LEIGH BALDWIN & CO., LLC logo

LEIGH BALDWIN & CO., LLC

RIA/Wealth

LEIGH BALDWIN & CO., LLC is a RIA/Wealth based in Cazenovia, NY led by Leigh Douglas Baldwin, reporting $285.5M in AUM as of Q3 2025 with 46% ETF concentration.

PresidentLeigh Douglas Baldwin
Portfolio Value
$215.8M
Positions
278
Top Holding
NVDA at 3.91%
Last Reported
Q3 2025
Address112 Albany Street, Cazenovia, NY, 13035, United States

Top Holdings

Largest long holdings in LEIGH BALDWIN & CO., LLC's portfolio (25.6% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$8.4M
3.91%
+$14.2K
Bought
0.00%
45.2K shares
ETF
ETF
$7.5M
3.46%
+$586.0K
Bought
15.9K shares
ETF
ETF
$6.5M
3.01%
+$5.7M
Bought
175.0K shares
ETF
ETF
$5.8M
2.69%
+$456.3K
Bought
85.3K shares
5
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$5.4M
2.52%
+$19.6K
Bought
0.00%
21.3K shares
ETF
ETF
$5.0M
2.34%
+$563.8K
Bought
114.9K shares
Medical - Healthcare Information Services
Healthcare
$4.6M
2.15%
0.01%
15.6K shares
ETF
ETF
$4.2M
1.94%
+$317.6K
Bought
183.9K shares
Software - Infrastructure
Technology
$3.9M
1.82%
+$191.1K
Bought
0.00%
7.6K shares
ETF
ETF
$3.9M
1.82%
+$70.6K
Bought
58.4K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LEIGH BALDWIN & CO., LLC's latest filing

See all changes
Market Value
$215.8M
Prior: $152.1M
Q/Q Change
+41.87%
+$63.7M
Net Flows % of MV
+24.6%
Turnover Ratio
14.08%
New Purchases
93 stocks
$37.3M
Added To
103 stocks
+$19.1M
Sold Out Of
3 stocks
$737.0K
Reduced Holdings
41 stocks
-$2.5M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
2
Matsons logo
Sold
Sold
-73.3%
-63.67%

Analytics

Portfolio insights and performance metrics for LEIGH BALDWIN & CO., LLC

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Sector Allocation

ETF: 46.20%ETFTechnology: 13.30%TechnologyHealthcare: 6.50%Financial Services: 6.00%Industrials: 5.90%Consumer Cyclical: 4.70%Consumer Defensive: 3.80%Communication Services: 3.60%Utilities: 2.00%Energy: 1.90%Basic Materials: 1.10%Real Estate: 0.30%
ETF
46.20%
Technology
13.30%
Healthcare
6.50%
Financial Services
6.00%
Industrials
5.90%
Consumer Cyclical
4.70%
Consumer Defensive
3.80%
Communication Services
3.60%
Utilities
2.00%
Energy
1.90%
Basic Materials
1.10%
Real Estate
0.30%

Market Cap Distribution

Mega Cap (> $200B): 25.69%Mega Cap (> $200B)Large Cap ($10B - $200B): 20.64%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.32%Small Cap ($300M - $2B): 0.12%Micro Cap ($50M - $300M): 0.15%Nano Cap (< $50M): 0.18%N/A (ETF or Unknown): 50.90%N/A (ETF or Unknown)
Mega Cap (> $200B)
25.69%
Large Cap ($10B - $200B)
20.64%
Mid Cap ($2B - $10B)
2.32%
Small Cap ($300M - $2B)
0.12%
Micro Cap ($50M - $300M)
0.15%
Nano Cap (< $50M)
0.18%
N/A (ETF or Unknown)
50.90%

Portfolio Concentration

Top 10 Holdings %
25.65%
Top 20 Holdings %
39.44%
Top 50 Holdings %
58.93%
Top 100 Holdings %
75.19%

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