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CIK: 0001346378
Total reported value
$1.0B
$1.0B
207 檔
48.4%
In Q3 2025, Baldwin Investment Management, LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 207 disclosed stock positions.
In Q3 2025, Baldwin Investment Management, LLC adopted a defensive or profit-taking posture, trimming 95 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 48.01% | -6.38% | — | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 2.73% | +0.17% | -5.37% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | +0.28% | -2.27% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.11% | +0.70% | +0.08% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | +0.17% | -0.12% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | +0.28% | -0.36% | |
| 7 | LRCX | Lam Research CORP | Stock-Tech | 1.53% | +1.36% | -1.71% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | — | +10.59% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.13% | +0.71% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.06% | -1.19% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.32% | +15.72% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.47% | -1.50% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.05% | +0.14% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 0.83% | +0.14% | +30.47% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | +0.04% | +1.58% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -1.09% | EXIT | |
| 17 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.71% | -0.01% | +8.30% | |
| 18 | EPD | Enterprise Products Partners | Stock-Energy | 0.69% | -0.17% | -0.09% | |
| 19 | LIN | Linde plc | Stock-Materials | 0.65% | -0.03% | -1.85% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 0.62% | +0.12% | +1.64% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | -0.02% | +0.59% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.61% | -0.15% | +3.96% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.59% | +0.07% | +2.80% | |
| 24 | SPGI | S&p Global Inc | Stock-Financials | 0.57% | -0.10% | +1.39% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.57% | +0.44% | +16.36% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 0.54% | +0.18% | -3.46% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.54% | -0.09% | +7.15% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.03% | +0.91% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.10% | -0.30% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.19% | -2.22% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.46% | +0.01% | +0.12% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | -0.02% | +0.32% | |
| 33 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.42% | +0.08% | -0.71% | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.42% | +0.06% | — | |
| 35 | BKR | Baker Hughes Co | Stock-Energy | 0.41% | -0.04% | -2.39% | |
| 36 | ZTS | Zoetis Inc | Stock-Healthcare | 0.38% | -0.19% | -3.14% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | +0.18% | +1.45% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.36% | +0.03% | -0.98% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.35% | -0.02% | -17.05% | |
| 40 | COF | Capital One Financial CORP | Stock-Financials | 0.34% | +0.07% | +6.38% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.33% | +0.12% | +4.20% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | +0.03% | -4.54% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.31% | +0.09% | -2.99% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.30% | +0.13% | +0.82% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.30% | -0.05% | -5.05% | |
| 46 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.29% | -0.08% | -4.73% | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.29% | -0.04% | +0.01% | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.28% | -0.04% | -2.36% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | +0.04% | +0.51% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | +0.19% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | -5.37% | Trim |
| 2 | NVDA | Nvidia CORP | +0.9% | -2.27% | Trim |
| 3 | LRCX | Lam Research CORP | +0.6% | -1.71% | Trim |
| 4 | MSFT | Microsoft CORP | +0.5% | -0.12% | Trim |
| 5 | ROK | Rockwell Automation Inc | +0.4% | -0.71% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -0.36% | Trim |
| 7 | RTX | Rtx CORP | +0.3% | +30.47% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.50% | Trim |
| 9 | AAPL | Apple Inc | +0.2% | +0.08% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.30% | Trim |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | +2.80% | Add |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | +16.36% | Add |
| 13 | ETN | Eaton Corporation plc | +0.1% | -3.46% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | -3.77% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +0.32% | Trim |
| 16 | CAT | Caterpillar Inc | +0.1% | -2.22% | Trim |
| 17 | BLK | Blackrock Inc | +0.1% | +1.64% | Add |
| 18 | UBER | Uber Technologies Inc | +0.1% | +3.11% | Add |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | — | Trim |
| 20 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.59% | Add |
| 21 | COF | Capital One Financial CORP | +0.1% | +6.38% | Add |
| 22 | MS | Morgan Stanley | +0.1% | -0.98% | Trim |
| 23 | AXTA | Axalta Coating Systems Ltd. | +0.1% | +3.88% | Add |
| 24 | ADI | Analog Devices Inc | +0.1% | +246.31% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | -1.19% | Trim |
| 26 | ABBV | Abbvie Inc | +0.1% | +1.58% | Add |
| 27 | BKR | Baker Hughes Co | +0.1% | -2.39% | Add |
| 28 | HD | Home Depot Inc | +0.1% | +0.91% | Add |
| 29 | DE | Deere & Co | +0.1% | +10.65% | Add |
| 30 | ASML | ASML Holding N.V. | +0.1% | +16.61% | Add |
| 31 | IBM | Intl Business Machines CORP | +0.1% | +25.35% | Add |
| 32 | LHX | L3harris Technologies Inc | +0.1% | +6.86% | Add |
| 33 | ULTA | Ulta Beauty Inc | +0.1% | +4.44% | Trim |
| 34 | COST | Costco Wholesale CORP | 0% | +10.59% | Add |
| 35 | LLY | Eli Lilly & Co | 0% | +15.72% | Add |
| 36 | AXP | American Express Co | 0% | +2.21% | Add |
| 37 | SHOP | Shopify Inc - Class A | 0% | -2.50% | Trim |
| 38 | VIK | Viking Holdings Ltd | 0% | -10.26% | Trim |
| 39 | FSLR | First Solar Inc | 0% | -0.57% | Trim |
| 40 | GXO | Gxo Logistics Inc | 0% | +2.29% | Add |
| 41 | CCL1EUR | Carnival CORP LTD | 0% | -0.09% | Add |
| 42 | EXE | Expand Energy CORP | 0% | +81.67% | Add |
| 43 | TJX | Tjx Companies Inc | 0% | +0.82% | Add |
| 44 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.51% | Add |
| 45 | DRI | Darden Restaurants Inc | 0% | +32.50% | Add |
| 46 | RYAAY | Ryanair Holdings Plc-sp Adr | 0% | — | Trim |
| 47 | BX | Blackstone Inc | 0% | — | Trim |
| 48 | GLW | Corning Inc | 0% | -11.27% | Add |
| 49 | JNJ | Johnson & Johnson | 0% | +1.45% | Add |
| 50 | NEE | Nextera Energy Inc | 0% | +4.20% | Add |
According to official SEC Form 13F filings, Baldwin Investment Management, LLC reported a total U.S. public equity portfolio value of $1.0B across 207 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, AVGO, NVDA) accounted for 48.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
ZS
市值: $1.7M
Top Position Liquidated / Trimmed
S
前期市值: $740.4K
During Q3 2025, Baldwin Investment Management, LLC's top holdings by market value included BRK-A (48.0%)、AVGO (2.7%)、NVDA (2.5%). The largest single position, BRK-A, represented 48.0% of total portfolio value.
In Q3 2025, Baldwin Investment Management, LLC made 175 total portfolio adjustments, initiating 17 new buys, adding to 53 positions, trimming 95 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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