Baldwin Investment Management, LLC Portfolio Holdings

Baldwin Investment Management, LLC

  • $843 Million
  • Q3 2025

Baldwin Investment Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $843 Million distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $419M, Broadcom Inc. with a value of $23.8M, Nvidia Corp with a value of $22.1M, Apple Inc. with a value of $18.5M, and Microsoft Corp with a value of $16.9M.

Examining the 13F form we can see an increase of $41.2M in the current position value, from $802M to 843M.

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

Portfolio value $843 Million
Financial Services: $486 Million
Technology: $122 Million
Healthcare: $55.9 Million
Industrials: $40.5 Million
Consumer Cyclical: $34.7 Million
ETFs: $28.4 Million
Energy: $20 Million
Consumer Defensive: $18.7 Million
Other: $36.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$419 Million 49.71% of portfolio
556
Q1 2025 New
$139B
$23.8 Million 2.82% of portfolio
72,212
Q3 2025 Reduced 5.37%
$465B
$22.1 Million 2.61% of portfolio
118,189
Q3 2025 Reduced 2.27%
$4.3T
$18.5 Million 2.19% of portfolio
72,486
Q3 2025 Added 0.08%
$3.78T
$16.9 Million 2.01% of portfolio
32,688
Q3 2025 Reduced 0.12%
$881B
$15.4 Million 1.82% of portfolio
48,789
Q3 2025 Reduced 0.36%
$404B
$10.2 Million 1.21% of portfolio
11,048
Q3 2025 Added 10.59%
$662B
$9.54 Million 1.13% of portfolio
18,978
Q3 2025 Added 0.71%
$2.39T
$9.08 Million 1.08% of portfolio
41,364
Q3 2025 Reduced 1.19%
$971B
$8.45 Million 1.0% of portfolio
11,079
Q3 2025 Added 15.72%
$1.65T
$8.22 Million 0.97% of portfolio
33,819
Q3 2025 Reduced 1.5%
$533B
$7.35 Million 0.87% of portfolio
21,536
Q3 2025 Added 0.14%
$258B
$7.24 Million 0.86% of portfolio
43,252
Q3 2025 Added 30.47%
$414B
$6.71 Million 0.8% of portfolio
28,980
Q3 2025 Added 1.58%
$490B
$6.41 Million 0.76% of portfolio
56,873
Q3 2025 Added 1.02%
$111B
$6.17 Million 0.73% of portfolio
15,748
Q3 2025 Added 8.3%
$0
$5.4 Million 0.64% of portfolio
8,811
Q3 2025 Added 0.59%
$228B
$5.29 Million 0.63% of portfolio
39,465
Q3 2025 Added 3.96%
$265B
$5.11 Million 0.61% of portfolio
6,417
Q3 2025 Added 2.8%
$61.4B
$4.94 Million 0.59% of portfolio
24,255
Q3 2025 Added 16.36%
$159B
$4.98 Million 0.59% of portfolio
10,242
Q3 2025 Added 1.39%
$367B
$4.71 Million 0.56% of portfolio
11,614
Q3 2025 Added 0.91%
$140B
$4.76 Million 0.56% of portfolio
12,710
Q3 2025 Reduced 3.46%
$193B
$4.72 Million 0.56% of portfolio
10,562
Q3 2025 Added 7.15%
$1.46T
$4.63 Million 0.55% of portfolio
16,592
Q3 2025 Reduced 0.3%
$291B
$4.09 Million 0.49% of portfolio
8,582
Q3 2025 Reduced 2.22%
$222B
$4 Million 0.47% of portfolio
8,250
Q3 2025 Added 0.12%
$1.74T
$3.84 Million 0.46% of portfolio
15,772
Q3 2025 Added 0.32%
$43.5B
$3.68 Million 0.44% of portfolio
10,540
Q3 2025 Reduced 0.71%
$48.8B
$3.58 Million 0.42% of portfolio
73,452
Q3 2025 Reduced 2.39%
$55.6B
$3.36 Million 0.4% of portfolio
22,966
Q3 2025 Reduced 3.14%
$522B
$3.33 Million 0.39% of portfolio
17,940
Q3 2025 Added 1.45%
$270B
$3.13 Million 0.37% of portfolio
19,672
Q3 2025 Reduced 0.98%
$136B
$3.09 Million 0.37% of portfolio
13,082
Q3 2025 Reduced 17.05%
$77.2B
$2.96 Million 0.35% of portfolio
13,925
Q3 2025 Added 6.38%
$168B
$2.88 Million 0.34% of portfolio
38,166
Q3 2025 Added 4.2%
$0
$2.75 Million 0.33% of portfolio
4,122
Q3 2025 Reduced 4.54%
$140B
$2.72 Million 0.32% of portfolio
10,822
Q3 2025 Reduced 2.99%
$170B
$2.66 Million 0.32% of portfolio
18,396
Q3 2025 Added 0.82%
$6.15B
$2.58 Million 0.31% of portfolio
45,280
Q3 2025 Reduced 4.73%
$152B
$2.62 Million 0.31% of portfolio
10,629
Q3 2025 Reduced 5.05%
$84B
$2.56 Million 0.3% of portfolio
13,315
Q3 2025 Added 0.01%
$0
$2.45 Million 0.29% of portfolio
7,473
Q3 2025 Added 0.51%
$160B
$2.47 Million 0.29% of portfolio
12,438
Q3 2025 Reduced 2.36%
$512B
$2.41 Million 0.29% of portfolio
4,238
Q1 2025 Added 144.83%
$269B
$2.34 Million 0.28% of portfolio
9,777
Q3 2025 Reduced 0.12%
$85.9B
$2.38 Million 0.28% of portfolio
10,786
Q3 2025 Added 2.86%
$593B
$2.26 Million 0.27% of portfolio
8,030
Q3 2025 Reduced 3.77%
$224B
$2.3 Million 0.27% of portfolio
7,568
Q3 2025 Reduced 4.42%

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $843 Million
  • Prior Value $802 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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