1y return+21.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $129 against $127 in the S&P 500.2
Leigh Baldwin & Co., LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DGROIshares Tr | $7.8M | 4.2% | +10.8% |
| NVDANVIDIA Corporation | $7.7M | 4.1% | −6.8% |
| CGGRCapital Group Growth Etf | $7.6M | 4.1% | +14.5% |
| IWFIshares Tr | $6.7M | 3.6% | +7.2% |
| CGDVCapital Group Dividend Value | $6.1M | 3.3% | +14.4% |
| DYNFBlackrock Etf Trust | $6.0M | 3.3% | +43.9% |
| CGCPCapital Group | $5.6M | 3.0% | +20.1% |
| MUMicron Technology, Inc. | $5.1M | 2.7% | −12.2% |
| FBNDFidelity Merrimack Str Tr | $4.9M | 2.6% | +20.0% |
| FDECFT Vest U.S. Equity Buffer ETF | $4.6M | 2.5% | +15.1% |
| AAPLApple Inc. | $4.6M | 2.5% | −10.6% |
| GOOGAlphabet Inc. | $4.1M | 2.2% | +4.5% |
| FENIFidelity Covington Trust | $3.5M | 1.9% | +10.8% |
| IEFAIshares Tr | $2.9M | 1.6% | −15.7% |
| AMZNAmazon.com, Inc. | $2.9M | 1.5% | −7.7% |
| SPYState Str Spdr S&p 500 Etf T | $2.7M | 1.5% | −6.0% |
| BLCRiShares | $2.7M | 1.5% | +29.2% |
| AVEMAmerican Centy Etf Tr | $2.6M | 1.4% | +5.8% |
| WCMIFirst Tr Exchange-traded Fd | $2.4M | 1.3% | +23.5% |
| BINCBlackrock Etf Trust II | $2.4M | 1.3% | −17.4% |
| MSFTMicrosoft Corporation | $2.2M | 1.2% | −18.8% |
| GEVGe Vernova Inc | $2.1M | 1.1% | |
| BAIBlackrock Etf Trust | $2.1M | 1.1% | +1.8% |
| GLWCorning Inc | $2.1M | 1.1% | |
| GEGe Aerospace | $2.0M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | December 31, 2024 | +437.5% | $2.1M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $1.3M |
| QTUMEtf Ser Solutions | December 31, 2024 | +103.8% | $1.1M |
| GEVGe Vernova Inc | September 30, 2025 | +91.1% | $2.1M |
| GOOGLAlphabet Inc. | December 31, 2024 | +88.8% | $1.6M |
| GOOGAlphabet Inc. | December 31, 2024 | +85.5% | $4.1M |
| AVEMAmerican Centy Etf Tr | December 31, 2024 | +64.1% | $2.6M |
| RTXRtx Corporation | December 31, 2024 | +64.0% | $1.6M |
| AVGOBroadcom Inc. | December 31, 2024 | +62.9% | $1.6M |
| BAIBlackrock Etf Trust | December 31, 2025 | +58.3% | $2.1M |
Sold off last quarter
- XLESelect Sector Spdr Tr was $380K
- GAB-RGabelli Equity Tr Inc was $603
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.8% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
| June 30, 2025 | +9.5% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Leigh Baldwin & Co., LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=946629&type=13F-HR&dateb=&owner=include&count=40CIK 946629
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/946629/000094662926000004/Filed August 13, 2026 · accession 0000946629-26-000004