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
$1.87B
$477,000 0.03% of portfolio
15,680
Q3 2025 Reduced 1.88%
$11.8B
$362,000 0.03% of portfolio
21,409
Q3 2025 Reduced 18.93%
$0
$446,000 0.03% of portfolio
3,230
Q1 2025 Reduced 4.44%
$123B
$362,000 0.03% of portfolio
570
Q4 2025 Reduced 2.73%
$5.02B
$396,000 0.03% of portfolio
3,703
Q4 2025 Reduced 29.73%
$187B
$393,000 0.03% of portfolio
2,362
Q2 2025 Reduced 5.97%
$8.31B
$427,000 0.03% of portfolio
6,607
Q2 2025 Reduced 5.98%
$96.9B
$362,000 0.03% of portfolio
866
Q3 2024 Added 18.63%
$0
$451,000 0.03% of portfolio
6,089
Q4 2025 Reduced 4.76%
$512B
$397,000 0.03% of portfolio
741
Q4 2025 Reduced 3.26%
$57.5B
$444,000 0.03% of portfolio
1,714
Q2 2025 Reduced 0.06%
$23.9B
$466,000 0.03% of portfolio
3,547
Q3 2024 Reduced 13.28%
$84B
$396,000 0.03% of portfolio
2,195
Q4 2025 Added 3.78%
$0
$399,000 0.03% of portfolio
661
Q4 2025 Added 3.12%
$0
$360,000 0.03% of portfolio
4,292
Q4 2024 Added 158.71%
$16.4B
$495,000 0.03% of portfolio
22,393
Q4 2025 Reduced 1.42%
$0
$365,000 0.03% of portfolio
3,750
Q4 2025 New
$0
$377,000 0.03% of portfolio
5,370
Q4 2025 New
$65.7B
$385,000 0.03% of portfolio
1,357
Q4 2025 Added 4.22%
$0
$483,000 0.03% of portfolio
3,475
Q3 2025 Reduced 0.06%
$0
$396,000 0.03% of portfolio
40,954
Q1 2025 Added 1.99%
$3.66B
$360,000 0.03% of portfolio
29,720
Q4 2025 Added 90.51%
$0
$233,000 0.02% of portfolio
2,050
Q3 2025 New
$0
$270,000 0.02% of portfolio
2,950
Q3 2025 New
$100B
$226,000 0.02% of portfolio
811
Q3 2025 Reduced 9.49%
$0
$252,000 0.02% of portfolio
5,015
Q4 2023 New
$172B
$306,000 0.02% of portfolio
7,476
Q3 2025 Added 9.97%
$76.5B
$252,000 0.02% of portfolio
1,500
Q4 2025 New
$2.25B
$232,000 0.02% of portfolio
6,007
Q3 2025 New
$319B
$249,000 0.02% of portfolio
3,214
Q4 2025 New
$86.4B
$288,000 0.02% of portfolio
916
Q4 2024 Reduced 0.87%
$5.75B
$277,000 0.02% of portfolio
2,785
Q2 2025 Reduced 0.68%
$0
$274,000 0.02% of portfolio
5,465
Q4 2025 New
$181B
$348,000 0.02% of portfolio
13,694
Q4 2025 Reduced 10.04%
$300B
$319,000 0.02% of portfolio
998
Q4 2025 Reduced 30.45%
$32.4B
$338,000 0.02% of portfolio
34,870
Q3 2025 Reduced 2.25%
$24.8B
$356,000 0.02% of portfolio
1,803
Q2 2025 Reduced 8.89%
$68.9B
$264,000 0.02% of portfolio
1,000
Q3 2025 Reduced 34.21%
$94.5B
$281,000 0.02% of portfolio
818
Q3 2024 Added 7.21%
$7.8B
$246,000 0.02% of portfolio
1,977
Q2 2025 Reduced 6.39%
$265B
$228,000 0.02% of portfolio
294
Q3 2025 Reduced 3.61%
$140B
$222,000 0.02% of portfolio
988
Q3 2025 Reduced 8.77%
$49.1B
$309,000 0.02% of portfolio
2,810
Q4 2025 Added 388.7%
$0
$227,000 0.02% of portfolio
1,385
Q4 2025 Reduced 7.97%
$53.5B
$255,000 0.02% of portfolio
4,796
Q3 2024 Reduced 55.58%
$270B
$244,000 0.02% of portfolio
1,532
Q4 2025 New
$0
$319,000 0.02% of portfolio
2,738
Q4 2025 Reduced 6.65%
$0
$292,000 0.02% of portfolio
10,610
Q4 2022 Reduced 1.94%
$0
$304,000 0.02% of portfolio
1,455
Q4 2025 Reduced 5.34%

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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