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Latest Baldwin Investment Management, LLC Stock Portfolio

$855Million– No. of Holdings #210

Baldwin Investment Management, LLC Performance:
2026 Q1: -3.48%YTD: -3.48%2025: 5.19%
Performance for 2026 Q1 is -3.48%, and YTD is -3.48%, and 2025 is 5.19%.

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 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Baldwin Investment Management, LLC reported an equity portfolio of $855.7 Millions as of 31 Mar, 2026.

The top stock holdings of Baldwin Investment Management, LLC are , AVGO, NVDA. The fund has invested 46.6% of it's portfolio in BERKSHIRE HATHAWAY INC A and 2.6% of portfolio in BROADCOM LIMITED.

The fund managers got completely rid off CARNIVAL CORP (CCL), COMCAST CORP (CMCSA) and SYSCO CORP (SYY) stocks. They significantly reduced their stock positions in UBER TECHNOLOGIES INC (UBER), IMMUNOME, INC. (IMNM) and CORNING INC (GLW). Baldwin Investment Management, LLC opened new stock positions in CARNIVAL CORP, PALANTIR TECHNOLOGIES IN (PLTR) and FRANKLIN FTSE SOUTH KOREA ETF (BUYZ). The fund showed a lot of confidence in some stocks as they added substantially to AUTODESK INC (ADSK), DELL INC (DELL) and NETFLIX INC (NFLX).
Baldwin Investment Management, LLC Equity Portfolio Value
Last Reported on: 12 May, 2026

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

Our best estimate is that Baldwin Investment Management, LLC made a return of -3.48% in the last quarter. In trailing 12 months, it's portfolio return was 3.12%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
carnival corp544,748
palantir technologies in537,725
franklin ftse south korea etf447,541
totalenergies se272,030
valero energy corp237,197
on semiconductor co231,271
toast inc224,010
equinix inc213,692
New stocks bought by Baldwin Investment Management, LLC

Additions

Ticker% Inc.
autodesk inc120
dell inc96.72
netflix inc96.11
boeing co87.81
walt disney co80.04
crowdstrike hldgs inc24.4
marvell technology group22.59
expand energy corp21.17
Additions to existing portfolio by Baldwin Investment Management, LLC

Reductions

Ticker% Reduced
uber technologies inc-56.49
immunome, inc.-46.16
corning inc-32.5
oracle corp-32.04
s&p dep receipts-30.51
adobe inc-22.46
ishares msci india index-22.14
kimberly clark corp-21.84
Baldwin Investment Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
carnival corp-642,836
comcast corp-366,242
sysco corp-256,073
veralto ord wi-222,514
qualcomm inc-233,483
progressive corp-200,621
vanguard mid-cap etf-225,073
Baldwin Investment Management, LLC got rid off the above stocks

Sector Distribution

Baldwin Investment Management, LLC has about 54.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Energy
  • Communication Services
  • Consumer Defensive
  • Basic Materials
Sector%
Others54.1
Technology13.8
Healthcare6.4
Financial Services5.8
Industrials5.6
Consumer Cyclical3.8
Energy3
Communication Services2.3
Consumer Defensive2.2
Basic Materials1.6

Market Cap. Distribution

Baldwin Investment Management, LLC has about 45.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED54
MEGA-CAP27.2
LARGE-CAP18.1

Stocks belong to which Index?

About 42.7% of the stocks held by Baldwin Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others57.1
S&P 50042.7
Top 5 Winners (%)%
VRT
vertiv holdings co
54.6 %
GLW
corning inc
46.3 %
PSX
phillips 66
41.2 %
XOM
exxon mobil corporation
40.6 %
CVX
chevron corp.
35.8 %
Top 5 Winners ($)$
LRCX
lam research corp
4.0 M
XOM
exxon mobil corporation
2.8 M
VRT
vertiv holdings co
2.1 M
COST
costco wholesale corp
1.5 M
BKR
baker hughes co
1.1 M
Top 5 Losers (%)%
ZS
zscaler inc
-37.6 %
BSX
boston scientific corp
-31.9 %
TCOM
trip.com group ltd
-30.8 %
SRAD
sportradar group
-29.6 %
NVO
novo nordisk
-27.8 %
Top 5 Losers ($)$
berkshire hathaway inc a
-20.4 M
MSFT
microsoft corp
-3.7 M
AVGO
broadcom limited
-2.6 M
LLY
eli lilly & company
-1.7 M
NVDA
nvidia corp
-1.4 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 210 stocks in it's portfolio. About 62.5% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Baldwin Investment Management, LLC last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions