Sponsored

The Analysis of LEIGH BALDWIN & CO., LLC's Holdings & P&L

Currently, LEIGH BALDWIN & CO., LLC holds 163 types of securities in its portfolio with a total value $154.5M. In the most recent quarter, they have increased their positions in FDEC (+68.1K shares, valued at $3.4M), BLCR (+41.5K shares, valued at $1.7M), WCMI (+100.3K shares, valued at $1.7M); decreased their positions in FAUG (-40.2K shares, valued at $2.1M), GLW (-4.8K shares, valued at $656.4K), DYNF (-11.2K shares, valued at $650.2K); initiated new positions in BLCR (+41.5K shares, valued at $1.7M), WCMI (+100.3K shares, valued at $1.7M), IDEF (+19.4K shares, valued at $634.3K).

1M P&L

-13.4M-8.37%

3M P&L

-10.1M-6.45%

HY P&L

-2.8M-1.86%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A78.7M

57.4%

2Semiconductors9.8M

7.1%

3Software - Infrastructure5.1M

3.7%

Top Industries by Stock Count

1N/A65 stocks

45.1%

2Drug Manufacturers - General7 stocks

4.9%

3Semiconductors4 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION41.3K shares-5.45%2026-03-312026-05-20

DGRO ISHARES TR93.2K shares3.99%2026-03-312026-05-20

CGGR CAPITAL GROUP GROWTH ETF141.1K shares10.11%2026-03-312026-05-20

IWF ISHARES TR12.7K shares-8.94%2026-03-312026-05-20

CGCP CAPITAL GRP FIXED INCM ETF T208.1K shares10.21%2026-03-312026-05-20

CGDV CAPITAL GROUP DIVIDEND VALUE107.6K shares8.64%2026-03-312026-05-20

AAPL APPLE INC17.6K shares-1.33%2026-03-312026-05-20

FBND FIDELITY MERRIMACK STR TR90.1K shares14.90%2026-03-312026-05-20

Sponsored

FDEC FIRST TR EXCHNG TRADED FD VI73.9K shares1169.50%2026-03-312026-05-20

DYNF BLACKROCK ETF TRUST61.7K shares-15.33%2026-03-312026-05-20

IEFA ISHARES TR35.6K shares3.59%2026-03-312026-05-20

ALPHABET INC ALPHABET INC11.0K shares0.58%2026-03-312026-05-20

BINC BLACKROCK ETF TRUST II55.7K shares10.44%2026-03-312026-05-20

FENI FIDELITY COVINGTON TRUST77.6K shares10.81%2026-03-312026-05-20

MSFT MICROSOFT CORP7.4K shares-2.34%2026-03-312026-05-20

AMZN AMAZON COM INC13.0K shares-0.31%2026-03-312026-05-20

Sponsored

SPY STATE STR SPDR S&P 500 ETF T3.9K shares-18.62%2026-03-312026-05-20

AVEM AMERICAN CENTY ETF TR25.7K shares21.13%2026-03-312026-05-20

TSLA TESLA INC4.8K shares28.31%2026-03-312026-05-20

BLCR BLACKROCK ETF TRUST41.5K sharesnew addition2026-03-312026-05-20

MU MICRON TECHNOLOGY INC5.0K shares54.63%2026-03-312026-05-20

WCMI FIRST TR EXCHANGE-TRADED FD100.3K sharesnew addition2026-03-312026-05-20

RTX RTX CORPORATION8.7K shares-3.70%2026-03-312026-05-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.3K shares79.16%2026-03-312026-05-20

Sponsored

GEV GE VERNOVA INC1.8K shares-12.19%2026-03-312026-05-20

GE AEROSPACE GE AEROSPACE5.5K shares-15.75%2026-03-312026-05-20

IVV ISHARES TR2.3K shares2.87%2026-03-312026-05-20

WMT WALMART INC11.5K shares-6.09%2026-03-312026-05-20

ALPHABET INC ALPHABET INC4.9K shares2.09%2026-03-312026-05-20

BROADCOM INC BROADCOM INC4.4K shares0.02%2026-03-312026-05-20

LLY ELI LILLY &CO1.5K shares2.30%2026-03-312026-05-20

BAI BLACKROCK ETF TRUST39.0K shares30.31%2026-03-312026-05-20

Sponsored

LMT LOCKHEED MARTIN CORP2.1K shares-0.43%2026-03-312026-05-20

CGBL CAPITAL GROUP CORE BALANCED35.3K shares2.17%2026-03-312026-05-20

SHY ISHARES TR14.5K shares4.89%2026-03-312026-05-20

XOM EXXON MOBIL CORP7.0K shares-0.40%2026-03-312026-05-20

WM WASTE MGMT INC DEL5.1K shares1.46%2026-03-312026-05-20

GLW CORNING INC8.2K shares-37.04%2026-03-312026-05-20

IEF ISHARES TR11.5K shares-4.67%2026-03-312026-05-20

GLD SPDR GOLD TR2.4K shares9.05%2026-03-312026-05-20

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD14.9K shares0.69%2026-03-312026-05-20

NNY NUVEEN N Y MUN VALUE FD119.8K shares2.64%2026-03-312026-05-20

SPYM SPDR SERIES TRUST12.5K shares-8.20%2026-03-312026-05-20

FDVV FIDELITY COVINGTON TRUST16.8K shares10.50%2026-03-312026-05-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-4.69%2026-03-312026-05-20

CAT CATERPILLAR INC1.3K shares0.48%2026-03-312026-05-20

COST COSTCO WHOLESALE CORPORATION842 shares8.23%2026-03-312026-05-20

SLV ISHARES SILVER TR12.0K shares2.57%2026-03-312026-05-20

Sponsored

DE DEERE &CO1.3K shares-7.76%2026-03-312026-05-20

QTUM ETF SER SOLUTIONS6.8K shares0.76%2026-03-312026-05-20

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares0.68%2026-03-312026-05-20

MERCK &CO INC MERCK &CO INC5.6K shares-0.07%2026-03-312026-05-20

JPM JPMORGAN CHASE &CO2.3K shares9.03%2026-03-312026-05-20

GILD GILEAD SCIENCES INC4.8K shares0.04%2026-03-312026-05-20

ITA ISHARES TR3.0K shares-38.70%2026-03-312026-05-20

NBTB NBT BANCORP INC15.2K shares0.38%2026-03-312026-05-20

Sponsored

EATON CORP PLC EATON CORP PLC1.8K shares0.00%2026-03-312026-05-20

ISHARES GOLD TR ISHARES GOLD TR7.2K shares9.61%2026-03-312026-05-20

IDEF BLACKROCK ETF TRUST19.4K sharesnew addition2026-03-312026-05-20

PLTR PALANTIR TECHNOLOGIES INC4.2K shares-3.81%2026-03-312026-05-20

CVX CHEVRON CORPORATION2.9K shares0.61%2026-03-312026-05-20

META META PLATFORMS INC1.1K shares-0.75%2026-03-312026-05-20

VZ VERIZON COMMUNICATIONS INC11.9K shares-4.69%2026-03-312026-05-20

CVS CVS HEALTH CORP8.2K shares0.39%2026-03-312026-05-20

Sponsored

SPYG SPDR SERIES TRUST6.0K shares-1.72%2026-03-312026-05-20

SU SUNCOR ENERGY INC NEW8.9K shares-1.12%2026-03-312026-05-20

FOCT FIRST TR EXCHNG TRADED FD VI12.1K shares-3.58%2026-03-312026-05-20

UBER UBER TECHNOLOGIES INC7.9K shares12.45%2026-03-312026-05-20

SMH VANECK ETF TRUST1.5K shares2.11%2026-03-312026-05-20

BMY BRISTOL-MYERS SQUIBB CO9.2K shares-0.01%2026-03-312026-05-20

PFE PFIZER INC19.8K shares2.34%2026-03-312026-05-20

JNJ JOHNSON &JOHNSON2.2K shares0.00%2026-03-312026-05-20

Sponsored

WPM WHEATON PRECIOUS METALS CORP4.0K shares0.00%2026-03-312026-05-20

RFDA ALPS ETF TR8.2K shares-12.57%2026-03-312026-05-20

HD HOME DEPOT INC1.6K shares1.64%2026-03-312026-05-20

CSCO CISCO SYS INC6.5K shares0.02%2026-03-312026-05-20

AMD ADVANCED MICRO DEVICES INC2.5K shares16.95%2026-03-312026-05-20

MCK MCKESSON CORP563 shares0.00%2026-03-312026-05-20

GAB GABELLI EQUITY TR INC86.1K shares0.00%2026-03-312026-05-20

NRG NRG ENERGY INC3.3K shares0.31%2026-03-312026-05-20

Sponsored

IWM ISHARES TR1.9K shares1.65%2026-03-312026-05-20

ICOW PACER FDS TR11.2K shares2.22%2026-03-312026-05-20

MCD MCDONALDS CORP1.5K shares4.69%2026-03-312026-05-20

ZM ZOOM COMMUNICATIONS INC5.7K shares16.46%2026-03-312026-05-20

AIQ GLOBAL X FDS9.6K shares0.26%2026-03-312026-05-20

MS MORGAN STANLEY2.7K shares-10.03%2026-03-312026-05-20

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.05%2026-03-312026-05-20

V VISA INC1.5K shares-0.34%2026-03-312026-05-20

Sponsored

KO COCA COLA CO5.8K shares2.89%2026-03-312026-05-20

PANW PALO ALTO NETWORKS INC2.7K shares18.70%2026-03-312026-05-20

INVESCO QQQ TR INVESCO QQQ TR756 shares-1.95%2026-03-312026-05-20

COP CONOCOPHILLIPS3.3K shares0.06%2026-03-312026-05-20

T AT&T INC14.7K shares-10.27%2026-03-312026-05-20

CITIGROUP INC CITIGROUP INC3.8K shares0.08%2026-03-312026-05-20

STLD STEEL DYNAMICS INC2.4K sharesnew addition2026-03-312026-05-20

FFEB FIRST TR EXCHNG TRADED FD VI7.6K shares0.00%2026-03-312026-05-20

Sponsored

KYN KAYNE ANDERSON ENERGY INFRST29.5K shares9.39%2026-03-312026-05-20

PAYX PAYCHEX INC4.6K shares-3.01%2026-03-312026-05-20

ALL ALLSTATE CORP2.0K shares-29.86%2026-03-312026-05-20

AMGN AMGEN INC1.2K shares-2.53%2026-03-312026-05-20

JEPI J P MORGAN EXCHANGE TRADED F7.1K shares-2.25%2026-03-312026-05-20

CEG CONSTELLATION ENERGY CORP1.4K shares-12.28%2026-03-312026-05-20

FTEC FIDELITY COVINGTON TRUST1.9K shares-11.63%2026-03-312026-05-20

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.0K shares3.47%2026-03-312026-05-20

Sponsored

ABBV ABBVIE INC1.7K shares2.64%2026-03-312026-05-20

XLE SELECT SECTOR SPDR TR6.2K sharesnew addition2026-03-312026-05-20

LAM RESEARCH CORP LAM RESEARCH CORP1.7K shares-25.59%2026-03-312026-05-20

JBL JABIL INC1.4K shares0.00%2026-03-312026-05-20

GBTC GRAYSCALE BITCOIN TRUST ETF6.9K shares10.10%2026-03-312026-05-20

PG PROCTER &GAMBLE CO2.5K shares5.91%2026-03-312026-05-20

EPD ENTERPRISE PRODS PARTNERS L9.3K shares-0.46%2026-03-312026-05-20

FJUN FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2026-03-312026-05-20

Sponsored

CL COLGATE PALMOLIVE CO3.9K shares-11.28%2026-03-312026-05-20

R RYDER SYS INC1.6K shares0.00%2026-03-312026-05-20

EXC EXELON CORP6.8K shares0.54%2026-03-312026-05-20

VIG VANGUARD SPECIALIZED FUNDS1.5K shares-2.16%2026-03-312026-05-20

ET ENERGY TRANSFER L P16.4K shares1.30%2026-03-312026-05-20

CAH CARDINAL HEALTH INC1.5K sharesnew addition2026-03-312026-05-20

URI UNITED RENTALS INC422 shares0.00%2026-03-312026-05-20

SO SOUTHERN CO3.1K shares0.36%2026-03-312026-05-20

Sponsored

VYM VANGUARD WHITEHALL FDS2.0K shares0.00%2026-03-312026-05-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL744 shares0.00%2026-03-312026-05-20

RCL ROYAL CARIBBEAN GROUP1.1K shares0.00%2026-03-312026-05-20

FCOM FIDELITY COVINGTON TRUST4.2K shares0.02%2026-03-312026-05-20

BAC BANK AMERICA CORP5.7K shares1.39%2026-03-312026-05-20

XLU SELECT SECTOR SPDR TR6.0K shares-11.36%2026-03-312026-05-20

KRE SPDR SERIES TRUST4.2K shares2.42%2026-03-312026-05-20

BUFR FIRST TR EXCHNG TRADED FD VI8.1K shares2.12%2026-03-312026-05-20

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD4.3K shares-10.40%2026-03-312026-05-20

FLQL FRANKLIN TEMPLETON ETF TR4.0K shares0.20%2026-03-312026-05-20

XLI SELECT SECTOR SPDR TR1.6K shares11.86%2026-03-312026-05-20

PFF ISHARES TR8.6K shares0.22%2026-03-312026-05-20

FCX FREEPORT MCMORAN INC4.4K shares3.11%2026-03-312026-05-20

FIXD FIRST TR EXCHNG TRADED FD VI5.9K shares-4.78%2026-03-312026-05-20

CALF PACER FDS TR5.7K shares0.00%2026-03-312026-05-20

FSIG FIRST TR EXCHANGE-TRADED FD13.4K shares-2.91%2026-03-312026-05-20

Sponsored

BA BOEING CO1.3K shares-11.18%2026-03-312026-05-20

SCHW SCHWAB CHARLES CORP2.7K shares0.04%2026-03-312026-05-20

DIS DISNEY WALT CO2.6K shares5.28%2026-03-312026-05-20

ARM ARM HOLDINGS PLC1.6K sharesnew addition2026-03-312026-05-20

FPEI FIRST TR EXCH TRADED FD III12.7K shares0.00%2026-03-312026-05-20

BK BANK NEW YORK MELLON CORP2.0K sharesnew addition2026-03-312026-05-20

XLV SELECT SECTOR SPDR TR1.6K shares-12.94%2026-03-312026-05-20

NSC NORFOLK SOUTHN CORP801 shares1.91%2026-03-312026-05-20

Sponsored

SPXC SPX TECHNOLOGIES INC1.1K shares0.00%2026-03-312026-05-20

FAUG FIRST TR EXCHNG TRADED FD VI4.4K shares-90.10%2026-03-312026-05-20

CRUS CIRRUS LOGIC INC1.5K sharesnew addition2026-03-312026-05-20

BDC BELDEN INC1.9K shares0.00%2026-03-312026-05-20

IQLT ISHARES TR4.7K shares0.67%2026-03-312026-05-20

FAX ABRDN ASIA PACIFIC INCOME FU15.0K shares-2.51%2026-03-312026-05-20

VLO VALERO ENERGY CORP855 sharesnew addition2026-03-312026-05-20

RFCI ALPS ETF TR9.4K shares1.08%2026-03-312026-05-20

Sponsored

NUE NUCOR CORP1.2K shares0.16%2026-03-312026-05-20

INTC INTEL CORP4.8K sharesnew addition2026-03-312026-05-20

KNG FIRST TR EXCHANGE-TRADED FD4.3K shares-71.63%2026-03-312026-05-20

KMB KIMBERLY-CLARK CORP2.2K sharesnew addition2026-03-312026-05-20

PGF INVESCO EXCHANGE TRADED FD T12.5K shares0.00%2026-03-312026-05-20

RIOT RIOT PLATFORMS INC11.0K sharesnew addition2026-03-312026-05-20

JPC NUVEEN PFD &INCOME OPPORTUN10.5K shares1.52%2026-03-312026-05-20

CHW CALAMOS GBL DYN INCOME FUND10.0K shares0.00%2026-03-312026-05-20

Sponsored

GROY GOLD ROYALTY CORP10.1K shares0.00%2026-03-312026-05-20

TRX GOLD CORPORATION TRX GOLD CORPORATION18.8K shares0.00%2026-03-312026-05-20

GABELLI EQUITY TR INC GABELLI EQUITY TR INC86.1K sharesnew addition2026-03-312026-05-20

NVDA

NVIDIA CORPORATION

-5.45%

Shares41.3K

Event2026-03-31

Filed2026-05-20

DGRO

ISHARES TR

3.99%

Shares93.2K

Event2026-03-31

Filed2026-05-20

CGGR

CAPITAL GROUP GROWTH ETF

10.11%

Shares141.1K

Event2026-03-31

Filed2026-05-20

IWF

ISHARES TR

-8.94%

Shares12.7K

Event2026-03-31

Filed2026-05-20

CGCP

CAPITAL GRP FIXED INCM ETF T

10.21%

Shares208.1K

Event2026-03-31

Filed2026-05-20

CGDV

CAPITAL GROUP DIVIDEND VALUE

8.64%

Shares107.6K

Event2026-03-31

Filed2026-05-20

AAPL

APPLE INC

-1.33%

Shares17.6K

Event2026-03-31

Filed2026-05-20

FBND

FIDELITY MERRIMACK STR TR

14.90%

Shares90.1K

Event2026-03-31

Filed2026-05-20

FDEC

FIRST TR EXCHNG TRADED FD VI

1169.50%

Shares73.9K

Event2026-03-31

Filed2026-05-20

DYNF

BLACKROCK ETF TRUST

-15.33%

Shares61.7K

Event2026-03-31

Filed2026-05-20

IEFA

ISHARES TR

3.59%

Shares35.6K

Event2026-03-31

Filed2026-05-20

ALPHABET INC

0.58%

Shares11.0K

Event2026-03-31

Filed2026-05-20

BINC

BLACKROCK ETF TRUST II

10.44%

Shares55.7K

Event2026-03-31

Filed2026-05-20

FENI

FIDELITY COVINGTON TRUST

10.81%

Shares77.6K

Event2026-03-31

Filed2026-05-20

MSFT

MICROSOFT CORP

-2.34%

Shares7.4K

Event2026-03-31

Filed2026-05-20

AMZN

AMAZON COM INC

-0.31%

Shares13.0K

Event2026-03-31

Filed2026-05-20

SPY

STATE STR SPDR S&P 500 ETF T

-18.62%

Shares3.9K

Event2026-03-31

Filed2026-05-20

AVEM

AMERICAN CENTY ETF TR

21.13%

Shares25.7K

Event2026-03-31

Filed2026-05-20

TSLA

TESLA INC

28.31%

Shares4.8K

Event2026-03-31

Filed2026-05-20

BLCR

BLACKROCK ETF TRUST

New

Shares41.5K

Event2026-03-31

Filed2026-05-20

MICRON TECHNOLOGY INC

54.63%

Shares5.0K

Event2026-03-31

Filed2026-05-20

WCMI

FIRST TR EXCHANGE-TRADED FD

New

Shares100.3K

Event2026-03-31

Filed2026-05-20

RTX

RTX CORPORATION

-3.70%

Shares8.7K

Event2026-03-31

Filed2026-05-20

INVESCO EXCHANGE TRADED FD T

79.16%

Shares8.3K

Event2026-03-31

Filed2026-05-20

GEV

GE VERNOVA INC

-12.19%

Shares1.8K

Event2026-03-31

Filed2026-05-20

GE AEROSPACE

-15.75%

Shares5.5K

Event2026-03-31

Filed2026-05-20

IVV

ISHARES TR

2.87%

Shares2.3K

Event2026-03-31

Filed2026-05-20

WMT

WALMART INC

-6.09%

Shares11.5K

Event2026-03-31

Filed2026-05-20

ALPHABET INC

2.09%

Shares4.9K

Event2026-03-31

Filed2026-05-20

BROADCOM INC

0.02%

Shares4.4K

Event2026-03-31

Filed2026-05-20

LLY

ELI LILLY &CO

2.30%

Shares1.5K

Event2026-03-31

Filed2026-05-20

BAI

BLACKROCK ETF TRUST

30.31%

Shares39.0K

Event2026-03-31

Filed2026-05-20

LMT

LOCKHEED MARTIN CORP

-0.43%

Shares2.1K

Event2026-03-31

Filed2026-05-20

CGBL

CAPITAL GROUP CORE BALANCED

2.17%

Shares35.3K

Event2026-03-31

Filed2026-05-20

SHY

ISHARES TR

4.89%

Shares14.5K

Event2026-03-31

Filed2026-05-20

XOM

EXXON MOBIL CORP

-0.40%

Shares7.0K

Event2026-03-31

Filed2026-05-20

WASTE MGMT INC DEL

1.46%

Shares5.1K

Event2026-03-31

Filed2026-05-20

GLW

CORNING INC

-37.04%

Shares8.2K

Event2026-03-31

Filed2026-05-20

IEF

ISHARES TR

-4.67%

Shares11.5K

Event2026-03-31

Filed2026-05-20

GLD

SPDR GOLD TR

9.05%

Shares2.4K

Event2026-03-31

Filed2026-05-20

RDVY

FIRST TR EXCHANGE TRADED FD

0.69%

Shares14.9K

Event2026-03-31

Filed2026-05-20

NNY

NUVEEN N Y MUN VALUE FD

2.64%

Shares119.8K

Event2026-03-31

Filed2026-05-20

SPYM

SPDR SERIES TRUST

-8.20%

Shares12.5K

Event2026-03-31

Filed2026-05-20

FDVV

FIDELITY COVINGTON TRUST

10.50%

Shares16.8K

Event2026-03-31

Filed2026-05-20

BERKSHIRE HATHAWAY INC DEL

-4.69%

Shares1.9K

Event2026-03-31

Filed2026-05-20

CAT

CATERPILLAR INC

0.48%

Shares1.3K

Event2026-03-31

Filed2026-05-20

COST

COSTCO WHOLESALE CORPORATION

8.23%

Shares842

Event2026-03-31

Filed2026-05-20

SLV

ISHARES SILVER TR

2.57%

Shares12.0K

Event2026-03-31

Filed2026-05-20

DEERE &CO

-7.76%

Shares1.3K

Event2026-03-31

Filed2026-05-20

QTUM

ETF SER SOLUTIONS

0.76%

Shares6.8K

Event2026-03-31

Filed2026-05-20

VANGUARD INDEX FDS

0.68%

Shares1.2K

Event2026-03-31

Filed2026-05-20

MERCK &CO INC

-0.07%

Shares5.6K

Event2026-03-31

Filed2026-05-20

JPM

JPMORGAN CHASE &CO

9.03%

Shares2.3K

Event2026-03-31

Filed2026-05-20

GILD

GILEAD SCIENCES INC

0.04%

Shares4.8K

Event2026-03-31

Filed2026-05-20

ITA

ISHARES TR

-38.70%

Shares3.0K

Event2026-03-31

Filed2026-05-20

NBTB

NBT BANCORP INC

0.38%

Shares15.2K

Event2026-03-31

Filed2026-05-20

EATON CORP PLC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-20

ISHARES GOLD TR

9.61%

Shares7.2K

Event2026-03-31

Filed2026-05-20

IDEF

BLACKROCK ETF TRUST

New

Shares19.4K

Event2026-03-31

Filed2026-05-20

PLTR

PALANTIR TECHNOLOGIES INC

-3.81%

Shares4.2K

Event2026-03-31

Filed2026-05-20

CVX

CHEVRON CORPORATION

0.61%

Shares2.9K

Event2026-03-31

Filed2026-05-20