LEIGH BALDWIN & CO., LLC

CIK

946629

Location

CAZENOVIA, NY

Portfolio Value

Micro $74,490,044

Diversification

Diversified

Filing Date

Global Rank

#5,900 / 8,232 ▲ 248

Top Industry

Semiconductors 16.7%

3Y Alpha vs SPY

+3.3%

Period ended 2 months ago

Filed May 20, 2026 · 25d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+28.0%

SPY

+23.4%

Annualised alpha

+3.3%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

102 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 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	Exxon Mobil 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	−8.3%	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%