Arkolith/Funds/Leigh Baldwin & Co., LLC

Leigh Baldwin & Co., LLC

CIK 946629
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Leigh Baldwin & Co., LLC holds a diversified book of 182 reported positions worth $185.7M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Ishrs Sys Alt Act ETF and trimmed Nvidia Corp. Their largest long position is Ishares Core Dividend Growth at 4% of the reported non-option book. Cloning the disclosed picks since 2025 would be +29% (+17.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
20
bought for the first time
+17 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+29.5%
+17.9%/yr · since Feb '25
Their reported book
+30.4%
held from quarter-end
S&P 500
+27.5%
same window
$8K$9K$11K$12K$13KFeb '25Jun '25Oct '25Jan '26May '26Sep '26
Leigh Baldwin & Co., LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Leigh Baldwin & Co., LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
33%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

45% mapped to company sectors

ETFs / funds
54%
Information Technology
19%
Industrials
7%
Consumer Discretionary
4%
Financials
4%
Health Care
3%
Materials
3%
Utilities
2%

+4 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Leigh Baldwin & Co., LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Swiss Re Ltd36 / 80$1.0B
Hoffman, Alan N Investment Management8 / 80$160.9M
MKP Capital Management, L.L.C.12 / 80$3.3B
Emerald Advisors, LLC29 / 80$663.2M
United American Securities Inc. (d/b/a UAS Asset Management)8 / 80$381.1M
Marest Capital, LLC15 / 80$163.8M
Draper Asset Management, LLC9 / 80$158.8M

Ranked by the share of each fund's own book sitting in the names it shares with Leigh Baldwin & Co., LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

182 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE DIV GRWTH
$7.8M103.2K
4.2%
+11%
Added · +10K sh
2NVIDIA Corporation
Common Stock
$7.7M38.4K
4.1%
−6.8%
Reduced · −3K sh
3Capital Group Growth ETF
SHS CREAT UNIT
$7.6M161.6K
4.1%
+15%
Added · +21K sh
4Ishares TR
RUS 1000 GRW ETF
$6.7M54.4K
3.6%
+329%
Added · +42K sh
5Capital Group Dividend Value
SHS CREAT UNIT
$6.1M123.0K
3.3%
+14%
Added · +15K sh
6BlackRock ETF Trust
ISHARES US EQUIT
$6.0M88.8K
3.3%
+44%
Added · +27K sh
7Capital Group
CORE PLS INC
$5.6M249.9K
3.0%
+20%
Added · +42K sh
8Micron Technology, Inc.
Common Stock
$5.1M4.4K
2.7%
−12%
Reduced · −613 sh
9Fidelity Merrimack STR TR
TOTAL BD ETF
$4.9M108.0K
2.6%
+20%
Added · +18K sh
10FT Vest U.S. Equity Buffer ETF
December
$4.6M85.1K
2.5%
+15%
Added · +11K sh
11Apple Inc.
Common Stock
$4.6M15.8K
2.5%
−11%
Reduced · −2K sh
12Alphabet Inc.
Class C Capital Stock
$4.1M11.5K
2.2%
+4.5%
Added · +497 sh
13Fidelity Covington Trust
ENHANCED INTL
$3.5M86.0K
1.9%
+11%
Added · +8K sh
14Ishares TR
CORE MSCI EAFE
$2.9M30.0K
1.6%
−16%
Reduced · −6K sh
15Amazon.com, Inc.
Common Stock
$2.9M12.0K
1.5%
−7.7%
Reduced · −997 sh
16State STR SPDR S&P 500 ETF T
TR UNIT
$2.7M3.6K
1.5%
−6.0%
Reduced · −231 sh
17iShares
Large Cap Core Active ETF
$2.7M53.7K
1.5%
+29%
Added · +12K sh
18American Centy ETF TR
AVANTIS EMGMKT
$2.6M27.2K
1.4%
+5.8%
Added · +1K sh
19First TR Exchange-Traded FD
WCM INTL EQUITY
$2.4M123.8K
1.3%
+24%
Added · +24K sh
20BlackRock ETF Trust II
ISHA FLEX IN ETF
$2.4M46.0K
1.3%
−17%
Reduced · −10K sh
21Microsoft Corporation
Common Stock
$2.2M6.0K
1.2%
−19%
Reduced · −1K sh
22Ge Vernova Inc
COM
$2.1M1.8K
1.1%
+0.4%
Added · +8 sh
23BlackRock ETF Trust
ISHA I IN TE ETF
$2.1M39.7K
1.1%
+1.8%
Added · +709 sh
24Corning Inc
COM
$2.1M8.2K
1.1%
−0.4%
Reduced · −30 sh
25Ge Aerospace
COM NEW
$2.0M5.5K
1.1%
~0%
Added · +1 sh
26Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.9M9.1K
1.0%
+9.8%
Added · +814 sh
27Tesla, Inc.
Common Stock
$1.8M4.2K
0.9%
−12%
Reduced · −566 sh
28RTX Corporation
COM
$1.6M8.7K
0.9%
−0.1%
Reduced · −5 sh
29Broadcom Inc.
Common Stock
$1.6M4.3K
0.9%
−2.1%
Reduced · −93 sh
30Alphabet Inc.
Class A Common Stock
$1.6M4.4K
0.9%
−9.1%
Reduced · −447 sh
31Walmart Inc.
Common Stock
$1.4M12.2K
0.7%
+5.5%
Added · +641 sh
32Capital Group Core Balanced
SHS
$1.4M36.3K
0.7%
+3.0%
Added · +1K sh
33Eli Lilly &CO
COM
$1.3M1.1K
0.7%
−24%
Reduced · −355 sh
34Ishares TR
1 3 YR TREAS BD
$1.3M15.4K
0.7%
+6.7%
Added · +976 sh
35Caterpillar Inc
COM
$1.3M1.2K
0.7%
−6.3%
Reduced · −80 sh
36First TR Exchange Traded FD
RISNG DIVD ACHIV
$1.2M14.7K
0.6%
−1.6%
Reduced · −245 sh
37Waste Mgmt Inc Del
COM
$1.2M5.3K
0.6%
+2.4%
Added · +124 sh
38ETF Ser Solutions
DEFIA QUANT ETF
$1.1M6.9K
0.6%
+2.1%
Added · +142 sh
39Fidelity Covington Trust
HIGH DIVID ETF
$1.1M18.1K
0.6%
+8.1%
Added · +1K sh
40SPDR Series Trust
ST STR P500ETF
$1.1M12.3K
0.6%
−1.7%
Reduced · −210 sh
41Ishares TR
7-10 YR TRSY BD
$1.1M11.4K
0.6%
−0.3%
Reduced · −37 sh
42Lockheed Martin Corp
COM
$1.0M2.0K
0.6%
−1.5%
Reduced · −32 sh
43Nuveen N Y Mun Value FD
COM
$1.0M117.5K
0.6%
−1.9%
Reduced · −2K sh
44Vaneck ETF Trust
SEMICONDUCTR ETF
$971K1.5K
0.5%
+1.7%
Added · +25 sh
45BlackRock ETF Trust
ISHARES DEFENSE
$964K30.3K
0.5%
+57%
Added · +11K sh
46Berkshire Hathaway Inc Del
CL B NEW
$957K1.9K
0.5%
+0.2%
Added · +4 sh
47Palo Alto Networks, Inc.
Common Stock
$866K2.5K
0.5%
−7.0%
Reduced · −190 sh
48Exxon Mobil Corp
COM
$858K6.3K
0.5%
−10%
Reduced · −732 sh
49Deere &CO
COM
$837K1.3K
0.5%
Held
50CVS Health Corp
COM
$830K8.0K
0.4%
−2.2%
Reduced · −179 sh
Showing 50 of 182 positions
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Filing history

As-of date vs the date the SEC received each filing

$185.7M · Q2 2026Q4 2024 · $118.5MQ2 2026 · $185.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202644d182$185.7M13F-HR
Q1 2026Mar 31, 2026May 20, 202650d163$154.5M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202643d162$152.1M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d201$177.6M13F-HR/A
Q2 2025Jun 30, 2025Aug 12, 202543d181$152.1M13F-HR
Q1 2025Mar 31, 2025May 13, 202543d170$124.3M13F-HR
Q4 2024Dec 31, 2024Feb 25, 202556d160$118.5M13F-HR/A
Amended / restated
  • Q3 2025 · filed Nov 13, 202513F-HR · superseded
  • Q4 2024 · filed Feb 14, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.