LEIGH BALDWIN & CO., LLC
SEC Form 13F institutional filer · CIK 0000946629
13F-HR · 92 reported holdings · 2026-03-31
Reported long-US-equity value
$0.09B
Top-10 concentration
47.4%
LEIGH BALDWIN & CO., LLC — $94M AUM allocation strategy
LEIGH BALDWIN & CO., LLC files SEC Form 13F and reports $94M of long US equity value across 92 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.6%, followed by Industrials 6.4% and Financials 5.0%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LEIGH BALDWIN & CO., LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$94M
total across 92 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +5.26K sh · +$231K+$IVV +4.88K sh · +$439K+$IVZ +3.67K sh · +$700K
Biggest trims (shares)
−$GLW −4.83K sh · −$25.3K−$T −2.68K sh · −$224K−$NVDA −2.38K sh · −$943K
Exited to nil (held last quarter, gone now)
$DECK ($256K last qtr)$QCOM ($252K last qtr)$BX ($244K last qtr)$XLF ($219K last qtr)$WFC ($211K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.9%—
- Asset Management & Custody Banks5.0%—
- Interactive Media & Services4.8%—
- Technology Hardware, Storage & Peripherals4.8%—
- Aerospace & Defense4.8%—
- Systems Software2.9%—
- Broadline Retail2.9%—
- Automobile Manufacturers1.9%—
- Other holdings62.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 41.3K | $7.2M | -2.38K | 7.7% |
| $AAPL | Apple Inc | 17.6K | $4.48M | -237 | 4.8% |
| $GOOGL | Alphabet Inc | 11K | $3.15M | +63 | 3.4% |
| $BLK | BlackRock Inc | 55.7K | $2.89M | +5.26K | 3.1% |
| $MSFT | Microsoft Corporation | 7.42K | $2.75M | -178 | 2.9% |
| $AMZN | Amazon.com Inc | 13K | $2.71M | -41 | 2.9% |
| $TSLA | Tesla Inc | 4.76K | $1.77M | +1.05K | 1.9% |
…and 85 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.