LEIGH BALDWIN & CO., LLC

CIK

946629

Location

CAZENOVIA, NY

Portfolio Value

Micro $74,490,044

Diversification

Diversified

Filing Date

Global Rank

#6,269 / 8,622 ▲ 116 · as of Mar 2026

Top Industry

Semiconductors 16.7%

3Y Alpha vs SPY

+3.1%

Period ended 4 months ago

Filed May 20, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+28.2%

SPY

+23.3%

Annualised alpha

+3.2%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

102 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.7%

−1.1 pts

Top 5

26.4%

−3.8 pts

Top 10

37.4%

−3.8 pts

HHI

251

Diversified−37

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.9%	$24,471,751	21
Industrials	14.6%	$10,855,073	13
Financial Services	9.6%	$7,129,929	17
Healthcare	8.7%	$6,516,196	11
Unclassified	7.8%	$5,799,172	6
Consumer Cyclical	7.7%	$5,748,960	5
Energy	5.0%	$3,698,709	7
Consumer Defensive	4.9%	$3,617,122	6
Communication Services	4.4%	$3,278,141	5
Utilities	2.6%	$1,899,897	5
Basic Materials	2.0%	$1,475,094	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NNY	Nuveen New York Municipal Value Fund	+3,086	119,818	$1,000,480
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	+2,531	29,481	$420,988
MU	Micron Technology Inc	+1,771	5,013	$1,693,591
TSLA	Tesla, Inc.	+1,050	4,759	$1,769,158
UBER	Uber Technologies, Inc	+871	7,866	$565,801
ZM	Zoom Communications, Inc.	+810	5,732	$460,795
IAU	Ishares Gold Trust	+635	7,240	$638,278
GBTC	Grayscale Bitcoin Trust ETF	+630	6,869	$362,408
PFE	Pfizer Inc	+452	19,788	$555,647
PANW	Palo Alto Networks Inc	+430	2,729	$437,513
AMD	Advanced Micro Devices Inc	+359	2,477	$503,896
SLV	iShares Silver Trust	+300	11,990	$816,998
ET	Energy Transfer LP	+210	16,394	$316,404
GLD	Spdr Gold Trust	+200	2,411	$1,037,429
JPM	Jpmorgan Chase & Co	+187	2,259	$664,507
KO	Coca Cola Co	+162	5,759	$437,971
JPC	Nuveen Preferred & Income Opportunities Fund	+158	10,538	$79,456
PG	PROCTER & GAMBLE Co	+140	2,507	$362,111
FCX	Freeport-Mcmoran Inc	+132	4,376	$257,221
DIS	Walt Disney Co	+129	2,572	$247,889
DUK	Duke Energy CORP	+101	3,012	$394,391
GOOGL	Alphabet Inc.	+100	4,887	$1,405,305
BAC	Bank Of America Corp /De/	+78	5,704	$278,070
WM	Waste Management Inc	+74	5,135	$1,179,971
MCD	Mcdonalds Corp	+67	1,497	$465,252
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−4,828	8,206	$1,115,769
NVDA	Nvidia Corp	−2,377	41,257	$7,195,220
T	At&T Inc.	−1,680	14,686	$425,747
GE	General Electric Co	−1,020	5,456	$1,548,249
SPY	Spdr S&P 500 ETF Trust	−882	3,856	$2,507,711
ALL	Allstate Corp	−862	2,025	$419,863
WMT	Walmart Inc.	−749	11,542	$1,434,439
LRCX	Lam Research Corp	−590	1,716	$366,640
VZ	Verizon Communications Inc	−584	11,876	$596,175
CL	Colgate Palmolive Co	−500	3,931	$335,039
FAX	Abrdn Asia-Pacific Income Fund, Inc.	−385	14,980	$216,011
RTX	RTX Corp	−333	8,661	$1,670,706
MS	Morgan Stanley	−303	2,719	$447,465
GEV	GE Vernova Inc.	−250	1,801	$1,572,092
AAPL	Apple Inc.	−237	17,637	$4,476,094
CEG	Constellation Energy Corp	−200	1,429	$399,048
MSFT	Microsoft Corp	−178	7,416	$2,745,180
PLTR	Palantir Technologies Inc.	−165	4,169	$609,841
BA	Boeing Co	−160	1,271	$252,967
PAYX	Paychex Inc	−142	4,570	$420,988
DE	Deere & Co	−111	1,319	$742,992
SU	Suncor Energy Inc	−101	8,900	$588,379
BRK-B	Berkshire Hathaway Inc	−94	1,909	$914,792
EPD	Enterprise Products Partners L.P.	−43	9,266	$350,625
AMZN	Amazon Com Inc	−41	13,031	$2,713,966
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
STLD	Steel Dynamics Inc	2,360	$424,800
CAH	Cardinal Health Inc	1,484	$313,584
ARM	Arm Holdings PLC /Uk	1,635	$247,342
BNY	Bank of New York Mellon Corp	1,952	$231,565
CRUS	Cirrus Logic, Inc.	1,545	$223,437
VLO	Valero Energy Corp/Tx	855	$211,253
INTC	Intel Corp	4,756	$209,882
KMB	Kimberly Clark Corp	2,162	$208,568
RIOT	Riot Platforms, Inc.	11,000	$135,960
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
DECK	Deckers Outdoor Corp	2,474	$256,479
QCOM	Qualcomm Inc/De	1,474	$252,127
BX	Blackstone Inc.	1,582	$243,849
AVAV	AeroVironment Inc	1,003	$242,615
SFM	Sprouts Farmers Market, Inc.	2,961	$235,902
AFRM	Affirm Holdings, Inc.	2,903	$216,070
WFC	Wells Fargo & Company/Mn	2,267	$211,284
UNM	Unum Group	2,690	$208,475
FERG	Ferguson Enterprises Inc. /DE/	906	$201,702
UNH	Unitedhealth Group Inc	608	$200,706
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

102 tracked positions · $74,490,044 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 102 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	41,257	-2,377	$7,195,220	−11.6%	9.66%
AAPL	Apple Inc. Technology	Reduced	17,637	-237	$4,476,094	−7.9%	6.01%
MSFT	Microsoft Corp Technology	Reduced	7,416	-178	$2,745,180	−25.3%	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,031	-41	$2,713,966	−10.1%	3.64%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,856	-882	$2,507,711	−22.4%	3.37%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,759	+1,050	$1,769,158	+6.1%	2.38%
MU	Micron Technology Inc Technology	Added	5,013	+1,771	$1,693,591	+83.0%	2.27%
RTX	RTX Corp Industrials	Reduced	8,661	-333	$1,670,706	+1.3%	2.24%
GEV	GE Vernova Inc. Industrials	Reduced	1,801	-250	$1,572,092	+17.3%	2.11%
GE	General Electric Co Industrials	Reduced	5,456	-1,020	$1,548,249	−22.4%	2.08%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,542	-749	$1,434,439	+4.8%	1.93%
GOOGL	Alphabet Inc. Communication Services	Added	4,887	+100	$1,405,305	−6.2%	1.89%
AVGO	Broadcom Inc. Technology	Added	4,416	+1	$1,366,796	−10.6%	1.83%
LLY	ELI LILLY & Co Healthcare	Added	1,467	+33	$1,349,302	−12.4%	1.81%
LMT	Lockheed Martin Corp Industrials	Reduced	2,072	-9	$1,252,296	+24.4%	1.68%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,011	-28	$1,189,486	+40.4%	1.60%
WM	Waste Management Inc Industrials	Added	5,135	+74	$1,179,971	+6.1%	1.58%
GLW	Corning Inc /Ny Technology	Reduced	8,206	-4,828	$1,115,769	−2.2%	1.50%
GLD	Spdr Gold Trust	Added	2,411	+200	$1,037,429	+18.4%	1.39%
NNY	Nuveen New York Municipal Value Fund Financial Services	Added	119,818	+3,086	$1,000,480	+0.1%	1.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,909	-94	$914,792	−9.1%	1.23%
CAT	Caterpillar Inc Industrials	Added	1,267	+6	$897,618	+24.3%	1.21%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	842	+64	$838,994	+25.1%	1.13%
SLV	iShares Silver Trust	Added	11,990	+300	$816,998	+8.5%	1.10%
DE	Deere & Co Industrials	Reduced	1,319	-111	$742,992	+11.6%	1.00%
MRK	Merck & Co., Inc. Healthcare	Reduced	5,564	-4	$669,293	+14.2%	0.90%
GILD	Gilead Sciences, Inc. Healthcare	Added	4,768	+2	$664,516	+13.6%	0.89%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,259	+187	$664,507	−0.5%	0.89%
NBTB	Nbt Bancorp Inc Financial Services	Added	15,210	+58	$647,641	+2.9%	0.87%
ETN	Eaton Corp plc Industrials	Held	1,785	0	$638,440	+12.3%	0.86%
IAU	Ishares Gold Trust	Added	7,240	+635	$638,278	+19.1%	0.86%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,169	-165	$609,841	−20.8%	0.82%
CVX	Chevron Corp Energy	Added	2,947	+18	$609,734	+36.6%	0.82%
META	Meta Platforms, Inc. Communication Services	Reduced	1,054	-8	$603,025	−14.0%	0.81%
VZ	Verizon Communications Inc Communication Services	Reduced	11,876	-584	$596,175	+17.5%	0.80%
CVS	CVS HEALTH Corp Healthcare	Added	8,201	+32	$588,995	−9.1%	0.79%
SU	Suncor Energy Inc Energy	Reduced	8,900	-101	$588,379	+47.4%	0.79%
UBER	Uber Technologies, Inc Technology	Added	7,866	+871	$565,801	−1.0%	0.76%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	9,178	-1	$556,645	+12.4%	0.75%
PFE	Pfizer Inc Healthcare	Added	19,788	+452	$555,647	+15.4%	0.75%
JNJ	Johnson & Johnson Healthcare	Held	2,175	0	$531,657	+18.1%	0.71%
WPM	Wheaton Precious Metals Corp. Basic Materials	Held	3,961	0	$518,930	+11.5%	0.70%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,554	+25	$511,095	−2.9%	0.69%
CSCO	Cisco Systems, Inc. Technology	Added	6,546	+1	$507,904	+0.7%	0.68%
AMD	Advanced Micro Devices Inc Technology	Added	2,477	+359	$503,896	+11.1%	0.68%
MCK	Mckesson Corp Healthcare	Held	563	0	$487,197	+5.5%	0.65%
GAB	Gabelli Equity Trust Inc Financial Services	Held	86,084	0	$482,070	−9.2%	0.65%
NRG	Nrg Energy, Inc. Utilities	Added	3,285	+10	$480,069	−7.9%	0.64%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,497	+67	$465,252	+6.5%	0.62%
ZM	Zoom Communications, Inc. Technology	Added	5,732	+810	$460,795	+8.5%	0.62%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.