Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Baldwin Investment Management

Latest statistics and disclosures from Baldwin Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are 1/100 Berkshire Htwy Cla 100, AVGO, AAPL, NVDA, MSFT, and represent 57.98% of Baldwin Investment Management's stock portfolio.
Added to shares of these 10 stocks: LRCX (+$6.7M), VOO, TSCO, VRT, PANW, BKR, VIK, IWR, AXTA, IWM.
Started 10 new stock positions in EQIX, IWR, AXTA, VIK, EFA, IWM, VOO, DDOG, PSX, WFC.
Reduced shares in these 10 stocks: 1/100 Berkshire Htwy Cla 100 (-$38B), MSFT, FI, JPM, ULTA, GS, IBM, CTRA, LIN, CAT.
Sold out of its positions in AMTM, ADI, AZN, CHRW, DD, EOG, EXC, HSY, ITW, NSP. IBB, OCGN, ODFL, ON, PPG, PM, TROW, RL, GLD, XLF, TGT, VBK, VTV, VZ.
Baldwin Investment Management was a net seller of stock by $-38B.
Baldwin Investment Management has $768M in assets under management (AUM), dropping by -3.76%.
Central Index Key (CIK): 0001346378

Tip: Access up to 7 years of quarterly data

Positions held by Baldwin Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Baldwin Investment Management

Baldwin Investment Management holds 199 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Cl A Cl A	49.5	$380M	-99%	558.00	680920.00	View chart
Broadcom Common Stock (AVGO)	2.4	$18M	-2%	79k	231.84	View chart
Apple Common Stock (AAPL)	2.4	$18M		73k	250.42	View chart
Nvidia Corp Common Stock (NVDA)	2.1	$16M	-2%	117k	134.29	View chart
Microsoft Corp Common Stock (MSFT)	1.7	$13M	-24%	31k	421.50	View chart
J.P. Morgan Chase & Co Common Stock (JPM)	1.5	$11M	-9%	47k	239.71	View chart
Amazon.com Common Stock (AMZN)	1.2	$9.0M	-2%	41k	219.39	View chart
Costco Wholesale Corporation Common Stock (COST)	1.1	$8.7M	-3%	9.5k	916.25	View chart
Berkshire Hathaway Inc B CL B (BRK.B)	1.1	$8.5M	-5%	19k	453.28	View chart
Lam Research Corp Common Stock (LRCX)	1.0	$7.4M	+905%	103k	72.23	View chart
Eli Lilly & Company Common Stock (LLY)	0.9	$6.9M	+6%	8.9k	772.02	View chart
Alphabet Inc Class A Common Stock (GOOGL)	0.8	$6.4M		34k	189.30	View chart
Enterprise Products Partners Unit Ltd Partn (EPD)	0.8	$5.9M	-5%	188k	31.36	View chart
Visa Common Stock (V)	0.7	$5.7M		18k	316.04	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.7	$5.3M		50k	107.57	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.7	$5.1M	+5%	13k	402.70	View chart
Intuitive Surgical Common Stock (ISRG)	0.7	$5.0M		9.7k	521.96	View chart
Linde Spons Adr (LIN)	0.6	$5.0M	-13%	12k	418.68	View chart
Abbvie Common Stock (ABBV)	0.6	$4.9M	-9%	28k	177.70	View chart
Blackrock Common Stock (BLK)	0.6	$4.8M	-4%	4.7k	1025.21	View chart
Vanguard S&P 500 Etf Vang ETF (VOO)	0.6	$4.7M	NEW	8.8k	538.80	View chart
S&P Global S&P Global (SPGI)	0.6	$4.7M		9.5k	498.04	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.6	$4.6M	+14%	8.9k	520.24	View chart
Accenture Common Stock (ACN)	0.6	$4.6M		13k	351.79	View chart
Zoetis Common Stock (ZTS)	0.6	$4.6M	-6%	28k	162.93	View chart
Home Depot Common Stock (HD)	0.6	$4.4M		11k	388.99	View chart
S&P DEP Receipts Unit SER 1 (SPY)	0.5	$4.2M		7.1k	586.08	View chart
Abbott Laboratories Common Stock (ABT)	0.5	$4.0M	+4%	36k	113.11	View chart
RTX Corp Common Stock (RTX)	0.5	$3.9M	-7%	34k	115.72	View chart
Vertiv Holdings Common Stock (VRT)	0.5	$3.7M	+66%	33k	113.61	View chart
Eaton Corp Common Stock (ETN)	0.5	$3.6M	+6%	11k	331.87	View chart
Goldman Sachs Group Common Stock (GS)	0.5	$3.5M	-21%	6.2k	572.62	View chart
Union Pacific Corp Common Stock (UNP)	0.5	$3.5M		16k	228.04	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.4	$3.2M		17k	190.44	View chart
Danaher Corp Common Stock (DHR)	0.4	$3.1M	-15%	13k	229.56	View chart
Taiwan Semiconductor Manufacturing Sponsored ADR (TSM)	0.4	$3.1M	-4%	16k	197.49	View chart
Palo Alto Networks Common Stock (PANW)	0.4	$2.9M	+100%	16k	181.96	View chart
Blackstone Prtnrsp Units (BX)	0.4	$2.9M		17k	172.42	View chart
Fiserv Common Stock (FI)	0.4	$2.9M	-33%	14k	205.42	View chart
Adobe Common Stock (ADBE)	0.4	$2.8M	+3%	6.4k	444.68	View chart
Caterpillar Common Stock (CAT)	0.4	$2.8M	-20%	7.8k	362.76	View chart
Morgan Stanley & Co Common Stock (MS)	0.3	$2.6M	-6%	21k	125.72	View chart
Lowes Companies Common Stock (LOW)	0.3	$2.6M	+4%	11k	246.80	View chart
Borg Warner Common Stock (BWA)	0.3	$2.6M		80k	31.79	View chart
Nextera Energy Common Stock (NEE)	0.3	$2.5M		35k	71.69	View chart
Synopsys Common Stock (SNPS)	0.3	$2.4M	-2%	5.0k	485.36	View chart
American Tower REIT Common Stock (AMT)	0.3	$2.4M		13k	183.41	View chart
Waste Management Common Stock (WM)	0.3	$2.4M		12k	201.79	View chart
Tractor Supply Company Common Stock (TSCO)	0.3	$2.3M	+283%	44k	53.06	View chart
Capital One Financial Common Stock (COF)	0.3	$2.2M		12k	178.32	View chart
Kimberly Clark Corp Common Stock (KMB)	0.3	$2.1M		16k	131.04	View chart
Vanguard Total Stock Market ETF Vang ETF (VTI)	0.3	$2.1M		7.4k	289.80	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$2.1M	-24%	15k	144.62	View chart
T-Mobile US Common Stock (TMUS)	0.3	$2.1M	-9%	9.5k	220.73	View chart
Baker Hughes Common Stock (BKR)	0.3	$2.0M	+111%	50k	41.02	View chart
Novo Nordisk Adr (NVO)	0.2	$1.9M		22k	86.02	View chart
iShares S&P Smallcap 600 S&P Smlcap 600 (IJR)	0.2	$1.8M	-12%	16k	115.22	View chart
TJX Common Stock (TJX)	0.2	$1.7M		14k	120.81	View chart
Pepsico Common Stock (PEP)	0.2	$1.7M	-15%	11k	152.06	View chart
Constellation Brands Common Stock (STZ)	0.2	$1.7M	-12%	7.7k	221.00	View chart
Infosys Technologies Sponsored ADR (INFY)	0.2	$1.7M		77k	21.92	View chart
Icici Bank Adr (IBN)	0.2	$1.7M	-2%	56k	29.86	View chart
Ulta Beauty Common Stock (ULTA)	0.2	$1.7M	-37%	3.8k	434.93	View chart
McDonald's Corp Common Stock (MCD)	0.2	$1.6M	-13%	5.6k	289.89	View chart
Nike Common Stock (NKE)	0.2	$1.6M	-8%	21k	75.67	View chart
Vanguard Total Interntl Stk Vang ETF (VXUS)	0.2	$1.6M		27k	58.93	View chart
Honeywell International Common Stock (HON)	0.2	$1.5M	+3%	6.7k	225.90	View chart
Lockheed Martin Corp Common Stock (LMT)	0.2	$1.5M	+11%	3.1k	485.94	View chart
Darden Restaurants Common Stock (DRI)	0.2	$1.5M		8.0k	186.69	View chart
Fortive Corp Common Stock (FTV)	0.2	$1.5M	-20%	20k	75.00	View chart
Intercontinental Exchange Common Stock (ICE)	0.2	$1.4M	-29%	9.5k	149.01	View chart
Diamondback Energy Common Stock (FANG)	0.2	$1.4M	+9%	8.5k	163.83	View chart
Mettler Toledo Intl Common Stock (MTD)	0.2	$1.4M	-12%	1.1k	1223.68	View chart
American Express Common Stock (AXP)	0.2	$1.4M	+10%	4.6k	296.79	View chart
Vanguard Mid Cap Growth Vang ETF (VOT)	0.2	$1.4M	-5%	5.4k	253.75	View chart
UnitedHealth Group Common Stock (UNH)	0.2	$1.4M	-3%	2.7k	505.86	View chart
Chubb Corp. Common Stock (CB)	0.2	$1.4M	-5%	4.9k	276.30	View chart
NXP Semiconductors Common Stock (NXPI)	0.2	$1.3M	-4%	6.4k	207.85	View chart
Vanguard Mid Cap Value Vang ETF (VOE)	0.2	$1.3M	-8%	8.2k	161.77	View chart
Ishares MSCI India Index MSCI India ETF (INDA)	0.2	$1.3M	+6%	25k	52.64	View chart
Chevron Corp. Common Stock (CVX)	0.2	$1.3M	-9%	8.8k	144.84	View chart
Oracle Corp Common Stock (ORCL)	0.2	$1.3M	-3%	7.6k	166.64	View chart
First Solar Common Stock (FSLR)	0.2	$1.3M	-25%	7.2k	176.24	View chart
Freeport McMoRan Common Stock (FCX)	0.2	$1.3M		33k	38.08	View chart
Mondelez International Common Stock (MDLZ)	0.2	$1.2M		21k	59.73	View chart
Deere & Co Common Stock (DE)	0.2	$1.2M	+5%	2.9k	423.70	View chart
CME Group Common Stock (CME)	0.2	$1.2M	-4%	5.2k	232.23	View chart
Meta Platforms Common Stock (META)	0.2	$1.2M	+6%	2.1k	585.42	View chart
Starbucks Corp Common Stock (SBUX)	0.2	$1.2M		13k	91.25	View chart
L3Harris Technologies Common Stock (LHX)	0.2	$1.2M		5.5k	210.28	View chart
Marvell Technology Group Common Stock (MRVL)	0.1	$1.1M	-6%	10k	110.45	View chart
Prologis Common Stock (PLD)	0.1	$1.1M	-6%	10k	105.70	View chart
Ares Capital Corp Common Stock (ARCC)	0.1	$1.1M	-2%	50k	21.89	View chart
International Business Machines Corp Common Stock (IBM)	0.1	$1.1M	-43%	4.8k	219.83	View chart
Autodesk Common Stock (ADSK)	0.1	$1.1M	-4%	3.6k	295.57	View chart
Rydex S&P Equal Weight ETF S&P 500 Eq TRD (RSP)	0.1	$1.0M	-9%	5.9k	175.23	View chart
Trane Technologies Common Stock (TT)	0.1	$1.0M	-16%	2.8k	369.35	View chart
Vanguard Small Cap Value Vang ETF (VBR)	0.1	$1.0M	-17%	5.2k	198.16	View chart
Southern Company Common Stock (SO)	0.1	$1.0M	+3%	13k	82.32	View chart
Walt Disney Common Stock (DIS)	0.1	$1.0M	+5%	9.2k	111.35	View chart
Viking Holdings Common Stock (VIK)	0.1	$974k	NEW	22k	44.06	View chart
Corteva Agriscience Common Stock (CTVA)	0.1	$952k	-8%	17k	56.96	View chart
Vulcan Materials Company Common Stock (VMC)	0.1	$942k	-36%	3.7k	257.23	View chart
Yum! Brands Common Stock (YUM)	0.1	$926k	-14%	6.9k	134.16	View chart
Air Products and Chemicals Common Stock (APD)	0.1	$915k	-24%	3.2k	290.04	View chart
Mastercard Common Stock (MA)	0.1	$912k	+5%	1.7k	526.57	View chart
RyanAir Holdings Adr (RYAAY)	0.1	$896k	-4%	21k	43.59	View chart
Bank of America Corp Common Stock (BAC)	0.1	$876k	-7%	20k	43.95	View chart
Shopify Common Stock (SHOP)	0.1	$873k	-10%	8.2k	106.33	View chart
Merck & Co Common Stock (MRK)	0.1	$809k	+12%	8.1k	99.48	View chart
Jacobs Solutions Common Stock (J)	0.1	$791k	-35%	5.9k	133.62	View chart
Bentley Systems Com Cl B (BSY)	0.1	$782k	-47%	17k	46.70	View chart
Boston Scientific Corp Common Stock (BSX)	0.1	$781k		8.7k	89.32	View chart
Skechers USA Common Stock (SKX)	0.1	$778k	+12%	12k	67.24	View chart
Cabot Corporation Common Stock (CBT)	0.1	$772k	-32%	8.5k	91.31	View chart
iShares Russell Midcap Index Rus Mid Cap ETF (IWR)	0.1	$754k	NEW	8.5k	88.40	View chart
McKesson Corp Common Stock (MCK)	0.1	$752k	-18%	1.3k	569.91	View chart
Technology Select Sector SPDR Fund Spdr Etf (XLK)	0.1	$743k	-25%	3.2k	232.52	View chart
Schwab US Dividend Equity ETF Schwab ETF (SCHD)	0.1	$743k	+80%	27k	27.32	View chart
Carrier Global Corp Common Stock (CARR)	0.1	$741k	-31%	11k	68.26	View chart
Duke Energy Corp. Common Stock (DUK)	0.1	$738k	-20%	6.8k	107.74	View chart
Cintas Corp Common Stock (CTAS)	0.1	$731k		4.0k	182.70	View chart
Wal-Mart Stores Common Stock (WMT)	0.1	$726k	-8%	8.0k	90.35	View chart
Axalta Coating Systems Common Stock (AXTA)	0.1	$703k	NEW	21k	34.22	View chart
Vanguard Dividend Appreciation ETF Vang ETF (VIG)	0.1	$676k	-34%	3.5k	195.84	View chart
Trip.com Group Adr (TCOM)	0.1	$676k	-3%	9.8k	68.66	View chart
Brookfield Renewable Partners Prtnrsp Units (BEP)	0.1	$657k	-3%	29k	22.79	View chart
Texas Instruments Common Stock (TXN)	0.1	$651k	+13%	3.5k	187.51	View chart
Rockwell Automation Common Stock (ROK)	0.1	$638k	-9%	2.2k	285.79	View chart
Schwab US Small Cap ETF Schwab ETF (SCHA)	0.1	$618k	+92%	24k	25.86	View chart
RPM International Common Stock (RPM)	0.1	$615k	-3%	5.0k	123.06	View chart
Ishares Tr Russell 2000 Index Russell 2000 ETF (IWM)	0.1	$615k	NEW	2.8k	220.96	View chart
Procter & Gamble Common Stock (PG)	0.1	$603k	-47%	3.6k	167.66	View chart
Comcast Corp Common Stock (CMCSA)	0.1	$601k	-4%	16k	37.53	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$599k	-32%	2.0k	292.73	View chart
ASML Holdings NV NY Registry Shs (ASML)	0.1	$597k	-4%	862.00	693.08	View chart
Sherwin Williams Common Stock (SHW)	0.1	$597k	+16%	1.8k	339.93	View chart
PNC Financial Services Group Common Stock (PNC)	0.1	$586k	-31%	3.0k	192.85	View chart
FedEx Corp Common Stock (FDX)	0.1	$571k	-2%	2.0k	281.33	View chart
Uber Technologies Common Stock (UBER)	0.1	$569k	-27%	9.4k	60.32	View chart
Iqvia Holdings Common Stock (IQV)	0.1	$563k	-19%	2.9k	196.51	View chart
iShares MSCI Japan Index Fund MSCI Japan ETF (EWJ)	0.1	$563k	-3%	8.4k	67.10	View chart
Cummins Common Stock (CMI)	0.1	$561k	-22%	1.6k	348.60	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.1	$556k	-23%	6.0k	92.61	View chart
iShares TIPS Bond Fund Barclys TIPS BD (TIP)	0.1	$554k		5.2k	106.55	View chart
Coca Cola Common Stock (KO)	0.1	$549k	-5%	8.8k	62.26	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.1	$532k	-15%	9.4k	56.56	View chart
Eagle Materials Common Stock (EXP)	0.1	$518k	-24%	2.1k	246.76	View chart
Welltower Common Stock (WELL)	0.1	$508k	+7%	4.0k	126.03	View chart
Sportradar Group Adr (SRAD)	0.1	$505k	-7%	29k	17.34	View chart
Nucor Corp Common Stock (NUE)	0.1	$500k	-40%	4.3k	116.71	View chart
Cisco Systems Common Stock (CSCO)	0.1	$494k	+14%	8.3k	59.20	View chart
Check Point Software Technologies Common Stock (CHKP)	0.1	$488k	-5%	2.6k	186.70	View chart
GE Healthcare Technologies Common Stock (GEHC)	0.1	$487k	-6%	6.2k	78.18	View chart
Vanguard FTSE Emerging Mkt ETF Vang ETF (VWO)	0.1	$486k	+35%	11k	44.04	View chart
Pfizer Common Stock (PFE)	0.1	$477k	-11%	18k	26.53	View chart
Schwab International Equity Fund Schwab ETF (SCHF)	0.1	$477k	+74%	26k	18.50	View chart
Leidos Holdings Common Stock (LDOS)	0.1	$468k		3.3k	144.06	View chart
Cambria Shareholder Yield ETF Shshld Yield Etf (SYLD)	0.1	$442k	+2%	6.5k	68.47	View chart
Shell Adr Each Rep 2 Ord Wi Adr (SHEL)	0.1	$438k	-19%	7.0k	62.65	View chart
Allstate Corp Common Stock (ALL)	0.1	$413k	+29%	2.1k	192.79	View chart
Dell Common Stock (DELL)	0.1	$398k	+9%	3.5k	115.24	View chart
Teck Resources Common Stock (TECK)	0.1	$392k	-12%	9.7k	40.53	View chart
Parker Hannifin Corp Common Stock (PH)	0.0	$384k		603.00	636.03	View chart
Avantis US Small Cap Value ETF Us Sml Cp Valu (AVUV)	0.0	$383k	-4%	4.0k	96.52	View chart
Sysco Corp Common Stock (SYY)	0.0	$373k	-13%	4.9k	76.46	View chart
GXO Logistics Common Stock (GXO)	0.0	$346k	+56%	8.0k	43.50	View chart
Expand Energy Corp Common Stock (EXE)	0.0	$345k	-4%	3.5k	99.55	View chart
Itau UniBanco Multiplo Spons Adr (ITUB)	0.0	$335k	-8%	68k	4.96	View chart
iShares MSCI EAFE Index Fund Msci Eafe Etf (EFA)	0.0	$335k	NEW	4.4k	75.61	View chart
iShares Trust Dow Jones US Tech Fund US Tech ETF (IYW)	0.0	$324k		2.0k	159.52	View chart
Aon Adr (AON)	0.0	$323k	-35%	900.00	359.16	View chart
Veralto Ord Wi Common Stock (VLTO)	0.0	$317k	-3%	3.1k	101.85	View chart
Colgate Palmolive Common Stock (CL)	0.0	$307k	-24%	3.4k	90.91	View chart
Canadian Pacific Kansas City Common Stock (CP)	0.0	$303k		4.2k	72.37	View chart
Phillips 66 Common Stock (PSX)	0.0	$296k	NEW	2.6k	113.93	View chart
HSBC Adr (HSBC)	0.0	$290k	-2%	5.9k	49.46	View chart
Dover Corp Common Stock (DOV)	0.0	$272k		1.5k	187.60	View chart
Baidu Adr (BIDU)	0.0	$271k	-3%	3.2k	84.31	View chart
Immunome Common Stock (IMNM)	0.0	$270k		25k	10.62	View chart
Industrial Select Sector SPDR Fund Sbi Int-inds (XLI)	0.0	$266k		2.0k	131.76	View chart
Crowdstrike Hldgs Common Stock (CRWD)	0.0	$262k	-15%	765.00	342.16	View chart
Public Service Enterprise Group Common Stock (PEG)	0.0	$259k	+5%	3.1k	84.49	View chart
C S X Corp Common Stock (CSX)	0.0	$257k		8.0k	32.27	View chart
Vanguard Mid-Cap ETF Vang ETF (VO)	0.0	$255k	-50%	965.00	264.18	View chart
Paccar Common Stock (PCAR)	0.0	$253k	-3%	2.4k	104.02	View chart
Carnival Corp Common Stock (CCL)	0.0	$245k	-3%	9.8k	24.92	View chart
Sarepta Therapeutics Common Stock (SRPT)	0.0	$243k	-11%	2.0k	121.59	View chart
Datadog Common Stock (DDOG)	0.0	$243k	NEW	1.7k	142.89	View chart
Coterra Energy Common Stock (CTRA)	0.0	$240k	-76%	9.4k	25.54	View chart
Corning Common Stock (GLW)	0.0	$238k		5.0k	47.52	View chart
Paychex Common Stock (PAYX)	0.0	$231k		1.7k	140.22	View chart
Equinix Common Stock (EQIX)	0.0	$223k	NEW	236.00	942.89	View chart
KKR & Co Common Stock (KKR)	0.0	$222k	-66%	1.5k	147.91	View chart
Xylem Common Stock (XYL)	0.0	$222k		1.9k	116.02	View chart
Wells Fargo & Co. Common Stock (WFC)	0.0	$221k	NEW	3.2k	70.23	View chart
Wynn Resorts Common Stock (WYNN)	0.0	$216k	-39%	2.5k	86.16	View chart
Progressive Corp Common Stock (PGR)	0.0	$213k		887.00	239.61	View chart
Vanguard FTSE Developed Markets ETF Vang ETF (VEA)	0.0	$200k	-46%	4.2k	47.82	View chart

Past Filings by Baldwin Investment Management

SEC 13F filings are viewable for Baldwin Investment Management going back to 2010

Baldwin Investment Management 2024 Q4 filed Feb. 14, 2025
Baldwin Investment Management 2024 Q3 filed Nov. 13, 2024
Baldwin Investment Management 2024 Q2 filed July 30, 2024
Baldwin Investment Management 2024 Q1 filed May 14, 2024
Baldwin Investment Management 2023 Q4 filed Feb. 13, 2024
Baldwin Investment Management 2023 Q3 filed Nov. 14, 2023
Baldwin Investment Management 2023 Q2 filed Aug. 1, 2023
Baldwin Investment Management 2023 Q1 filed May 15, 2023
Baldwin Investment Management 2022 Q4 filed Feb. 10, 2023
Baldwin Investment Management 2022 Q3 filed Nov. 14, 2022
Baldwin Investment Management 2022 Q2 filed Aug. 2, 2022
Baldwin Investment Management 2022 Q1 filed May 16, 2022
Baldwin Investment Management 2021 Q4 filed Feb. 11, 2022
Baldwin Investment Management 2021 Q3 filed Nov. 15, 2021
Baldwin Investment Management 2021 Q2 filed Aug. 16, 2021
Baldwin Investment Management 2021 Q1 filed May 14, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z