Latest Baldwin Investment Management, LLC Stock Portfolio

Baldwin Investment Management, LLC Performance:

2025 Q2: 5.52%YTD: 1.96%2024: -9.33%

Performance for 2025 Q2 is 5.52%, and YTD is 1.96%, and 2024 is -9.33%.

About Baldwin Investment Management, LLC and 13F Hedge Fund Stock Holdings

Baldwin Investment Management, LLC is a hedge fund based in WEST CONSHOHOCKEN, PA. On 17-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1 Billions. In it's latest 13F Holdings report, Baldwin Investment Management, LLC reported an equity portfolio of $828.4 Millions as of 30 Jun, 2025.

The top stock holdings of Baldwin Investment Management, LLC are , AVGO, NVDA. The fund has invested 48.9% of it's portfolio in BERKSHIRE HATHAWAY INC A and 2.5% of portfolio in BROADCOM LIMITED.

The fund managers got completely rid off OTIS WORLDWIDE CORP (OTIS), JACOBS SOLUTIONS INC (J) and GE HEALTHCARE TECHNOLOGIES stocks. They significantly reduced their stock positions in VANGUARD MID CAP VALUE (VB), BORG WARNER INC (BWA) and DELL INC (DELL). Baldwin Investment Management, LLC opened new stock positions in ZSCALER INC (ZS), DATADOG INC (DDOG) and EDWARDS LIFESCIENCES CORP (EW). The fund showed a lot of confidence in some stocks as they added substantially to ROCKWELL AUTOMATION (ROK), AXALTA COATING SYSTEMS (AXTA) and CARNIVAL CORP (CCL).

Baldwin Investment Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Baldwin Investment Management, LLC made a return of 5.52% in the last quarter. In trailing 12 months, it's portfolio return was -12.73%.

New Buys

Ticker	$ Bought
zscaler inc	1,135,210
datadog inc	891,951
edwards lifesciences corp	402,390
ralliant corp	251,231
ge vernova inc.	247,113
tesla inc	237,927
vanguard mid-cap etf	214,953
vanguard ftse developed markets etf	213,990

New stocks bought by Baldwin Investment Management, LLC

Additions

Ticker	% Inc.
rockwell automation	344
axalta coating systems	74.17
carnival corp	68.02
uber technologies inc	53.82
unitedhealth group	46.35
cava group inc	42.34
gxo logistics inc	42.11
deere & co	38.04

Additions to existing portfolio by Baldwin Investment Management, LLC

Reductions

Ticker	% Reduced
vanguard mid cap value	-63.63
borg warner inc	-56.72
dell inc	-47.02
vertiv holdings co	-36.77
fedex corp	-33.06
spdr gold trust	-32.5
texas instruments, inc.	-31.46
lockheed martin corp	-23.88

Baldwin Investment Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
otis worldwide corp	-610,634
ge healthcare technologies	-292,449
jacobs solutions inc	-389,870
amgen inc	-219,331

Baldwin Investment Management, LLC got rid off the above stocks

Sector Distribution

Baldwin Investment Management, LLC has about 56.7% of it's holdings in Others sector.

Sector	%
Others	56.7
Technology	13.2
Healthcare	6.2
Financial Services	6.2
Industrials	4.6
Consumer Cyclical	3.9
Consumer Defensive	2.4
Energy	2.2
Communication Services	1.7
Basic Materials	1.7

Market Cap. Distribution

Baldwin Investment Management, LLC has about 42.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	56.6
MEGA-CAP	21.5
LARGE-CAP	21

Stocks belong to which Index?

About 40.7% of the stocks held by Baldwin Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	59.1
S&P 500	40.7

Top 5 Winners (%)		%
AMPS	ishares msci india index	1414.6 %
VRT	vertiv holdings co	65.5 %
AVGO	broadcom limited	63.7 %
ORCL	oracle corp	55.7 %
NVDA	nvidia corp	44.8 %

Top 5 Winners ($)		$
AMPS	ishares msci india index	13.8 M
AVGO	broadcom limited	8.4 M
NVDA	nvidia corp	6.1 M
MSFT	microsoft corp	4.0 M
LRCX	lam research corp	2.5 M

Top 5 Losers (%)		%
UNH	unitedhealth group	-31.8 %
FTV	fortive corp	-27.3 %
BMY	bristol-myers squibb	-24.1 %
TMO	thermo fisher scientific	-18.5 %
CVX	chevron corp.	-14.4 %

Top 5 Losers ($)		$
AAPL	apple inc	-1.2 M
TMO	thermo fisher scientific	-0.8 M
ABBV	abbvie inc	-0.7 M
XOM	exxon mobil corporation	-0.6 M
EPD	enterprise products partners	-0.6 M

Baldwin Investment Management, LLC Holdings Map

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

Current Stock Holdings of Baldwin Investment Management, LLC

Baldwin Investment Management, LLC has 209 stocks in it's portfolio. About 63.8% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Baldwin Investment Management, LLC last quarter.

Last Reported on: 11 Aug, 2025

Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	berkshire hathaway inc a	48.92	556	405,213,000	unchanged	0.00

AVGO	broadcom limited	2.54	76,307	21,034,000	reduced	-3.19

NVDA	nvidia corp	2.31	120,936	19,106,700	reduced	-4.12

MSFT	microsoft corp	1.97	32,728	16,279,200	reduced	-0.73

AAPL	apple inc	1.79	72,428	14,860,100	added	0.51

JPM	j.p. morgan chase & co	1.71	48,966	14,195,600	reduced	-0.75

LRCX	lam research corp	1.20	101,768	9,906,110	added	0.36

COST	costco wholesale corporation	1.19	9,990	9,889,300	added	0.61

AMZN	amazon.com inc	1.11	41,864	9,184,540	reduced	-0.79

	berkshire hathaway inc b	1.10	18,844	9,153,850	reduced	-1.7

V	visa inc.	0.92	21,506	7,635,710	reduced	-2.27

LLY	eli lilly & company	0.90	9,574	7,463,370	added	1.87

VRTX	vertex pharmaceuticals	0.78	14,541	6,473,650	added	5.14

XOM	exxon mobil corporation	0.73	56,300	6,069,170	added	1.17

GOOG	alphabet inc class a	0.73	34,334	6,050,700	reduced	-2.55

EPD	enterprise products partners	0.72	192,615	5,972,990	unchanged	0.00

LIN	linde plc	0.69	12,238	5,741,960	reduced	-0.87

ISRG	intuitive surgical	0.65	9,857	5,356,390	reduced	-1.19

SPGI	s&p global inc	0.64	10,102	5,326,820	added	2.57

ABBV	abbvie inc	0.64	28,530	5,295,690	added	2.24