Baldwin Investment Management, LLC Portfolio Holdings

Baldwin Investment Management, LLC

  • $802 Million
  • Q2 2025

Baldwin Investment Management, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $802 Million distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $405M, Broadcom Inc. with a value of $21M, Nvidia Corp with a value of $19.1M, Microsoft Corp with a value of $16.3M, and Apple Inc. with a value of $14.9M.

Examining the 13F form we can see an decrease of $8.17M in the current position value, from $810M to 802M.

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

Portfolio value $802 Million
Financial Services: $470 Million
Technology: $109 Million
Healthcare: $53.2 Million
Industrials: $38.2 Million
Consumer Cyclical: $33 Million
ETFs: $26.9 Million
Consumer Defensive: $19.6 Million
Energy: $18.4 Million
Other: $33.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$450B
$405 Million 50.51% of portfolio
556
Q1 2025 New
$137B
$21 Million 2.62% of portfolio
76,307
Q2 2025 Reduced 3.19%
$468B
$19.1 Million 2.38% of portfolio
120,936
Q2 2025 Reduced 4.12%
$3.86T
$16.3 Million 2.03% of portfolio
32,728
Q2 2025 Reduced 0.73%
$4.15T
$14.9 Million 1.85% of portfolio
72,428
Q2 2025 Added 0.51%
$909B
$14.2 Million 1.77% of portfolio
48,966
Q2 2025 Reduced 0.75%
$405B
$9.89 Million 1.23% of portfolio
9,990
Q2 2025 Added 0.61%
$2.24T
$9.18 Million 1.14% of portfolio
41,864
Q2 2025 Reduced 0.79%
$654B
$9.15 Million 1.14% of portfolio
18,844
Q2 2025 Reduced 1.7%
$572B
$7.64 Million 0.95% of portfolio
21,506
Q2 2025 Reduced 2.27%
$798B
$7.46 Million 0.93% of portfolio
9,574
Q2 2025 Added 1.87%
$104B
$6.47 Million 0.81% of portfolio
14,541
Q2 2025 Added 5.14%
$472B
$6.07 Million 0.76% of portfolio
56,300
Q2 2025 Added 1.17%
$1.47T
$6.05 Million 0.75% of portfolio
34,334
Q2 2025 Reduced 2.55%
$68.9B
$5.97 Million 0.74% of portfolio
192,615
Q1 2025 Added 2.66%
$160B
$5.36 Million 0.67% of portfolio
9,857
Q2 2025 Reduced 1.19%
$156B
$5.33 Million 0.66% of portfolio
10,102
Q2 2025 Added 2.57%
$236B
$5.16 Million 0.64% of portfolio
37,963
Q2 2025 Added 1.36%
$0
$4.98 Million 0.62% of portfolio
8,759
Q2 2025 Reduced 0.06%
$245B
$4.84 Million 0.6% of portfolio
33,151
Q2 2025 Reduced 1.63%
$149B
$4.7 Million 0.59% of portfolio
13,165
Q2 2025 Added 6.65%
$270B
$4.42 Million 0.55% of portfolio
6,242
Q2 2025 Reduced 0.02%
$62B
$4.27 Million 0.53% of portfolio
20,845
Q2 2025 Added 9.54%
$404B
$4.22 Million 0.53% of portfolio
11,509
Q2 2025 Added 5.5%
$1.52T
$3.77 Million 0.47% of portfolio
16,642
Q2 2025 Reduced 1.11%
$68.5B
$3.7 Million 0.46% of portfolio
23,711
Q2 2025 Reduced 6.5%
$146B
$3.63 Million 0.45% of portfolio
15,770
Q2 2025 Reduced 3.55%
$40.3B
$3.53 Million 0.44% of portfolio
10,615
Q2 2025 Added 344.89%
$155B
$3.35 Million 0.42% of portfolio
11,194
Q2 2025 Reduced 13.9%
$263B
$3.41 Million 0.42% of portfolio
8,777
Q2 2025 Reduced 2.37%
$213B
$3.34 Million 0.42% of portfolio
8,240
Q2 2025 Reduced 7.77%
$88.6B
$2.94 Million 0.37% of portfolio
13,314
Q1 2025 Added 0.86%
$48.6B
$2.89 Million 0.36% of portfolio
75,252
Q2 2025 Added 18.08%
$267B
$2.8 Million 0.35% of portfolio
19,867
Q2 2025 Reduced 1.03%
$1.5T
$2.79 Million 0.35% of portfolio
15,722
Q2 2025 Reduced 7.64%
$82.3B
$2.79 Million 0.35% of portfolio
13,090
Q2 2025 Added 7.96%
$493B
$2.7 Million 0.34% of portfolio
17,684
Q2 2025 Reduced 0.97%
$0
$2.67 Million 0.33% of portfolio
4,318
Q2 2025 Reduced 10.38%
$157B
$2.54 Million 0.32% of portfolio
36,626
Q2 2025 Added 1.1%
$157B
$2.52 Million 0.31% of portfolio
12,738
Q2 2025 Reduced 5.21%
$6.2B
$2.51 Million 0.31% of portfolio
47,530
Q2 2025 Added 12.48%
$153B
$2.48 Million 0.31% of portfolio
11,156
Q2 2025 Reduced 0.45%
$90.2B
$2.4 Million 0.3% of portfolio
10,486
Q1 2025 Reduced 11.03%
$554B
$2.38 Million 0.3% of portfolio
4,238
Q1 2025 Added 144.83%
$286B
$2.33 Million 0.29% of portfolio
9,789
Q2 2025 Added 0.33%
$221B
$2.31 Million 0.29% of portfolio
7,918
Q2 2025 Reduced 1.1%
$161B
$2.36 Million 0.29% of portfolio
6,098
Q2 2025 Reduced 4.79%
$107B
$2.27 Million 0.28% of portfolio
67,438
Q2 2025 Reduced 1.2%
$164B
$2.25 Million 0.28% of portfolio
18,246
Q2 2025 Reduced 0.55%

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $802 Million
  • Prior Value $810 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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