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 (2026-06-30)

LEIGH BALDWIN & CO., LLC (CIK 946629) reported $185.7M across 182 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DGRO ($7.8M, 4.21%), NVDA ($7.7M, 4.14%), CGGR ($7.6M, 4.11%), IWF ($6.7M, 3.63%), CGDV ($6.1M, 3.27%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DGROISHARES TR$7.8M4.21%103,228Added
2NVDANVIDIA Corporation$7.7M4.14%38,438Trimmed
3CGGRCAPITAL GROUP GROWTH ETF$7.6M4.11%161,564Added
4IWFISHARES TR$6.7M3.63%54,350Added
5CGDVCAPITAL GROUP DIVIDEND VALUE$6.1M3.27%123,048Added
6DYNFBLACKROCK ETF TRUST$6.0M3.25%88,791Added
7CGCPCAPITAL GROUP$5.6M3.00%249,853Added
8MUMicron Technology, Inc.$5.1M2.74%4,400Trimmed
9FBNDFIDELITY MERRIMACK STR TR$4.9M2.65%108,042Added
10FDECFT Vest U.S. Equity Buffer ETF$4.6M2.50%85,055Added
11AAPLApple Inc.$4.6M2.46%15,764Trimmed
12GOOGAlphabet Inc.$4.1M2.18%11,476Added
13FENIFIDELITY COVINGTON TRUST$3.5M1.86%86,048Added
14IEFAISHARES TR$2.9M1.56%30,012Trimmed
15AMZNAmazon.com, Inc.$2.9M1.54%12,034Trimmed
16SPYSTATE STR SPDR S&P 500 ETF T$2.7M1.46%3,625Trimmed
17BLCRiShares$2.7M1.46%53,657Added
18AVEMAMERICAN CENTY ETF TR$2.6M1.41%27,164Added
19WCMIFIRST TR EXCHANGE-TRADED FD$2.4M1.31%123,828Added
20BINCBLACKROCK ETF TRUST II$2.4M1.30%45,973Trimmed
21MSFTMicrosoft Corporation$2.2M1.21%6,025Trimmed
22GEVGE VERNOVA INC$2.1M1.14%1,809Added
23BAIBLACKROCK ETF TRUST$2.1M1.13%39,709Added
24GLWCORNING INC$2.1M1.12%8,176Trimmed
25GEGE AEROSPACE$2.0M1.10%5,457Added

Source: SEC Form 13F filings · as of 2026-06-30