Leigh-Baldwin--Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ABBV",
  "MATX",
  "GOOGL",
  "T",
  null,
  "CAT",
  "AVGO",
  null,
  "AVEM",
  null,
  null,
  null,
  "PFS",
  null,
  "MUJ",
  "CION",
  "FAX",
  null,
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "QCOM",
  null,
  null,
  "GROY",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "NXJ",
  null,
  "PMO",
  null,
  "NNY",
  null,
  "MSFT",
  "EXC",
  "GAB",
  "HIG",
  null,
  "BX",
  "IWD",
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  "IWF",
  "PANW",
  null,
  "PNC",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "OGN",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "JPC",
  "AMGN",
  "PDO",
  "IEFA",
  null,
  "RTX",
  "GLD",
  null,
  "SPYG",
  "SPLG",
  "IBM",
  "TRV",
  "UBER",
  "UAL",
  "UNM",
  "RCL",
  "NBTB",
  "VWO",
  "KYN",
  "VIG",
  null,
  "EVN",
  "SU",
  null,
  "IEF",
  null,
  null,
  "VYM",
  null,
  "R",
  "SFM",
  "WM",
  "GSLC",
  "AMZN",
  null,
  null,
  "VOO",
  "VEEV",
  "V",
  "WMT",
  "WPM",
  "ET",
  "KDP",
  null,
  "SO",
  "CRM",
  null,
  null,
  null,
  "ZM",
  "DGRO",
  "MCK",
  null,
  "NRG",
  "BAC",
  "BHC",
  "BRK-B",
  "BDX",
  "BMY",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "CL",
  "COP",
  "CEG",
  "COST",
  "GLW",
  "CVS",
  "DE",
  "RSP",
  null,
  "EFA",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 170
Total Value: 124264126
Accession Number: 0000946629-25-000005
Form Type: 13F-HR
CIK: leigh-baldwin--co
Manager Name: Leigh-Baldwin--Co

Data Enrichment

66% identified

113 identified57 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

170 positions • $124.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 9

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NVIDIA CORP

NVDA|67066G104

Shares:49.7K

Value:$5.4M

% of Portfolio:4.3% ($5.4M/$124.3M)

Apple Inc.

AAPL|037833100

Shares:20.1K

Value:$4.5M

% of Portfolio:3.6% ($4.5M/$124.3M)

464287614

IWF|464287614

Shares:11.1K

Value:$4.0M

% of Portfolio:3.2% ($4.0M/$124.3M)

46434V621

DGRO|46434V621

Shares:64.3K

Value:$4.0M

% of Portfolio:3.2% ($4.0M/$124.3M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:15.5K

Value:$3.6M

% of Portfolio:2.9% ($3.6M/$124.3M)

AMAZON COM INC

AMZN|023135106

Shares:16.2K

Value:$3.1M

% of Portfolio:2.5% ($3.1M/$124.3M)

14020Y102

Shares:129.1K

Value:$2.9M

% of Portfolio:2.3% ($2.9M/$124.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.9K

Value:$2.7M

% of Portfolio:2.2% ($2.7M/$124.3M)

33738R506

Shares:45.9K

Value:$2.7M

% of Portfolio:2.2% ($2.7M/$124.3M)

MICROSOFT CORP

MSFT|594918104

Shares:6.9K

Value:$2.6M

% of Portfolio:2.1% ($2.6M/$124.3M)

14020G101

Shares:72.5K

Value:$2.5M

% of Portfolio:2.0% ($2.5M/$124.3M)

Tesla, Inc.

TSLA|88160R101

Shares:8.8K

Value:$2.3M

% of Portfolio:1.8% ($2.3M/$124.3M)

316188309

Shares:49.7K

Value:$2.3M

% of Portfolio:1.8% ($2.3M/$124.3M)

33740U505

Shares:45.5K

Value:$2.0M

% of Portfolio:1.6% ($2.0M/$124.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:6.8K

Value:$2.0M

% of Portfolio:1.6% ($2.0M/$124.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:21.1K

Value:$1.9M

% of Portfolio:1.5% ($1.9M/$124.3M)

Alphabet Inc.

GOOG|02079K107

Shares:12.0K

Value:$1.9M

% of Portfolio:1.5% ($1.9M/$124.3M)

46432F842

IEFA|46432F842

Shares:22.4K

Value:$1.7M

% of Portfolio:1.4% ($1.7M/$124.3M)

PFIZER INC

PFE|717081103

Shares:64.6K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$124.3M)

464287440

IEF|464287440

Shares:15.7K

Value:$1.5M

% of Portfolio:1.2% ($1.5M/$124.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	49.7K	QoQ 0.00% (-1) YoY-	All Managers (Combined)	$5.4M	4.3% ($5.4M/$124.3M)	QoQ -19.29% (-$1.3M) YoY-
Apple Inc.(AAPLcusip037833100)	20.1K	QoQ -8.17% (-1.8K) YoY-	All Managers (Combined)	$4.5M	3.6% ($4.5M/$124.3M)	QoQ -18.55% (-$1.0M) YoY-
(IWFcusip464287614)	11.1K	QoQ +35.59% (+2.9K) YoY-	All Managers (Combined)	$4.0M	3.2% ($4.0M/$124.3M)	QoQ +21.93% (+$719.4K) YoY-
(DGROcusip46434V621)	64.3K	QoQ +30.59% (+15.1K) YoY-	All Managers (Combined)	$4.0M	3.2% ($4.0M/$124.3M)	QoQ +31.53% (+$952.1K) YoY-
VEEVA SYSTEMS INC(VEEVcusip922475108)	15.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$3.6M	2.9% ($3.6M/$124.3M)	QoQ +10.16% (+$331.5K) YoY-
AMAZON COM INC(AMZNcusip023135106)	16.2K	QoQ +0.74% (-120) YoY-	All Managers (Combined)	$3.1M	2.5% ($3.1M/$124.3M)	QoQ -12.63% (-$445.3K) YoY-
(cusip14020Y102)✕	129.1K	QoQ +28.23% (+28.4K) YoY-	All Managers (Combined)	$2.9M	2.3% ($2.9M/$124.3M)	QoQ +29.68% (+$663.2K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.9K	QoQ +70.90% (+2.0K) YoY-	All Managers (Combined)	$2.7M	2.2% ($2.7M/$124.3M)	QoQ +63.14% (+$1.1M) YoY-
(cusip33738R506)✕	45.9K	QoQ +21.19% (+8.0K) YoY-	All Managers (Combined)	$2.7M	2.2% ($2.7M/$124.3M)	QoQ +19.96% (+$447.2K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	6.9K	QoQ -15.04% (-1.2K) YoY-	All Managers (Combined)	$2.6M	2.1% ($2.6M/$124.3M)	QoQ -24.33% (-$832.2K) YoY-
(cusip14020G101)✕	72.5K	QoQ +57.45% (+26.4K) YoY-	All Managers (Combined)	$2.5M	2.0% ($2.5M/$124.3M)	QoQ +45.08% (+$771.5K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	8.8K	QoQ +138.36% (+5.1K) YoY-	All Managers (Combined)	$2.3M	1.8% ($2.3M/$124.3M)	QoQ +52.96% (+$788.4K) YoY-
(cusip316188309)✕	49.7K	QoQ +32.94% (+12.3K) YoY-	All Managers (Combined)	$2.3M	1.8% ($2.3M/$124.3M)	QoQ +35.26% (+$590.9K) YoY-
(cusip33740U505)✕	45.5K	QoQ NEW(+45.5K) YoY-	All Managers (Combined)	$2.0M	1.6% ($2.0M/$124.3M)	QoQ NEW(+$2.0M) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	6.8K	QoQ -0.58% (-40) YoY-	All Managers (Combined)	$2.0M	1.6% ($2.0M/$124.3M)	QoQ +18.30% (-$303.8K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	21.1K	QoQ -1.64% (-353) YoY-	All Managers (Combined)	$1.9M	1.5% ($1.9M/$124.3M)	QoQ -11.25% (-$239.8K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	12.0K	QoQ -2.84% (-351) YoY-	All Managers (Combined)	$1.9M	1.5% ($1.9M/$124.3M)	QoQ -20.29% (-$476.8K) YoY-
(IEFAcusip46432F842)	22.4K	QoQ +13.68% (+2.7K) YoY-	All Managers (Combined)	$1.7M	1.4% ($1.7M/$124.3M)	QoQ +22.37% (+$310.5K) YoY-
PFIZER INC(PFEcusip717081103)	64.6K	QoQ -0.61% (-398) YoY-	All Managers (Combined)	$1.6M	1.3% ($1.6M/$124.3M)	QoQ -5.06% (-$87.5K) YoY-
(IEFcusip464287440)	15.7K	QoQ +15.76% (+2.1K) YoY-	All Managers (Combined)	$1.5M	1.2% ($1.5M/$124.3M)	QoQ +19.41% (+$244.1K) YoY-