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 Market Cap. of $200 Billions or more
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