Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

LEIGH BALDWIN & CO., LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

LEIGH BALDWIN & CO., LLC (CIK 946629) reported $154.5M across 163 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($7.2M, 4.66%), DGRO ($6.5M, 4.23%), CGGR ($5.7M, 3.67%), IWF ($5.4M, 3.50%), CGCP ($4.6M, 3.01%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$7.2M4.66%41,257Trimmed
2DGROISHARES TR$6.5M4.23%93,174Added
3CGGRCAPITAL GROUP GROWTH ETF$5.7M3.67%141,051Added
4IWFISHARES TR$5.4M3.50%12,678Trimmed
5CGCPCAPITAL GRP FIXED INCM ETF T$4.6M3.01%208,060Added
6CGDVCAPITAL GROUP DIVIDEND VALUE$4.6M2.96%107,578Added
7AAPLAPPLE INC$4.5M2.90%17,637Trimmed
8FBNDFIDELITY MERRIMACK STR TR$4.1M2.66%90,051Added
9FDECFIRST TR EXCHNG TRADED FD VI$3.7M2.38%73,885Added
10DYNFBLACKROCK ETF TRUST$3.6M2.32%61,721Trimmed
11IEFAISHARES TR$3.2M2.09%35,622Added
12GOOGALPHABET INC$3.1M2.04%10,979Added
13FENIFIDELITY COVINGTON TRUST$2.9M1.87%77,648Added
14BINCBLACKROCK ETF TRUST II$2.9M1.87%55,683Added
15MSFTMICROSOFT CORP$2.7M1.78%7,416Trimmed
16AMZNAMAZON COM INC$2.7M1.76%13,031Trimmed
17SPYSTATE STR SPDR S&P 500 ETF T$2.5M1.62%3,856Trimmed
18AVEMAMERICAN CENTY ETF TR$2.1M1.34%25,679Added
19TSLATESLA INC$1.8M1.15%4,759Added
20BLCRBLACKROCK ETF TRUST$1.7M1.10%41,523New
21MUMICRON TECHNOLOGY INC$1.7M1.10%5,013Added
22WCMIFIRST TR EXCHANGE-TRADED FD$1.7M1.09%100,265New
23RTXRTX CORPORATION$1.7M1.08%8,661Trimmed
24RSPINVESCO EXCHANGE TRADED FD T$1.6M1.03%8,297Added
25GEVGE VERNOVA INC$1.6M1.02%1,801Trimmed

Source: SEC Form 13F filings · as of 2026-03-31