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
$0
$409,000 0.05% of portfolio
9,057
Q1 2025 Reduced 17.95%
$52.9B
$412,000 0.05% of portfolio
1,994
Q1 2025 Reduced 7.0%
$0
$415,000 0.05% of portfolio
19,279
Q1 2025 New
$44.4B
$388,000 0.05% of portfolio
1,240
Q1 2025 Reduced 22.98%
$20.3B
$371,000 0.05% of portfolio
2,750
Q1 2025 Reduced 15.38%
$5.07B
$408,000 0.05% of portfolio
10,449
Q1 2025 Added 31.25%
$65.5B
$408,000 0.05% of portfolio
74,345
Q1 2025 Added 9.99%
$83.8B
$366,000 0.05% of portfolio
603
Q1 2024 Reduced 7.66%
$7.2B
$421,000 0.05% of portfolio
1,900
Q1 2025 Reduced 9.52%
$28.7B
$414,000 0.05% of portfolio
2,353
Q1 2025 Reduced 17.87%
$13.8B
$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%
$29.2B
$296,000 0.04% of portfolio
3,226
Q1 2025 Added 0.31%
$0
$285,000 0.04% of portfolio
2,030
Q4 2023 Reduced 16.46%
$236B
$336,000 0.04% of portfolio
5,857
Q4 2024 Reduced 2.48%
$0
$345,000 0.04% of portfolio
4,225
Q1 2025 Reduced 4.58%
$42.7B
$294,000 0.04% of portfolio
6,425
Q1 2025 Added 28.5%
$37.5B
$291,000 0.04% of portfolio
3,880
Q1 2025 Reduced 20.49%
$107B
$288,000 0.04% of portfolio
1,000
Q1 2025 New
$152B
$321,000 0.04% of portfolio
1,137
Q1 2025 Added 28.18%
$60B
$321,000 0.04% of portfolio
2,600
Q4 2024 New
$67.8B
$231,000 0.03% of portfolio
7,883
Q1 2025 Reduced 1.13%
$41B
$238,000 0.03% of portfolio
2,900
Q1 2025 Reduced 5.29%
$26.3B
$245,000 0.03% of portfolio
12,587
Q1 2025 Added 27.96%
$155B
$219,000 0.03% of portfolio
704
Q1 2025 New
$0
$264,000 0.03% of portfolio
2,020
Q3 2023 Added 6.32%
$118B
$205,000 0.03% of portfolio
1,020
Q1 2025 New
$0
$211,000 0.03% of portfolio
3,620
Q1 2025 New
$284B
$226,000 0.03% of portfolio
3,158
Q1 2025 Added 0.16%
$173B
$224,000 0.03% of portfolio
1,462
Q1 2025 New
$22.5B
$228,000 0.03% of portfolio
1,909
Q4 2023 New
$0
$267,000 0.03% of portfolio
4,193
Q1 2025 Reduced 35.11%
$0
$268,000 0.03% of portfolio
3,084
Q1 2025 Reduced 22.24%
$104B
$260,000 0.03% of portfolio
740
Q1 2025 Reduced 3.27%
$19.9B
$274,000 0.03% of portfolio
7,535
Q1 2025 Reduced 22.0%
$62.1B
$211,000 0.03% of portfolio
801
Q1 2025 New
$24.7B
$254,000 0.03% of portfolio
1,450
Q1 2023 New
$71.3B
$277,000 0.03% of portfolio
3,469
Q1 2025 New
$109M
$170,000 0.02% of portfolio
25,394
Q1 2022 New
$69.5B
$158,000 0.02% of portfolio
28,800
Q1 2025 New
Cava Group Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.59%
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 45.52%
Viking Holdings
-
$0 0.0% of portfolio
-
Q1 2025 Added 19.62%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.77%
Ge Healthcare Technologies
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 41.78%
Linde PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 4.39%
Canadian Pacific Kansas City LTD
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 0.33%
Veralto Ord Wi
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.41%

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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