StockDriftsStockDriftsTop 50 Leigh Baldwin & CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 4.21% | 103.2K | $7.8M | +10.79%(+10.05K) | $64.09(+24.57%) | 2026-06-30 | |
| NVDA | NVIDIA Corporation | 4.14% | 38.4K | $7.7M | -6.83%(-2.82K) | $127.94(+75.15%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 4.11% | 161.6K | $7.6M | +14.54%(+20.51K) | $38.78(+21.28%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.63% | 54.4K | $6.7M | +7.17%(+3.64K) | $97.66(+28.29%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.27% | 123.0K | $6.1M | +14.38%(+15.47K) | $41.79(+22.64%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.25% | 88.8K | $6.0M | +43.86%(+27.07K) | $56.05(+25.52%) | 2026-06-30 | |
| CGCP | CAPITAL GROUP | 3% | 249.9K | $5.6M | +20.09%(+41.79K) | $22.51(-2.26%) | 2026-06-30 | |
| MU | Micron Technology, Inc. | 2.74% | 4.4K | $5.1M | -12.23%(-613) | $219.20(+315.73%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.65% | 108.0K | $4.9M | +19.98%(+17.99K) | $45.68(-1.68%) | 2026-06-30 | |
| FDEC | FT Vest U.S. Equity Buffer ETF | 2.5% | 85.1K | $4.6M | +15.12%(+11.17K) | $50.16(+11.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.89% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.14% |
Leigh Baldwin & CO LLC reports $185.67M in US-listed equity holdings across 182 positions in its most recent 13F filing. Its largest disclosed positions are DGRO (4.2%), NVDA (4.1%) and CGGR (4.1%). The top 20 holdings account for 50.04% of reported assets. Its disclosed equity book has returned +19.89% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Leigh Baldwin & CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 946629). View Leigh Baldwin & CO LLC’s 13F filings on SEC