Comparing Q4 2022 vs. Q1 2023 13F Holdings: Baldwin Brothers LLC/Ma Adjusts Positions

Baldwin Brothers LLC/Ma is a renowned financial investment company with a reputation for making strategic investments in various sectors. The company provides advisory services and investment solutions to a diverse range of clients, including high net worth individuals, corporations, and institutions. In this article, we will analyze the changes in holdings of fund by Baldwin Brothers LLC/Ma in the Q4 2022 vs. Q1 2023 13F holdings comparison.

The 13F filings are quarterly reports filed with the Securities and Exchange Commission. Every institutional investment manager that manages more than $100 million in assets must file a 13F report. The report provides a snapshot of the manager's portfolio of all securities under management valued at $100 million or more in fair value. The report must be filed within 45 days after the end of each quarter.

In Q4 2022, Baldwin Brothers LLC/Ma made some notable changes in its portfolio. The company increased its position in Apple Inc by 25.9% with 459,707 shares, valued at $59,729,000. It also increased its position in Microsoft Corp by 19.3%, with 224,435 shares valued at $53,824,000. Baldwin Brothers LLC/Ma's position in Alphabet Inc increased by 16.9% with 386,700 shares, valued at $34,118,000, and in Amazon Com Inc by 26.8%, with 359,231 shares, valued at $30,175,000.

Baldwin Brothers LLC/Ma also increased its position in Visa Inc by 24.2%, with 103,198 shares, valued at $21,440,000, and in NVIDIA Corporation by 89.8%, with 64,341 shares, valued at $9,402,000.

However, the company decreased its position in some companies. Its position in Chevron Corp new decreased by 18.9%, with 80,693 shares, valued at $14,483,000. Baldwin Brothers LLC/Ma's position in Procter and Gamble Co decreased by 1.9%, with 66,672 shares, valued at $10,104,000. Baldwin Brothers LLC/Ma's position in Pfizer Inc decreased by 20.4%, with 76,220 shares, valued at $3,905,000.

Overall, Baldwin Brothers LLC/Ma has been making strategic adjustments in its portfolio. The company has shown a keen interest in investing in the technology sector, as evident from increased holdings in Apple Inc, Microsoft Corp, Alphabet Inc, Amazon Com Inc, NVIDIA Corporation, and others. Also, Baldwin Brothers LLC/Ma has played safe by divesting its holdings in the energy sector, including Chevron Corp and Pfizer Inc.

In conclusion, Baldwin Brothers LLC/Ma made strategic changes to its portfolio, focusing on the technology sector. The company's significant holdings in Apple Inc, Microsoft Corp, Alphabet Inc, and Amazon Com Inc indicate its interest in the strong market performance of these stocks. However, the decision to decrease holdings in Chevron Corp, Pfizer Inc, and Procter and Gamble Co shows the company's concerns about the future prospects of these companies.