Leigh Baldwin & Co., LLC
Net seller this quarter
$186M
117
-$2.12M
21.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $7.69M | 4.14% | 0.00% | -6.8% | Q4 2024 |
 CGCP | $5.57M | 3.00% | Not reported | +20.1% | Q4 2024 |
 MU | $5.08M | 2.74% | 0.00% | -12.2% | Q3 2025 |
 AAPL | $4.56M | 2.46% | 0.00% | -10.6% | Q4 2024 |
 GOOG | $4.05M | 2.18% | Not reported | +4.5% | Q4 2024 |
 AMZN | $2.87M | 1.54% | 0.00% | -7.7% | Q4 2024 |
 SPY | $2.71M | 1.46% | Not reported | -6.0% | Q4 2024 |
 MSFT | $2.25M | 1.21% | 0.00% | -18.8% | Q4 2024 |
 GEV | $2.13M | 1.14% | 0.00% | +0.4% | Q3 2025 |
 GLW | $2.09M | 1.12% | 0.00% | -0.4% | Q4 2024 |
 GE | $2.04M | 1.10% | 0.00% | 0.0% | Q3 2025 |
 TSLA | $1.76M | 0.95% | 0.00% | -11.9% | Q4 2024 |
 RTX | $1.64M | 0.88% | 0.00% | -0.1% | Q4 2024 |
 AVGO | $1.63M | 0.88% | 0.00% | -2.1% | Q4 2024 |
| GOOGL | $1.59M | 0.85% | 0.00% | -9.2% | Q4 2024 |
 WMT | $1.38M | 0.74% | 0.00% | +5.6% | Q4 2024 |
 LLY | $1.33M | 0.72% | 0.00% | -24.2% | Q4 2024 |
 CAT | $1.26M | 0.68% | 0.00% | -6.3% | Q4 2024 |
 WM | $1.17M | 0.63% | 0.00% | +2.4% | Q4 2024 |
 QTUM | $1.15M | 0.62% | Not reported | +2.1% | Q4 2024 |
 LMT | $1.04M | 0.56% | 0.00% | -1.5% | Q4 2024 |
 NNY | $1.03M | 0.55% | Not reported | -2.0% | Q4 2024 |
 SMH | $971K | 0.52% | Not reported | +1.7% | Q1 2025 |
 BRK.B | $957K | 0.52% | Not reported | +0.2% | Q4 2024 |
 PANW | $866K | 0.47% | 0.00% | -7.0% | Q4 2024 |
 XOM | $858K | 0.46% | 0.00% | -10.4% | Q4 2024 |
 DE | $837K | 0.45% | 0.00% | Not reported | Q4 2024 |
 CVS | $830K | 0.45% | 0.00% | -2.2% | Q4 2024 |
 AMD | $792K | 0.43% | 0.00% | -44.9% | Q3 2025 |
 COST | $774K | 0.42% | 0.00% | -1.7% | Q4 2024 |
 CSCO | $760K | 0.41% | 0.00% | -1.1% | Q4 2024 |
 JPM | $744K | 0.40% | 0.00% | +0.7% | Q4 2024 |
 NBTB | $741K | 0.40% | 0.03% | -1.3% | Q4 2024 |
| GLD | $727K | 0.39% | 0.00% | -18.1% | Q4 2024 |
 STX | $714K | 0.38% | 0.00% | -0.5% | Q4 2025 |
 ETN | $699K | 0.38% | 0.00% | -8.1% | Q4 2024 |
 MRK | $695K | 0.37% | 0.00% | -2.8% | Q4 2024 |
 SLV | $668K | 0.36% | 0.00% | +4.3% | Q4 2024 |
 AIQ | $630K | 0.34% | 0.09% | +0.2% | Q1 2025 |
 ZM | $615K | 0.33% | Not reported | +24.3% | Q4 2024 |
 LRCX | $607K | 0.33% | 0.00% | -18.4% | Q2 2025 |
 GILD | $603K | 0.32% | 0.00% | 0.0% | Q4 2024 |
 ARM | $592K | 0.32% | 0.00% | +2.1% | Q2 2025 |
 JNJ | $574K | 0.31% | 0.00% | +4.0% | Q4 2024 |
 MS | $569K | 0.31% | 0.00% | 0.0% | Q3 2025 |
 STLD | $542K | 0.29% | 0.00% | 0.0% | Q1 2026 |
 UBER | $541K | 0.29% | 0.00% | -4.8% | Q1 2025 |
 CVX | $531K | 0.29% | 0.00% | +8.7% | Q4 2024 |
 BMY | $530K | 0.29% | 0.00% | +0.2% | Q4 2024 |
 INTC | $516K | 0.28% | 0.00% | -22.4% | Q3 2025 |
| Q1 2026 | |||||
| NVDA | $7.2M | 4.66% | 0.00% | -5.5% | Q4 2024 |
| CGCP | $4.65M | 3.01% | Not reported | +10.2% | Q4 2024 |
| AAPL | $4.48M | 2.90% | 0.00% | -1.3% | Q4 2024 |
| GOOG | $3.15M | 2.04% | Not reported | +0.6% | Q4 2024 |
| MSFT | $2.75M | 1.78% | 0.00% | -2.3% | Q4 2024 |
| AMZN | $2.71M | 1.76% | 0.00% | -0.3% | Q4 2024 |
| SPY | $2.51M | 1.62% | Not reported | -18.6% | Q4 2024 |
| TSLA | $1.77M | 1.15% | 0.00% | +28.3% | Q4 2024 |
| MU | $1.69M | 1.10% | 0.00% | +54.6% | Q3 2025 |
| RTX | $1.67M | 1.08% | 0.00% | -3.7% | Q4 2024 |
| GEV | $1.57M | 1.02% | 0.00% | -12.2% | Q3 2025 |
| GE | $1.55M | 1.00% | 0.00% | -15.8% | Q3 2025 |
| WMT | $1.43M | 0.93% | 0.00% | -6.1% | Q4 2024 |
| GOOGL | $1.41M | 0.91% | 0.00% | +2.1% | Q4 2024 |
| AVGO | $1.37M | 0.88% | 0.00% | 0.0% | Q4 2024 |
| LLY | $1.35M | 0.87% | 0.00% | +2.3% | Q4 2024 |
| LMT | $1.25M | 0.81% | 0.00% | -0.4% | Q4 2024 |
| XOM | $1.19M | 0.77% | 0.00% | -0.4% | Q4 2024 |
| WM | $1.18M | 0.76% | 0.00% | +1.5% | Q4 2024 |
| GLW | $1.12M | 0.72% | 0.00% | -37.0% | Q4 2024 |
| GLD | $1.04M | 0.67% | 0.00% | +9.1% | Q4 2024 |
| NNY | $1M | 0.65% | Not reported | +2.6% | Q4 2024 |
| BRK.B | $915K | 0.59% | Not reported | -4.7% | Q4 2024 |
| CAT | $898K | 0.58% | 0.00% | +0.5% | Q4 2024 |
| COST | $839K | 0.54% | 0.00% | +8.2% | Q4 2024 |
| SLV | $817K | 0.53% | 0.00% | +2.6% | Q4 2024 |
| DE | $743K | 0.48% | 0.00% | -7.8% | Q4 2024 |
| QTUM | $729K | 0.47% | Not reported | +0.8% | Q4 2024 |
| MRK | $669K | 0.43% | 0.00% | -0.1% | Q4 2024 |
| JPM | $665K | 0.43% | 0.00% | +9.0% | Q4 2024 |
| GILD | $664K | 0.43% | 0.00% | 0.0% | Q4 2024 |
| NBTB | $648K | 0.42% | 0.03% | +0.4% | Q4 2024 |
| ETN | $639K | 0.41% | 0.00% | Not reported | Q4 2024 |
| IAU | $638K | 0.41% | 0.00% | +9.6% | Q4 2025 |
 PLTR | $610K | 0.39% | 0.00% | -3.8% | Q1 2025 |
| CVX | $610K | 0.39% | 0.00% | +0.6% | Q4 2024 |
 META | $603K | 0.39% | Not reported | -0.8% | Q4 2024 |
 VZ | $596K | 0.39% | 0.00% | -4.7% | Q4 2024 |
| CVS | $589K | 0.38% | 0.00% | +0.4% | Q4 2024 |
 SU | $588K | 0.38% | 0.00% | -1.1% | Q4 2024 |
| UBER | $566K | 0.37% | 0.00% | +12.5% | Q1 2025 |
| SMH | $558K | 0.36% | Not reported | +2.1% | Q1 2025 |
| BMY | $557K | 0.36% | 0.00% | 0.0% | Q4 2024 |
 PFE | $556K | 0.36% | 0.00% | +2.3% | Q4 2024 |
| JNJ | $532K | 0.34% | 0.00% | Not reported | Q4 2024 |
 WPM | $519K | 0.34% | 0.00% | Not reported | Q4 2024 |
 HD | $511K | 0.33% | 0.00% | +1.6% | Q4 2024 |
| CSCO | $508K | 0.33% | 0.00% | 0.0% | Q4 2024 |
| AMD | $504K | 0.33% | 0.00% | +17.0% | Q3 2025 |
 MCK | $487K | 0.32% | 0.00% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| NVDA | $8.14M | 5.35% | 0.00% | -3.6% | Q4 2024 |
| AAPL | $4.86M | 3.19% | 0.00% | -16.2% | Q4 2024 |
| CGCP | $4.27M | 2.81% | Not reported | +2.7% | Q4 2024 |
| MSFT | $3.67M | 2.41% | 0.00% | +0.2% | Q4 2024 |
| GOOG | $3.43M | 2.25% | Not reported | -16.1% | Q4 2024 |
| SPY | $3.23M | 2.12% | Not reported | +1.9% | Q4 2024 |
| AMZN | $3.02M | 1.98% | 0.00% | -25.8% | Q4 2024 |
| GE | $2M | 1.31% | 0.00% | -0.4% | Q3 2025 |
| TSLA | $1.67M | 1.10% | 0.00% | -40.2% | Q4 2024 |
| RTX | $1.65M | 1.08% | 0.00% | -5.9% | Q4 2024 |
| LLY | $1.54M | 1.01% | 0.00% | -3.5% | Q4 2024 |
| AVGO | $1.53M | 1.00% | 0.00% | +0.4% | Q4 2024 |
| GOOGL | $1.5M | 0.98% | 0.00% | -11.5% | Q4 2024 |
| WMT | $1.37M | 0.90% | 0.00% | -14.9% | Q4 2024 |
| GEV | $1.34M | 0.88% | 0.00% | +1.7% | Q3 2025 |
| GLW | $1.14M | 0.75% | 0.00% | +7.6% | Q4 2024 |
| WM | $1.11M | 0.73% | 0.00% | +1.6% | Q4 2024 |
| LMT | $1.01M | 0.66% | 0.00% | -2.3% | Q4 2024 |
| BRK.B | $1.01M | 0.66% | Not reported | -13.1% | Q4 2024 |
| NNY | $1M | 0.66% | Not reported | +6.5% | Q4 2024 |
| MU | $925K | 0.61% | 0.00% | +40.7% | Q3 2025 |
| GLD | $876K | 0.58% | 0.00% | -53.0% | Q4 2024 |
| XOM | $847K | 0.56% | 0.00% | -18.8% | Q4 2024 |
| PLTR | $770K | 0.51% | 0.00% | +4.3% | Q1 2025 |
| SLV | $753K | 0.49% | 0.00% | +4.5% | Q4 2024 |
| QTUM | $739K | 0.49% | Not reported | +0.9% | Q4 2024 |
| CAT | $722K | 0.47% | 0.00% | +20.7% | Q4 2024 |
| META | $701K | 0.46% | Not reported | -5.1% | Q4 2024 |
| COST | $671K | 0.44% | 0.00% | -25.3% | Q4 2024 |
| JPM | $668K | 0.44% | 0.00% | -21.6% | Q4 2024 |
| DE | $666K | 0.44% | 0.00% | -1.2% | Q4 2024 |
| CVS | $648K | 0.43% | 0.00% | -10.9% | Q4 2024 |
| NBTB | $629K | 0.41% | 0.03% | -8.6% | Q4 2024 |
 ALL | $601K | 0.40% | 0.00% | -0.6% | Q3 2025 |
| MRK | $586K | 0.39% | 0.00% | -74.9% | Q4 2024 |
| GILD | $585K | 0.38% | 0.00% | 0.0% | Q4 2024 |
 CEG | $575K | 0.38% | 0.00% | -2.0% | Q4 2024 |
| UBER | $572K | 0.38% | 0.00% | -17.4% | Q1 2025 |
| ETN | $568K | 0.37% | 0.00% | -15.7% | Q4 2024 |
 IBM | $543K | 0.36% | 0.00% | -21.4% | Q4 2024 |
| MS | $536K | 0.35% | 0.00% | -4.3% | Q3 2025 |
| IAU | $536K | 0.35% | 0.00% | New | Q4 2025 |
 GAB | $531K | 0.35% | Not reported | Not reported | Q4 2024 |
 PAYX | $529K | 0.35% | 0.00% | -4.2% | Q4 2024 |
| HD | $526K | 0.35% | 0.00% | -26.2% | Q4 2024 |
 NRG | $522K | 0.34% | 0.00% | -38.5% | Q4 2024 |
 V | $513K | 0.34% | 0.00% | -9.6% | Q4 2024 |
| SMH | $513K | 0.34% | Not reported | +0.1% | Q1 2025 |
| VZ | $508K | 0.33% | 0.00% | -9.8% | Q4 2024 |
| CSCO | $504K | 0.33% | 0.00% | +1.1% | Q4 2024 |
| Q3 2025 | |||||
| NVDA | $8.44M | 4.75% | 0.00% | +0.2% | Q4 2024 |
| AAPL | $5.43M | 3.06% | 0.00% | +0.4% | Q4 2024 |
 VEEV | $4.63M | 2.61% | 0.01% | Not reported | Q4 2024 |
| CGCP | $4.18M | 2.35% | Not reported | +8.2% | Q4 2024 |
| MSFT | $3.93M | 2.21% | 0.00% | +5.1% | Q4 2024 |
| AMZN | $3.87M | 2.18% | 0.00% | +2.7% | Q4 2024 |
| GOOG | $3.17M | 1.78% | Not reported | -1.6% | Q4 2024 |
| SPY | $3.1M | 1.74% | Not reported | +2.0% | Q4 2024 |
| TSLA | $2.76M | 1.55% | 0.00% | +39.8% | Q4 2024 |
| GE | $1.96M | 1.10% | 0.00% | New | Q3 2025 |
| MRK | $1.86M | 1.05% | 0.00% | +3.8% | Q4 2024 |
| GLD | $1.67M | 0.94% | 0.00% | -5.8% | Q4 2024 |
 PNC | $1.67M | 0.94% | 0.00% | +0.9% | Q4 2024 |
| PFE | $1.61M | 0.91% | 0.00% | -3.2% | Q4 2024 |
| RTX | $1.6M | 0.90% | 0.00% | +203.9% | Q4 2024 |
| WMT | $1.49M | 0.84% | 0.00% | -1.6% | Q4 2024 |
| AVGO | $1.45M | 0.82% | 0.00% | +0.6% | Q4 2024 |
| GOOGL | $1.31M | 0.74% | 0.00% | +4.5% | Q4 2024 |
| GEV | $1.24M | 0.70% | 0.00% | New | Q3 2025 |
| BRK.B | $1.16M | 0.65% | Not reported | +2.6% | Q4 2024 |
| LLY | $1.13M | 0.64% | 0.00% | +37.7% | Q4 2024 |
| JNJ | $1.13M | 0.64% | 0.00% | +3.9% | Q4 2024 |
 BAC | $1.13M | 0.63% | 0.00% | +4.3% | Q4 2024 |
| WM | $1.1M | 0.62% | 0.00% | -1.2% | Q4 2024 |
| LMT | $1.06M | 0.60% | 0.00% | +6.0% | Q4 2024 |
| GLW | $994K | 0.56% | 0.00% | -16.5% | Q4 2024 |
 PFS | $982K | 0.55% | 0.04% | +1.2% | Q4 2024 |
| XOM | $977K | 0.55% | 0.00% | +13.4% | Q4 2024 |
| COST | $965K | 0.54% | 0.00% | +0.6% | Q4 2024 |
| NNY | $905K | 0.51% | Not reported | -2.6% | Q4 2024 |
| NRG | $863K | 0.49% | 0.00% | -0.4% | Q4 2024 |
| HD | $840K | 0.47% | 0.00% | +0.1% | Q4 2024 |
| JPM | $834K | 0.47% | 0.00% | -3.9% | Q4 2024 |
| UBER | $830K | 0.47% | 0.00% | +14.2% | Q1 2025 |
| META | $822K | 0.46% | Not reported | -0.3% | Q4 2024 |
 GBTC | $810K | 0.46% | 0.00% | +14.6% | Q4 2024 |
| ETN | $792K | 0.45% | 0.00% | Not reported | Q4 2024 |
| PLTR | $758K | 0.43% | 0.00% | +9.2% | Q1 2025 |
| QTUM | $701K | 0.39% | Not reported | +3.9% | Q4 2024 |
| NBTB | $692K | 0.39% | 0.03% | -11.5% | Q4 2024 |
| CVS | $691K | 0.39% | 0.00% | -5.0% | Q4 2024 |
| DE | $662K | 0.37% | 0.00% | +5.8% | Q4 2024 |
| IBM | $659K | 0.37% | 0.00% | +2.1% | Q4 2024 |
| ALL | $624K | 0.35% | 0.00% | New | Q3 2025 |
| PAYX | $623K | 0.35% | 0.00% | +31.1% | Q4 2024 |
| VZ | $607K | 0.34% | 0.00% | +32.0% | Q4 2024 |
| PANW | $591K | 0.33% | 0.00% | Not reported | Q4 2024 |
| V | $553K | 0.31% | 0.00% | Not reported | Q4 2024 |
| CEG | $547K | 0.31% | 0.00% | +2.2% | Q4 2024 |
| GILD | $529K | 0.30% | 0.00% | +2.2% | Q4 2024 |