Latest BALDWIN BROTHERS INC/MA Stock Portfolio
BALDWIN BROTHERS INC/MA Performance:
2025 Q3: 5.9%YTD: 8.08%2024: 15.91%
Performance for 2025 Q3 is 5.9%, and YTD is 8.08%, and 2024 is 15.91%.
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 $1.5 Billions as of 30 Sep, 2025.
The top stock holdings of BALDWIN WEALTH PARTNERS LLC/MA are AAPL, MSFT, GOOG. The fund has invested 6.4% of it's portfolio in APPLE INC and 5.7% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off FIRST TR EXCHANGE TRADED FD (CARZ) stocks. They significantly reduced their stock positions in COOPER COS INC (COO), PROLOGIS INC. (PLD) and NOVO-NORDISK A S. BALDWIN WEALTH PARTNERS LLC/MA opened new stock positions in PTC INC (PTC), AUTOZONE INC (AZO) and QUANTA SVCS INC (PWR). The fund showed a lot of confidence in some stocks as they added substantially to BWX TECHNOLOGIES INC (BWXT), AT&T INC (T) and GLOBAL X FDS (AGNG).
The top stock holdings of BALDWIN WEALTH PARTNERS LLC/MA are AAPL, MSFT, GOOG. The fund has invested 6.4% of it's portfolio in APPLE INC and 5.7% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off FIRST TR EXCHANGE TRADED FD (CARZ) stocks. They significantly reduced their stock positions in COOPER COS INC (COO), PROLOGIS INC. (PLD) and NOVO-NORDISK A S. BALDWIN WEALTH PARTNERS LLC/MA opened new stock positions in PTC INC (PTC), AUTOZONE INC (AZO) and QUANTA SVCS INC (PWR). The fund showed a lot of confidence in some stocks as they added substantially to BWX TECHNOLOGIES INC (BWXT), AT&T INC (T) and GLOBAL X FDS (AGNG).
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 5.9% in the last quarter. In trailing 12 months, it's portfolio return was 9.04%.
New Buys
| Ticker | $ Bought |
|---|---|
| ptc inc | 13,735,100 |
| autozone inc | 9,665,910 |
| quanta svcs inc | 9,221,670 |
| veeva sys inc | 8,605,730 |
| baidu inc | 1,665,970 |
| gxo logistics incorporated | 1,615,160 |
| global x fds | 316,993 |
| palantir technologies inc | 306,101 |
New stocks bought by BALDWIN BROTHERS INC/MA
Additions
| Ticker | % Inc. |
|---|---|
| bwx technologies inc | 64.91 |
| at&t inc | 34.98 |
| global x fds | 19.05 |
| spdr gold tr | 10.42 |
| verizon communications inc | 9.97 |
| vaneck etf trust | 9.95 |
| j p morgan exchange traded f | 4.4 |
| advanced micro devices inc | 3.62 |
Additions to existing portfolio by BALDWIN BROTHERS INC/MA
Reductions
| Ticker | % Reduced |
|---|---|
| cooper cos inc | -84.73 |
| prologis inc. | -82.59 |
| novo-nordisk a s | -82.03 |
| pepsico inc | -80.47 |
| merck & co inc | -75.68 |
| fedex corp | -34.21 |
| select sector spdr tr | -19.18 |
| plains all amern pipeline l | -18.93 |
BALDWIN BROTHERS INC/MA reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| first tr exchange traded fd | -225,002 |
BALDWIN BROTHERS INC/MA got rid off the above stocks
Sector Distribution
BALDWIN WEALTH PARTNERS LLC/MA has about 27.7% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 27.7 |
| Others | 21.4 |
| Financial Services | 11.4 |
| Industrials | 8.5 |
| Consumer Cyclical | 7.5 |
| Communication Services | 6.9 |
| Healthcare | 5.6 |
| Consumer Defensive | 4.6 |
| Energy | 3.1 |
| Utilities | 1.5 |
Market Cap. Distribution
BALDWIN WEALTH PARTNERS LLC/MA has about 77.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 43 |
| LARGE-CAP | 34.2 |
| UNALLOCATED | 21.4 |
Stocks belong to which Index?
About 75.5% of the stocks held by BALDWIN WEALTH PARTNERS LLC/MA either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 75.5 |
| Others | 23.5 |
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 234 stocks in it's portfolio. About 44% of the portfolio is in top 10 stocks. ACN 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: 14 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 6.45 | 388,900 | 99,025,500 | reduced | -1.42 | ||
| AB | alliancebernstein hldg l p | 0.04 | 17,525 | 669,806 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.12 | 7,915 | 1,832,640 | added | 1.77 | ||
| ABT | abbott labs | 0.06 | 6,891 | 922,981 | reduced | -4.44 | ||
| ACES | alps etf tr | 0.68 | 220,981 | 10,370,600 | reduced | -1.06 | ||
| ACN | accenture plc ireland | 1.00 | 61,911 | 15,267,300 | reduced | -4.41 | ||
| ACWV | ishares inc | 0.02 | 10,610 | 290,396 | unchanged | 0.00 | ||
| ADBE | adobe inc | 1.02 | 44,353 | 15,645,500 | reduced | -2.41 | ||
| ADI | analog devices inc | 1.09 | 68,372 | 16,798,900 | reduced | -1.46 | ||
| ADP | automatic data processing in | 0.21 | 10,816 | 3,174,500 | reduced | -0.41 | ||
| AFK | vaneck etf trust | 0.08 | 16,954 | 1,295,290 | added | 9.95 | ||
| AGNG | global x fds | 0.04 | 8,750 | 626,763 | added | 19.05 | ||
| AGNG | global x fds | 0.02 | 5,300 | 316,993 | new | |||
| AGNG | global x fds | 0.02 | 5,389 | 256,894 | new | |||
| AGZD | wisdomtree tr | 0.04 | 13,070 | 577,694 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.03 | 3,475 | 444,904 | reduced | -0.06 | ||
| AJG | gallagher arthur j & co | 1.55 | 76,829 | 23,797,000 | reduced | -2.4 | ||
| AMD | advanced micro devices inc | 0.06 | 5,729 | 926,895 | added | 3.62 | ||
| AMGN | amgen inc | 0.06 | 3,187 | 899,371 | reduced | -1.64 | ||
| AMT | american tower corp new | 0.03 | 2,115 | 406,757 | unchanged | 0.00 | ||