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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$23.8 Million 2.82% of portfolio
72,212
Q3 2025 Reduced 5.37%
$111B
$6.17 Million 0.73% of portfolio
15,748
Q3 2025 Added 8.3%
$70.2B
$6.02 Million 0.71% of portfolio
192,440
Q3 2025 Reduced 0.09%
$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%
$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%
$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%
$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%
$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%
$152B
$2.62 Million 0.31% of portfolio
10,629
Q3 2025 Reduced 5.05%
$160B
$2.47 Million 0.29% of portfolio
12,438
Q3 2025 Reduced 2.36%
$85.9B
$2.38 Million 0.28% of portfolio
10,786
Q3 2025 Added 2.86%
$98.1B
$2.14 Million 0.25% of portfolio
12,511
Q2 2025 Reduced 2.11%
$32.7B
$2.11 Million 0.25% of portfolio
24,301
Q2 2025 Reduced 36.77%
$21.3B
$2.04 Million 0.24% of portfolio
10,723
Q3 2025 Added 32.5%
$109B
$2.04 Million 0.24% of portfolio
67,438
Q2 2025 Reduced 1.2%
$151B
$2.02 Million 0.24% of portfolio
5,723
Q3 2025 Reduced 6.15%
$144B
$1.83 Million 0.22% of portfolio
3,999
Q3 2025 Added 10.65%
$27.1B
$1.8 Million 0.21% of portfolio
3,293
Q3 2025 Added 4.44%
$59.7B
$1.75 Million 0.21% of portfolio
3,556
Q3 2025 Reduced 1.77%
$123B
$1.76 Million 0.21% of portfolio
6,237
Q2 2025 Reduced 0.4%
$42.8B
$1.68 Million 0.2% of portfolio
5,608
Q3 2025 Added 55.09%
$181B
$1.73 Million 0.2% of portfolio
17,637
Q3 2025 Added 3.11%
$84.9B
$1.61 Million 0.19% of portfolio
9,559
Q2 2025 Reduced 0.26%
$57.4B
$1.49 Million 0.18% of portfolio
37,934
Q3 2025 Added 14.14%
$79.5B
$1.54 Million 0.18% of portfolio
12,325
Q3 2025 Reduced 10.53%
$79.2B
$1.47 Million 0.17% of portfolio
21,098
Q2 2025 Reduced 0.07%
$35.1B
$1.43 Million 0.17% of portfolio
11,482
Q3 2025 Reduced 11.14%
$98.6B
$1.32 Million 0.16% of portfolio
13,878
Q3 2025 Added 4.13%
$174B
$1.33 Million 0.16% of portfolio
8,978
Q3 2025 Reduced 2.5%
$27B
$1.35 Million 0.16% of portfolio
6,127
Q3 2025 Reduced 0.57%
$141B
$1.37 Million 0.16% of portfolio
53,638
Q3 2025 Added 0.75%
$14.3B
$1.25 Million 0.15% of portfolio
20,689
Q2 2025 Reduced 1.72%
$76.2B
$1.26 Million 0.15% of portfolio
20,158
Q3 2025 Reduced 0.37%
$132B
$1.3 Million 0.15% of portfolio
6,163
Q3 2025 Added 1.52%
$31.6B
$1.3 Million 0.15% of portfolio
1,061
Q2 2025 Reduced 2.03%
$147B
$1.28 Million 0.15% of portfolio
13,145
Q3 2025 Added 5.41%
$97.3B
$1.26 Million 0.15% of portfolio
14,892
Q3 2025 Reduced 0.67%
$100B
$1.24 Million 0.15% of portfolio
4,571
Q2 2025 Reduced 4.31%
$55.4B
$1.19 Million 0.14% of portfolio
3,892
Q3 2025 Added 6.86%
$96.9B
$1.15 Million 0.14% of portfolio
2,716
Q1 2025 Reduced 3.55%
$109B
$1.21 Million 0.14% of portfolio
21,874
Q2 2025 Reduced 1.98%
$70.3B
$1.22 Million 0.14% of portfolio
74,840
Q2 2025 Reduced 1.49%

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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