Baldwin Investment Management, LLC Portfolio Holdings

Baldwin Investment Management, LLC

  • $810 Million
  • Q1 2025

Baldwin Investment Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $810 Million distributed in 200 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $444M, Apple Inc. with a value of $16M, Nvidia Corp with a value of $13.7M, Broadcom Inc. with a value of $13.2M, and Microsoft Corp with a value of $12.4M.

Examining the 13F form we can see an increase of $445M in the current position value, from $365M to 810M.

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

Portfolio value $810 Million
Financial Services: $505 Million
Technology: $87.8 Million
Healthcare: $55.6 Million
Industrials: $33.4 Million
Consumer Cyclical: $31.9 Million
ETFs: $25.4 Million
Consumer Defensive: $20.1 Million
Energy: $20 Million
Other: $31.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$437B
$444 Million 54.78% of portfolio
556
Q1 2025 New
$3.16T
$16 Million 1.98% of portfolio
72,062
Q1 2025 Reduced 0.65%
$363B
$13.7 Million 1.69% of portfolio
126,131
Q1 2025 Added 7.45%
$102B
$13.2 Million 1.63% of portfolio
78,825
Q1 2025 Reduced 0.73%
$3.58T
$12.4 Million 1.53% of portfolio
32,970
Q1 2025 Added 7.29%
$804B
$12.1 Million 1.49% of portfolio
49,336
Q1 2025 Added 4.57%
$648B
$10.2 Million 1.26% of portfolio
19,170
Q1 2025 Added 1.67%
$431B
$9.39 Million 1.16% of portfolio
9,929
Q1 2025 Added 4.08%
$2.17T
$8.03 Million 0.99% of portfolio
42,199
Q1 2025 Added 2.45%
$746B
$7.76 Million 0.96% of portfolio
9,398
Q1 2025 Added 5.75%
$557B
$7.71 Million 0.95% of portfolio
22,006
Q1 2025 Added 21.67%
$115B
$6.71 Million 0.83% of portfolio
13,830
Q1 2025 Added 10.12%
$472B
$6.62 Million 0.82% of portfolio
55,648
Q1 2025 Added 11.9%
$67.7B
$6.58 Million 0.81% of portfolio
192,615
Q1 2025 Added 2.66%
$328B
$5.85 Million 0.72% of portfolio
27,905
Q1 2025 Added 1.35%
$993B
$5.45 Million 0.67% of portfolio
35,234
Q1 2025 Added 3.49%
$232B
$4.97 Million 0.61% of portfolio
37,455
Q1 2025 Added 4.79%
$180B
$4.94 Million 0.61% of portfolio
9,976
Q1 2025 Added 3.3%
$0
$4.5 Million 0.56% of portfolio
8,764
Q1 2025 Reduced 0.4%
$214B
$4.46 Million 0.55% of portfolio
33,701
Q1 2025 Added 0.03%
$154B
$4.45 Million 0.55% of portfolio
8,934
Q1 2025 Added 0.62%
$72.6B
$4.18 Million 0.52% of portfolio
25,360
Q1 2025 Reduced 9.25%
$193B
$4.06 Million 0.5% of portfolio
13,001
Q1 2025 Reduced 0.8%
$355B
$4 Million 0.49% of portfolio
10,909
Q1 2025 Reduced 3.65%
$136B
$3.86 Million 0.48% of portfolio
16,350
Q1 2025 Added 5.52%
$217B
$3.41 Million 0.42% of portfolio
6,243
Q1 2025 Added 1.05%
$32.7B
$3.33 Million 0.41% of portfolio
38,431
Q1 2025 Added 18.11%
$133B
$3.36 Million 0.41% of portfolio
12,344
Q1 2025 Added 12.43%
$59.8B
$3.25 Million 0.4% of portfolio
19,030
Q1 2025 Added 18.12%
$394B
$2.96 Million 0.37% of portfolio
17,857
Q1 2025 Added 21.49%
$190B
$2.96 Million 0.37% of portfolio
8,990
Q1 2025 Added 15.33%
$100B
$2.9 Million 0.36% of portfolio
13,314
Q1 2025 Added 0.86%
$39B
$2.8 Million 0.35% of portfolio
63,727
Q1 2025 Added 28.66%
$142B
$2.75 Million 0.34% of portfolio
13,438
Q1 2025 Added 0.37%
$1.11T
$2.79 Million 0.34% of portfolio
16,828
Q1 2025 Added 8.72%
$0
$2.7 Million 0.33% of portfolio
4,818
Q1 2025 Reduced 32.59%
$1.06T
$2.66 Million 0.33% of portfolio
17,022
Q1 2025 Added 2.44%
$131B
$2.61 Million 0.32% of portfolio
11,206
Q1 2025 Added 7.17%
$141B
$2.57 Million 0.32% of portfolio
36,226
Q1 2025 Added 2.22%
$275B
$2.6 Million 0.32% of portfolio
9,757
Q1 2025 Added 2.52%
$213B
$2.5 Million 0.31% of portfolio
8,006
Q1 2025 Added 42.58%
$176B
$2.46 Million 0.3% of portfolio
6,405
Q1 2025 Added 0.28%
$95.7B
$2.43 Million 0.3% of portfolio
10,486
Q1 2025 Reduced 11.03%
$224B
$2.34 Million 0.29% of portfolio
20,073
Q1 2025 Reduced 3.51%
$5.78B
$2.33 Million 0.29% of portfolio
42,255
Q1 2025 Reduced 3.44%
$514B
$2.32 Million 0.29% of portfolio
4,238
Q1 2025 Added 144.83%
$142B
$2.23 Million 0.28% of portfolio
18,346
Q1 2025 Added 27.09%
$75.7B
$2.17 Million 0.27% of portfolio
12,125
Q1 2025 Reduced 0.61%
$114B
$2.15 Million 0.27% of portfolio
68,258
Q1 2025 Added 21.55%

Summary

  • Portfolio
  • No. of Stocks 200
  • Current Value $810 Million
  • Prior Value $365 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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