Baldwin Brothers LLC Portfolio Holdings
Baldwin Brothers LLC
- $1.38 Billion
- Q2 2025
Baldwin Brothers LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 248 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $85.2M, Apple Inc. with a value of $80.9M, Amazon Com Inc with a value of $75.5M, Nvidia Corp with a value of $70.8M, and Alphabet Inc. with a value of $63M.
Examining the 13F form we can see an increase of $53.8M in the current position value, from $1.32B to 1.38B.
Below you can find more details about Baldwin Brothers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.38 Billion
Technology: $398 Million
Financial Services: $191 Million
ETFs: $177 Million
Industrials: $122 Million
Consumer Cyclical: $106 Million
Healthcare: $105 Million
Consumer Defensive: $92 Million
Communication Services: $79.6 Million
Other: $106 Million
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 248
- Current Value $1.38 Billion
- Prior Value $1.32 Billion
- Filing
- Period Q2 2025
- Filing Date July 24, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 10 stocks
- Additional Purchases 37 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks