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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$97.3B
$915,000 0.11% of portfolio
2,716
Q1 2025 Reduced 3.55%
$61.1B
$915,000 0.11% of portfolio
3,105
Q1 2025 Reduced 1.58%
$99.6B
$861,000 0.11% of portfolio
14,132
Q1 2025 Added 50.36%
$127B
$904,000 0.11% of portfolio
2,959
Q1 2025 Added 44.55%
$12.6B
$891,000 0.11% of portfolio
21,052
Q1 2025 Added 2.43%
$126B
$879,000 0.11% of portfolio
9,208
Q1 2025 Added 12.18%
$215B
$929,000 0.11% of portfolio
9,419
Q1 2025 Added 2.65%
$258B
$920,000 0.11% of portfolio
10,487
Q1 2025 Added 30.48%
$299B
$914,000 0.11% of portfolio
12,770
Q1 2025 Added 44.78%
$362B
$830,000 0.1% of portfolio
19,900
Q1 2025 Reduced 0.1%
$22.4B
$822,000 0.1% of portfolio
4,000
Q3 2024 Added 300.0%
$95.9B
$824,000 0.1% of portfolio
2,506
Q1 2025 New
$165B
$810,000 0.1% of portfolio
11,120
Q1 2025 Added 17.96%
$105B
$847,000 0.1% of portfolio
1,260
Q1 2025 Reduced 4.55%
$270B
$800,000 0.1% of portfolio
12,972
Q1 2025 Added 55.5%
$34.3B
$819,000 0.1% of portfolio
3,513
Q1 2025 Reduced 4.1%
$63.9B
$821,000 0.1% of portfolio
13,350
Q1 2025 Added 29.49%
$58.4B
$712,000 0.09% of portfolio
11,240
Q1 2025 Added 3.55%
$5.21B
$721,000 0.09% of portfolio
33,363
Q1 2025 Added 14.58%
$8.42B
$711,000 0.09% of portfolio
12,525
Q1 2025 Added 8.21%
$0
$711,000 0.09% of portfolio
8,363
Q1 2025 Reduced 1.98%
$3.62B
$740,000 0.09% of portfolio
40,725
Q1 2025 New
$38.4B
$714,000 0.09% of portfolio
3,858
Q1 2025 New
$47.6B
$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%
$0
$628,000 0.08% of portfolio
22,478
Q1 2025 Reduced 17.34%
$37.1B
$616,000 0.08% of portfolio
2,386
Q1 2025 Added 6.95%
$36.3B
$625,000 0.08% of portfolio
9,841
Q4 2024 Reduced 3.89%
$39.9B
$610,000 0.08% of portfolio
5,917
Q1 2025 Reduced 1.5%
$71B
$624,000 0.08% of portfolio
4,076
Q1 2025 Added 1.22%
$0
$577,000 0.07% of portfolio
5,200
Q3 2022 Reduced 7.14%
$0
$562,000 0.07% of portfolio
8,200
Q1 2025 Reduced 2.26%
$0
$588,000 0.07% of portfolio
2,850
Q1 2025 Reduced 10.8%
$0
$560,000 0.07% of portfolio
2,812
Q1 2025 Added 1.04%
$27.4B
$595,000 0.07% of portfolio
2,612
Q4 2024 Reduced 5.81%
$201B
$558,000 0.07% of portfolio
6,220
Q1 2025 Reduced 23.54%
$0
$528,000 0.07% of portfolio
2,904
Q1 2025 Reduced 15.85%
$73.6B
$541,000 0.07% of portfolio
5,780
Q1 2025 Added 71.01%
$0
$596,000 0.07% of portfolio
30,153
Q1 2025 Added 16.96%
$30.2B
$546,000 0.07% of portfolio
5,998
Q1 2025 Added 73.7%
$7B
$603,000 0.07% of portfolio
27,232
Q1 2025 Reduced 5.55%
$258B
$512,000 0.06% of portfolio
6,994
Q4 2024 Reduced 19.44%
$85.9B
$512,000 0.06% of portfolio
1,467
Q1 2025 Reduced 16.51%
$32.4B
$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%
$151B
$513,000 0.06% of portfolio
13,918
Q1 2025 Reduced 13.11%
$4.11B
$484,000 0.06% of portfolio
5,830
Q1 2025 Reduced 31.05%
$70.8B
$497,000 0.06% of portfolio
2,833
Q1 2025 Reduced 6.69%
$58.1B
$497,000 0.06% of portfolio
2,042
Q1 2025 Added 0.59%

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
Track This Portfolio

Track Baldwin Investment Management, LLC Portfolio

Follow Baldwin Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baldwin Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldwin Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email