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Portfolio (Quarterly) Guide ↗

BALDWIN WEALTH PARTNERS LLC/MA

· CIK 0001021258
13F Portfolio $1.5B AUM 284 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 37 Added 101 Reduced 11 Exited
Page 11 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 INTC INTEL CORP Technology 1,805.0 $252K 0.02% NEW $139.63 -30.8%
202 T AT&T INC Communication Services 12,170.0 $252K 0.02% -308.0 -2.5% $20.70 +20.3%
203 KNSL KINSALE CAP GROUP INC Financial Services 760.0 $251K 0.02% $329.81 +13.0%
204 ETN EATON CORP PLC Industrials 588.0 $251K 0.02% $426.12 +1.2%
205 IJH ISHARES TR 3,200.0 $247K 0.02% $77.11 +0.2%
206 MU MICRON TECHNOLOGY INC Technology 213.0 $246K 0.02% NEW $1154.29 -18.5%
207 HR HEALTHCARE RLTY TR Real Estate 12,100.0 $244K 0.02% $20.17 -5.3%
208 EMXC ISHARES INC 2,350.0 $240K 0.02% NEW $102.30 -7.3%
209 CLOZ SERIES PORTFOLIOS TR 9,098.0 $240K 0.02% -5K -37.0% $26.42 -0.5%
210 CMI CUMMINS INC Industrials 337.0 $240K 0.02% NEW $713.21 -13.0%
211 MMM 3M CO Industrials 1,448.0 $234K 0.01% -100.0 -6.5% $161.91 +11.8%
212 AEM AGNICO EAGLE MINES LTD Basic Materials 1,500.0 $233K 0.01% $155.13 +20.5%
213 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 5,950.0 $232K 0.01% $39.05 +5.9%
214 QUAL ISHARES TR 1,045.0 $229K 0.01% $219.43 +2.1%
215 BHP BHP BILLITON LIMITED Basic Materials 2,750.0 $229K 0.01% $83.31 +6.9%
216 TT TRANE TECHNOLOGIES PLC Industrials 466.0 $229K 0.01% NEW $491.16 -5.7%
217 AXP AMERICAN EXPRESS CO Financial Services 664.0 $225K 0.01% -8.0 -1.2% $338.25 +0.1%
218 WES WESTERN MIDSTREAM PARTNERS L Energy 5,000.0 $219K 0.01% $43.76 +13.8%
219 FCX FREEPORT MCMORAN INC Basic Materials 3,420.0 $215K 0.01% $62.89 +5.5%
220 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 302.0 $212K 0.01% NEW $703.34 +0.1%
Page 11 of 12  ·  234 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.0%
Financial Services 17.6%
Industrials 10.8%
Communication Services 10.0%
Consumer Cyclical 8.8%
Healthcare 6.7%
Consumer Defensive 4.0%
Energy 4.0%
Utilities 1.9%
Real Estate 1.1%