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Home > Institutional Investor > Leigh Baldwin & Co., Llc > Profile

Instuitional Investor - Leigh Baldwin & Co., Llc

Fund Profile
Filing Period:
Fund Name: Leigh Baldwin & Co., Llc
Portfolio Value $185,670,254
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 103,228 $7,823,656 4.21%
2.
Nvidia Corp
 NVDA 38,438 $7,691,024 4.14%
3.
Capital Group Growth Etf
 161,564 $7,625,842 4.11%
4.
Ishares Trust
 IEF 54,350 $6,748,683 3.63%
5.
Capital Group Dividend Value
 123,048 $6,063,788 3.27%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.