Leigh Baldwin & Co., LLC Portfolio Holdings

Leigh Baldwin & Co., LLC

  • $152 Billion
  • Q2 2025

Leigh Baldwin & Co., LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.14B, Ishares Russell 1000 Gr ETF with a value of $6.23B, Ishares Core Dividend Growth E with a value of $5.02B, Veeva Systems Inc with a value of $4.48B, and Apple Inc. with a value of $4.36B.

Examining the 13F form we can see an increase of $27.8B in the current position value, from $124B to 152B.

Leigh Baldwin & Co., LLC is based out at Cazenovia, NY

Below you can find more details about Leigh Baldwin & Co., LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $67.9 Billion
Technology: $22.1 Billion
Healthcare: $12.4 Billion
Financial Services: $11.6 Billion
Industrials: $7.02 Billion
Consumer Cyclical: $6.55 Billion
Communication Services: $5.27 Billion
Consumer Defensive: $4.7 Billion
Other: $5.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$7.14 Billion 4.69% of portfolio
45,168
Q2 2025 Reduced 9.16%
$0
$6.23 Billion 4.1% of portfolio
14,673
Q2 2025 Added 32.5%
$0
$5.02 Billion 3.3% of portfolio
78,568
Q2 2025 Added 22.22%
$38.7B
$4.48 Billion 2.95% of portfolio
15,554
Q2 2025 Added 0.32%
$3.69T
$4.36 Billion 2.87% of portfolio
21,252
Q2 2025 Added 5.67%
$0
$4.15 Billion 2.73% of portfolio
102,065
Q2 2025 Added 40.8%
$0
$3.82 Billion 2.51% of portfolio
169,911
Q2 2025 Added 31.64%
$2.26T
$3.76 Billion 2.47% of portfolio
17,149
Q2 2025 Added 5.91%
$0
$3.6 Billion 2.37% of portfolio
57,329
Q2 2025 Added 24.9%
$3.95T
$3.59 Billion 2.36% of portfolio
7,213
Q2 2025 Added 4.66%
$0
$3.17 Billion 2.09% of portfolio
69,345
Q2 2025 Added 39.66%
$0
$2.92 Billion 1.92% of portfolio
53,633
Q2 2025 New
$0
$2.82 Billion 1.85% of portfolio
4,559
Q2 2025 Reduced 6.92%
$0
$2.42 Billion 1.59% of portfolio
28,971
Q2 2025 Added 29.06%
$1.24T
$2.34 Billion 1.54% of portfolio
13,216
Q2 2025 Added 10.26%
$0
$2.18 Billion 1.44% of portfolio
46,818
Q2 2025 Added 2.96%
Fidelity Covington Trust
-
$1.87 Billion 1.23% of portfolio
-
Q2 2025 New
$203B
$1.69 Billion 1.11% of portfolio
21,381
Q2 2025 Added 1.51%
$138B
$1.59 Billion 1.04% of portfolio
65,400
Q2 2025 Added 1.17%
$0
$1.55 Billion 1.02% of portfolio
8,215
Q2 2025 Added 0.55%
$77.3B
$1.53 Billion 1.01% of portfolio
8,212
Q2 2025 Added 0.83%
$106B
$1.52 Billion 1.0% of portfolio
4,998
Q2 2025 Reduced 26.65%
$281B
$1.43 Billion 0.94% of portfolio
14,668
Q2 2025 Added 1.54%
$1.08T
$1.41 Billion 0.93% of portfolio
4,438
Q2 2025 Reduced 49.49%
$0
$1.27 Billion 0.83% of portfolio
2,039
Q2 2025 Added 3.56%
$127B
$1.2 Billion 0.79% of portfolio
4,371
Q2 2025 Reduced 2.26%
$0
$1.17 Billion 0.77% of portfolio
12,205
Q2 2025 Reduced 22.46%
$0
$1.15 Billion 0.76% of portfolio
15,797
Q2 2025 Reduced 4.13%
$95.6B
$1.15 Billion 0.76% of portfolio
5,040
Q2 2025 Reduced 0.49%
$621B
$1.09 Billion 0.72% of portfolio
2,247
Q2 2025 Added 17.4%
$0
$1.06 Billion 0.7% of portfolio
5,823
Q2 2025 Reduced 19.37%
$0
$1.06 Billion 0.7% of portfolio
22,555
Q2 2025 Added 42.62%
$0
$1.05 Billion 0.69% of portfolio
27,900
Q2 2025 Added 3.33%
Capital Group Core Balanced
-
$1.03 Billion 0.68% of portfolio
-
Q2 2025 Added 56.34%
$439B
$1.03 Billion 0.67% of portfolio
1,036
Q2 2025 Reduced 0.38%
$381B
$991 Million 0.65% of portfolio
20,934
Q2 2025 Added 3.98%
$0
$965 Million 0.63% of portfolio
11,647
Q2 2025 Added 80.57%
$113B
$930 Million 0.61% of portfolio
2,009
Q2 2025 Added 4.09%
$0
$912 Million 0.6% of portfolio
112,467
Q2 2025 Added 4.53%
$1.21T
$911 Million 0.6% of portfolio
5,172
Q2 2025 Added 11.23%
$452B
$896 Million 0.59% of portfolio
5,869
Q2 2025 Added 2.77%
$0
$891 Million 0.59% of portfolio
9,969
Q2 2025 Added 1.63%
$1.41B
$883 Million 0.58% of portfolio
50,349
Q2 2025 Added 1.42%
$0
$874 Million 0.57% of portfolio
12,756
Q2 2025 Added 40.04%
$36.8B
$859 Million 0.56% of portfolio
5,348
Q2 2025 Reduced 12.03%
$0
$832 Million 0.55% of portfolio
16,952
Q2 2025 Added 2.24%
$608B
$841 Million 0.55% of portfolio
1,079
Q2 2025 Added 0.94%
$1.78T
$828 Million 0.54% of portfolio
1,122
Q2 2025 Added 102.89%
$442B
$824 Million 0.54% of portfolio
7,642
Q2 2025 Reduced 4.42%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $152 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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