Fund HoldingsLEIGH BALDWIN & CO., LLC

Total Portfolio Value
$185.67M
Total Bought
$27.46M
Total Sold
$14.48M
Net Transaction
+$12.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Micron Technology, Inc.(MU)5,0134,400-6131,6945,0792.74%+3,385
BLACKROCK ETF TRUST
ISHARES US EQUIT
61,72188,791+27,0703,5916,0393.25%+2,448
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
141,051161,564+20,5135,6697,6264.11%+1,957
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
107,578123,048+15,4704,5766,0643.27%+1,487
ISHARES TR12,67854,350+41,6725,4066,7493.63%+1,343
ISHARES TR
CORE DIV GRWTH
93,174103,228+10,0546,5397,8244.21%+1,285
iShares
ISHA LA CORE ETF
41,52353,657+12,1341,7052,7031.46%+998
CORNING INC(GLW)8,2068,176-301,1162,0881.12%+973
FT Vest U.S. Equity Buffer ETF
FT VEST UQ EQT
73,88585,055+11,1703,6744,6332.50%+959
CAPITAL GROUP
CORE PLUS INCM
208,060249,853+41,7934,6485,5693.00%+921
Alphabet Inc.(GOOG)10,97911,476+4973,1504,0552.18%+905
BLACKROCK ETF TRUST
ISHA I IN TE ETF
39,00039,709+7091,2852,0931.13%+808
FIDELITY MERRIMACK STR TR90,051108,042+17,9914,1084,9152.65%+807
iShares Systematic Alternatives Active ETF
ISHA SYST AL ETF
027,717+27,71707770.42%+777
FIRST TR EXCHANGE-TRADED FD100,265123,828+23,5631,6812,4231.31%+742
FIDELITY COVINGTON TRUST
ENHANCED INTL
77,64886,048+8,4002,8883,4531.86%+565
GE VERNOVA INC(GEV)1,8011,809+81,5722,1251.14%+553
AMERICAN CENTY ETF TR25,67927,164+1,4852,0692,6211.41%+552
NVIDIA Corporation(NVDA)41,25738,438-2,8197,1957,6914.14%+496
GE AEROSPACE(GE)5,4565,457+11,5482,0391.10%+491
Palo Alto Networks, Inc.(PANW)2,7292,539-1904388660.47%+428
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
744740-42917140.38%+423
ETF SER SOLUTIONS
DEFIA QUANT ETF
6,7946,936+1427291,1470.62%+418
VANECK ETF TRUST
SEMICONDUCTR ETF
1,4551,480+255589710.52%+413
SPACE EXPLORATION TECHN CORP02,219+2,21903790.20%+379
CATERPILLAR INC(CAT)1,2671,187-808981,2640.68%+367
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
8,2979,111+8141,5921,9381.04%+346
ARM HOLDINGS PLC1,6351,670+352475920.32%+345
STERLING INFRASTRUCTURE INC(STRL)0400+40003360.18%+336
BLACKROCK ETF TRUST
ISHARES DEFENSE
19,38530,347+10,9626349640.52%+330
Intel Corporation(INTC)4,7563,693-1,0632105160.28%+306
ROUNDHILL ETF TRUST04,090+4,09003020.16%+302
Marvell Technology, Inc.(MRVL)01,010+1,01003010.16%+301
Advanced Micro Devices, Inc.(AMD)2,4771,364-1,1135047920.43%+289
PROCURE ETF TRUST II
SPACE ETF
05,375+5,37502720.15%+272
Broadcom Inc.(AVGO)4,4164,323-931,3671,6330.88%+266
Applied Materials, Inc.0352+35202540.14%+254
TIDAL TRUST II
DEFIA AI PWR ETF
07,600+7,60002540.14%+254
ISHARES U S ETF TR
SHOR MAT MUN ETF
05,028+5,02802530.14%+253
Cisco Systems, Inc.(CSCO)6,5466,475-715087600.41%+253
DELEK US HLDGS INC NEW(DK)04,885+4,88502480.13%+248
CVS HEALTH CORP(CVS)8,2018,022-1795898300.45%+241
Lam Research Corporation(LRCX)1,7161,401-3153676070.33%+241
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
05,405+5,40502400.13%+240
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
8,05214,018+5,9662725120.28%+240
UNUM GROUP(UNM)02,640+2,64002360.13%+236
CORGI ETF TR I07,300+7,30002330.13%+233
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
06,648+6,64802300.12%+230
Sandisk Corporation(SNDK)0100+10002270.12%+227
ISHARES TR01,176+1,17602240.12%+224
FIDELITY COVINGTON TRUST06,432+6,43202230.12%+223
ISHARES TR0540+54002130.11%+213
COREWEAVE INC(CRWV)02,130+2,13002120.11%+212
VANGUARD INDEX FDS0562+56202080.11%+208
FIDELITY COVINGTON TRUST02,609+2,60902020.11%+202
STATE STR SPDR S&P 500 ETF T(SPY)3,8563,625-2312,5082,7071.46%+199
GLOBAL X FDS
ARTIFICIAL ETF
9,5929,607+154486300.34%+183
Alphabet Inc.(GOOG)4,8874,440-4471,4051,5870.85%+181
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
14,94014,695-2451,0201,1910.64%+171
FIDELITY COVINGTON TRUST16,76918,122+1,3539261,0930.59%+166
CAPITAL GROUP CORE BALANCED
SHS
35,25836,315+1,0571,2131,3790.74%+165
RIOT PLATFORMS INC(RIOT)11,00011,00001363010.16%+165
Amazon.com, Inc.(AMZN)13,03112,034-9972,7142,8681.54%+154
Zoom Communications, Inc.(ZM)5,7327,125+1,3934616150.33%+154
SPDR SERIES TRUST
ST STR P500GRW
6,0125,998-145897140.38%+125
SPDR SERIES TRUST
ST STR P500ETF
12,53912,329-2109601,0830.58%+124
FIDELITY COVINGTON TRUST1,8991,814-853955180.28%+123
MORGAN STANLEY(MS)2,7192,720+14475690.31%+121
UNITED RENTALS INC(URI)422378-443074280.23%+121
Steel Dynamics, Inc.(STLD)2,3602,361+14255420.29%+117
ISHARES TR
MSCI INTL QUALTY
4,6896,673+1,9842173310.18%+114
VANGUARD INDEX FDS1,1881,18807108160.44%+106
NUCOR CORP(NUE)1,2421,369+1272103050.16%+95
NBT Bancorp Inc.(NBTB)15,21015,018-1926487410.40%+94
DEERE &CO(DE)1,3191,31907438370.45%+94
RYDER SYS INC(R)1,6291,609-203334240.23%+91
CITIGROUP INC(C)3,7533,666-874265130.28%+87
Apple Inc.(AAPL)17,63715,764-1,8734,4764,5622.46%+85
JPMORGAN CHASE &CO(JPM)2,2592,274+156657440.40%+80
ISHARES TR14,47215,448+9761,1951,2680.68%+73
FREEPORT MCMORAN INC(FCX)4,3765,115+7392573220.17%+64
ALPS ETF TR
DYNAM US ETF
8,1798,195+165135770.31%+64
ABBVIE INC(ABBV)1,7471,761+143804430.24%+63
ALLSTATE CORP(ALL)2,0252,02504204820.26%+62
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
4,2973,687-6102693310.18%+62
Kimberly-Clark Corporation(KMB)2,1622,463+3012092700.15%+62
EATON CORP PLC(ETN)1,7851,641-1446396990.38%+61
SPX TECHNOLOGIES INC1,1451,128-172292760.15%+47
BANK OF NY MELLON CORP1,9521,916-362322770.15%+45
JOHNSON &JOHNSON(JNJ)2,1752,262+875325740.31%+43
BERKSHIRE HATHAWAY INC DEL1,9091,913+49159570.52%+42
ROYAL CARIBBEAN GROUP
COM
1,0521,041-112893300.18%+41
CARDINAL HEALTH INC(CAH)1,4841,48403143530.19%+39
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
7,5857,540-454244600.25%+36
VANGUARD SPECIALIZED FUNDS1,4971,49703223540.19%+32
COCA COLA CO(KO)5,7595,777+184384700.25%+32
SELECT SECTOR SPDR TR
ST STR UTIL ETF
6,0216,785+7642763080.17%+31
PACER FDS TR
US SM CAP CA ETF
5,6905,635-552552850.15%+30
Paychex, Inc.(PAYX)4,5704,579+94214500.24%+29
NUVEEN N Y MUN VALUE FD(NNY)119,818117,483-2,3351,0001,0270.55%+26
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LEIGH BALDWIN & CO., LLC — 13F Holdings — Q2 2026 | TickerTrail