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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116B
$1.89 Million 0.23% of portfolio
6,262
Q1 2025 Added 27.67%
$240B
$1.8 Million 0.22% of portfolio
6,687
Q1 2025 Added 44.21%
$116B
$1.79 Million 0.22% of portfolio
12,781
Q1 2025 Reduced 24.47%
$8.35B
$1.67 Million 0.21% of portfolio
58,310
Q1 2025 Reduced 27.43%
$79.5B
$1.74 Million 0.21% of portfolio
13,900
Q1 2025 Reduced 2.11%
$25.6B
$1.67 Million 0.21% of portfolio
8,048
Q1 2025 Added 0.25%
$187B
$1.71 Million 0.21% of portfolio
11,412
Q1 2025 Reduced 0.31%
$102B
$1.65 Million 0.2% of portfolio
9,584
Q1 2025 Added 0.99%
$156B
$1.55 Million 0.19% of portfolio
22,315
Q1 2025 Added 2.64%
$124B
$1.58 Million 0.19% of portfolio
3,538
Q1 2025 Added 14.35%
$108B
$1.5 Million 0.19% of portfolio
15,311
Q1 2025 Added 17.07%
$297B
$1.46 Million 0.18% of portfolio
8,735
Q1 2025 Reduced 1.09%
$26.5B
$1.43 Million 0.18% of portfolio
7,802
Q1 2025 Added 0.97%
$24.6B
$1.34 Million 0.17% of portfolio
3,653
Q1 2025 Reduced 3.94%
$281B
$1.36 Million 0.17% of portfolio
2,589
Q1 2025 Reduced 4.32%
$92.7B
$1.39 Million 0.17% of portfolio
20,456
Q1 2025 Reduced 1.68%
$25.2B
$1.4 Million 0.17% of portfolio
8,738
Q1 2025 Added 2.41%
$75.5B
$1.39 Million 0.17% of portfolio
75,974
Q1 2025 Reduced 1.62%
$364B
$1.34 Million 0.16% of portfolio
7,838
Q1 2025 Added 117.78%
$160B
$1.33 Million 0.16% of portfolio
6,269
Q1 2025 Reduced 5.91%
$254B
$1.28 Million 0.16% of portfolio
5,136
Q1 2025 Added 6.2%
$99.6B
$1.27 Million 0.16% of portfolio
4,777
Q1 2025 Reduced 7.6%
$26.9B
$1.28 Million 0.16% of portfolio
1,083
Q1 2025 Reduced 4.41%
$65.2B
$1.3 Million 0.16% of portfolio
34,334
Q1 2025 Added 3.5%
$101B
$1.24 Million 0.15% of portfolio
13,458
Q1 2025 Added 7.43%
$6.78B
$1.2 Million 0.15% of portfolio
36,301
Q1 2025 Added 76.81%
$0
$1.22 Million 0.15% of portfolio
54,964
Q1 2025 Added 10.77%
$153B
$1.23 Million 0.15% of portfolio
2,618
Q1 2025 Reduced 8.65%
$142B
$1.16 Million 0.14% of portfolio
45,918
Q1 2025 Added 155.41%
$101B
$1.15 Million 0.14% of portfolio
10,299
Q1 2025 Added 0.2%
$618B
$1.12 Million 0.14% of portfolio
8,011
Q1 2025 Added 4.81%
$1.62T
$1.16 Million 0.14% of portfolio
2,007
Q1 2025 Reduced 2.1%
$18.5B
$1.11 Million 0.14% of portfolio
15,185
Q1 2025 Reduced 22.17%
$41.9B
$1.09 Million 0.13% of portfolio
6,899
Q4 2024 Reduced 14.74%
$149B
$1.07 Million 0.13% of portfolio
10,600
Q1 2025 Added 21.28%
$52.5B
$1.04 Million 0.13% of portfolio
16,454
Q1 2025 Reduced 1.5%
$59B
$1.09 Million 0.13% of portfolio
5,722
Q1 2025 Reduced 10.76%
$17.1B
$936,000 0.12% of portfolio
7,407
Q1 2025 Added 2.63%
$90.8B
$918,000 0.11% of portfolio
7,534
Q1 2025 Added 10.05%
$102B
$915,000 0.11% of portfolio
2,716
Q1 2025 Reduced 3.55%
$64.5B
$915,000 0.11% of portfolio
3,105
Q1 2025 Reduced 1.58%
$101B
$861,000 0.11% of portfolio
14,132
Q1 2025 Added 50.36%
$126B
$904,000 0.11% of portfolio
2,959
Q1 2025 Added 44.55%
$13.1B
$891,000 0.11% of portfolio
21,052
Q1 2025 Added 2.43%
$139B
$879,000 0.11% of portfolio
9,208
Q1 2025 Added 12.18%
$219B
$929,000 0.11% of portfolio
9,419
Q1 2025 Added 2.65%
$260B
$920,000 0.11% of portfolio
10,487
Q1 2025 Added 30.48%
$300B
$914,000 0.11% of portfolio
12,770
Q1 2025 Added 44.78%
$378B
$830,000 0.1% of portfolio
19,900
Q1 2025 Reduced 0.1%

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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