LEIGH BALDWIN & CO., LLC

CIK 0000946629 • 7 13F filings • May 13, 2025 – Aug 13, 2026

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Filer information

Filed by: LEIGH BALDWIN & CO., LLC, Chief Compliance Officer
Address: 112 ALBANY STREET, CAZENOVIA, NY, 13035-0660
Phone: 3157341410
AUM: $152.1M

AUM over time

$185.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $152.1M157 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$389K	0.3%Prev: 0.2%	1,702 SH	Decreased-20 SH
ABRDN ASIA PACIFIC INCOME FU	COM NEW	$236K	0.2%Prev: 0.1%	15,365 SH	Decreased+484 SH
ADVANCED MICRO DEVICES INC	COM	$454K	0.3%Prev: 0.2%	2,118 SH	Increased+175 SH
AEROVIRONMENT INC	COM	$243K	0.2%Prev: 0.2%	1,003 SH	Decreased
AFFIRM HLDGS INC	COM CL A	$216K	0.1%Prev: 0.1%	2,903 SH	Increased+9 SH
ALLSTATE CORP	COM	$601K	0.4%Prev: 0.4%	2,887 SH	Decreased-18 SH
ALPHABET INC	CAP STK CL A	$1.5M	1.0%Prev: 0.7%	4,787 SH	Increased-619 SH
ALPHABET INC	CAP STK CL C	$3.4M	2.3%Prev: 1.8%	10,916 SH	Increased-2,092 SH
ALPS ETF TR	RIVERFRNT DYMC	$596K	0.4%Prev: 0.3%	9,355 SH	Increased+18 SH
ALPS ETF TR	RIVERFRONT DYM	$211K	0.1%	9,296 SH	New
AMAZON COM INC	COM	$3.0M	2.0%Prev: 2.2%	13,072 SH	Decreased-4,542 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.6M	1.1%Prev: 0.6%	21,199 SH	Increased+7,233 SH
AMERICAN CENTY ETF TR	DIVERSIFID CRP	$1.3M	0.8%	27,371 SH	New
AMGEN INC	COM	$400K	0.3%Prev: 0.2%	1,223 SH	Increased-48 SH
APPLE INC	COM	$4.9M	3.2%Prev: 3.1%	17,874 SH	Decreased-3,455 SH
AT&T INC	COM	$407K	0.3%Prev: 0.3%	16,366 SH	Decreased-1,356 SH
BANK AMERICA CORP	COM	$309K	0.2%Prev: 0.6%	5,626 SH	Decreased-16,199 SH
BELDEN INC	COM	$226K	0.1%Prev: 0.1%	1,940 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.7%Prev: 0.7%	2,003 SH	Decreased-302 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$997K	0.7%	29,929 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.4M	2.9%Prev: 2.1%	72,897 SH	Increased+10,358 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.7M	1.7%Prev: 1.3%	50,419 SH	Increased+7,091 SH
BLACKSTONE INC	COM	$244K	0.2%Prev: 0.2%	1,582 SH	Decreased+1 SH
BOEING CO	COM	$311K	0.2%	1,431 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$495K	0.3%Prev: 0.3%	9,179 SH	Increased-1,416 SH
BROADCOM INC	COM	$1.5M	1.0%Prev: 0.8%	4,415 SH	Increased+19 SH
CALAMOS GBL DYN INCOME FUND	COM	$74K	0.0%Prev: 0.0%	10,000 SH	Decreased
CAPITAL GROUP CORE BALANCED	SHS	$1.2M	0.8%Prev: 0.6%	34,510 SH	Increased+2,192 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$4.3M	2.8%Prev: 0.9%	99,023 SH	Increased+62,590 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$5.7M	3.7%Prev: 2.8%	128,096 SH	Increased+13,195 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$4.3M	2.8%Prev: 2.4%	188,788 SH	Increased+4,896 SH
CATERPILLAR INC	COM	$722K	0.5%Prev: 0.3%	1,261 SH	Increased+216 SH
CHEVRON CORP NEW	COM	$446K	0.3%Prev: 0.3%	2,929 SH	Decreased-41 SH
CISCO SYS INC	COM	$504K	0.3%Prev: 0.2%	6,545 SH	Increased+74 SH
CITIGROUP INC	COM NEW	$438K	0.3%Prev: 0.3%	3,750 SH	Decreased-1,035 SH
COCA COLA CO	COM	$391K	0.3%Prev: 0.2%	5,597 SH	Increased+293 SH
COLGATE PALMOLIVE CO	COM	$350K	0.2%Prev: 0.2%	4,431 SH	Decreased-500 SH
CONOCOPHILLIPS	COM	$307K	0.2%Prev: 0.2%	3,277 SH	Decreased-12 SH
CONSTELLATION ENERGY CORP	COM	$575K	0.4%Prev: 0.3%	1,629 SH	Increased-34 SH
CORNING INC	COM	$1.1M	0.7%Prev: 0.6%	13,034 SH	Increased+921 SH
COSTCO WHSL CORP NEW	COM	$671K	0.4%Prev: 0.5%	778 SH	Decreased-264 SH
CVS HEALTH CORP	COM	$648K	0.4%Prev: 0.4%	8,169 SH	Decreased-1,003 SH
DECKERS OUTDOOR CORP	COM	$256K	0.2%	2,474 SH	New
DEERE &CO	COM	$666K	0.4%Prev: 0.4%	1,430 SH	Increased-17 SH
DISNEY WALT CO	COM	$278K	0.2%Prev: 0.3%	2,443 SH	Decreased-1,738 SH
DUKE ENERGY CORP NEW	COM NEW	$341K	0.2%Prev: 0.2%	2,911 SH	Decreased+87 SH
EATON CORP PLC	SHS	$568K	0.4%Prev: 0.4%	1,785 SH	Decreased-332 SH
ELI LILLY &CO	COM	$1.5M	1.0%Prev: 0.6%	1,434 SH	Increased-52 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$267K	0.2%Prev: 0.1%	16,184 SH	Increased+1,010 SH
ENTERPRISE PRODS PARTNERS L	COM	$298K	0.2%Prev: 0.2%	9,309 SH	Increased+8 SH
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$739K	0.5%Prev: 0.4%	6,743 SH	Increased+60 SH
EXELON CORP	COM	$293K	0.2%Prev: 0.2%	6,725 SH	Decreased+39 SH
EXXON MOBIL CORP	COM	$847K	0.6%Prev: 0.6%	7,039 SH	Decreased-1,627 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$202K	0.1%Prev: 0.1%	906 SH	Decreased-13 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$2.6M	1.7%Prev: 1.2%	70,076 SH	Increased+8,173 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$860K	0.6%	15,176 SH	New
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$306K	0.2%Prev: 0.2%	4,182 SH	Increased+1 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$483K	0.3%Prev: 0.5%	2,149 SH	Decreased-1,455 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.6M	2.4%Prev: 2.0%	78,374 SH	Increased+2,858 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$247K	0.2%Prev: 0.1%	12,743 SH	Increased
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$343K	0.2%Prev: 0.2%	4,796 SH	Decreased+66 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.0M	0.7%Prev: 2.2%	14,838 SH	Decreased-43,541 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$746K	0.5%Prev: 0.5%	15,169 SH	Decreased-1,700 SH
FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	$264K	0.2%Prev: 0.2%	13,768 SH	Decreased-180 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$270K	0.2%Prev: 0.2%	7,885 SH	Decreased-622 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$298K	0.2%	5,820 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.8M	2.5%Prev: 2.1%	70,790 SH	Increased-1,440 SH
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$274K	0.2%Prev: 0.2%	6,178 SH	Decreased-141 SH
FRANKLIN TEMPLETON ETF TR	US LRG CP MLTFCT	$274K	0.2%Prev: 0.2%	3,952 SH	Increased+12 SH
FREEPORT-MCMORAN INC	CL B	$216K	0.1%	4,244 SH	New
GABELLI EQUITY TR INC	COM	$531K	0.3%Prev: 0.3%	86,084 SH	Increased
GE AEROSPACE	COM NEW	$2.0M	1.3%Prev: 1.1%	6,476 SH	Increased-25 SH
GE VERNOVA INC	COM	$1.3M	0.9%Prev: 0.7%	2,051 SH	Increased+34 SH
GILEAD SCIENCES INC	COM	$585K	0.4%Prev: 0.3%	4,766 SH	Increased+2 SH
GLOBAL X FDS	ARTIFICIAL ETF	$487K	0.3%Prev: 0.3%	9,567 SH	Increased+100 SH
GLOBAL X FDS	RUSSELL 2000	$154K	0.1%Prev: 0.1%	10,047 SH	Decreased-405 SH
GOLD ROYALTY CORP	COMMON SHARES	$41K	0.0%Prev: 0.0%	10,055 SH	Increased
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$426K	0.3%Prev: 0.5%	6,239 SH	Decreased-2,781 SH
HOME DEPOT INC	COM	$526K	0.3%Prev: 0.5%	1,529 SH	Decreased-544 SH
INTERNATIONAL BUSINESS MACHS	COM	$543K	0.4%Prev: 0.4%	1,834 SH	Decreased-500 SH
INVESCO EXCHANGE TRADED FD T	FINL PFD ETF	$177K	0.1%Prev: 0.1%	12,500 SH	Decreased-700 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$887K	0.6%Prev: 0.6%	4,631 SH	Decreased-1,203 SH
INVESCO QQQ TR	UNIT SER 1	$474K	0.3%Prev: 0.3%	771 SH	Increased+8 SH
ISHARES GOLD TR	ISHARES NEW	$536K	0.4%	6,605 SH	New
ISHARES SILVER TR	ISHARES	$753K	0.5%Prev: 0.3%	11,690 SH	Increased+500 SH
ISHARES TR	1 3 YR TREAS BD	$1.1M	0.8%Prev: 0.6%	13,797 SH	Increased+925 SH
ISHARES TR	7-10 YR TRSY BD	$1.2M	0.8%Prev: 0.7%	12,049 SH	Decreased-28 SH
ISHARES TR	CORE DIV GRWTH	$6.2M	4.1%Prev: 3.3%	89,595 SH	Increased+4,325 SH
ISHARES TR	CORE MSCI EAFE	$3.1M	2.0%Prev: 1.5%	34,388 SH	Increased+3,767 SH
ISHARES TR	CORE S&P500 ETF	$1.6M	1.0%Prev: 0.9%	2,265 SH	Increased-24 SH
ISHARES TR	MSCI INTL QUALTY	$212K	0.1%Prev: 0.1%	4,658 SH	Increased+88 SH
ISHARES TR	PFD AND INCM SEC	$265K	0.2%Prev: 0.2%	8,555 SH	Decreased-238 SH
ISHARES TR	RUS 1000 GRW ETF	$6.6M	4.3%Prev: 4.2%	13,922 SH	Decreased-2,002 SH
ISHARES TR	RUSSELL 2000 ETF	$463K	0.3%Prev: 0.2%	1,881 SH	Increased+287 SH
ISHARES TR	US AER DEF ETF	$1.0M	0.7%Prev: 1.0%	4,866 SH	Decreased-3,693 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$417K	0.3%Prev: 0.2%	7,284 SH	Increased+312 SH
JABIL INC	COM	$314K	0.2%Prev: 0.2%	1,378 SH	Increased
JOHNSON &JOHNSON	COM	$450K	0.3%Prev: 0.6%	2,175 SH	Decreased-3,925 SH
JPMORGAN CHASE &CO.	COM	$668K	0.4%Prev: 0.5%	2,072 SH	Decreased-572 SH
KAYNE ANDERSON ENERGY INFRST	COM	$334K	0.2%Prev: 0.2%	26,950 SH	Increased+1,876 SH
LAM RESEARCH CORP	COM NEW	$395K	0.3%Prev: 0.2%	2,306 SH	Increased+6 SH
LOCKHEED MARTIN CORP	COM	$1.0M	0.7%Prev: 0.6%	2,081 SH	Decreased-49 SH
MCDONALDS CORP	COM	$437K	0.3%Prev: 0.2%	1,430 SH	Increased+3 SH
MCKESSON CORP	COM	$462K	0.3%Prev: 0.2%	563 SH	Increased
MERCK &CO INC	COM	$586K	0.4%Prev: 1.0%	5,568 SH	Decreased-16,618 SH
META PLATFORMS INC	CL A	$701K	0.5%Prev: 0.5%	1,062 SH	Decreased-57 SH
MICRON TECHNOLOGY INC	COM	$925K	0.6%Prev: 0.2%	3,242 SH	Increased+937 SH
MICROSOFT CORP	COM	$3.7M	2.4%Prev: 2.2%	7,594 SH	Decreased+12 SH
MORGAN STANLEY	COM NEW	$536K	0.4%Prev: 0.3%	3,022 SH	Increased-134 SH
NBT BANCORP INC	COM	$629K	0.4%Prev: 0.4%	15,152 SH	Decreased-1,427 SH
NORFOLK SOUTHN CORP	COM	$227K	0.1%Prev: 0.1%	786 SH	Decreased+1 SH
NRG ENERGY INC	COM NEW	$522K	0.3%Prev: 0.5%	3,275 SH	Decreased-2,054 SH
NUCOR CORP	COM	$202K	0.1%	1,240 SH	New
NUVEEN N Y MUN VALUE FD	COM	$1.0M	0.7%Prev: 0.5%	116,732 SH	Increased+7,161 SH
NUVEEN PFD &INCOME OPPORTUN	COM	$84K	0.1%Prev: 0.1%	10,380 SH	Decreased-2,049 SH
NVIDIA CORPORATION	COM	$8.1M	5.3%Prev: 4.8%	43,634 SH	Decreased-1,610 SH
PACER FDS TR	DEVELOPED MRKT	$422K	0.3%Prev: 0.2%	10,914 SH	Increased+191 SH
PACER FDS TR	US SMALL CAP CAS	$252K	0.2%Prev: 0.1%	5,690 SH	Decreased-100 SH
PALANTIR TECHNOLOGIES INC	CL A	$770K	0.5%Prev: 0.4%	4,334 SH	Increased+179 SH
PALO ALTO NETWORKS INC	COM	$423K	0.3%Prev: 0.3%	2,299 SH	Decreased-602 SH
PAYCHEX INC	COM	$529K	0.3%Prev: 0.4%	4,712 SH	Decreased-205 SH
PFIZER INC	COM	$481K	0.3%Prev: 0.9%	19,336 SH	Decreased-43,949 SH
PROCTER AND GAMBLE CO	COM	$339K	0.2%Prev: 0.2%	2,367 SH	Decreased-19 SH
QUALCOMM INC	COM	$252K	0.2%Prev: 0.2%	1,474 SH	Decreased-700 SH
ROYAL CARIBBEAN GROUP	COM	$293K	0.2%Prev: 0.2%	1,052 SH	Decreased
RTX CORPORATION	COM	$1.6M	1.1%Prev: 0.9%	8,994 SH	Increased-563 SH
RYDER SYS INC	COM	$312K	0.2%Prev: 0.2%	1,629 SH	Increased
SCHWAB CHARLES CORP	COM	$268K	0.2%Prev: 0.1%	2,679 SH	Increased+220 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$205K	0.1%	744 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$219K	0.1%	3,999 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$280K	0.2%	1,808 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$229K	0.2%	1,475 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$290K	0.2%	6,793 SH	New
SOUTHERN CO	COM	$266K	0.2%Prev: 0.2%	3,045 SH	Decreased-161 SH
SPDR GOLD TR	GOLD SHS	$876K	0.6%Prev: 0.9%	2,211 SH	Decreased-2,497 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.2M	2.1%Prev: 1.7%	4,738 SH	Increased+86 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.0M	1.3%	23,916 SH	New
SPROUTS FMRS MKT INC	COM	$236K	0.2%Prev: 0.2%	2,961 SH	Decreased+215 SH
SPX TECHNOLOGIES INC	COM	$229K	0.2%Prev: 0.1%	1,145 SH	Increased
SUNCOR ENERGY INC NEW	COM	$399K	0.3%Prev: 0.2%	9,001 SH	Increased+316 SH
TESLA INC	COM	$1.7M	1.1%Prev: 1.6%	3,709 SH	Decreased-2,497 SH
TRX GOLD CORPORATION	COM	$17K	0.0%Prev: 0.0%	18,750 SH	Increased
UBER TECHNOLOGIES INC	COM	$572K	0.4%Prev: 0.5%	6,995 SH	Decreased-1,477 SH
UNITED RENTALS INC	COM	$342K	0.2%Prev: 0.2%	422 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$201K	0.1%Prev: 0.2%	608 SH	Decreased-198 SH
UNUM GROUP	COM	$208K	0.1%Prev: 0.1%	2,690 SH	Decreased
VANECK ETF TRUST	SEMICONDUCTR ETF	$513K	0.3%Prev: 0.3%	1,425 SH	Increased+2 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$740K	0.5%Prev: 0.4%	1,180 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$336K	0.2%Prev: 0.2%	1,530 SH	Increased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$286K	0.2%Prev: 0.2%	1,990 SH	Decreased-43 SH
VERIZON COMMUNICATIONS INC	COM	$508K	0.3%Prev: 0.3%	12,460 SH	Decreased-1,356 SH
VISA INC	COM CL A	$513K	0.3%Prev: 0.3%	1,464 SH	Decreased-156 SH
WALMART INC	COM	$1.4M	0.9%Prev: 0.8%	12,291 SH	Decreased-2,144 SH
WASTE MGMT INC DEL	COM	$1.1M	0.7%Prev: 0.6%	5,061 SH	Increased+79 SH
WELLS FARGO CO NEW	COM	$211K	0.1%Prev: 0.2%	2,267 SH	Decreased-8,851 SH
WHEATON PRECIOUS METALS CORP	COM	$466K	0.3%Prev: 0.3%	3,961 SH	Increased-166 SH
ZOOM COMMUNICATIONS INC	CL A	$425K	0.3%Prev: 0.2%	4,922 SH	Increased+1,052 SH

Sold (vs prior filing)

ARM HOLDINGS PLC — $231K
BECTON DICKINSON &CO — $301K
BLACKROCK INC — $204K
BLACKROCK MUNIHLDGS NJ QLTY — $292K
CAPITAL GROUP CORE EQUITY ET — $222K
CARRIER GLOBAL CORPORATION — $220K
CION INVT CORP — $136K
COREWEAVE INC — $342K
D R HORTON INC — $208K
EATON VANCE MUNI INCOME TRUS — $303K
FIRST TR EXCHANGE TRADED FD — $368K
FORD MTR CO — $120K
GOLDMAN SACHS ETF TR — $561K
GOLDMAN SACHS GROUP INC — $290K
HARTFORD INSURANCE GROUP INC — $344K
HONEYWELL INTL INC — $525K
INNOVATOR ETFS TRUST — $433K
INNOVATOR ETFS TRUST — $265K
INNOVATOR ETFS TRUST — $3.3M
INNOVATOR ETFS TRUST — $641K
… and 30 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0000946629-26-000001	$152.1M	View
Nov 14, 2025	Q3 2025	13F-HR/A	0000946629-25-000010	$177.6M	View
Aug 13, 2026	Q2 2026