§ 13F · FUND PROFILE
LEIGH BALDWIN & CO., LLC.
AUM · $186M (13F)Positions · 182Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | 103K | $8M | 4.2% | −45% |
| 2 | NVDA | NVIDIA Corporation | 38K | $8M | 4.1% | −53% |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | 162K | $8M | 4.1% | −43% |
| 4 | IWF | ISHARES TR | 54K | $7M | 3.6% | +114% |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 123K | $6M | 3.3% | −43% |
| 6 | DYNF | BLACKROCK ETF TRUST | 89K | $6M | 3.3% | −28% |
| 7 | CGCP | CAPITAL GROUP | 250K | $6M | 3.0% | −40% |
| 8 | MU | Micron Technology, Inc. | 4K | $5M | 2.7% | −56% |
| 9 | FBND | FIDELITY MERRIMACK STR TR | 108K | $5M | 2.6% | −40% |
| 10 | FDEC | FT Vest U.S. Equity Buffer ETF | 85K | $5M | 2.5% | −42% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEIGH SIGNAL
AC read
LEIGH BALDWIN & CO., LLC is a Other fund managing $186 million in assets. The fund runs a portfolio of 182 positions.
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