Latest BALDWIN BROTHERS INC/MA Stock Portfolio

BALDWIN BROTHERS INC/MA Performance:

2025 Q4: 2.17%YTD: 10.59%2024: -77.26%

Performance for 2025 Q4 is 2.17%, and YTD is 10.59%, and 2024 is -77.26%.

About BALDWIN BROTHERS INC/MA and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, BALDWIN WEALTH PARTNERS LLC/MA reported an equity portfolio of $1.6 Billions as of 31 Dec, 2025.

The top stock holdings of BALDWIN WEALTH PARTNERS LLC/MA are GOOG, AAPL, NVDA. The fund has invested 6.9% of it's portfolio in ALPHABET INC and 6.6% of portfolio in APPLE INC.

The fund managers got completely rid off ZOETIS INC (ZTS), COOPER COS INC (COO) and VANGUARD WORLD FD (EDV) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), SCHWAB STRATEGIC TR (FNDA) and UNITEDHEALTH GROUP INC (UNH). BALDWIN WEALTH PARTNERS LLC/MA opened new stock positions in PROFESIONALLY MANAGED PORTFO, NU HLDGS LTD (NU) and EATON CORP PLC (ETN). The fund showed a lot of confidence in some stocks as they added substantially to INTUIT (INTU), NETFLIX INC (NFLX) and GOLDMAN SACHS ETF TR (GBIL).

BALDWIN BROTHERS INC/MA Annual Return Estimates Vs S&P 500

Our best estimate is that BALDWIN WEALTH PARTNERS LLC/MA made a return of 2.17% in the last quarter. In trailing 12 months, it's portfolio return was 10.59%.

Performance
S&P 500

New Buys

Ticker	$ Bought
profesionally managed portfo	2,249,160
lineage inc	1,441,760
nu hldgs ltd	1,111,250
servicetitan inc	1,082,570
eaton corp plc	1,074,020
amplify etf tr	486,992
spdr index shs fds	428,098
vaneck etf trust	426,675

New stocks bought by BALDWIN BROTHERS INC/MA

Additions

Ticker	% Inc.
intuit	2,166
netflix inc	388
goldman sachs etf tr	332
global x fds	190
ishares silver tr	101
select sector spdr tr	100
vanguard index fds	99.88
global x fds	96.29

Additions to existing portfolio by BALDWIN BROTHERS INC/MA

Reductions

Ticker	% Reduced
adobe inc	-81.03
schwab strategic tr	-33.88
unitedhealth group inc	-30.45
teleflex incorporated	-29.73
mccormick & co inc	-29.35
novo-nordisk a s	-29.24
ptc inc	-25.02
fiserv inc	-23.27

BALDWIN BROTHERS INC/MA reduced stake in above stock

Sold off

Ticker	$ Sold
zoetis inc	-10,977,200
cooper cos inc	-1,752,050
beyond air inc	-35,574
dupont de nemours inc	-309,730
vanguard world fd	-382,324
dexcom inc	-216,607
ishares tr	-231,334
balchem corp	-265,614

BALDWIN BROTHERS INC/MA got rid off the above stocks

Sector Distribution

BALDWIN WEALTH PARTNERS LLC/MA has about 26.9% of it's holdings in Technology sector.

Sector	%
Technology	26.9
Others	22.7
Financial Services	10.9
Communication Services	8.4
Industrials	8
Consumer Cyclical	7.7
Healthcare	5.1
Consumer Defensive	4
Energy	3
Utilities	1.5

Market Cap. Distribution

BALDWIN WEALTH PARTNERS LLC/MA has about 75.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	43.8
LARGE-CAP	32
UNALLOCATED	22.7
MID-CAP	1.1

Stocks belong to which Index?

About 75.6% of the stocks held by BALDWIN WEALTH PARTNERS LLC/MA either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	74.4
Others	24.4
RUSSELL 2000	1.2

Top 5 Winners (%)		%
AXSM	axsome therapeutics inc	50.4 %
LLY	eli lilly & co	40.4 %
SLV	ishares silver tr	34.5 %
AMD	advanced micro devices inc	31.5 %
GOOG	alphabet inc	28.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	24.4 M
AAPL	apple inc	6.6 M
KLAC	kla corp	4.6 M
GOOG	alphabet inc	3.9 M
AMZN	amazon com inc	3.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-87.7 %
XAIR	beyond air inc	-67.2 %
XLB	select sector spdr tr	-45.7 %
XLB	select sector spdr tr	-43.0 %
	fiserv inc	-42.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-5.8 M
URI	united rentals inc	-5.2 M
	fiserv inc	-4.2 M
BX	blackstone inc	-3.9 M
AJG	gallagher arthur j & co	-3.9 M

BALDWIN BROTHERS INC/MA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BALDWIN BROTHERS INC/MA

BALDWIN WEALTH PARTNERS LLC/MA has 242 stocks in it's portfolio. About 45% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for BALDWIN WEALTH PARTNERS LLC/MA last quarter.

Last Reported on: 07 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.57	378,060	102,779,000	reduced	-2.79

AAXJ	ishares tr	0.02	2,640	281,688	new

AB	alliancebernstein hldg l p	0.04	17,525	674,362	unchanged	0.00

ABBV	abbvie inc	0.11	7,649	1,747,720	reduced	-3.36

ABT	abbott labs	0.06	6,941	869,637	added	0.73

ACES	alps etf tr	0.65	215,274	10,122,200	reduced	-2.58

ACN	accenture plc ireland	1.03	59,868	16,062,600	reduced	-3.3

ACWV	ishares inc	0.02	10,610	363,605	unchanged	0.00

ADBE	adobe inc	0.19	8,415	2,945,170	reduced	-81.03

ADI	analog devices inc	1.17	67,570	18,324,900	reduced	-1.17

ADP	automatic data processing in	0.18	10,671	2,744,900	reduced	-1.34

AFK	vaneck etf trust	0.14	24,914	2,136,870	added	46.95

AFK	vaneck etf trust	0.03	3,750	426,675	new

AGNG	global x fds	0.09	17,175	1,434,460	added	96.29

AGNG	global x fds	0.04	15,678	669,921	added	190

AGNG	global x fds	0.04	9,300	667,647	added	75.47

AGZD	wisdomtree tr	0.04	13,070	605,010	unchanged	0.00

AGZD	wisdomtree tr	0.03	3,475	500,956	unchanged	0.00

AJG	gallagher arthur j & co	1.26	75,965	19,659,000	reduced	-1.12

AMD	advanced micro devices inc	0.08	5,979	1,280,460	added	4.36