Institutional Investor · CIK 0000946629
LEIGH BALDWIN & CO., LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
158
Total Value
$152.41M
Total Shares
2.24M
Latest Filing
May 20, 2026
CIK
0000946629
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-05-20 | 41,257 | $7.20M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 93,174 | $6.54M | 0.0176% | SH | — | View | |
Capital Group Growth ETF(CGGR) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 141,051 | $5.67M | 0.0292% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 12,678 | $5.41M | 0.0013% | SH | — | View | |
Capital Group Core Plus…(CGCP) | Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-20 | 208,060 | $4.65M | 0.0611% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 107,578 | $4.58M | 0.0156% | SH | — | View | |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2026-03-31 | 2026-05-20 | 17,637 | $4.48M | 0.0000% | SH | — | View |
Fidelity Total Bond ETF(FBND) | Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-20 | 90,051 | $4.11M | 0.0160% | SH | — | View |
FT Cboe Vest U.S.…(FDEC) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 73,885 | $3.67M | 0.3008% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 61,721 | $3.59M | 0.0114% | SH | — | View | |
iShares Core MSCI EAFE…(IEFA) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 35,622 | $3.22M | 0.0019% | SH | — | View |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-20 | 10,979 | $3.15M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 55,683 | $2.89M | 0.0172% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 77,648 | $2.89M | 0.0441% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-20 | 7,416 | $2.75M | 0.0001% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-20 | 13,031 | $2.71M | 0.0001% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 3,856 | $2.51M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 25,679 | $2.07M | 0.0102% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-03-31 | 2026-05-20 | 4,759 | $1.77M | 0.0001% | SH | — | View |
iShares Large Cap Core…(BLCR) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 41,523 | $1.70M | 15.9331% | SH | — | View |
| Technology | Semiconductors | 2026-03-31 | 2026-05-20 | 5,013 | $1.69M | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 100,265 | $1.68M | 0.2866% | SH | — | View | |
RTX Corporation(RTX) | Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-20 | 8,661 | $1.67M | 0.0006% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 8,297 | $1.59M | 0.0019% | SH | — | View | |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-03-31 | 2026-05-20 | 1,801 | $1.57M | 0.0007% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-20 | 5,456 | $1.55M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 2,330 | $1.52M | 0.0002% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-20 | 11,542 | $1.43M | 0.0001% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-20 | 4,887 | $1.41M | 0.0000% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-05-20 | 4,416 | $1.37M | 0.0001% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-20 | 1,467 | $1.35M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 39,000 | $1.29M | 0.0227% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-20 | 2,072 | $1.25M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 35,258 | $1.21M | 0.0439% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 14,472 | $1.19M | 0.0047% | SH | — | View | |
| Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-20 | 7,011 | $1.19M | 0.0002% | SH | — | View | |
| Industrials | Waste Management | 2026-03-31 | 2026-05-20 | 5,135 | $1.18M | 0.0013% | SH | — | View | |
Corning Incorporated(GLW) | Technology | Hardware, Equipment & Parts | 2026-03-31 | 2026-05-20 | 8,206 | $1.12M | 0.0010% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-20 | 11,486 | $1.10M | 0.0023% | SH | — | View | |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 2,411 | $1.04M | 0.0007% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 14,940 | $1.02M | 0.0051% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 119,818 | $1.00M | 0.6344% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 12,539 | $959.73K | 22.7982% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 16,769 | $926.33K | 0.0111% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-05-20 | 1,909 | $914.55K | 0.0001% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-03-31 | 2026-05-20 | 1,267 | $897.74K | 0.0003% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-20 | 842 | $839.22K | 0.0002% | SH | — | View | |
iShares Silver Trust(SLV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 11,990 | $817.00K | 0.0022% | SH | — | View |
Deere & Company(DE) | Industrials | Agricultural - Machinery | 2026-03-31 | 2026-05-20 | 1,319 | $743.13K | 0.0005% | SH | — | View |
Quantum ETF(QTUM) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 6,794 | $728.99K | 0.0281% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 1,188 | $709.61K | 0.0001% | SH | — | View |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-20 | 5,564 | $669.33K | 0.0002% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-20 | 2,259 | $664.62K | 0.0001% | SH | — | View |
Gilead Sciences, Inc.(GILD.SW) | Healthcare | Biotechnology | 2026-03-31 | 2026-05-20 | 4,768 | $664.48K | 0.0004% | SH | — | View |
NBT Bancorp Inc.(NBTB) | Financial Services | Banks - Regional | 2026-03-31 | 2026-05-20 | 15,210 | $647.63K | 0.0292% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-03-31 | 2026-05-20 | 1,785 | $638.57K | 0.0005% | SH | — | View | |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 7,240 | $638.28K | 0.0009% | SH | — | View |
| Technology | Software - Infrastructure | 2026-03-31 | 2026-05-20 | 4,169 | $609.84K | 0.0002% | SH | — | View | |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-20 | 2,947 | $609.76K | 0.0001% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-20 | 1,054 | $602.85K | 0.0000% | SH | — | View |
| Communication Services | Telecommunications Services | 2026-03-31 | 2026-05-20 | 11,876 | $596.20K | 0.0003% | SH | — | View | |
| Healthcare | Medical - Healthcare Plans | 2026-03-31 | 2026-05-20 | 8,201 | $588.99K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 6,012 | $588.66K | 0.0014% | SH | — | View | |
Suncor Energy Inc.(SU.TO) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-20 | 8,900 | $588.37K | 0.0007% | SH | — | View |
Uber Technologies, Inc.(UBER) | Technology | Software - Application | 2026-03-31 | 2026-05-20 | 7,866 | $565.80K | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 1,455 | $558.00K | 0.0013% | SH | — | View | |
| Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-20 | 9,178 | $556.65K | 0.0004% | SH | — | View | |
Pfizer Inc.(PFE) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-20 | 19,788 | $555.65K | 0.0003% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-20 | 2,175 | $531.66K | 0.0001% | SH | — | View |
| Basic Materials | Gold | 2026-03-31 | 2026-05-20 | 3,961 | $518.94K | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 8,179 | $512.59K | 0.6801% | SH | — | View | |
| Consumer Cyclical | Home Improvement | 2026-03-31 | 2026-05-20 | 1,554 | $511.22K | 0.0002% | SH | — | View | |
Cisco Systems, Inc.(CSCO) | Technology | Communication Equipment | 2026-03-31 | 2026-05-20 | 6,546 | $507.90K | 0.0002% | SH | — | View |
| Technology | Semiconductors | 2026-03-31 | 2026-05-20 | 2,477 | $503.90K | 0.0002% | SH | — | View | |
McKesson Corporation(MCK) | Healthcare | Medical - Distribution | 2026-03-31 | 2026-05-20 | 563 | $487.20K | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 86,084 | $482.07K | 0.0277% | SH | — | View | |
NRG Energy, Inc.(NRG) | Utilities | Independent Power Producers | 2026-03-31 | 2026-05-20 | 3,285 | $480.05K | 0.0016% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 1,912 | $474.07K | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 11,156 | $473.45K | 0.0280% | SH | — | View | |
| Consumer Cyclical | Restaurants | 2026-03-31 | 2026-05-20 | 1,497 | $465.18K | 0.0002% | SH | — | View | |
| Technology | Software - Application | 2026-03-31 | 2026-05-20 | 5,732 | $460.80K | 0.0019% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 9,592 | $447.64K | 0.0082% | SH | — | View | |
Morgan Stanley(MS) | Financial Services | Financial - Capital Markets | 2026-03-31 | 2026-05-20 | 2,719 | $447.42K | 0.0002% | SH | — | View |
| Technology | Information Technology Services | 2026-03-31 | 2026-05-20 | 1,835 | $444.73K | 0.0002% | SH | — | View | |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-20 | 1,459 | $441.09K | 0.0001% | SH | — | View |
| Consumer Defensive | Beverages - Non-Alcoholic | 2026-03-31 | 2026-05-20 | 5,759 | $437.97K | 0.0001% | SH | — | View | |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-20 | 2,729 | $437.51K | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 756 | $436.33K | 0.0776% | SH | — | View | |
ConocoPhillips(COP) | Energy | Oil & Gas Exploration & Production | 2026-03-31 | 2026-05-20 | 3,279 | $432.85K | 0.0003% | SH | — | View |
AT&T Inc.(T) | Communication Services | Telecommunications Services | 2026-03-31 | 2026-05-20 | 14,686 | $425.74K | 0.0002% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-20 | 3,753 | $425.61K | 0.0002% | SH | — | View | |
Steel Dynamics, Inc.(STLD) | Basic Materials | Steel | 2026-03-31 | 2026-05-20 | 2,360 | $424.80K | 0.0016% | SH | — | View |
FT Cboe Vest U.S.…(FFEB) | Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 7,585 | $423.62K | 0.0357% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 29,481 | $420.99K | 0.0174% | SH | — | View | |
Paychex, Inc.(PAYX) | Industrials | Staffing & Employment Services | 2026-03-31 | 2026-05-20 | 4,570 | $420.98K | 0.0013% | SH | — | View |
| Financial Services | Insurance - Property & Casualty | 2026-03-31 | 2026-05-20 | 2,025 | $419.86K | 0.0008% | SH | — | View | |
Amgen Inc.(AMGN) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-20 | 1,192 | $419.25K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-05-20 | 7,120 | $403.58K | 0.0009% | SH | — | View | |
| Utilities | Renewable Utilities | 2026-03-31 | 2026-05-20 | 1,429 | $399.10K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-20 | 1,899 | $395.00K | 0.0029% | SH | — | View |
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