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
$22B
$822,000 0.1% of portfolio
4,000
Q3 2024 Added 300.0%
$92.5B
$824,000 0.1% of portfolio
2,506
Q1 2025 New
$186B
$810,000 0.1% of portfolio
11,120
Q1 2025 Added 17.96%
$103B
$847,000 0.1% of portfolio
1,260
Q1 2025 Reduced 4.55%
$278B
$800,000 0.1% of portfolio
12,972
Q1 2025 Added 55.5%
$35.9B
$819,000 0.1% of portfolio
3,513
Q1 2025 Reduced 4.1%
$320B
$779,000 0.1% of portfolio
1,177
Q1 2025 Added 36.54%
$61.8B
$821,000 0.1% of portfolio
13,350
Q1 2025 Added 29.49%
$64.1B
$712,000 0.09% of portfolio
11,240
Q1 2025 Added 3.55%
$6.05B
$721,000 0.09% of portfolio
33,363
Q1 2025 Added 14.58%
$8.51B
$711,000 0.09% of portfolio
12,525
Q1 2025 Added 8.21%
$3.66B
$740,000 0.09% of portfolio
40,725
Q1 2025 New
$38.4B
$714,000 0.09% of portfolio
3,858
Q1 2025 New
$50.2B
$715,000 0.09% of portfolio
3,417
Q1 2025 Reduced 37.78%
$53.1B
$729,000 0.09% of portfolio
2,969
Q1 2025 Reduced 17.04%
$39.6B
$616,000 0.08% of portfolio
2,386
Q1 2025 Added 6.95%
$41.7B
$610,000 0.08% of portfolio
5,917
Q1 2025 Reduced 1.5%
$73.2B
$624,000 0.08% of portfolio
4,076
Q1 2025 Added 1.22%
$27.7B
$595,000 0.07% of portfolio
2,612
Q4 2024 Reduced 5.81%
$212B
$558,000 0.07% of portfolio
6,220
Q1 2025 Reduced 23.54%
$74.1B
$541,000 0.07% of portfolio
5,780
Q1 2025 Added 71.01%
$32.6B
$546,000 0.07% of portfolio
5,998
Q1 2025 Added 73.7%
$7.04B
$603,000 0.07% of portfolio
27,232
Q1 2025 Reduced 5.55%
$256B
$512,000 0.06% of portfolio
6,994
Q4 2024 Reduced 19.44%
$89.3B
$512,000 0.06% of portfolio
1,467
Q1 2025 Reduced 16.51%
$36.4B
$455,000 0.06% of portfolio
3,785
Q1 2025 Reduced 11.67%
$177B
$525,000 0.06% of portfolio
2,702
Q1 2025 Reduced 22.13%
$157B
$513,000 0.06% of portfolio
13,918
Q1 2025 Reduced 13.11%
$4.38B
$484,000 0.06% of portfolio
5,830
Q1 2025 Reduced 31.05%
$79.7B
$497,000 0.06% of portfolio
2,833
Q1 2025 Reduced 6.69%
$60.9B
$497,000 0.06% of portfolio
2,042
Q1 2025 Added 0.59%
$53B
$412,000 0.05% of portfolio
1,994
Q1 2025 Reduced 7.0%
$48B
$388,000 0.05% of portfolio
1,240
Q1 2025 Reduced 22.98%
$22.3B
$371,000 0.05% of portfolio
2,750
Q1 2025 Reduced 15.38%
$6.18B
$408,000 0.05% of portfolio
10,449
Q1 2025 Added 31.25%
$61.5B
$408,000 0.05% of portfolio
74,345
Q1 2025 Added 9.99%
$91.5B
$366,000 0.05% of portfolio
603
Q1 2024 Reduced 7.66%
$8.13B
$421,000 0.05% of portfolio
1,900
Q1 2025 Reduced 9.52%
$29.7B
$414,000 0.05% of portfolio
2,353
Q1 2025 Reduced 17.87%
$14.6B
$428,000 0.05% of portfolio
3,700
Q1 2025 Reduced 26.0%
$10.4B
$335,000 0.04% of portfolio
3,918
Q1 2025 Added 12.98%
$29.7B
$296,000 0.04% of portfolio
3,226
Q1 2025 Added 0.31%
$250B
$336,000 0.04% of portfolio
5,857
Q4 2024 Reduced 2.48%
$74.4B
$359,000 0.04% of portfolio
900
Q4 2024 Reduced 35.71%
$44.9B
$294,000 0.04% of portfolio
6,425
Q1 2025 Added 28.5%
$39.4B
$291,000 0.04% of portfolio
3,880
Q1 2025 Reduced 20.49%
$145B
$321,000 0.04% of portfolio
1,137
Q1 2025 Added 28.18%
$62.1B
$321,000 0.04% of portfolio
2,600
Q4 2024 New
$71.4B
$231,000 0.03% of portfolio
7,883
Q1 2025 Reduced 1.13%

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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