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Stefanie Dorozynski

Leigh Baldwin & Co., Llc

Assets Managed
$154.487M
Holdings
163
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
1.55%(2Q avg: -6.4%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Leigh Baldwin & Co., Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 163 positions.

Assets under management

The assets under management (AUM) of Leigh Baldwin & Co., Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 154.487M in assets, with a quarterly growth rate of 1.55% and a 2-quarter average growth rate of -6.4%. The portfolio is managed by Stefanie Dorozynski, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -5.44%
4.66%
$7.195M
41,257 shares@ $174.4 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 4%
4.24%
$6.539M
93,174 shares@ $70.19 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 10.12%
3.67%
$5.669M
141,051 shares@ $40.19 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -8.93%
3.5%
$5.406M
12,678 shares@ $426.39 avg price
CGCP
Cap Group Core Plus Income
Recent Activity
Increased 10.21%
3.01%
$4.648M
208,060 shares@ $22.35 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 8.64%
2.97%
$4.576M
107,578 shares@ $42.55 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.32%
2.9%
$4.476M
17,637 shares@ $253.8 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 14.9%
2.66%
$4.108M
90,051 shares@ $45.62 avg price
FDEC
Ft Vest U.s. Equity Buffer E
Recent Activity
Increased 1169.51%
2.38%
$3.674M
73,885 shares@ $49.72 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -15.33%
2.33%
$3.591M
61,721 shares@ $58.18 avg price

1-10 of 163