LEIGH BALDWIN & CO., LLC
Filing Date
Global Rank
#6,266
/ 8,603
▲ 127
· as of Mar 2026
Top Industry
Semiconductors
16.9%
3Y Alpha vs SPY
+3.6%
Period ended 3 months ago
Filed May 20, 2026 · 50d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+28.8%
SPY
+24.0%
Annualised alpha
+3.2%
Max drawdown
−17.7%
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
101 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.8%
−1.0 pts
Top 5
26.8%
−3.7 pts
Top 10
38.1%
−3.7 pts
HHI
257
Diversified−37
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.4% | $24,471,751 |
| Industrials | 14.8% | $10,855,073 |
| Financial Services | 9.7% | $7,129,929 |
| Healthcare | 8.9% | $6,516,196 |
| Unclassified | 7.9% | $5,799,172 |
| Consumer Cyclical | 7.8% | $5,748,960 |
| Consumer Defensive | 4.9% | $3,617,122 |
| Communication Services | 4.5% | $3,278,141 |
| Energy | 3.4% | $2,509,223 |
| Utilities | 2.6% | $1,899,897 |
| Basic Materials | 2.0% | $1,475,094 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
101 positions ·
$73,300,558 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 101 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 41,257 | $7,195,220 | 9.82% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 17,637 | $4,476,094 | 6.11% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 7,416 | $2,745,180 | 3.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 13,031 | $2,713,966 | 3.70% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,856 | $2,507,711 | 3.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,759 | $1,769,158 | 2.41% | |
| MU |
Micron Technology Inc
Technology
|
Added | 5,013 | $1,693,591 | 2.31% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 8,661 | $1,670,706 | 2.28% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 1,801 | $1,572,092 | 2.14% | |
| GE |
General Electric Co
Industrials
|
Reduced | 5,456 | $1,548,249 | 2.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 11,542 | $1,434,439 | 1.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,887 | $1,405,305 | 1.92% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,416 | $1,366,796 | 1.86% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,467 | $1,349,302 | 1.84% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 2,072 | $1,252,296 | 1.71% | |
| WM |
Waste Management Inc
Industrials
|
Added | 5,135 | $1,179,971 | 1.61% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 8,206 | $1,115,769 | 1.52% | |
| GLD |
Spdr Gold Trust
|
Added | 2,411 | $1,037,429 | 1.42% | |
| NNY |
Nuveen New York Municipal Value Fund
Financial Services
|
Added | 119,818 | $1,000,480 | 1.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,909 | $914,792 | 1.25% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,267 | $897,618 | 1.22% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 842 | $838,994 | 1.14% | |
| SLV |
iShares Silver Trust
|
Added | 11,990 | $816,998 | 1.11% | |
| DE |
Deere & Co
Industrials
|
Reduced | 1,319 | $742,992 | 1.01% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 5,564 | $669,293 | 0.91% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 4,768 | $664,516 | 0.91% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,259 | $664,507 | 0.91% | |
| NBTB |
Nbt Bancorp Inc
Financial Services
|
Added | 15,210 | $647,641 | 0.88% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 1,785 | $638,440 | 0.87% | |
| IAU |
Ishares Gold Trust
|
Added | 7,240 | $638,278 | 0.87% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 4,169 | $609,841 | 0.83% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,947 | $609,734 | 0.83% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,054 | $603,025 | 0.82% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 11,876 | $596,175 | 0.81% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 8,201 | $588,995 | 0.80% | |
| SU |
Suncor Energy Inc
Energy
|
Reduced | 8,900 | $588,379 | 0.80% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 7,866 | $565,801 | 0.77% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 9,178 | $556,645 | 0.76% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 19,788 | $555,647 | 0.76% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 2,175 | $531,657 | 0.73% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Held | 3,961 | $518,930 | 0.71% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,554 | $511,095 | 0.70% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 6,546 | $507,904 | 0.69% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,477 | $503,896 | 0.69% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 563 | $487,197 | 0.66% | |
| GAB |
Gabelli Equity Trust Inc
Financial Services
|
Held | 86,084 | $482,070 | 0.66% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Added | 3,285 | $480,069 | 0.65% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,497 | $465,252 | 0.63% | |
| ZM |
Zoom Communications, Inc.
Technology
|
Added | 5,732 | $460,795 | 0.63% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 2,719 | $447,465 | 0.61% |