Baldwin Brothers LLC Portfolio Holdings

Baldwin Brothers LLC

  • $1.44 Billion
  • Q4 2025

Baldwin Brothers LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.44 Billion distributed in 292 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $101M, Alphabet Inc. with a value of $95.7M, Nvidia Corp with a value of $89M, Microsoft Corp with a value of $85M, and Amazon Com Inc with a value of $79.1M.

Examining the 13F form we can see an decrease of $13.1M in the current position value, from $1.45B to 1.44B.

Below you can find more details about Baldwin Brothers LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.44 Billion
Technology: $438 Million
ETFs: $206 Million
Financial Services: $179 Million
Industrials: $126 Million
Communication Services: $119 Million
Consumer Cyclical: $119 Million
Healthcare: $82 Million
Consumer Defensive: $65.3 Million
Other: $101 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.99B
$6.78 Million 0.47% of portfolio
48,570
Q2 2025 Reduced 2.02%
$4.69B
$1.87 Million 0.13% of portfolio
44,080
Q4 2025 Added 1.4%
$5.88B
$1.58 Million 0.11% of portfolio
31,857
Q4 2025 Added 4.32%
$7.35B
$969,000 0.07% of portfolio
26,217
Q4 2025 Added 3.97%
$3.83B
$689,000 0.05% of portfolio
17,525
Q3 2022 Reduced 2.09%
$6.2B
$617,000 0.04% of portfolio
6,255
Q2 2025 Added 1,400.0%
$4.4B
$517,000 0.04% of portfolio
9,860
Q3 2025 Reduced 13.2%
$5.02B
$396,000 0.03% of portfolio
3,703
Q4 2025 Reduced 29.73%
$8.31B
$427,000 0.03% of portfolio
6,607
Q2 2025 Reduced 5.98%
$3.66B
$360,000 0.03% of portfolio
29,720
Q4 2025 Added 90.51%
$2.25B
$232,000 0.02% of portfolio
6,007
Q3 2025 New
$5.75B
$277,000 0.02% of portfolio
2,785
Q2 2025 Reduced 0.68%
$7.8B
$246,000 0.02% of portfolio
1,977
Q2 2025 Reduced 6.39%
$8.94B
$296,000 0.02% of portfolio
760
Q2 2025 Reduced 28.3%
$4.96B
$192,000 0.01% of portfolio
100
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 292
  • Current Value $1.44 Billion
  • Prior Value $1.45 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 19 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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