You're signed outSign in or to get full access.
Leigh Baldwin & Co. LLC
Leigh Baldwin & Co., LLC is a full-service investment brokerage firm headquartered in Cazenovia, NY. Founded in 1991 by Leigh D. Baldwin, the firm was an early pioneer in internet-based electronic trading, focusing on providing low-cost transactions to individuals and professional traders. It has since grown to over 70 financial professionals across 12 states and manages over $3.1 billion in customer assets as of December 31, 2024. The firm is client-focused, serving individual investors and professional traders, while emphasizing a culture of integrity, low costs, and equal treatment for all investors.
Investment Strategy
Leigh Baldwin & Co., LLC focuses on long-term performance enhanced by continuous risk management and keeping costs low. The firm employs a forward-thinking yet conservative approach, serving a diverse clientele with logical and easy-to-understand investment strategies. They emphasize questioning market consensus and favor transparent, client-centric solutions, supporting both individual investors and professional traders seeking competitive execution and diverse investment options.
Latest 13F Filing Activity
Leigh Baldwin & Co. LLC filed their most recent 13F report on Jun 30, 2025 disclosing 181 equity positions with a total 13F market value of $152M. The fund increased holdings in Blackrock Etf Trust, Ishares TR, Fidelity Covington Trust among other positions. Leigh Baldwin & Co. LLC reduced exposure to Pacer FDS TR, Tesla Inc., Disney Walt Co. among others.
Top Holdings
Equity Positions (181)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.69% | $7.1M | 45,168 | $134.29 | $157.99 | +$1.7M |
I IWF | ISHARES TR | 4.10% | $6.2M | 14,673 | $399.20 | $424.58 | +$2.2M |
D DGRO | ISHARES TR | 3.30% | $5.0M | 78,568 | $61.90 | $63.94 | +$1.1M |
V VEEV | VEEVA SYS INC | 2.95% | $4.5M | 15,554 | $210.50 | $287.98 | +$888.0K |
A AAPL | APPLE INC | 2.87% | $4.4M | 21,252 | $247.99 | $205.17 | -$107.0K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more