LEIGH BALDWIN & CO., LLC
Top Portfolio Positions
102 positions ·
$74,490,044 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
41,257 | $7,195,220 | 9.66% | |
| AAPL |
Apple Inc.
Technology
|
17,637 | $4,476,094 | 6.01% | |
| MSFT |
Microsoft Corp
Technology
|
7,416 | $2,745,180 | 3.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,031 | $2,713,966 | 3.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,856 | $2,507,711 | 3.37% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,759 | $1,769,158 | 2.38% | |
| MU |
Micron Technology Inc
Technology
|
5,013 | $1,693,591 | 2.27% | |
| RTX |
RTX Corp
Industrials
|
8,661 | $1,670,706 | 2.24% | |
| GEV |
GE Vernova Inc.
Industrials
|
1,801 | $1,572,092 | 2.11% | |
| GE |
General Electric Co
Industrials
|
5,456 | $1,548,249 | 2.08% |
Portfolio Trend
6 quarters · across all stocks
Holdings in NNY
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,000,480 | 119,818 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $999,225 | 116,732 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $905,056 | 109,571 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $912,107 | 112,467 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $888,709 | 107,592 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $847,737 | 105,440 | Shares | Sole | 2025-02-25 | |
| No 13F history on record for this holder in this stock. | ||||||