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CIK: 0000946629
Total reported value
$185.7M
$185.7M
163 檔
15.9%
At the close of Q1 2026, Leigh Baldwin & Co., LLC disclosed equity holdings valued at approximately $185.7M, spread across 163 reported holdings.
In Q1 2026, Leigh Baldwin & Co., LLC displayed an active expansion posture, initiating 14 new positions and adding to 77 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.66% | -0.52% | -5.45% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.23% | -0.02% | +3.99% | |
| 3 | CGGR | Cap Group Growth Equity | ETF-Other | 3.67% | +0.44% | +10.11% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.50% | +0.13% | -8.94% | |
| 5 | CGCP | Cap Group Core Plus Income | ETF-Other | 3.01% | -0.01% | +10.21% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 2.96% | +0.31% | +8.64% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.90% | -0.44% | -1.33% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.66% | -0.01% | +14.90% | |
| 9 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 2.38% | +0.12% | +1169.50% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.32% | +0.93% | -15.33% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.09% | -0.53% | +3.59% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.04% | +0.14% | +0.58% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.87% | -0.57% | +10.44% | |
| 14 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.87% | -0.01% | +10.81% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | -0.57% | -2.34% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | -0.22% | -0.31% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | -0.16% | -18.62% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.34% | +0.07% | +21.13% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.15% | -0.20% | +28.31% | |
| 20 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 1.10% | +0.36% | — | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 1.10% | +1.64% | +54.63% | |
| 22 | WCMI | Ft Wcm International ETF | ETF-Other | 1.09% | +0.22% | — | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 1.08% | -0.20% | -3.70% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.03% | +0.01% | +79.16% | |
| 25 | GEV | GE Vernova Inc | Stock-Industrials | 1.02% | +0.12% | -12.19% | |
| 26 | GE | General Electric | Stock-Industrials | 1.00% | +0.10% | -15.75% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | -0.55% | +2.87% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.19% | -6.09% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | -0.06% | +2.09% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | — | +0.02% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | -0.15% | +2.30% | |
| 32 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.83% | +0.30% | +30.31% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.81% | -0.25% | -0.43% | |
| 34 | CGBL | Cap Group Core Balanced | ETF-Other | 0.79% | -0.05% | +2.17% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.77% | -0.09% | +4.89% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.31% | -0.40% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.76% | -0.13% | +1.46% | |
| 38 | GLW | Corning Inc | Stock-Tech | 0.72% | +0.40% | -37.04% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.71% | -0.13% | -4.67% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.28% | +9.05% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-Other | 0.66% | -0.02% | +0.69% | |
| 42 | NNY | Nuveen New York Muni Val | Stock-Other | 0.65% | -0.10% | +2.64% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | -0.04% | -8.20% | |
| 44 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.60% | -0.01% | +10.50% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.07% | -4.69% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | +0.10% | +0.48% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.12% | +8.23% | |
| 48 | SLV | Ishares Silver Trust | ETF-Commodities | 0.53% | -0.17% | +2.57% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.48% | -0.03% | -7.76% | |
| 50 | QTUM | Defiance Quantum ETF | ETF-Other | 0.47% | +0.15% | +0.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FDEC | Ft Vest U.s. Equity Buffer E | +2.2% | +1169.50% | Add |
| 2 | MU | Micron Technology Inc | +0.5% | +54.63% | Add |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.5% | +79.16% | Add |
| 4 | FBND | Fidelity Total Bond ETF | +0.3% | +14.90% | Add |
| 5 | AVEM | Avantis Emerging Markets Eq | +0.3% | +21.13% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | -0.40% | Trim |
| 7 | CGCP | Cap Group Core Plus Income | +0.2% | +10.21% | Add |
| 8 | FENI | Fidelity Enhanced Intl ETF | +0.2% | +10.81% | Add |
| 9 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | +30.31% | Add |
| 10 | LMT | Lockheed Martin CORP | +0.2% | -0.43% | Trim |
| 11 | DGRO | Ishares Core Dividend Growth | +0.1% | +3.99% | Add |
| 12 | GEV | GE Vernova Inc | +0.1% | -12.19% | Trim |
| 13 | CGDV | Cap Group Dividend Value | +0.1% | +8.64% | Add |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +10.44% | Add |
| 15 | SU | Suncor Energy Inc | +0.1% | -1.12% | Trim |
| 16 | CAT | Caterpillar Inc | +0.1% | +0.48% | Add |
| 17 | COST | Costco Wholesale CORP | +0.1% | +8.23% | Add |
| 18 | CVX | Chevron CORP | +0.1% | +0.61% | Add |
| 19 | GLD | Spdr Gold Shares | +0.1% | +9.05% | Add |
| 20 | COP | Conocophillips | +0.1% | +0.06% | Add |
| 21 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.59% | Add |
| 22 | IAU | Ishares Gold Trust | +0.1% | +9.61% | Add |
| 23 | VZ | Verizon Communications Inc | +0.1% | -4.69% | Trim |
| 24 | STX | Seagate Technology Holdings plc | +0.1% | — | Unchanged |
| 25 | TSLA | Tesla Inc | +0.1% | +28.31% | Add |
| 26 | KYN | Kayne Anderson Energy Infra | +0.1% | +9.39% | Add |
| 27 | GILD | Gilead Sciences Inc | +0.1% | +0.04% | Add |
| 28 | MRK | Merck & Co. Inc. | 0% | -0.07% | Trim |
| 29 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 30 | DE | Deere & Co | 0% | -7.76% | Trim |
| 31 | PFE | Pfizer Inc | 0% | +2.34% | Add |
| 32 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 33 | DUK | Duke Energy CORP | 0% | +3.47% | Add |
| 34 | WM | Waste Management Inc | 0% | +1.46% | Add |
| 35 | FDVV | Fidelity High Dividend ETF | 0% | +10.50% | Add |
| 36 | WMT | Walmart Inc | 0% | -6.09% | Trim |
| 37 | SLV | Ishares Silver Trust | 0% | +2.57% | Add |
| 38 | BMY | Bristol-myers Squibb Co | 0% | -0.01% | Trim |
| 39 | WPM | Wheaton Precious Metals CORP | 0% | — | Unchanged |
| 40 | EPD | Enterprise Products Partners | 0% | -0.46% | Trim |
| 41 | JBL | Jabil Inc | 0% | — | Unchanged |
| 42 | ICOW | Pacer Developed Markets Inte | 0% | +2.22% | Add |
| 43 | AMD | Advanced Micro Devices | 0% | +16.95% | Add |
| 44 | FCX | Freeport-mcmoran Inc | 0% | +3.11% | Add |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +4.89% | Add |
| 46 | ET | Energy Transfer LP | 0% | +1.30% | Add |
| 47 | KO | Coca-cola Co/the | 0% | +2.89% | Add |
| 48 | SMH | Vaneck Semiconductor ETF | 0% | +2.11% | Add |
| 49 | EXC | Exelon CORP | 0% | +0.54% | Add |
| 50 | XLI | Ss Industrial Select Sector | 0% | +11.86% | 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 163 disclosed positions in Q1 2026.
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, DGRO, CGGR) accounted for 15.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
BLCR
市值: $1.7M
Top Position Liquidated / Trimmed
KORP
前期市值: $1.3M
During Q1 2026, Leigh Baldwin & Co., LLC's top holdings by market value included NVDA (4.7%)、DGRO (4.2%)、CGGR (3.7%). The largest single position, NVDA, represented 4.7% of total portfolio value.
In Q1 2026, Leigh Baldwin & Co., LLC made 155 total portfolio adjustments, initiating 14 new buys, adding to 77 positions, trimming 51 holdings, and fully liquidating 13 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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