Latest Baldwin Investment Management, LLC Stock Portfolio
Baldwin Investment Management, LLC Performance:
2025 Q3: 3.19%YTD: 5.37%2024: 9.81%
Performance for 2025 Q3 is 3.19%, and YTD is 5.37%, and 2024 is 9.81%.
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 $873.4 Millions as of 30 Sep, 2025.
The top stock holdings of Baldwin Investment Management, LLC are , AVGO, NVDA. The fund has invested 48% of it's portfolio in BERKSHIRE HATHAWAY INC A and 2.7% of portfolio in BROADCOM LIMITED.
The fund managers got completely rid off SKECHERS USA INC (SKX), SENTINELONE INC (S) and CAVA GROUP INC stocks. They significantly reduced their stock positions in CONSTELLATION BRANDS INC (STZ), NUCOR CORP (NUE) and LOCKHEED MARTIN CORP (LMT). Baldwin Investment Management, LLC opened new stock positions in AMRIZE AG, DUTCH BROS INC (BROS) and EXELON CORPORATION (EXC). The fund showed a lot of confidence in some stocks as they added substantially to ANALOG DEVICES INC (ADI), EDWARDS LIFESCIENCES CORP (EW) and EXPAND ENERGY CORP (CHK).
The top stock holdings of Baldwin Investment Management, LLC are , AVGO, NVDA. The fund has invested 48% of it's portfolio in BERKSHIRE HATHAWAY INC A and 2.7% of portfolio in BROADCOM LIMITED.
The fund managers got completely rid off SKECHERS USA INC (SKX), SENTINELONE INC (S) and CAVA GROUP INC stocks. They significantly reduced their stock positions in CONSTELLATION BRANDS INC (STZ), NUCOR CORP (NUE) and LOCKHEED MARTIN CORP (LMT). Baldwin Investment Management, LLC opened new stock positions in AMRIZE AG, DUTCH BROS INC (BROS) and EXELON CORPORATION (EXC). The fund showed a lot of confidence in some stocks as they added substantially to ANALOG DEVICES INC (ADI), EDWARDS LIFESCIENCES CORP (EW) and EXPAND ENERGY CORP (CHK).
Baldwin Investment Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Baldwin Investment Management, LLC made a return of 3.19% in the last quarter. In trailing 12 months, it's portfolio return was 3.97%.
New Buys
| Ticker | $ Bought |
|---|---|
| amrize ag | 417,601 |
| dutch bros inc | 356,959 |
| exelon corporation | 290,315 |
| hubspot inc | 288,633 |
| kyndryl holdings | 251,651 |
| micron technology inc | 217,516 |
New stocks bought by Baldwin Investment Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| analog devices inc | 246 |
| edwards lifesciences corp | 193 |
| expand energy corp | 81.67 |
| zscaler inc | 55.09 |
| darden restaurants inc | 32.5 |
| rtx corp | 30.47 |
| international business machines corp | 25.35 |
| datadog inc | 25.15 |
Additions to existing portfolio by Baldwin Investment Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| constellation brands inc | -51.64 |
| nucor corp | -51.09 |
| lockheed martin corp | -49.87 |
| bristol-myers squibb | -40.81 |
| dell inc | -31.47 |
| fedex corp | -28.53 |
| marvell technology group | -26.77 |
| progressive corp | -21.99 |
Baldwin Investment Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| sentinelone inc | -694,183 |
| skechers usa inc | -727,228 |
| teck resources ltd | -233,195 |
| cava group inc | -482,554 |
| ralliant corp | -251,231 |
| wells fargo & co. | -237,441 |
| travelers companies inc | -207,344 |
| kla-tencor corp | -201,542 |
Baldwin Investment Management, LLC got rid off the above stocks
Sector Distribution
Baldwin Investment Management, LLC has about 55.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 55.7 |
| Technology | 14.3 |
| Healthcare | 6.2 |
| Financial Services | 6.1 |
| Industrials | 4.7 |
| Consumer Cyclical | 3.9 |
| Energy | 2.3 |
| Consumer Defensive | 2.1 |
| Communication Services | 1.9 |
| Basic Materials | 1.6 |
Market Cap. Distribution
Baldwin Investment Management, LLC has about 43.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 55.6 |
| MEGA-CAP | 22.5 |
| LARGE-CAP | 21.1 |
Stocks belong to which Index?
About 41.7% of the stocks held by Baldwin Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 58.1 |
| S&P 500 | 41.7 |
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 207 stocks in it's portfolio. About 63.9% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Baldwin Investment Management, LLC last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.11 | 72,486 | 18,457,200 | added | 0.08 | ||
| ABBV | abbvie inc | 0.77 | 28,980 | 6,709,990 | added | 1.58 | ||
| ABC | cencora inc | 0.12 | 3,408 | 1,065,100 | reduced | -11.66 | ||
| ABT | abbott laboratories | 0.60 | 39,465 | 5,285,910 | added | 3.96 | ||
| ACN | accenture plc | 0.30 | 10,629 | 2,621,110 | reduced | -5.05 | ||
| ADBE | adobe inc | 0.23 | 5,723 | 2,018,790 | reduced | -6.15 | ||
| ADI | analog devices inc | 0.10 | 3,515 | 863,636 | added | 246 | ||
| ADP | automatic data processing inc | 0.10 | 2,959 | 868,467 | unchanged | 0.00 | ||
| ADSK | autodesk inc | 0.11 | 2,927 | 929,820 | unchanged | 0.00 | ||
| AEMB | avantis us small cap value etf | 0.03 | 2,625 | 261,290 | reduced | -9.89 | ||
| ALL | allstate corp | 0.05 | 1,992 | 427,583 | unchanged | 0.00 | ||
| AMPS | ishares msci india index | 0.11 | 18,746 | 975,917 | added | 4.46 | ||
| AMT | american tower reit | 0.29 | 13,315 | 2,560,650 | added | 0.01 | ||
| AMZN | amazon.com inc | 1.04 | 41,364 | 9,082,290 | reduced | -1.19 | ||
| AON | aon plc | 0.04 | 900 | 320,922 | unchanged | 0.00 | ||
| APD | air products and chemicals inc | 0.10 | 3,103 | 846,250 | unchanged | 0.00 | ||
| AVGO | broadcom limited | 2.73 | 72,212 | 23,823,500 | reduced | -5.37 | ||
| AXP | american express co | 0.26 | 6,937 | 2,304,190 | added | 2.21 | ||
| AXTA | axalta coating systems | 0.22 | 65,676 | 1,879,650 | added | 3.87 | ||
| BAC | bank of america corp | 0.12 | 19,495 | 1,005,750 | added | 0.49 | ||