BALDWIN BROTHERS LLC/MA

data from 30/09/2025

Capitalization

$ 1.535 B 4.26 %

Average holding period

32 ans

Performance

$ 795.716 M 53 572.37 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BALDWIN BROTHERS LLC/MA

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 6.45% 99.026 M $ 388900 2008/09/30 19.512 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 5.67% 87.061 M $ 168087 2005/12/31 3.518 M $ 4.13 %
2025/09/30 GOOGL ALPHABET INC 5.58% 85.692 M $ 352495 2016/09/30 23.922 M $ 37.94 %
2025/09/30 NVDA NVIDIA CORPORATION 5.32% 81.683 M $ 437790 2017/06/30 12.808 M $ 18.10 %
2025/09/30 JBND J P MORGAN EXCHANGE TRADED F 4.95% 75.980 M $ 1402872 2024/12/31 765.932 K $ 1.06 %
2025/09/30 AMZN AMAZON COM INC 4.86% 74.550 M $ 339527 2012/09/30 61.912 K $ 0.08 %
2025/09/30 TIP ISHARES TR 3.21% 49.312 M $ 443375 2016/03/31 539.524 K $ 1.07 %
2025/09/30 V VISA INC 2.70% 41.491 M $ 121540 2012/09/30 -1.695 M $ -3.85 %
2025/09/30 KLAC KLA CORP 2.62% 40.149 M $ 37223 2020/09/30 6.973 M $ 20.41 %
2025/09/30 BX BLACKSTONE INC 2.61% 39.991 M $ 234070 2019/09/30 5.062 M $ 14.22 %
2025/09/30 COST COSTCO WHSL CORP NEW 2.28% 34.973 M $ 37783 2014/12/31 -2.463 M $ -6.50 %
2025/09/30 URI UNITED RENTALS INC 2.22% 34.136 M $ 35757 2013/03/31 7.309 M $ 26.71 %
2025/09/30 WM WASTE MGMT INC DEL 1.93% 29.681 M $ 134408 2018/03/31 -1.098 M $ -3.49 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.90% 29.206 M $ 92591 2004/03/31 2.407 M $ 8.80 %
2025/09/30 OMFL INVESCO EXCH TRD SLF IDX FD 1.76% 27.036 M $ 448658 2023/06/30 1.116 M $ 4.29 %
2025/09/30 GLD SPDR GOLD TR 1.66% 25.538 M $ 71843 2008/06/30 3.295 M $ 16.61 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 1.55% 23.797 M $ 76829 2019/03/31 -817.082 K $ -3.24 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 1.55% 23.744 M $ 84150 2002/03/31 -1.063 M $ -4.28 %
2025/09/30 NEE NEXTERA ENERGY INC 1.41% 21.706 M $ 287533 2010/06/30 1.780 M $ 8.74 %
2025/09/30 IAU ISHARES GOLD TR 1.40% 21.482 M $ 295201 2021/06/30 3.105 M $ 16.69 %
2025/09/30 GRMN GARMIN LTD 1.29% 19.854 M $ 80634 2018/09/30 3.144 M $ 17.97 %
2025/09/30 ADI ANALOG DEVICES INC 1.09% 16.799 M $ 68372 2016/03/31 532.853 K $ 3.23 %
2025/09/30 DHR DANAHER CORPORATION 1.02% 15.710 M $ 79237 2008/09/30 59.402 K $ 0.36 %
2025/09/30 ADBE ADOBE INC 1.02% 15.646 M $ 44353 2005/03/31 -1.551 M $ -8.82 %
2025/09/30 ASML ASML HOLDING N V 1.02% 15.607 M $ 16121 2025/06/30 2.699 M $ 20.80 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.99% 15.267 M $ 61911 2009/09/30 -3.387 M $ -17.49 %
2025/09/30 UNP UNION PAC CORP 0.99% 15.224 M $ 64406 2010/09/30 410.133 K $ 2.73 %
2025/09/30 ULTA ULTA BEAUTY INC 0.96% 14.779 M $ 27031 2024/09/30 2.146 M $ 16.87 %
2025/09/30 XOM EXXON MOBIL CORP 0.95% 14.635 M $ 129802 2008/09/30 652.573 K $ 4.59 %
2025/09/30 VGIT VANGUARD SCOTTSDALE FDS 0.91% 13.934 M $ 232115 2023/03/31 51.373 K $ 0.37 %
2025/09/30 PTC PTC INC 0.89% 13.735 M $ 67654 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOG ALPHABET INC 0.86% 13.252 M $ 54413 2016/09/30 3.600 M $ 37.30 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.84% 12.958 M $ 37423 2018/03/31 111.069 K $ 0.84 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.82% 12.599 M $ 48375 2021/03/31 -642.586 K $ -4.67 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.82% 12.582 M $ 67858 2002/03/31 2.342 M $ 21.39 %
2025/09/30 REG REGENCY CTRS CORP 0.76% 11.606 M $ 159210 2017/03/31 274.920 K $ 2.34 %
2025/09/30 CVX CHEVRON CORP NEW 0.72% 11.013 M $ 70919 2002/03/31 868.489 K $ 8.45 %
2025/09/30 ZTS ZOETIS INC 0.72% 10.977 M $ 75022 2017/03/31 -745.573 K $ -6.18 %
2025/09/30 IVV ISHARES TR 0.70% 10.747 M $ 16057 2016/09/30 788.145 K $ 7.80 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.68% 10.512 M $ 114978 2025/06/30 -890.398 K $ -7.67 %
2025/09/30 AMLP ALPS ETF TR 0.68% 10.371 M $ 220981 2022/06/30 -431.080 K $ -3.95 %
2025/09/30 FI FISERV INC 0.64% 9.872 M $ 76572 2014/12/31 -3.362 M $ -25.22 %
2025/09/30 AZO AUTOZONE INC 0.63% 9.666 M $ 2253 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPGI S&P GLOBAL INC 0.62% 9.538 M $ 19598 2016/09/30 -809.084 K $ -7.70 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.60% 9.286 M $ 97266 2022/12/31 416.693 K $ 4.64 %
2025/09/30 PWR QUANTA SVCS INC 0.60% 9.222 M $ 22252 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.58% 8.934 M $ 17771 2009/12/31 302.609 K $ 3.49 %
2025/09/30 VEEV VEEVA SYS INC 0.56% 8.606 M $ 28887 2025/09/30 0.000 $ 0.00 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.50% 7.715 M $ 246730 2002/12/31 66.827 K $ 0.84 %
2025/09/30 CHD CHURCH & DWIGHT CO INC 0.50% 7.687 M $ 87723 2009/12/31 -753.202 K $ -8.82 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.49% 7.465 M $ 28627 2013/09/30 392.614 K $ 5.46 %
2025/09/30 BAC BANK AMERICA CORP 0.48% 7.418 M $ 143779 2011/06/30 619.594 K $ 9.02 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.48% 7.389 M $ 48087 2002/03/31 -285.926 K $ -3.56 %
2025/09/30 WAT WATERS CORP 0.46% 6.994 M $ 23328 2022/12/31 -1.198 M $ -14.10 %
2025/09/30 DOV DOVER CORP 0.40% 6.130 M $ 36746 2016/03/31 -609.604 K $ -8.95 %
2025/09/30 AXSM AXSOME THERAPEUTICS INC 0.38% 5.899 M $ 48570 2016/09/30 828.604 K $ 16.34 %
2025/09/30 PEP PEPSICO INC 0.29% 4.491 M $ 31980 2002/03/31 1.375 M $ 6.36 %
2025/09/30 ET ENERGY TRANSFER L P 0.29% 4.472 M $ 260603 2013/12/31 -258.022 K $ -5.35 %
2025/09/30 PAYX PAYCHEX INC 0.29% 4.455 M $ 35148 2020/09/30 -677.744 K $ -12.86 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.29% 4.412 M $ 27201 2014/09/30 -547.098 K $ -10.94 %
2025/09/30 NVS NOVARTIS AG 0.28% 4.341 M $ 33850 2010/12/31 272.166 K $ 5.97 %
2025/09/30 MRK MERCK & CO INC 0.26% 4.043 M $ 48173 2013/06/30 944.755 K $ 6.03 %
2025/09/30 META META PLATFORMS INC 0.26% 4.021 M $ 5475 2013/12/31 -20.438 K $ -0.50 %
2025/09/30 VOO VANGUARD INDEX FDS 0.25% 3.818 M $ 6235 2022/06/30 281.932 K $ 7.81 %
2025/09/30 PSF COHEN & STEERS SELECT PFD & 0.23% 3.508 M $ 168837 2011/03/31 109.026 K $ 3.18 %
2025/09/30 MO ALTRIA GROUP INC 0.22% 3.416 M $ 51716 2014/09/30 399.882 K $ 12.67 %
2025/09/30 EOG EOG RES INC 0.22% 3.386 M $ 30196 2022/03/31 -231.748 K $ -6.26 %
2025/09/30 VBR VANGUARD INDEX FDS 0.21% 3.290 M $ 15764 2020/12/31 219.693 K $ 7.03 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.21% 3.261 M $ 6539 2002/03/31 -509.148 K $ -12.02 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.21% 3.174 M $ 10816 2016/03/31 -161.813 K $ -4.83 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.20% 3.111 M $ 7944 2017/12/31 -428.158 K $ -12.03 %
2025/09/30 DCRE DOUBLELINE ETF TRUST 0.19% 2.895 M $ 55595 2024/09/30 2.779 K $ 0.10 %
2025/09/30 AVGO BROADCOM INC 0.19% 2.856 M $ 8657 2018/06/30 474.557 K $ 19.68 %
2025/09/30 SYK STRYKER CORPORATION 0.18% 2.795 M $ 7561 2013/12/31 -205.369 K $ -6.56 %
2025/09/30 TD TORONTO DOMINION BK ONT 0.18% 2.788 M $ 34875 2016/03/31 226.687 K $ 8.85 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.17% 2.671 M $ 27267 2020/03/31 127.336 K $ 5.01 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.17% 2.663 M $ 3997 2010/12/31 191.096 K $ 7.82 %
2025/09/30 KO COCA COLA CO 0.16% 2.441 M $ 36812 2015/12/31 -164.543 K $ -6.26 %
2025/09/30 HCI HCI GROUP INC 0.14% 2.176 M $ 11337 2022/12/31 476.918 K $ 26.10 %
2025/09/30 TRGP TARGA RES CORP 0.14% 2.120 M $ 12652 2013/12/31 -82.946 K $ -3.76 %
2025/09/30 GBCI GLACIER BANCORP INC NEW 0.14% 2.116 M $ 43470 2022/12/31 244.953 K $ 12.98 %
2025/09/30 NVCT NUVECTIS PHARMA INC 0.14% 2.110 M $ 350461 2022/06/30 -508.168 K $ -19.41 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.13% 1.920 M $ 17617 2014/03/31 314.463 K $ 19.59 %
2025/09/30 MKC MCCORMICK & CO INC 0.12% 1.914 M $ 28601 2016/06/30 -273.082 K $ -11.75 %
2025/09/30 FAST FASTENAL CO 0.12% 1.874 M $ 38211 2020/09/30 269.575 K $ 16.76 %
2025/09/30 ABBV ABBVIE INC 0.12% 1.833 M $ 7915 2013/03/31 357.119 K $ 24.74 %
2025/09/30 NVO NOVO-NORDISK A S 0.12% 1.807 M $ 32556 2013/03/31 -2.451 M $ -19.60 %
2025/09/30 APO APOLLO GLOBAL MGMT INC 0.11% 1.756 M $ 13180 2022/06/30 -113.347 K $ -6.06 %
2025/09/30 PLD PROLOGIS INC. 0.11% 1.754 M $ 15318 2012/12/31 827.105 K $ 8.94 %
2025/09/30 COO COOPER COS INC 0.11% 1.752 M $ 25555 2024/03/31 -435.216 K $ -3.65 %
2025/09/30 LLY ELI LILLY & CO 0.11% 1.737 M $ 2277 2019/03/31 -37.638 K $ -2.12 %
2025/09/30 BLK BLACKROCK INC 0.11% 1.668 M $ 1431 2024/12/31 174.463 K $ 11.11 %
2025/09/30 BIDU BAIDU INC 0.11% 1.666 M $ 12643 2025/09/30 0.000 $ 0.00 %
2025/09/30 EMR EMERSON ELEC CO 0.11% 1.657 M $ 12630 2014/06/30 -27.154 K $ -1.61 %
2025/09/30 GXO GXO LOGISTICS INCORPORATED 0.11% 1.615 M $ 30538 2025/09/30 0.000 $ 0.00 %
2025/09/30 HIMS HIMS & HERS HEALTH INC 0.09% 1.430 M $ 25217 2021/03/31 173.543 K $ 13.78 %
2025/09/30 IWM ISHARES TR 0.09% 1.335 M $ 5517 2010/12/31 144.379 K $ 12.13 %
2025/09/30 GDX VANECK ETF TRUST 0.08% 1.295 M $ 16954 2021/03/31 375.322 K $ 46.75 %
2025/09/30 HD HOME DEPOT INC 0.08% 1.270 M $ 3135 2014/12/31 139.165 K $ 10.51 %
2025/09/30 GBIL GOLDMAN SACHS ETF TR 0.08% 1.229 M $ 12265 2018/12/31 965.000 $ 0.08 %