Institutional Fund
Leigh Baldwin & Co., LLC
Cazenovia, NYCIK 9466296 filings on record
Portfolio Value
$154.49M
Q1 2026
Holdings
163
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+1.5%
from $152.13M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation4.7%
- Ishares Tr4.2%
- Capital Group Growth ETF3.7%
- Ishares Tr3.5%
- Capital Grp Fixed Incm ETF T3.0%
- Capital Group Dividend Value3.0%
- Other78.0%
Portfolio Holdings
163 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 41.3K | $7.20M | 4.7% | −2.4K | Reduced |
| 2 | Ishares Tr | 93.2K | $6.54M | 4.2% | +3.6K | Added |
| 3 | Capital Group Growth ETF | 141.1K | $5.67M | 3.7% | +13.0K | Added |
| 4 | Ishares Tr | 12.7K | $5.41M | 3.5% | −1.2K | Reduced |
| 5 | Capital Grp Fixed Incm ETF T | 208.1K | $4.65M | 3.0% | +19.3K | Added |
| 6 | Capital Group Dividend Value | 107.6K | $4.58M | 3.0% | +8.6K | Added |
| 7 | Apple Inc | 17.6K | $4.48M | 2.9% | −237 | Reduced |
| 8 | Fidelity Merrimack Str Tr | 90.1K | $4.11M | 2.7% | +11.7K | Added |
| 9 | First Tr Exchng Traded Fd Vi | 73.9K | $3.67M | 2.4% | +68.1K | Added |
| 10 | Blackrock ETF Trust | 61.7K | $3.59M | 2.3% | −11.2K | Reduced |
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