LEIGH BALDWIN & CO., LLC
Top Portfolio Positions
101 positions ·
$73,575,252 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
41,257 | $7,195,220 | 9.78% |
| AAPL |
Apple Inc.
Technology
|
17,637 | $4,476,094 | 6.08% |
| MSFT |
Microsoft Corp
Technology
|
7,416 | $2,745,180 | 3.73% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,031 | $2,713,966 | 3.69% |
| SPY |
Spdr S&P 500 ETF Trust
|
3,856 | $2,507,711 | 3.41% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,759 | $1,769,158 | 2.40% |
| MU |
Micron Technology Inc
Technology
|
5,013 | $1,693,591 | 2.30% |
| RTX |
RTX Corp
Industrials
|
8,661 | $1,670,706 | 2.27% |
| GEV |
GE Vernova Inc.
Industrials
|
1,801 | $1,572,092 | 2.14% |
| GE |
General Electric Co
Industrials
|
5,456 | $1,548,249 | 2.10% |
Portfolio Trend
Holdings in AVGO
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,366,796 | 4,416 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,528,031 | 4,415 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,450,284 | 4,396 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,204,866 | 4,371 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $748,746 | 4,472 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,279,988 | 5,521 | Shares | Sole | 2025-02-25 | |
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