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
$3.98T
$99 Million 6.83% of portfolio
388,900
Q3 2025 Reduced 1.42%
$3.81T
$87.1 Million 6.01% of portfolio
168,087
Q3 2025 Reduced 1.86%
$1.5T
$85.7 Million 5.91% of portfolio
352,495
Q3 2025 Reduced 1.47%
$453B
$81.7 Million 5.64% of portfolio
437,790
Q3 2025 Reduced 2.28%
$2.18T
$74.5 Million 5.14% of portfolio
339,527
Q3 2025 Reduced 1.29%
$548B
$41.5 Million 2.86% of portfolio
121,540
Q3 2025 Reduced 1.98%
$156B
$40.1 Million 2.77% of portfolio
37,223
Q3 2025 Reduced 2.39%
$112B
$40 Million 2.76% of portfolio
234,070
Q3 2025 Reduced 1.65%
$410B
$35 Million 2.41% of portfolio
37,783
Q3 2025 Reduced 1.33%
$69.7B
$34.1 Million 2.36% of portfolio
35,757
Q3 2025 Reduced 1.53%
$87.6B
$29.7 Million 2.05% of portfolio
134,408
Q3 2025 Reduced 2.16%
$876B
$29.2 Million 2.02% of portfolio
92,591
Q3 2025 Reduced 1.85%
$247B
$23.7 Million 1.64% of portfolio
84,150
Q3 2025 Reduced 0.13%
$58.9B
$23.8 Million 1.64% of portfolio
76,829
Q3 2025 Reduced 2.4%
$167B
$21.7 Million 1.5% of portfolio
287,533
Q3 2025 Reduced 1.93%
$47.3B
$19.9 Million 1.37% of portfolio
80,634
Q3 2025 Reduced 3.82%
$154B
$15.7 Million 1.08% of portfolio
79,237
Q3 2025 Reduced 3.96%
$405B
$15.6 Million 1.08% of portfolio
16,121
Q3 2025 Reduced 0.41%
$153B
$15.6 Million 1.08% of portfolio
44,353
Q3 2025 Reduced 2.41%
$138B
$15.2 Million 1.05% of portfolio
64,406
Q3 2025 Reduced 1.22%
$147B
$15.3 Million 1.05% of portfolio
61,911
Q3 2025 Reduced 4.41%
$27.5B
$14.8 Million 1.02% of portfolio
27,031
Q3 2025 Reduced 0.57%
$461B
$14.6 Million 1.01% of portfolio
129,802
Q3 2025 Reduced 1.54%
$23.7B
$13.7 Million 0.95% of portfolio
67,654
Q3 2025 New
$1.53T
$13.3 Million 0.91% of portfolio
54,413
Q3 2025 Added 0.01%
$85.9B
$13 Million 0.89% of portfolio
37,423
Q3 2025 Reduced 2.29%
$502B
$12.6 Million 0.87% of portfolio
67,858
Q3 2025 Reduced 5.34%
$84.1B
$12.6 Million 0.87% of portfolio
48,375
Q3 2025 Reduced 3.87%
$12.3B
$11.6 Million 0.8% of portfolio
159,210
Q3 2025 Reduced 3.29%
$297B
$11 Million 0.76% of portfolio
70,919
Q3 2025 Reduced 1.19%
$67.1B
$11 Million 0.76% of portfolio
75,022
Q3 2025 Reduced 3.1%
$37.8B
$10.5 Million 0.73% of portfolio
114,978
Q3 2025 Reduced 1.99%
$76.1B
$9.67 Million 0.67% of portfolio
2,253
Q3 2025 New
$154B
$9.54 Million 0.66% of portfolio
19,598
Q3 2025 Reduced 1.71%
$79.5B
$9.59 Million 0.66% of portfolio
76,572
Q3 2025 Reduced 0.97%
$62.6B
$9.22 Million 0.64% of portfolio
22,252
Q3 2025 New
$170B
$9.29 Million 0.64% of portfolio
97,266
Q3 2025 Reduced 1.26%
$646B
$8.93 Million 0.62% of portfolio
17,771
Q3 2025 Reduced 0.34%
$41.1B
$8.61 Million 0.59% of portfolio
28,887
Q3 2025 New
$65.8B
$7.72 Million 0.53% of portfolio
246,730
Q3 2025 Reduced 4.01%
$21.2B
$7.69 Million 0.53% of portfolio
87,723
Q3 2025 Reduced 1.24%
$75.9B
$7.46 Million 0.52% of portfolio
28,627
Q3 2025 Reduced 1.49%
$405B
$7.42 Million 0.51% of portfolio
143,779
Q3 2025 Reduced 0.91%
$355B
$7.39 Million 0.51% of portfolio
48,087
Q3 2025 Reduced 4.64%
$20.1B
$6.99 Million 0.48% of portfolio
23,328
Q3 2025 Reduced 4.13%
$23.3B
$6.13 Million 0.42% of portfolio
36,746
Q3 2025 Reduced 1.14%
$5.56B
$5.9 Million 0.41% of portfolio
48,570
Q2 2025 Reduced 2.02%
$51.5B
$4.47 Million 0.31% of portfolio
260,603
Q3 2025 Reduced 2.03%
$45.6B
$4.46 Million 0.31% of portfolio
35,148
Q3 2025 Reduced 3.02%

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
Track This Portfolio

Track Baldwin Brothers LLC Portfolio

Follow Baldwin Brothers LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baldwin Brothers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldwin Brothers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email