Leigh Baldwin & Co., LLC Portfolio Holdings

Leigh Baldwin & Co., LLC

  • $124 Billion
  • Q1 2025

Leigh Baldwin & Co., LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $5.39B, Apple Inc. with a value of $4.47B, Ishares Russell 1000 Gr ETF with a value of $4B, Ishares Core Dividend Growth E with a value of $3.97B, and Veeva Systems Inc with a value of $3.59B.

Examining the 13F form we can see an increase of $5.73B in the current position value, from $119B to 124B.

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 $124 Billion
ETFs: $54.7 Billion
Technology: $16.3 Billion
Healthcare: $11.8 Billion
Financial Services: $11.2 Billion
Consumer Cyclical: $6.71 Billion
Industrials: $5.85 Billion
Communication Services: $4.2 Billion
Consumer Defensive: $4.17 Billion
Other: $4.57 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$431B
$5.39 Billion 4.34% of portfolio
49,722
Q1 2025 Added 0.0%
$3.38T
$4.47 Billion 3.59% of portfolio
20,111
Q1 2025 Reduced 8.18%
$38.8B
$3.59 Billion 2.89% of portfolio
15,504
Q4 2024 Reduced 99.52%
$2.28T
$3.08 Billion 2.48% of portfolio
16,192
Q1 2025 Added 0.75%
$3.81T
$2.59 Billion 2.08% of portfolio
6,892
Q1 2025 Reduced 15.05%
$1.01T
$2.28 Billion 1.83% of portfolio
8,786
Q1 2025 Added 138.36%
$207B
$1.89 Billion 1.52% of portfolio
21,062
Q1 2025 Reduced 1.65%
$1.12T
$1.87 Billion 1.51% of portfolio
11,986
Q1 2025 Reduced 2.85%
$138B
$1.64 Billion 1.32% of portfolio
64,646
Q1 2025 Reduced 0.61%
$79.2B
$1.43 Billion 1.15% of portfolio
8,144
Q1 2025 Added 1.0%
$258B
$1.27 Billion 1.02% of portfolio
14,445
Q1 2025 Reduced 0.26%
$92.6B
$1.17 Billion 0.94% of portfolio
5,065
Q1 2025 Added 0.36%
$1.88B
$1.05 Billion 0.84% of portfolio
24,438
Q1 2025 Reduced 0.06%
$631B
$1.02 Billion 0.82% of portfolio
1,914
Q1 2025 Added 5.45%
$422B
$984 Million 0.79% of portfolio
1,040
Q1 2025 Reduced 2.99%
$465B
$951 Million 0.77% of portfolio
7,995
Q1 2025 Reduced 28.9%
$0
$889 Million 0.72% of portfolio
107,592
Q1 2025 Added 2.04%
$724B
$883 Million 0.71% of portfolio
1,069
Q4 2024 Reduced 99.87%
$1.4B
$852 Million 0.69% of portfolio
49,643
Q1 2025 Added 1.32%
$123B
$862 Million 0.69% of portfolio
1,930
Q1 2025 Reduced 2.23%
$377B
$840 Million 0.68% of portfolio
20,133
Q1 2025 Reduced 1.55%
$116B
$749 Million 0.6% of portfolio
4,472
Q1 2025 Reduced 19.0%
$1.07T
$719 Million 0.58% of portfolio
4,650
Q1 2025 Reduced 9.71%
$368B
$717 Million 0.58% of portfolio
1,956
Q1 2025 Reduced 0.46%
$151B
$675 Million 0.54% of portfolio
1,437
Q1 2025 Added 0.14%
$850B
$634 Million 0.51% of portfolio
2,584
Q1 2025 Reduced 10.18%
$572B
$614 Million 0.49% of portfolio
1,752
Q1 2025 Added 0.11%
$34.7B
$580 Million 0.47% of portfolio
6,079
Q1 2025 Reduced 0.07%
$102B
$587 Million 0.47% of portfolio
9,625
Q1 2025 Added 1.93%
$45.8B
$573 Million 0.46% of portfolio
12,513
Q1 2025 Added 1.71%
$253B
$545 Million 0.44% of portfolio
2,192
Q1 2025 Reduced 0.59%
$160B
$519 Million 0.42% of portfolio
2,451
Q1 2025 Added 1.45%
$223B
$493 Million 0.4% of portfolio
4,994
Q1 2025 Added 2.21%
-
$495 Million 0.4% of portfolio
-
Q4 2024 Reduced 97.36%
$172B
$502 Million 0.4% of portfolio
11,070
Q1 2025 Reduced 1.34%
$58.7B
$495 Million 0.4% of portfolio
2,901
Q1 2025 Reduced 0.85%
$0
$474 Million 0.38% of portfolio
86,084
Q4 2024 Reduced 81.41%
$296B
$475 Million 0.38% of portfolio
2,839
Q1 2025 Reduced 14.64%
$152B
$467 Million 0.38% of portfolio
1,716
Q1 2025 Reduced 18.36%
$83.1B
$444 Million 0.36% of portfolio
6,548
Q1 2025 Added 4.94%
$59.6B
$431 Million 0.35% of portfolio
6,620
Q1 2025 Added 5.58%
$0
$439 Million 0.35% of portfolio
37,312
Q1 2025 Added 1.29%
$72.8B
$435 Million 0.35% of portfolio
4,642
Q4 2024 Reduced 98.9%
$18.2B
$436 Million 0.35% of portfolio
2,859
Q1 2025 Reduced 19.37%
$223B
$416 Million 0.34% of portfolio
3,143
Q1 2025 Added 13.63%
$56.6B
$418 Million 0.34% of portfolio
667
Q4 2024 Reduced 99.86%
$180B
$392 Million 0.32% of portfolio
5,523
Q1 2025 Added 1.56%
$338B
$401 Million 0.32% of portfolio
1,913
Q1 2025 Added 10.01%
$369B
$381 Million 0.31% of portfolio
2,237
Q1 2025 Reduced 9.1%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $124 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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