology Inc | +0.4% | +40.65% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +1.85% | Add |
| 15 | LLY | Eli Lilly & Co | +0.4% | -3.50% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | -11.45% | Trim |
| 17 | SLV | Ishares Silver Trust | +0.2% | +4.47% | Add |
| 18 | GE | General Electric | +0.2% | -0.38% | Trim |
| 19 | FAUG | Ft Vest U.s. Equity Buffer E | +0.2% | -2.70% | Trim |
| 20 | MSFT | Microsoft CORP | +0.2% | +0.16% | Add |
| 21 | CAT | Caterpillar Inc | +0.2% | +20.67% | Add |
| 22 | GLW | Corning Inc | +0.2% | +7.60% | Add |
| 23 | GEV | GE Vernova Inc | +0.2% | +1.69% | Add |
| 24 | AVGO | Broadcom Inc | +0.2% | +0.43% | Add |
| 25 | RTX | Rtx CORP | +0.2% | -5.89% | Trim |
| 26 | CGBL | Cap Group Core Balanced | +0.2% | +6.78% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.2% | -1.05% | Trim |
| 28 | NNY | Nuveen New York Muni Val | +0.2% | +6.54% | Add |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +7.19% | Add |
| 30 | IWF | Ishares Russell 1000 Growth | +0.1% | -12.57% | Trim |
| 31 | AAPL | Apple Inc | +0.1% | -16.20% | Trim |
| 32 | AMD | Advanced Micro Devices | +0.1% | +9.01% | Add |
| 33 | WM | Waste Management Inc | +0.1% | +1.59% | Add |
| 34 | QTUM | Defiance Quantum ETF | +0.1% | +0.90% | Add |
| 35 | IEF | Ishares 7-10 Year Treasury B | +0.1% | -0.23% | Trim |
| 36 | LRCX | Lam Research CORP | +0.1% | +0.26% | Add |
| 37 | IWM | Ishares Russell 2000 ETF | +0.1% | +18.00% | Add |
| 38 | CSCO | Cisco Systems Inc | +0.1% | +1.14% | Add |
| 39 | GILD | Gilead Sciences Inc | +0.1% | +0.04% | Add |
| 40 | SMH | Vaneck Semiconductor ETF | +0.1% | +0.14% | Add |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | -5.69% | Trim |
| 42 | VOO | Vanguard S&p 500 ETF | +0.1% | — | Unchanged |
| 43 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.31% | Add |
| 44 | MS | Morgan Stanley | +0.1% | -4.25% | Trim |
| 45 | CEG | Constellation Energy | +0.1% | -2.04% | Trim |
| 46 | WMT | Walmart Inc | +0.1% | -14.85% | Trim |
| 47 | LMT | Lockheed Martin CORP | +0.1% | -2.30% | Trim |
| 48 | AMGN | Amgen Inc | +0.1% | -3.78% | Trim |
| 49 | KO | Coca-cola Co/the | +0.1% | +5.52% | Add |
| 50 | SU | Suncor Energy Inc | +0.1% | +3.64% | 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 162 disclosed positions in Q4 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 17.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
KORP
市值: $1.3M
Top Position Liquidated / Trimmed
VEEV
前期市值: $4.6M
During Q4 2025, Leigh Baldwin & Co., LLC's top holdings by market value included NVDA (5.3%)、IWF (4.3%)、DGRO (4.1%). The largest single position, NVDA, represented 5.3% of total portfolio value.
In Q4 2025, Leigh Baldwin & Co., LLC made 186 total portfolio adjustments, initiating 12 new buys, adding to 53 positions, trimming 70 holdings, and fully liquidating 51 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.