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Latest BALDWIN BROTHERS INC/MA Stock Portfolio

$1.52Billion | No. of Holdings #234

BALDWIN BROTHERS INC/MA Performance

2026 Q3+0.54%
YTD+7.48%
2025+11.20%

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

On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, BALDWIN WEALTH PARTNERS LLC/MA reported an equity portfolio of $1.5 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of BALDWIN WEALTH PARTNERS LLC/MA are AAPL, NVDA, GOOG. The fund has invested 7.5% of it's portfolio in APPLE INC and 7.4% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off ISHARES TR (IJR), EXXON MOBIL CORP (XOM) and OTIS WORLDWIDE CORP (OTIS) stocks. They significantly reduced their stock positions in DANAHER CORP DEL (DHR), LLOYDS BANKING GROUP PLC (LYG) and MCCORMICK & CO INC (MKC). BALDWIN WEALTH PARTNERS LLC/MA opened new stock positions in SCHWAB STRATEGIC TR (FNDA), EXXONMOBIL HOLDINGS CORP and CORNING INC (GLW). The fund showed a lot of confidence in some stocks as they added substantially to WISDOMTREE TR (DWMF), GE AEROSPACE (GE) and GE VERNOVA INC.
BALDWIN BROTHERS INC/MA Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$1.52Billion
  as of Oct 13, 2026

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 0.54% in the last quarter. In trailing 12 months, it's portfolio return was 10%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
schwab strategic tr39,649,100
exxonmobil holdings corp18,642,800
corning inc3,623,820
palantir technologies inc1,063,750
oneok inc new971,396
datadog inc438,160
palo alto networks inc359,168
servicenow inc296,832
New stocks bought by BALDWIN BROTHERS INC/MA

Additions

Ticker% Inc.
wisdomtree tr118
ge aerospace56.85
ge vernova inc45.12
quanta svcs inc42.93
state str spdr s&p 500 etf t34.88
ares capital corp33.92
spdr series trust33.9
first tr exchange-traded fd33.57
Additions to existing portfolio by BALDWIN BROTHERS INC/MA

Reductions

Ticker% Reduced
danaher corp del-97.18
lloyds banking group plc-19.24
mccormick & co inc-18.94
vaneck etf trust-18.66
tc energy corp-14.79
uber technologies inc-14.57
honeywell intl inc-13.93
honeywell aerospace inc-13.93
BALDWIN BROTHERS INC/MA reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-43,509,800
exxon mobil corp-15,803,300
otis worldwide corp-7,031,840
orla mng ltd new-192,807
oneok inc new-995,115
ishares tr-246,752
canadian imperial bank of co-202,630
beyond air inc-6,599
BALDWIN BROTHERS INC/MA got rid off the above stocks

Sector Distribution

BALDWIN WEALTH PARTNERS LLC/MA has about 28.1% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Technology28.1
Others26.9
Financial Services9.4
Industrials8
Communication Services7.9
Consumer Cyclical7.4
Healthcare4.6
Consumer Defensive3.1
Energy2.3
Utilities1.3

Market Cap. Distribution

BALDWIN WEALTH PARTNERS LLC/MA has about 72% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP47.6
UNALLOCATED26.9
LARGE-CAP24.4

Stocks belong to which Index?

About 71.8% of the stocks held by BALDWIN WEALTH PARTNERS LLC/MA either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50070.3
Others28.2
RUSSELL 20001.5
Top 5 Winners (%)%
VEEV
veeva sys inc
59.0 %
MSFT
microsoft corp
37.4 %
TMO
thermo fisher scientific inc
33.6 %
META
meta platforms inc
27.3 %
PTC
ptc inc
23.4 %
Top 5 Winners ($)$
MSFT
microsoft corp
20.8 M
AAPL
apple inc
15.2 M
NVDA
nvidia corporation
14.0 M
AMZN
amazon com inc
3.4 M
GRMN
garmin ltd
2.6 M
Top 5 Losers (%)%
STRL
sterling infrastructure inc
-40.8 %
KLAC
kla corp
-35.3 %
FBHS
fortune brands innovations i
-30.6 %
BWXT
bwx technologies inc
-29.6 %
honeywell aerospace inc
-27.8 %
Top 5 Losers ($)$
KLAC
kla corp
-23.7 M
IBM
international business machs
-4.8 M
GOOG
alphabet inc
-3.8 M
j p morgan exchange traded f
-3.5 M
URI
united rentals inc
-3.1 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 234 stocks in it's portfolio. About 46.8% of the portfolio is in top 10 stocks. KLAC proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for BALDWIN WEALTH PARTNERS LLC/MA last quarter.

$1.52BTotal Value
248Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of BALDWIN BROTHERS INC/MA, last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BALDWIN BROTHERS INC/MA's holding in Ishares Tr over time
0.02%2,640
$276.0K
0.02%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
BALDWIN BROTHERS INC/MA's holding in Alps Etf Tr over time
0.67%194,825
$10.11M
0.67%
decreased 2.47 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
BALDWIN BROTHERS INC/MA's holding in Etf Ser Solutions over time
0.01%1,521
$230.6K
0.01%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
BALDWIN BROTHERS INC/MA's holding in Ishares Inc over time
0.02%10,610
$371.0K
0.02%
unchanged 0 percentunchanged
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
BALDWIN BROTHERS INC/MA's holding in Agnico Eagle Mines Ltd over time
0.02%1,500
$274.9K
0.02%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
BALDWIN BROTHERS INC/MA's holding in Vaneck Etf Trust over time
0.14%23,637
$2.08M
0.14%
decreased 1.25 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
BALDWIN BROTHERS INC/MA's holding in Vaneck Etf Trust over time
0.03%3,750
$427.3K
0.03%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
BALDWIN BROTHERS INC/MA's holding in Global X Fds over time
0.08%13,365
$1.15M
0.08%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
BALDWIN BROTHERS INC/MA's holding in Global X Fds over time
0.07%12,358
$1.05M
0.07%
increased 1.65 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
BALDWIN BROTHERS INC/MA's holding in Global X Fds over time
0.03%11,068
$441.1K
0.03%
increased 9.93 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
BALDWIN BROTHERS INC/MA's holding in Wisdomtree Tr over time
0.04%13,070
$532.3K
0.04%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
BALDWIN BROTHERS INC/MA's holding in Wisdomtree Tr over time
0.03%2,875
$519.1K
0.03%
unchanged 0 percentunchanged