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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$109B
$1.12 Million 0.08% of portfolio
23,036
Q4 2025 Reduced 29.24%
$140B
$1.19 Million 0.08% of portfolio
3,372
Q4 2025 New
$35.8B
$967,000 0.07% of portfolio
3,957
Q4 2025 Reduced 2.46%
$56.3B
$1.05 Million 0.07% of portfolio
66,383
Q4 2025 New
$0
$1.02 Million 0.07% of portfolio
18,674
Q4 2025 Added 10.8%
$0
$1 Million 0.07% of portfolio
5,500
Q3 2017 New
$31.5B
$1 Million 0.07% of portfolio
14,226
Q4 2025 Reduced 0.22%
$132B
$964,000 0.07% of portfolio
4,920
Q4 2025 Reduced 13.53%
$7.35B
$969,000 0.07% of portfolio
26,217
Q4 2025 Added 3.97%
$0
$1.07 Million 0.07% of portfolio
50,393
Q4 2025 Reduced 6.59%
$291B
$1.02 Million 0.07% of portfolio
1,847
Q4 2025 Reduced 1.07%
$183B
$1.07 Million 0.07% of portfolio
3,121
Q4 2025 Reduced 2.07%
$55.9B
$879,000 0.06% of portfolio
15,927
Q2 2025 Reduced 10.15%
$596M
$915,000 0.06% of portfolio
3,295
Q4 2025 Reduced 2.54%
$1.29T
$802,000 0.06% of portfolio
1,962
Q4 2025 Added 14.74%
$0
$910,000 0.06% of portfolio
33,808
Q4 2025 Reduced 8.5%
$19.3B
$838,000 0.06% of portfolio
15,720
Q3 2022 Reduced 1.13%
$64.7B
$831,000 0.06% of portfolio
8,710
Q3 2025 Reduced 0.21%
$0
$653,000 0.05% of portfolio
1,982
Q4 2025 Reduced 7.81%
$593B
$713,000 0.05% of portfolio
3,245
Q4 2025 Added 1.6%
$193B
$668,000 0.05% of portfolio
6,324
Q4 2025 Reduced 2.32%
$67.3B
$779,000 0.05% of portfolio
2,715
Q2 2025 Reduced 0.95%
$1.48B
$738,000 0.05% of portfolio
17,000
Q3 2022 Reduced 0.73%
$0
$701,000 0.05% of portfolio
15,678
Q4 2025 Added 190.93%
$141B
$724,000 0.05% of portfolio
28,871
Q2 2025 Reduced 1.0%
$16.3B
$659,000 0.05% of portfolio
3,700
Q4 2025 Reduced 21.28%
$3.83B
$689,000 0.05% of portfolio
17,525
Q3 2022 Reduced 2.09%
$0
$739,000 0.05% of portfolio
6,600
Q3 2024 Reduced 5.88%
$1.95B
$783,000 0.05% of portfolio
11,780
Q3 2025 Reduced 2.08%
$0
$779,000 0.05% of portfolio
8,473
Q4 2025 Added 45.91%
$144B
$680,000 0.05% of portfolio
1,429
Q4 2025 Reduced 1.04%
$98.6B
$649,000 0.05% of portfolio
7,166
Q2 2025 Added 2.9%
$0
$754,000 0.05% of portfolio
2,583
Q4 2019 Added 57.21%
$0
$738,000 0.05% of portfolio
16,138
Q3 2025 Reduced 2.7%
$0
$547,000 0.04% of portfolio
4,000
Q3 2024 Reduced 0.5%
$279B
$601,000 0.04% of portfolio
5,846
Q4 2025 Added 2.47%
$317B
$508,000 0.04% of portfolio
6,100
Q2 2025 Reduced 25.41%
$35.1B
$549,000 0.04% of portfolio
5,282
Q2 2025 Reduced 2.71%
$0
$607,000 0.04% of portfolio
13,070
Q4 2024 Added 142.58%
$132B
$624,000 0.04% of portfolio
2,770
Q3 2025 Reduced 13.57%
$0
$568,000 0.04% of portfolio
9,300
Q4 2025 Added 75.47%
$6.2B
$617,000 0.04% of portfolio
6,255
Q2 2025 Added 1,400.0%
$0
$632,000 0.04% of portfolio
3,378
Q4 2025 Added 99.88%
$4.4B
$517,000 0.04% of portfolio
9,860
Q3 2025 Reduced 13.2%
$71.6B
$424,000 0.03% of portfolio
6,859
Q4 2025 Reduced 2.0%
$170B
$393,000 0.03% of portfolio
2,696
Q3 2025 Reduced 15.64%
$113B
$412,000 0.03% of portfolio
4,644
Q4 2025 Added 6.05%
$53.4B
$375,000 0.03% of portfolio
4,353
Q4 2025 Reduced 14.19%
$328B
$364,000 0.03% of portfolio
1,213
Q4 2025 Reduced 7.62%

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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