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
$420B
$444 Million 54.78% of portfolio
556
Q1 2025 New
$3.54T
$16 Million 1.98% of portfolio
72,062
Q1 2025 Reduced 0.65%
$450B
$13.7 Million 1.69% of portfolio
126,131
Q1 2025 Added 7.45%
$123B
$13.2 Million 1.63% of portfolio
78,825
Q1 2025 Reduced 0.73%
$3.88T
$12.4 Million 1.53% of portfolio
32,970
Q1 2025 Added 7.29%
$842B
$12.1 Million 1.49% of portfolio
49,336
Q1 2025 Added 4.57%
$611B
$10.2 Million 1.26% of portfolio
19,170
Q1 2025 Added 1.67%
$433B
$9.39 Million 1.16% of portfolio
9,929
Q1 2025 Added 4.08%
$2.27T
$8.03 Million 0.99% of portfolio
42,199
Q1 2025 Added 2.45%
$609B
$7.76 Million 0.96% of portfolio
9,398
Q1 2025 Added 5.75%
$543B
$7.71 Million 0.95% of portfolio
22,006
Q1 2025 Added 21.67%
$96.4B
$6.71 Million 0.83% of portfolio
13,830
Q1 2025 Added 10.12%
$442B
$6.62 Million 0.82% of portfolio
55,648
Q1 2025 Added 11.9%
$67.9B
$6.58 Million 0.81% of portfolio
192,615
Q1 2025 Added 2.66%
$352B
$5.85 Million 0.72% of portfolio
27,905
Q1 2025 Added 1.35%
$1.17T
$5.45 Million 0.67% of portfolio
35,234
Q1 2025 Added 3.49%
$231B
$4.97 Million 0.61% of portfolio
37,455
Q1 2025 Added 4.79%
$166B
$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%
$229B
$4.46 Million 0.55% of portfolio
33,701
Q1 2025 Added 0.03%
$178B
$4.45 Million 0.55% of portfolio
8,934
Q1 2025 Added 0.62%
$69.4B
$4.18 Million 0.52% of portfolio
25,360
Q1 2025 Reduced 9.25%
$152B
$4.06 Million 0.5% of portfolio
13,001
Q1 2025 Reduced 0.8%
$395B
$4 Million 0.49% of portfolio
10,909
Q1 2025 Reduced 3.65%
$137B
$3.86 Million 0.48% of portfolio
16,350
Q1 2025 Added 5.52%
$246B
$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%
$143B
$3.36 Million 0.41% of portfolio
12,344
Q1 2025 Added 12.43%
$50.3B
$3.25 Million 0.4% of portfolio
19,030
Q1 2025 Added 18.12%
$448B
$2.96 Million 0.37% of portfolio
17,857
Q1 2025 Added 21.49%
$220B
$2.96 Million 0.37% of portfolio
8,990
Q1 2025 Added 15.33%
$97.8B
$2.9 Million 0.36% of portfolio
13,314
Q1 2025 Added 0.86%
$43B
$2.8 Million 0.35% of portfolio
63,727
Q1 2025 Added 28.66%
$144B
$2.75 Million 0.34% of portfolio
13,438
Q1 2025 Added 0.37%
$1.26T
$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%
$1.2T
$2.66 Million 0.33% of portfolio
17,022
Q1 2025 Added 2.44%
$148B
$2.61 Million 0.32% of portfolio
11,206
Q1 2025 Added 7.17%
$143B
$2.57 Million 0.32% of portfolio
36,226
Q1 2025 Added 2.22%
$302B
$2.6 Million 0.32% of portfolio
9,757
Q1 2025 Added 2.52%
$227B
$2.5 Million 0.31% of portfolio
8,006
Q1 2025 Added 42.58%
$157B
$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%
$239B
$2.34 Million 0.29% of portfolio
20,073
Q1 2025 Reduced 3.51%
$6.66B
$2.33 Million 0.29% of portfolio
42,255
Q1 2025 Reduced 3.44%
$535B
$2.32 Million 0.29% of portfolio
4,238
Q1 2025 Added 144.83%
$153B
$2.23 Million 0.28% of portfolio
18,346
Q1 2025 Added 27.09%
$79.6B
$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
Track This Portfolio

Track Baldwin Investment Management, LLC Portfolio

Follow Baldwin Investment Management, 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 Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldwin Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email