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
$0
$2.26 Million 0.28% of portfolio
7,435
Q2 2025 Added 0.07%
$227B
$2.16 Million 0.27% of portfolio
6,787
Q2 2025 Added 1.5%
$32.7B
$2.11 Million 0.26% of portfolio
24,301
Q2 2025 Reduced 36.77%
$95.7B
$1.86 Million 0.23% of portfolio
3,620
Q2 2025 Reduced 22.45%
$153B
$1.84 Million 0.23% of portfolio
3,614
Q2 2025 Added 38.04%
$6.49B
$1.88 Million 0.23% of portfolio
63,226
Q2 2025 Added 74.17%
$684B
$1.82 Million 0.23% of portfolio
8,345
Q2 2025 Added 4.17%
$112B
$1.81 Million 0.23% of portfolio
6,237
Q2 2025 Reduced 0.4%
$123B
$1.87 Million 0.23% of portfolio
12,511
Q2 2025 Reduced 2.11%
$25.1B
$1.76 Million 0.22% of portfolio
8,093
Q2 2025 Added 0.56%
$0
$1.74 Million 0.22% of portfolio
25,136
Q2 2025 Added 1.04%
$102B
$1.75 Million 0.22% of portfolio
9,559
Q2 2025 Reduced 0.26%
$45.1B
$1.67 Million 0.21% of portfolio
12,922
Q2 2025 Reduced 13.98%
$79.5B
$1.72 Million 0.21% of portfolio
13,775
Q2 2025 Reduced 0.9%
$182B
$1.6 Million 0.2% of portfolio
17,105
Q2 2025 Added 53.82%
$0
$1.63 Million 0.2% of portfolio
14,928
Q2 2025 Reduced 0.67%
$94.4B
$1.5 Million 0.19% of portfolio
21,098
Q2 2025 Reduced 0.07%
$0
$1.46 Million 0.18% of portfolio
5,150
Q1 2025 Reduced 4.61%
$1.78T
$1.47 Million 0.18% of portfolio
1,987
Q2 2025 Reduced 1.0%
$26.4B
$1.48 Million 0.18% of portfolio
3,153
Q2 2025 Reduced 13.69%
$146B
$1.41 Million 0.18% of portfolio
6,071
Q2 2025 Reduced 3.16%
$210B
$1.48 Million 0.18% of portfolio
5,029
Q2 2025 Reduced 2.08%
$202B
$1.44 Million 0.18% of portfolio
10,874
Q2 2025 Reduced 4.71%
$60.2B
$1.44 Million 0.18% of portfolio
33,234
Q2 2025 Reduced 3.2%
$67.4B
$1.39 Million 0.17% of portfolio
74,840
Q2 2025 Reduced 1.49%
$27.4B
$1.38 Million 0.17% of portfolio
8,482
Q2 2025 Added 8.72%
$108B
$1.37 Million 0.17% of portfolio
14,992
Q2 2025 Reduced 2.08%
$84.1B
$1.36 Million 0.17% of portfolio
20,232
Q2 2025 Reduced 1.1%
$147B
$1.34 Million 0.17% of portfolio
12,470
Q2 2025 Added 17.64%
$138B
$1.29 Million 0.16% of portfolio
53,238
Q2 2025 Added 15.94%
$99.2B
$1.26 Million 0.16% of portfolio
4,571
Q2 2025 Reduced 4.31%
$29.1B
$1.25 Million 0.16% of portfolio
1,061
Q2 2025 Reduced 2.03%
$113B
$1.25 Million 0.16% of portfolio
2,693
Q2 2025 Reduced 23.88%
$245B
$1.18 Million 0.15% of portfolio
3,789
Q2 2025 Added 46.35%
$302B
$1.23 Million 0.15% of portfolio
8,610
Q2 2025 Reduced 1.43%
$51B
$1.21 Million 0.15% of portfolio
16,229
Q2 2025 Reduced 1.37%
$24.6B
$1.17 Million 0.15% of portfolio
8,503
Q2 2025 Reduced 2.69%
$102B
$1.19 Million 0.15% of portfolio
2,716
Q1 2025 Reduced 3.55%
$0
$1.2 Million 0.15% of portfolio
54,667
Q2 2025 Reduced 0.54%
$102B
$1.22 Million 0.15% of portfolio
13,328
Q2 2025 Reduced 0.97%
$14.9B
$1.19 Million 0.15% of portfolio
20,689
Q2 2025 Reduced 1.72%
$368B
$1.2 Million 0.15% of portfolio
7,540
Q2 2025 Reduced 3.8%
$207B
$1.13 Million 0.14% of portfolio
9,091
Q2 2025 Reduced 3.48%
$57.8B
$1.1 Million 0.14% of portfolio
5,047
Q2 2025 Reduced 11.8%
$39.4B
$1.14 Million 0.14% of portfolio
3,616
Q2 2025 New
$178B
$1.06 Million 0.13% of portfolio
9,208
Q1 2025 Added 12.18%
$40.4B
$1.02 Million 0.13% of portfolio
6,899
Q4 2024 Reduced 14.74%
$0
$1.08 Million 0.13% of portfolio
5,918
Q2 2025 Reduced 0.55%
$19.7B
$1.02 Million 0.13% of portfolio
6,162
Q2 2025 Reduced 16.81%

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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