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
$68.2B
$7.97 Million 0.58% of portfolio
257,030
Q2 2025 Reduced 0.69%
$80B
$7.19 Million 0.52% of portfolio
29,061
Q2 2025 Reduced 2.18%
$381B
$6.87 Million 0.5% of portfolio
145,104
Q2 2025 Reduced 15.7%
$25B
$6.81 Million 0.49% of portfolio
37,171
Q2 2025 Reduced 0.8%
$48.7B
$5.27 Million 0.38% of portfolio
36,243
Q2 2025 Reduced 3.64%
$4.51B
$5.07 Million 0.37% of portfolio
48,570
Q2 2025 Reduced 2.02%
$261B
$5 Million 0.36% of portfolio
27,451
Q2 2025 Reduced 0.51%
$53.7B
$4.82 Million 0.35% of portfolio
266,003
Q2 2025 Reduced 1.02%
$257B
$4.56 Million 0.33% of portfolio
37,644
Q2 2025 Reduced 9.12%
$55.1B
$4.23 Million 0.31% of portfolio
7,471
Q2 2025 Reduced 5.94%
$1.78T
$4.07 Million 0.3% of portfolio
5,509
Q2 2025 Added 0.13%
$69.2B
$3.7 Million 0.27% of portfolio
30,941
Q2 2025 Added 1.55%
$0
$3.61 Million 0.26% of portfolio
6,357
Q2 2025 Reduced 0.13%
$99.5B
$3.56 Million 0.26% of portfolio
7,994
Q2 2025 Reduced 1.54%
$0
$3.43 Million 0.25% of portfolio
170,354
Q2 2025 Added 0.15%
$124B
$3.35 Million 0.24% of portfolio
10,860
Q2 2025 Reduced 0.77%
$0
$3.13 Million 0.23% of portfolio
16,036
Q2 2025 Added 1.0%
$118B
$3.16 Million 0.23% of portfolio
53,820
Q2 2025 Added 4.63%
$306B
$2.63 Million 0.19% of portfolio
37,143
Q2 2025 Reduced 4.13%
$133B
$2.56 Million 0.19% of portfolio
34,875
Q2 2025 Reduced 24.8%
$100M
$2.62 Million 0.19% of portfolio
350,461
Q2 2025 Reduced 2.23%
$0
$2.44 Million 0.18% of portfolio
3,954
Q1 2025 Reduced 0.25%
$182B
$2.54 Million 0.18% of portfolio
27,267
Q2 2025 Added 7.9%
$17.3B
$2.32 Million 0.17% of portfolio
30,649
Q2 2025 Reduced 9.76%
$127B
$2.41 Million 0.17% of portfolio
8,746
Q2 2025 Reduced 8.41%
$38.1B
$2.21 Million 0.16% of portfolio
12,683
Q2 2025 Added 0.17%
$5.06B
$1.89 Million 0.14% of portfolio
43,820
Q1 2025 Reduced 1.35%
$86.8B
$1.87 Million 0.14% of portfolio
13,180
Q4 2024 Reduced 1.27%
$608B
$1.77 Million 0.13% of portfolio
2,277
Q1 2025 Added 0.53%
$1.41B
$1.83 Million 0.13% of portfolio
12,004
Q2 2025 Reduced 1.88%
$27.8B
$1.61 Million 0.12% of portfolio
38,292
Q2 2025 Added 72.81%
$78.6B
$1.68 Million 0.12% of portfolio
12,630
Q1 2025 Reduced 0.75%
$83.7B
$1.61 Million 0.12% of portfolio
17,617
Q2 2025 Added 2.56%
$33.1B
$1.37 Million 0.1% of portfolio
16,839
Q1 2025 Reduced 0.46%
$405B
$1.32 Million 0.1% of portfolio
3,610
Q2 2025 Reduced 4.72%
$146B
$1.32 Million 0.1% of portfolio
5,665
Q2 2025 Reduced 89.86%
$351B
$1.44 Million 0.1% of portfolio
7,777
Q2 2025 Added 0.24%
$0
$1.19 Million 0.09% of portfolio
5,517
Q2 2025 Reduced 1.64%
$0
$1.21 Million 0.09% of portfolio
12,065
Q2 2025 Added 1.43%
$9.53B
$1.26 Million 0.09% of portfolio
25,261
Q2 2025 Added 15.5%
$0
$1.15 Million 0.08% of portfolio
54,892
Q2 2025 Reduced 33.18%
$187B
$1.05 Million 0.08% of portfolio
2,592
Q2 2025 Reduced 52.79%
$42.1B
$1.14 Million 0.08% of portfolio
4,422
Q2 2025 Reduced 15.56%
$2.25B
$950,000 0.07% of portfolio
12,030
Q4 2023 Added 6.18%
$0
$929,000 0.07% of portfolio
37,692
Q2 2025 Reduced 8.08%
$0
$1 Million 0.07% of portfolio
5,500
Q3 2017 New
$0
$947,000 0.07% of portfolio
16,628
Q2 2025 Added 8.62%
$152B
$904,000 0.07% of portfolio
3,240
Q2 2025 Reduced 17.3%
$229B
$980,000 0.07% of portfolio
7,211
Q2 2025 Added 5.44%

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
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