Leigh Baldwin & Co., LLC holds a diversified book of 163 stocks worth $154.5M as of Q1 2026 (disclosed May 20, 2026, a ~45-day 13F lag). This quarter they opened Ishares LRG CP CR Act ETF-Ui and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 5% of the equity book. Cloning the disclosed picks since 2025 would be +24% (+16.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show LEIGH BALDWIN & CO., LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +31.2%, a 6.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Leigh Baldwin & Co., LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
47% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $7.2M | 41.3K | 4.7% | ▼−5.4% Reduced · −2K sh | |
| 2 | Ishares TR CORE DIV GRWTH | $6.5M | 93.2K | 4.2% | ▲+4.0% Added · +4K sh | |
| 3 | Capital Group Growth ETF SHS CREATION UNI | $5.7M | 141.1K | 3.7% | ▲+10% Added · +13K sh | |
| 4 | Ishares TR RUS 1000 GRW ETF | $5.4M | 12.7K | 3.5% | ▼−8.9% Reduced · −1K sh | |
| 5 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $4.6M | 208.1K | 3.0% | ▲+10% Added · +19K sh | |
| 6 | Capital Group Dividend Value SHS CREATION UNI | $4.6M | 107.6K | 3.0% | ▲+8.6% Added · +9K sh | |
| 7 | Apple Inc COM | $4.5M | 17.6K | 2.9% | ▼−1.3% Reduced · −237 sh | |
| 8 | Fidelity Merrimack STR TR TOTAL BD ETF | $4.1M | 90.1K | 2.7% | ▲+15% Added · +12K sh | |
| 9 | First TR Exchng Traded FD VI FT VEST UQ EQT | $3.7M | 73.9K | 2.4% | ▲13× Added · +68K sh | |
| 10 | BlackRock ETF Trust ISHARES US EQUIT | $3.6M | 61.7K | 2.3% | ▼−15% Reduced · −11K sh | |
| 11 | Ishares TR CORE MSCI EAFE | $3.2M | 35.6K | 2.1% | ▲+3.6% Added · +1K sh | |
| 12 | Alphabet Inc CAP STK CL C | $3.1M | 11.0K | 2.0% | ▲+0.6% Added · +63 sh | |
| 13 | BlackRock ETF Trust II ISHARES FLEXIBLE | $2.9M | 55.7K | 1.9% | ▲+10% Added · +5K sh | |
| 14 | Fidelity Covington Trust ENHANCED INTL | $2.9M | 77.6K | 1.9% | ▲+11% Added · +8K sh | |
| 15 | Microsoft Corp COM | $2.7M | 7.4K | 1.8% | ▼−2.3% Reduced · −178 sh | |
| 16 | Amazon Com Inc COM | $2.7M | 13.0K | 1.8% | ▼−0.3% Reduced · −41 sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $2.5M | 3.9K | 1.6% | ▼−19% Reduced · −882 sh | |
| 18 | American Centy ETF TR AVANTIS EMGMKT | $2.1M | 25.7K | 1.3% | ▲+21% Added · +4K sh | |
| 19 | Tesla Inc COM | $1.8M | 4.8K | 1.1% | ▲+28% Added · +1K sh | |
| 20 | BlackRock ETF Trust ISHARES LARGE CA | $1.7M | 41.5K | 1.1% | ▲New New position | |
| 21 | Micron Technology Inc COM | $1.7M | 5.0K | 1.1% | ▲+55% Added · +2K sh | |
| 22 | First TR Exchange-Traded FD WCM INTL EQUITY | $1.7M | 100.3K | 1.1% | ▲New New position | |
| 23 | RTX Corporation COM | $1.7M | 8.7K | 1.1% | ▼−3.7% Reduced · −333 sh | |
| 24 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.6M | 8.3K | 1.0% | ▲+79% Added · +4K sh | |
| 25 | Ge Vernova Inc COM | $1.6M | 1.8K | 1.0% | ▼−12% Reduced · −250 sh | |
| 26 | Ge Aerospace COM NEW | $1.5M | 5.5K | 1.0% | ▼−16% Reduced · −1K sh | |
| 27 | Ishares TR CORE S&P500 ETF | $1.5M | 2.3K | 1.0% | ▲+2.9% Added · +65 sh | |
| 28 | Walmart Inc COM | $1.4M | 11.5K | 0.9% | ▼−6.1% Reduced · −749 sh | |
| 29 | Alphabet Inc CAP STK CL A | $1.4M | 4.9K | 0.9% | ▲+2.1% Added · +100 sh | |
| 30 | Broadcom Inc COM | $1.4M | 4.4K | 0.9% | ▲~0% Added · +1 sh | |
| 31 | Eli Lilly &CO COM | $1.3M | 1.5K | 0.9% | ▲+2.3% Added · +33 sh | |
| 32 | BlackRock ETF Trust ISHARES A I INNO | $1.3M | 39.0K | 0.8% | ▲+30% Added · +9K sh | |
| 33 | Lockheed Martin Corp COM | $1.3M | 2.1K | 0.8% | ▼−0.4% Reduced · −9 sh | |
| 34 | Capital Group Core Balanced SHS | $1.2M | 35.3K | 0.8% | ▲+2.2% Added · +748 sh | |
| 35 | Ishares TR 1 3 YR TREAS BD | $1.2M | 14.5K | 0.8% | ▲+4.9% Added · +675 sh | |
| 36 | Exxon Mobil Corp COM | $1.2M | 7.0K | 0.8% | ▼−0.4% Reduced · −28 sh | |
| 37 | Waste Mgmt Inc Del COM | $1.2M | 5.1K | 0.8% | ▲+1.5% Added · +74 sh | |
| 38 | Corning Inc COM | $1.1M | 8.2K | 0.7% | ▼−37% Reduced · −5K sh | |
| 39 | Ishares TR 7-10 YR TRSY BD | $1.1M | 11.5K | 0.7% | ▼−4.7% Reduced · −563 sh | |
| 40 | SPDR Gold TR GOLD SHS | $1.0M | 2.4K | 0.7% | ▲+9.0% Added · +200 sh | |
| 41 | First TR Exchange Traded FD RISNG DIVD ACHIV | $1.0M | 14.9K | 0.7% | ▲+0.7% Added · +102 sh | |
| 42 | Nuveen N Y Mun Value FD COM | $1.0M | 119.8K | 0.6% | ▲+2.6% Added · +3K sh | |
| 43 | SPDR Series Trust STATE STREET SPD | $960K | 12.5K | 0.6% | ▼−8.2% Reduced · −1K sh | |
| 44 | Fidelity Covington Trust HIGH DIVID ETF | $926K | 16.8K | 0.6% | ▲+10% Added · +2K sh | |
| 45 | Berkshire Hathaway Inc Del CL B NEW | $915K | 1.9K | 0.6% | ▼−4.7% Reduced · −94 sh | |
| 46 | Caterpillar Inc COM | $898K | 1.3K | 0.6% | ▲+0.5% Added · +6 sh | |
| 47 | Costco Wholesale Corporation COM | $839K | 842 | 0.5% | ▲+8.2% Added · +64 sh | |
| 48 | Ishares Silver TR ISHARES | $817K | 12.0K | 0.5% | ▲+2.6% Added · +300 sh | |
| 49 | Deere &CO COM | $743K | 1.3K | 0.5% | ▼−7.8% Reduced · −111 sh | |
| 50 | ETF Ser Solutions DEFIANCE QUANTUM | $729K | 6.8K | 0.5% | ▲+0.8% Added · +51 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 20, 2026 | 163 | $154.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 162 | $152.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 201 | $177.6M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 181 | $152.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 170 | $124.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 25, 2025 | 160 | $118.5M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.