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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.36B
$246 Million 0.2% of portfolio
1,921
Q1 2025 Added 0.1%
$7.61B
$239 Million 0.19% of portfolio
1,665
Q1 2025 Added 1.22%
$2.51B
$186 Million 0.15% of portfolio
12,496
Q1 2025 Reduced 20.64%
$2.14B
$90.1 Million 0.07% of portfolio
13,925
Q1 2025 New

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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