Institutional Manager · CIK 0001021258
BALDWIN BROTHERS LLC/MA
Marion, MA · File #028-05814
Latest AUM
$1.56B
Positions
292
Top-10 Concentration
52.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 2025292 pos · $1.56B
- 13F COMBINATION REPORTQ/E Sep 2025261 pos · $1.54B
- 13F COMBINATION REPORTQ/E Jun 2025248 pos · $1.47B
- 13F COMBINATION REPORTQ/E Mar 2025253 pos · $1.43B
- 13F COMBINATION REPORTQ/E Dec 2024292 pos · $1.45B
- 13F HOLDINGS REPORTQ/E Sep 20241,161 pos · $1.47B
- 13F HOLDINGS REPORTQ/E Jun 2024854 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Mar 2024767 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Dec 2023833 pos · $1.16B
- 13F HOLDINGS REPORTQ/E Sep 2023842 pos · $1.22B
- 13F HOLDINGS REPORTQ/E Jun 2023883 pos · $1.15B
- 13F HOLDINGS REPORTQ/E Mar 2023968 pos · $1.10B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 344,658 | $107.9M | 8.05% |
| 2 | APPLE INC | AAPL | 377,840 | $102.7M | 7.67% |
| 3 | NVIDIA CORPORATION | NVDA | 476,739 | $88.9M | 6.63% |
| 4 | MICROSOFT CORP | MSFT | 167,281 | $80.9M | 6.04% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46654Q716 | 1,456,617 | $78.8M | 5.88% |
| 6 | AMAZON COM INC | AMZN | 336,927 | $77.8M | 5.80% |
| 7 | ISHARES TR | 464287176 | 460,411 | $50.6M | 3.78% |
| 8 | VISA INC | V | 119,778 | $42.0M | 3.13% |
| 9 | KLA CORP | KLAC | 30,664 | $37.3M | 2.78% |
| 10 | BLACKSTONE INC | BX | 233,230 | $36.0M | 2.68% |
| 11 | COSTCO WHSL CORP NEW | 22160K105 | 37,204 | $32.1M | 2.39% |
| 12 | SPDR GOLD TR | GLD | 80,100 | $31.7M | 2.37% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 95,821 | $30.9M | 2.30% |
| 14 | UNITED RENTALS INC | URI | 36,144 | $29.3M | 2.18% |
| 15 | WASTE MGMT INC DEL | 94106L109 | 132,173 | $29.0M | 2.17% |
| 16 | INVESCO EXCH TRD SLF IDX FD | IVZ | 455,248 | $27.8M | 2.08% |
| 17 | INTERNATIONAL BUSINESS MACHS | INTR | 83,870 | $24.8M | 1.85% |
| 18 | ISHARES GOLD TR | IAU | 293,802 | $23.8M | 1.78% |
| 19 | NEXTERA ENERGY INC | NEE-PW | 285,710 | $22.9M | 1.71% |
| 20 | GALLAGHER ARTHUR J & CO | 363576109 | 75,900 | $19.6M | 1.47% |