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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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