Stock Taper

LEIGH BALDWIN & CO., LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sandisk CorporationSNDK100$227.38K
Applied Materials, Inc.AMAT352$254.23K
United Rentals, Inc.URI378$428.23K
Sterling Infrastructure, Inc.STRL400$335.74K
McKesson CorporationMCK473$357.43K
Meta Platforms, Inc.META691$389.26K
Seagate Technology Holdings plcSTX740$714.1K
Norfolk Southern CorporationNSC809$254.43K
Costco Wholesale CorporationCOST828$774.49K
Valero Energy CorporationVLO855$222.69K
Jabil Inc.JBL974$375.46K
Marvell Technology, Inc.MRVL1.01K$300.88K
Royal Caribbean Cruises Ltd.RCL1.04K$330.39K
Eli Lilly and CompanyLLY1.11K$1.33M
SPX Technologies, Inc.SPXC1.13K$276.43K
Caterpillar Inc.CAT1.19K$1.26M
Amgen Inc.AMGN1.21K$436.85K
The Boeing CompanyBA1.26K$271.87K
Visa Inc.V1.3K$447.87K
Deere & CompanyDE1.32K$836.88K