Leigh Baldwin & Co., LLC
Leigh Baldwin & Co., LLC reported 182 holdings worth US$186M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Leigh Baldwin & Co., LLC reported 182 holdings worth US$186M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Micron Technology, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 182
- Value as reported
- US$186M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 38,438 | US$7.69M | 4.1% |
| Alphabet Inc (google) Class C | 15,786 | US$5.64M | 3.0% |
| Micron Technology, Inc. | 4,400 | US$5.08M | 2.7% |
| Apple Inc | 15,764 | US$4.56M | 2.5% |
| Amazon.com, Inc. | 12,034 | US$2.87M | 1.5% |
| Microsoft Corp. | 6,025 | US$2.25M | 1.2% |
| Ge Vernova Inc. | 1,809 | US$2.13M | 1.1% |
| Corning Incorporated | 8,176 | US$2.09M | 1.1% |
| Ge Aerospace | 5,457 | US$2.04M | 1.1% |
| Tesla, Inc. | 4,193 | US$1.76M | 0.95% |
| Rtx Corporation | 8,656 | US$1.64M | 0.88% |
| Broadcom Inc. | 4,323 | US$1.63M | 0.88% |
| Walmart Inc. | 12,183 | US$1.38M | 0.74% |
| Eli Lilly And Company | 1,112 | US$1.33M | 0.72% |
| Caterpillar, Inc. | 1,187 | US$1.26M | 0.68% |
| Waste Management, Inc. | 5,259 | US$1.17M | 0.63% |
| Lockheed Martin Corporation | 2,040 | US$1.04M | 0.56% |
| Berkshire Hathaway Inc. | 1,913 | US$957K | 0.52% |
| Palo Alto Networks, Inc. | 2,539 | US$866K | 0.47% |
| Exxon Mobil Corporation | 6,279 | US$858K | 0.46% |
| Deere & Company | 1,319 | US$837K | 0.45% |
| Cvs Health Corporation | 8,022 | US$830K | 0.45% |
| Advanced Micro Devices Inc | 1,364 | US$792K | 0.43% |
| Costco Wholesale Corporation | 828 | US$774K | 0.42% |
| Cisco Systems, Inc. | 6,475 | US$760K | 0.41% |
| Jp Morgan Chase & Co. | 2,274 | US$744K | 0.40% |
| Nbt Bancorp Inc. | 15,018 | US$741K | 0.40% |
| Merck & Company, Inc. | 5,407 | US$695K | 0.37% |
| Zoom Communications, Inc. | 7,125 | US$615K | 0.33% |
| Lam Research Corporation | 1,401 | US$607K | 0.33% |
| Gilead Sciences, Inc. | 4,769 | US$603K | 0.32% |
| Johnson & Johnson | 2,262 | US$574K | 0.31% |
| Morgan Stanley | 2,720 | US$569K | 0.31% |
| Steel Dynamics, Inc. | 2,361 | US$542K | 0.29% |
| Uber Technologies, Inc. | 7,491 | US$541K | 0.29% |
| Chevron Corporation | 3,202 | US$531K | 0.29% |
| Bristol-myers Squibb Company | 9,200 | US$530K | 0.29% |
| Intel Corporation | 3,693 | US$516K | 0.28% |
| Citigroup, Inc. | 3,666 | US$513K | 0.28% |
| Verizon Communications Inc. | 12,114 | US$513K | 0.28% |
| Allstate Corporation (the) | 2,025 | US$482K | 0.26% |
| Nrg Energy, Inc. | 3,297 | US$482K | 0.26% |
| Suncor Energy Inc. | 8,957 | US$481K | 0.26% |
| Home Depot, Inc. (the) | 1,354 | US$477K | 0.26% |
| Palantir Technologies Inc. | 4,027 | US$470K | 0.25% |
| Coca-cola Company (the) | 5,777 | US$470K | 0.25% |
| Pfizer, Inc. | 19,135 | US$461K | 0.25% |
| Paychex, Inc. | 4,579 | US$450K | 0.24% |
| Visa Inc. | 1,305 | US$448K | 0.24% |
| Wheaton Precious Metals Corp | 3,962 | US$445K | 0.24% |
| Abbvie Inc. | 1,761 | US$443K | 0.24% |
| Amgen Inc. | 1,206 | US$437K | 0.24% |
| United Rentals, Inc. | 378 | US$428K | 0.23% |
| Ryder System, Inc. | 1,609 | US$424K | 0.23% |
| International Business Machines Corporation | 1,452 | US$408K | 0.22% |
| Mcdonald's Corporation | 1,503 | US$406K | 0.22% |
| Meta Platforms, Inc. | 691 | US$389K | 0.21% |
| Duke Energy Corporation (holding Company) | 3,012 | US$381K | 0.21% |
| Space Exploration Technologies Corp | 2,219 | US$379K | 0.20% |
| Jabil Inc. | 974 | US$375K | 0.20% |
| Procter & Gamble Company (the) | 2,512 | US$368K | 0.20% |
| Colgate-palmolive Company | 3,937 | US$361K | 0.19% |
| Mckesson Corporation | 473 | US$357K | 0.19% |
| Constellation Energy Corporation | 1,430 | US$355K | 0.19% |
| Cardinal Health, Inc. | 1,484 | US$353K | 0.19% |
| Conocophillips | 3,260 | US$339K | 0.18% |
| Enterprise Products Partners L.p. | 9,171 | US$337K | 0.18% |
| Sterling Infrastructure, Inc. | 400 | US$336K | 0.18% |
| At&t Inc. | 15,559 | US$322K | 0.17% |
| Freeport-mcmoran, Inc. | 5,115 | US$322K | 0.17% |
| Exelon Corporation | 6,799 | US$317K | 0.17% |
| Energy Transfer Lp | 16,009 | US$306K | 0.16% |
| Nucor Corporation | 1,369 | US$305K | 0.16% |
| Riot Platforms, Inc. | 11,000 | US$301K | 0.16% |
| Marvell Technology, Inc. | 1,010 | US$301K | 0.16% |
| Southern Company (the) | 3,067 | US$294K | 0.16% |
| Bank Of America Corporation | 5,045 | US$287K | 0.15% |
| The Bank Of New York Mellon Corporation | 1,916 | US$277K | 0.15% |
| Spx Technologies, Inc. | 1,128 | US$276K | 0.15% |
| Boeing Company (the) | 1,256 | US$272K | 0.15% |
| Kimberly-clark Corporation | 2,463 | US$270K | 0.15% |
| Norfolk Southern Corporation | 809 | US$254K | 0.14% |
| Applied Materials, Inc. | 352 | US$254K | 0.14% |
| Delek Us Holdings, Inc. | 4,885 | US$248K | 0.13% |
| Charles Schwab Corporation (the) | 2,660 | US$245K | 0.13% |
| Unum Group | 2,640 | US$236K | 0.13% |
| Belden Inc | 1,918 | US$230K | 0.12% |
| Sandisk Corporation | 100 | US$227K | 0.12% |
| Cirrus Logic, Inc. | 1,523 | US$226K | 0.12% |
| Valero Energy Corporation | 855 | US$223K | 0.12% |
| Walt Disney Company (the) | 2,212 | US$213K | 0.11% |
| Coreweave, Inc. | 2,130 | US$212K | 0.11% |
| Gold Royalty Corp. | 10,055 | US$27,752 | 0.01% |
| Trx Gold Corporation | 18,750 | US$15,469 | <0.01% |
Source
View original at SEC
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