Baldwin Brothers LLC Portfolio Holdings

Baldwin Brothers LLC

  • $1.45 Billion
  • Q3 2025

Baldwin Brothers LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 261 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $99M, Microsoft Corp with a value of $87.1M, Alphabet Inc. with a value of $85.7M, Nvidia Corp with a value of $81.7M, and Amazon Com Inc with a value of $74.5M.

Examining the 13F form we can see an increase of $71.9M in the current position value, from $1.38B to 1.45B.

Below you can find more details about Baldwin Brothers LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.45 Billion
Technology: $448 Million
Financial Services: $194 Million
ETFs: $189 Million
Industrials: $135 Million
Consumer Cyclical: $116 Million
Communication Services: $108 Million
Healthcare: $89.7 Million
Consumer Defensive: $69.9 Million
Other: $99.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$210B
$4.49 Million 0.31% of portfolio
31,980
Q3 2025 Reduced 80.47%
$242B
$4.41 Million 0.3% of portfolio
27,201
Q3 2025 Reduced 0.91%
$281B
$4.34 Million 0.3% of portfolio
33,850
Q3 2025 Reduced 10.08%
$1.61T
$4.02 Million 0.28% of portfolio
5,475
Q3 2025 Reduced 0.62%
$213B
$4.04 Million 0.28% of portfolio
48,173
Q3 2025 Reduced 75.68%
$115B
$3.42 Million 0.24% of portfolio
51,716
Q3 2025 Reduced 3.91%
$0
$3.49 Million 0.24% of portfolio
168,837
Q3 2025 Reduced 0.89%
$62.9B
$3.39 Million 0.23% of portfolio
30,196
Q3 2025 Reduced 2.41%
$53B
$3.26 Million 0.22% of portfolio
6,539
Q3 2025 Reduced 12.47%
$116B
$3.17 Million 0.22% of portfolio
10,816
Q3 2025 Reduced 0.41%
$105B
$3.11 Million 0.21% of portfolio
7,944
Q3 2025 Reduced 0.63%
$143B
$2.86 Million 0.2% of portfolio
8,657
Q3 2025 Reduced 1.02%
$143B
$2.79 Million 0.19% of portfolio
34,875
Q2 2025 Reduced 24.8%
$140B
$2.8 Million 0.19% of portfolio
7,561
Q3 2025 Reduced 4.42%
$183B
$2.67 Million 0.18% of portfolio
27,267
Q2 2025 Added 7.9%
$292B
$2.44 Million 0.17% of portfolio
36,812
Q3 2025 Reduced 0.89%
$1.72B
$2.18 Million 0.15% of portfolio
11,337
Q3 2025 Reduced 5.56%
$90.8M
$2.11 Million 0.15% of portfolio
350,461
Q2 2025 Reduced 2.23%
$33.1B
$2.12 Million 0.15% of portfolio
12,652
Q3 2025 Reduced 0.24%
$86.3B
$1.92 Million 0.13% of portfolio
17,617
Q2 2025 Added 2.56%
$24B
$1.87 Million 0.13% of portfolio
38,211
Q3 2025 Reduced 0.21%
$16.7B
$1.91 Million 0.13% of portfolio
28,601
Q3 2025 Reduced 6.68%
$401B
$1.83 Million 0.13% of portfolio
7,915
Q3 2025 Added 1.77%
$779B
$1.74 Million 0.12% of portfolio
2,277
Q1 2025 Added 0.53%
$72.5B
$1.76 Million 0.12% of portfolio
13,180
Q4 2024 Reduced 1.27%
$127B
$1.81 Million 0.12% of portfolio
32,556
Q3 2025 Reduced 82.03%
$112B
$1.75 Million 0.12% of portfolio
15,318
Q3 2025 Reduced 82.59%
$6.48B
$1.62 Million 0.11% of portfolio
30,538
Q3 2025 New
$41.8B
$1.67 Million 0.11% of portfolio
12,643
Q3 2025 New
$76.2B
$1.66 Million 0.11% of portfolio
12,630
Q1 2025 Reduced 0.75%
$11.8B
$1.43 Million 0.1% of portfolio
25,217
Q3 2025 Reduced 0.17%
$397B
$1.27 Million 0.09% of portfolio
3,135
Q3 2025 Reduced 13.16%
$39.5B
$1.11 Million 0.08% of portfolio
4,057
Q3 2025 Reduced 8.25%
$0
$1.17 Million 0.08% of portfolio
53,947
Q3 2025 Reduced 1.72%
$210B
$1.16 Million 0.08% of portfolio
2,382
Q3 2025 Reduced 8.1%
$137B
$1.2 Million 0.08% of portfolio
5,690
Q3 2025 Added 0.44%
$30B
$1.04 Million 0.07% of portfolio
14,257
Q3 2025 Reduced 15.33%
$20.6B
$985,000 0.07% of portfolio
15,720
Q3 2022 Reduced 1.13%
$224B
$922,000 0.06% of portfolio
6,891
Q3 2025 Reduced 4.44%
$1.49B
$816,000 0.06% of portfolio
17,000
Q3 2022 Reduced 0.73%
$52.1B
$866,000 0.06% of portfolio
15,927
Q2 2025 Reduced 10.15%
$158B
$899,000 0.06% of portfolio
3,187
Q3 2025 Reduced 1.64%
$1.91B
$824,000 0.06% of portfolio
11,780
Q3 2025 Reduced 2.08%
$19.1B
$866,000 0.06% of portfolio
4,700
Q3 2025 Added 64.91%
$64.2B
$821,000 0.06% of portfolio
8,710
Q3 2025 Reduced 0.21%
$544M
$891,000 0.06% of portfolio
3,381
Q3 2025 Reduced 1.02%
$379B
$926,000 0.06% of portfolio
5,729
Q3 2025 Added 3.62%
$286B
$890,000 0.06% of portfolio
1,867
Q2 2025 Reduced 4.5%
$844B
$898,000 0.06% of portfolio
3,194
Q3 2025 Added 0.6%

Summary

  • Portfolio
  • No. of Stocks 261
  • Current Value $1.45 Billion
  • Prior Value $1.38 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 124 stocks
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