Investor
LEIGH BALDWIN & CO., LLC
CIK 0000946629 · filed 2026-05-20 · SEC filing
13F book
$154.5M
Positions
163
14 new · 13 sold
Largest name
4.7%
Nvidia Corp · NVDA
Est. mark
−$2.25M
Price effect on 149 names still held. Flow $4.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 41.3K | $7.2M | 4.7% | −$499.5K | Cut−$942.8K |
| Ishares Tr | — | 93.2K | $6.54M | 4.2% | $67.8K | Added$319K |
| Capital Group Growth Etf | — | 141.1K | $5.67M | 3.7% | −$547.8K | Added−$27.2K |
| Ishares Tr | — | 12.7K | $5.41M | 3.5% | −$594.5K | Cut−$1.18M |
| Capital Grp Fixed Incm Etf T | — | 208.1K | $4.65M | 3.0% | −$56.5K | Added$374.1K |
| Capital Group Dividend Value | — | 107.6K | $4.58M | 3.0% | −$108.6K | Added$255.4K |
| Apple Inc. | AAPL | 17.6K | $4.48M | 2.9% | −$318.5K | Cut−$382.9K |
| Fidelity Merrimack Str Tr | — | 90.1K | $4.11M | 2.7% | −$32.6K | Added$500.1K |
| First Tr Exchng Traded Fd Vi | — | 73.9K | $3.67M | 2.4% | −$8.63K | Added$3.38M |
| Blackrock Etf Trust | — | 61.7K | $3.59M | 2.3% | −$162.5K | Cut−$842.1K |
| Ishares Tr | — | 35.6K | $3.22M | 2.1% | $37.2K | Added$148.9K |
| Alphabet Inc | — | 11K | $3.15M | 2.0% | −$293.6K | Added−$275.5K |
| Blackrock Etf Trust Ii | — | 55.7K | $2.89M | 1.9% | −$42.7K | Added$230.6K |
| Fidelity Covington Trust | — | 77.6K | $2.89M | 1.9% | $43.8K | Added$325.5K |
| Microsoft Corp | MSFT | 7.42K | $2.75M | 1.8% | −$841.8K | Cut−$927.9K |
| Amazon Com Inc | AMZN | 13K | $2.71M | 1.8% | −$293.6K | Cut−$303K |
| Spdr S&P 500 Etf Tr | — | 3.86K | $2.51M | 1.6% | −$121.8K | Cut−$723.3K |
| American Centy Etf Tr | — | 25.7K | $2.07M | 1.3% | $75.2K | Added$436.2K |
| Tesla, Inc. | TSLA | 4.76K | $1.77M | 1.1% | −$289.2K | Added$101.2K |
| Blackrock Etf Trust | — | 41.5K | $1.7M | 1.1% | — | New |
| Micron Technology Inc | MU | 5.01K | $1.69M | 1.1% | $170.4K | Added$768.8K |
| First Tr Exchange-Traded Fd | — | 100.3K | $1.68M | 1.1% | — | New |
| RTX Corp | RTX | 8.66K | $1.67M | 1.1% | $82.8K | Cut$21.7K |
| Invesco Exchange Traded Fd T | — | 8.3K | $1.59M | 1.0% | $1.77K | Added$705.3K |
| GE Vernova Inc. | GEV | 1.8K | $1.57M | 1.0% | $395.3K | Cut$232K |
| Ge Aerospace | — | 5.46K | $1.55M | 1.0% | −$132.4K | Cut−$446.6K |
| Ishares Tr | — | 2.33K | $1.52M | 1.0% | −$71.7K | Added−$29.3K |
| Walmart Inc. | WMT | 11.5K | $1.43M | 0.9% | $148.8K | Cut$65.4K |
| Alphabet Inc | — | 4.89K | $1.41M | 0.9% | −$121.5K | Added−$92.7K |
| Broadcom Inc. | AVGO | 4.42K | $1.37M | 0.9% | −$161.5K | Added−$161.2K |
| Eli Lilly & Co | LLY | 1.47K | $1.35M | 0.9% | −$221.9K | Added−$191.6K |
| Blackrock Etf Trust | — | 39K | $1.29M | 0.8% | −$10.8K | Added$288.1K |
| Lockheed Martin Corp | LMT | 2.07K | $1.25M | 0.8% | $249.4K | Cut$245.1K |
| Capital Group Core Balanced | — | 35.3K | $1.21M | 0.8% | −$31.5K | Added−$5.76K |
| Ishares Tr | — | 14.5K | $1.19M | 0.8% | −$3.79K | Added$51.9K |
| Exxon Mobil Corp | — | 7.01K | $1.19M | 0.8% | $345.9K | Cut$342.5K |
| Waste Mgmt Inc Del | — | 5.13K | $1.18M | 0.8% | $50.9K | Added$67.9K |
| Corning Inc | — | 8.21K | $1.12M | 0.7% | $397.3K | Cut−$25.3K |
| Ishares Tr | — | 11.5K | $1.1M | 0.7% | −$8.62K | Cut−$62.8K |
| Spdr Gold Tr | — | 2.41K | $1.04M | 0.7% | $75.4K | Added$161.4K |
| First Tr Exchange Traded Fd | — | 14.9K | $1.02M | 0.7% | −$17.9K | Added−$10.9K |
| Nuveen N Y Mun Value Fd | — | 119.8K | $1M | 0.6% | −$25.3K | Added$480 |
| Spdr Series Trust | — | 12.5K | $959.7K | 0.6% | −$46.4K | Cut−$136.3K |
| Fidelity Covington Trust | — | 16.8K | $926.3K | 0.6% | −$21.7K | Added$66.3K |
| Berkshire Hathaway Inc Del | — | 1.91K | $914.6K | 0.6% | −$45.2K | Cut−$92.4K |
| Caterpillar Inc | CAT | 1.27K | $897.7K | 0.6% | $171.5K | Added$175.7K |
| Costco Whsl Corp New | — | 842 | $839.2K | 0.5% | $104.4K | Added$168.2K |
| Ishares Silver Tr | — | 12K | $817K | 0.5% | $43.6K | Added$64K |
| Deere & Co | DE | 1.32K | $743.1K | 0.5% | $128.8K | Cut$77.1K |
| Etf Ser Solutions | — | 6.79K | $729K | 0.5% | −$15.5K | Added−$10K |
| Vanguard Index Fds | — | 1.19K | $709.6K | 0.5% | −$35.2K | Added−$30.4K |
| Merck & Co., Inc. | MRK | 5.56K | $669.3K | 0.4% | $83.8K | Cut$83.3K |
| Jpmorgan Chase & Co. | — | 2.26K | $664.6K | 0.4% | −$58.4K | Added−$3.38K |
| Gilead Sciences, Inc. | GILD | 4.77K | $664.5K | 0.4% | $79.2K | Added$79.5K |
| Ishares Tr | — | 2.98K | $652.6K | 0.4% | $12K | Cut−$392.4K |
| Nbt Bancorp Inc | NBTB | 15.2K | $647.6K | 0.4% | $16.2K | Added$18.6K |
| Eaton Corp Plc | ETN | 1.78K | $638.6K | 0.4% | $70.6K | Held |
| Ishares Gold Tr | — | 7.24K | $638.3K | 0.4% | $46.3K | Added$102.3K |
| Blackrock Etf Trust | — | 19.4K | $634.3K | 0.4% | — | New |
| Palantir Technologies Inc. | PLTR | 4.17K | $609.8K | 0.4% | −$130.8K | Cut−$160.2K |
| Chevron Corp New | CVX | 2.95K | $609.8K | 0.4% | $160K | Added$163.8K |
| Meta Platforms, Inc. | META | 1.05K | $602.9K | 0.4% | −$92.9K | Cut−$98.1K |
| Verizon Communications Inc | VZ | 11.9K | $596.2K | 0.4% | $112K | Cut$88.2K |
| Cvs Health Corp | CVS | 8.2K | $589K | 0.4% | −$61.3K | Added−$59K |
| Spdr Series Trust | — | 6.01K | $588.7K | 0.4% | −$53.1K | Cut−$64.3K |
| Suncor Energy Inc New | — | 8.9K | $588.4K | 0.4% | $193.8K | Cut$189.4K |
| First Tr Exchng Traded Fd Vi | — | 12.1K | $577.6K | 0.4% | −$16.3K | Cut−$38.4K |
| Uber Technologies, Inc | UBER | 7.87K | $565.8K | 0.4% | −$68.8K | Added−$6.2K |
| Vaneck Etf Trust | — | 1.46K | $558K | 0.4% | $33.5K | Added$45K |
| Bristol-Myers Squibb Co | — | 9.18K | $556.7K | 0.4% | $61.7K | Cut$61.7K |
| Pfizer Inc | PFE | 19.8K | $555.6K | 0.4% | $62K | Added$74.6K |
| Johnson & Johnson | JNJ | 2.17K | $531.7K | 0.3% | $81.7K | Held |
| Wheaton Precious Metals Corp. | WPM | 3.96K | $518.9K | 0.3% | $52.9K | Held |
| Alps Etf Tr | — | 8.18K | $512.6K | 0.3% | −$8.48K | Cut−$83.4K |
| Home Depot, Inc. | HD | 1.55K | $511.2K | 0.3% | −$23K | Added−$14.8K |
| Cisco Sys Inc | — | 6.55K | $507.9K | 0.3% | $3.83K | Added$3.9K |
| Advanced Micro Devices Inc | AMD | 2.48K | $503.9K | 0.3% | −$23.1K | Added$49.9K |
| Mckesson Corp | MCK | 563 | $487.2K | 0.3% | $25.2K | Held |
| Gabelli Equity Tr Inc | — | 86.1K | $482.1K | 0.3% | −$48.9K | Held |
| Nrg Energy, Inc. | NRG | 3.29K | $480.1K | 0.3% | −$43.4K | Added−$41.9K |
| Ishares Tr | — | 1.91K | $474.1K | 0.3% | $3.38K | Added$11.1K |
| Pacer Fds Tr | — | 11.2K | $473.4K | 0.3% | $41.2K | Added$51.4K |
| Mcdonalds Corp | MCD | 1.5K | $465.2K | 0.3% | $7.36K | Added$28.2K |
| Zoom Communications, Inc. | ZM | 5.73K | $460.8K | 0.3% | −$29.3K | Added$35.8K |
| Global X Fds | — | 9.59K | $447.6K | 0.3% | −$40.5K | Added−$39.4K |
| Morgan Stanley | — | 2.72K | $447.4K | 0.3% | −$34.8K | Cut−$88.6K |
| International Business Machs | — | 1.83K | $444.7K | 0.3% | −$98.5K | Added−$98.3K |
| Visa Inc. | V | 1.46K | $441.1K | 0.3% | −$70.2K | Cut−$71.9K |
| Coca Cola Co | KO | 5.76K | $438K | 0.3% | $34.7K | Added$47K |
| Palo Alto Networks Inc | PANW | 2.73K | $437.5K | 0.3% | −$54.4K | Added$14.5K |
| Invesco Qqq Tr | — | 756 | $436.3K | 0.3% | −$28.5K | Cut−$37.7K |
| Conocophillips | COP | 3.28K | $432.8K | 0.3% | $125.6K | Added$125.8K |
| At&T Inc | — | 14.7K | $425.7K | 0.3% | $60.5K | Cut$18.7K |
| Citigroup Inc | — | 3.75K | $425.6K | 0.3% | −$12.7K | Added−$12.4K |
| Steel Dynamics Inc | STLD | 2.36K | $424.8K | 0.3% | — | New |
| First Tr Exchng Traded Fd Vi | — | 7.58K | $423.6K | 0.3% | −$5.38K | Held |
| Kayne Anderson Energy Infrst | — | 29.5K | $421K | 0.3% | $50.8K | Added$87K |
| Paychex Inc | PAYX | 4.57K | $421K | 0.3% | −$92.1K | Cut−$108K |
| Allstate Corp | — | 2.02K | $419.9K | 0.3% | −$1.69K | Cut−$181.1K |
| Amgen Inc | AMGN | 1.19K | $419.3K | 0.3% | $29.4K | Cut$19.3K |
| J P Morgan Exchange Traded F | — | 7.12K | $403.6K | 0.3% | −$4.03K | Cut−$13.4K |
| Constellation Energy Corp | CEG | 1.43K | $399.1K | 0.3% | −$105.3K | Cut−$175.9K |
| Fidelity Covington Trust | — | 1.9K | $395K | 0.3% | −$31.8K | Cut−$88K |
| Duke Energy Corp New | — | 3.01K | $394.4K | 0.3% | $40.1K | Added$53.4K |
| AbbVie Inc. | ABBV | 1.75K | $380K | 0.2% | −$18.8K | Added−$9.04K |
| Select Sector Spdr Tr | — | 6.2K | $379.5K | 0.2% | — | New |
| Lam Research Corp | LRCX | 1.72K | $366.6K | 0.2% | $72.7K | Cut−$28.4K |
| Jabil Inc | JBL | 1.38K | $366K | 0.2% | $52K | Held |
| Grayscale Bitcoin Trust Etf | GBTC | 6.87K | $362.4K | 0.2% | −$96.8K | Added−$63.6K |
| Procter And Gamble Co | PG | 2.51K | $362.1K | 0.2% | $2.85K | Added$23.1K |
| Enterprise Prods Partners L | — | 9.27K | $350.6K | 0.2% | $54K | Cut$52.6K |
| First Tr Exchng Traded Fd Vi | — | 6.04K | $341K | 0.2% | −$3K | Held |
| Colgate Palmolive Co | CL | 3.93K | $335.1K | 0.2% | $24.6K | Cut−$14.9K |
| Ryder Sys Inc | — | 1.63K | $333.5K | 0.2% | $21.5K | Held |
| Exelon Corp | EXC | 6.76K | $331.4K | 0.2% | $36.7K | Added$38.4K |
| Vanguard Specialized Funds | — | 1.5K | $322K | 0.2% | −$6.78K | Cut−$14K |
| Energy Transfer L P | — | 16.4K | $316.4K | 0.2% | $45.4K | Added$49.4K |
| Cardinal Health Inc | CAH | 1.48K | $313.5K | 0.2% | — | New |
| United Rentals, Inc. | URI | 422 | $307.5K | 0.2% | −$34.5K | Held |
| Southern Co | — | 3.06K | $294.9K | 0.2% | $27.9K | Added$28.9K |
| Vanguard Whitehall Fds | — | 1.99K | $294.7K | 0.2% | $8.74K | Held |
| Seagate Technology Hldngs Pl | — | 744 | $291.5K | 0.2% | $86.5K | Held |
| Royal Caribbean Group | — | 1.05K | $289.5K | 0.2% | −$3.51K | Held |
| Fidelity Covington Trust | — | 4.18K | $284.9K | 0.2% | −$21.1K | Added−$21.1K |
| Bank America Corp | — | 5.7K | $278.1K | 0.2% | −$34.7K | Added−$30.9K |
| Select Sector Spdr Tr | — | 6.02K | $276.3K | 0.2% | $19.3K | Cut−$13.7K |
| Spdr Series Trust | — | 4.24K | $276.3K | 0.2% | $1.75K | Added$8.26K |
| First Tr Exchng Traded Fd Vi | — | 8.05K | $271.9K | 0.2% | −$3.72K | Added$1.92K |
| First Tr Exchange Traded Fd | — | 4.3K | $269.3K | 0.2% | −$38K | Cut−$73.7K |
| Franklin Templeton Etf Tr | — | 3.96K | $267.8K | 0.2% | −$6.72K | Added−$6.18K |
| Select Sector Spdr Tr | — | 1.65K | $266.9K | 0.2% | $9.55K | Added$37.9K |
| Ishares Tr | — | 8.57K | $260K | 0.2% | −$5.62K | Added−$5.04K |
| Freeport-Mcmoran Inc | FCX | 4.38K | $257.2K | 0.2% | $33.5K | Added$41.2K |
| First Tr Exchng Traded Fd Vi | — | 5.88K | $256.4K | 0.2% | −$4.48K | Cut−$17.6K |
| Pacer Fds Tr | — | 5.69K | $255.3K | 0.2% | $3.31K | Held |
| First Tr Exchange-Traded Fd | — | 13.4K | $253.2K | 0.2% | −$3.14K | Cut−$10.8K |
| Boeing Co | — | 1.27K | $253K | 0.2% | −$23.3K | Cut−$58K |
| Schwab Charles Corp | — | 2.68K | $251.9K | 0.2% | −$16.2K | Added−$16.1K |
| Disney Walt Co | — | 2.57K | $247.9K | 0.2% | −$42.5K | Added−$30.1K |
| Arm Holdings Plc | — | 1.64K | $247.3K | 0.2% | — | New |
| First Tr Exch Traded Fd Iii | — | 12.7K | $242.1K | 0.2% | −$4.88K | Held |
| Bank New York Mellon Corp | — | 1.95K | $231.6K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 1.57K | $230.8K | 0.1% | −$13K | Cut−$49.2K |
| Norfolk Southn Corp | — | 801 | $230K | 0.1% | −$1.3K | Added$3K |
| SPX Technologies, Inc. | SPXC | 1.15K | $228.9K | 0.1% | −$69 | Held |
| First Tr Exchng Traded Fd Vi | — | 4.42K | $228.6K | 0.1% | −$5.17K | Cut−$2.13M |
| Cirrus Logic, Inc. | CRUS | 1.54K | $223.4K | 0.1% | — | New |
| Belden Inc. | BDC | 1.94K | $222.8K | 0.1% | −$3.23K | Held |
| Ishares Tr | — | 4.69K | $216.8K | 0.1% | $3.32K | Added$4.76K |
| Abrdn Asia Pacific Income Fu | — | 15K | $216K | 0.1% | −$14.1K | Cut−$20K |
| Valero Energy Corp | — | 855 | $211.3K | 0.1% | — | New |
| Alps Etf Tr | — | 9.4K | $210.5K | 0.1% | −$2.77K | Added−$534 |
| Nucor Corp | NUE | 1.24K | $210.1K | 0.1% | $7.72K | Added$8.05K |
| Intel Corp | INTC | 4.76K | $209.9K | 0.1% | — | New |
| First Tr Exchange-Traded Fd | — | 4.3K | $209.6K | 0.1% | −$2.03K | Cut−$536.4K |
| Kimberly Clark Corp | KMB | 2.16K | $208.6K | 0.1% | — | New |
| Invesco Exchange Traded Fd T | — | 12.5K | $172K | 0.1% | −$5K | Held |
| Riot Platforms, Inc. | RIOT | 11K | $136K | 0.1% | — | New |
| Nuveen Pfd & Income Opportun | — | 10.5K | $79.5K | 0.1% | −$5.73K | Added−$4.54K |
| Calamos Gbl Dyn Income Fund | — | 10K | $72.6K | 0.0% | −$1.4K | Held |
| Gold Royalty Corp | — | 10.1K | $36K | 0.0% | −$5K | Held |
| TRX GOLD Corp | TRX | 18.8K | $28.1K | 0.0% | $11.1K | Held |
| Gabelli Equity Tr Inc | — | 86.1K | $603 | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.