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Baldwin Investment Management

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

Top 5 stock holdings are BRK.A, AVGO, NVDA, AAPL, MSFT, and represent 57.32% of Baldwin Investment Management's stock portfolio.
Added to shares of these 10 stocks: RTX, LLY, COST, EW, PANW, ADI, ZS, DRI, VRTX, AMRZ.
Started 6 new stock positions in MU, AMRZ, EXC, HUBS, BROS, KD.
Reduced shares in these 10 stocks: AVGO, Skechers USA, S, LMT, UNP, STZ, NVDA, CAVA, MRVL, BMY.
Sold out of its positions in CAVA, KLAC, RAL, S, Skechers USA, TECK, TRV, WFC.
Baldwin Investment Management was a net buyer of stock by $1.4M.
Baldwin Investment Management has $873M in assets under management (AUM), dropping by 5.43%.
Central Index Key (CIK): 0001346378

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Portfolio Holdings for Baldwin Investment Management

Baldwin Investment Management holds 207 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc A Cl A (BRK.A)	48.0	$419M		556.00	754200.00	View chart
Broadcom Common Stock (AVGO)	2.7	$24M	-5%	72k	329.91	View chart
Nvidia Corp Common Stock (NVDA)	2.5	$22M	-2%	118k	186.58	View chart
Apple Common Stock (AAPL)	2.1	$19M		73k	254.63	View chart
Microsoft Corp Common Stock (MSFT)	1.9	$17M		33k	517.95	View chart
J.P. Morgan Chase & Co Common Stock (JPM)	1.8	$15M		49k	315.43	View chart
Lam Research Corp Common Stock (LRCX)	1.5	$13M		100k	133.90	View chart
Costco Wholesale Corporation Common Stock (COST)	1.2	$10M	+10%	11k	925.61	View chart
Berkshire Hathaway Inc B CL B (BRK.B)	1.1	$9.5M		19k	502.74	View chart
Amazon.com Common Stock (AMZN)	1.0	$9.1M		41k	219.57	View chart
Eli Lilly & Company Common Stock (LLY)	1.0	$8.5M	+15%	11k	762.99	View chart
Alphabet Inc Class A Common Stock (GOOGL)	0.9	$8.2M		34k	243.10	View chart
Visa Common Stock (V)	0.8	$7.4M		22k	341.38	View chart
RTX Corp Common Stock (RTX)	0.8	$7.2M	+30%	43k	167.33	View chart
Abbvie Common Stock (ABBV)	0.8	$6.7M		29k	231.54	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.7	$6.4M		57k	112.75	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.7	$6.2M	+8%	16k	391.64	View chart
Enterprise Products Partners Unit Ltd Partn (EPD)	0.7	$6.0M		192k	31.27	View chart
Linde Spons Adr (LIN)	0.7	$5.7M		12k	475.01	View chart
Blackrock Common Stock (BLK)	0.6	$5.4M		4.7k	1165.78	View chart
Vanguard S&P 500 Etf Vang ETF (VOO)	0.6	$5.4M		8.8k	612.36	View chart
Abbott Laboratories Common Stock (ABT)	0.6	$5.3M	+3%	40k	133.94	View chart
Goldman Sachs Group Common Stock (GS)	0.6	$5.1M	+2%	6.4k	796.34	View chart
S&P Global S&P Global (SPGI)	0.6	$5.0M		10k	486.72	View chart
Palo Alto Networks Common Stock (PANW)	0.6	$4.9M	+16%	24k	203.62	View chart
Eaton Corp Common Stock (ETN)	0.5	$4.8M	-3%	13k	374.25	View chart
Intuitive Surgical Common Stock (ISRG)	0.5	$4.7M	+7%	11k	447.23	View chart
Home Depot Common Stock (HD)	0.5	$4.7M		12k	405.19	View chart
Taiwan Semiconductor Manufacturing Sponsored ADR (TSM)	0.5	$4.6M		17k	279.29	View chart
Caterpillar Common Stock (CAT)	0.5	$4.1M	-2%	8.6k	477.15	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.5	$4.0M		8.3k	485.03	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.4	$3.8M		16k	243.55	View chart
Rockwell Automation Common Stock (ROK)	0.4	$3.7M		11k	349.53	View chart
Vertiv Holdings Common Stock (VRT)	0.4	$3.7M		24k	150.86	View chart
Baker Hughes Common Stock (BKR)	0.4	$3.6M	-2%	74k	48.72	View chart
Zoetis Common Stock (ZTS)	0.4	$3.4M	-3%	23k	146.32	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$3.3M		18k	185.41	View chart
Morgan Stanley & Co Common Stock (MS)	0.4	$3.1M		20k	158.96	View chart
Union Pacific Corp Common Stock (UNP)	0.4	$3.1M	-17%	13k	236.37	View chart
Capital One Financial Common Stock (COF)	0.3	$3.0M	+6%	14k	212.58	View chart
Nextera Energy Common Stock (NEE)	0.3	$2.9M	+4%	38k	75.49	View chart
S&P DEP Receipts Unit SER 1 (SPY)	0.3	$2.7M	-4%	4.1k	666.19	View chart
Lowes Companies Common Stock (LOW)	0.3	$2.7M	-2%	11k	251.30	View chart
TJX Common Stock (TJX)	0.3	$2.7M		18k	144.54	View chart
Accenture Common Stock (ACN)	0.3	$2.6M	-5%	11k	246.60	View chart
Tractor Supply Company Common Stock (TSCO)	0.3	$2.6M	-4%	45k	56.87	View chart
American Tower REIT Common Stock (AMT)	0.3	$2.6M		13k	192.31	View chart
Danaher Corp Common Stock (DHR)	0.3	$2.5M	-2%	12k	198.27	View chart
Vanguard Total Stock Market ETF Vang ETF (VTI)	0.3	$2.5M		7.5k	328.16	View chart
Mastercard Common Stock (MA)	0.3	$2.4M		4.2k	568.81	View chart
Waste Management Common Stock (WM)	0.3	$2.4M	+2%	11k	220.83	View chart
T-Mobile US Common Stock (TMUS)	0.3	$2.3M		9.8k	239.39	View chart
American Express Common Stock (AXP)	0.3	$2.3M	+2%	6.9k	332.16	View chart
McDonald's Corp Common Stock (MCD)	0.3	$2.3M	-4%	7.6k	303.89	View chart
Oracle Corp Common Stock (ORCL)	0.3	$2.3M	-3%	8.0k	281.24	View chart
Blackstone Prtnrsp Units (BX)	0.2	$2.1M		13k	170.85	View chart
Darden Restaurants Common Stock (DRI)	0.2	$2.0M	+32%	11k	190.36	View chart
Icici Bank Adr (IBN)	0.2	$2.0M		67k	30.23	View chart
Adobe Common Stock (ADBE)	0.2	$2.0M	-6%	5.7k	352.75	View chart
Axalta Coating Systems Common Stock (AXTA)	0.2	$1.9M	+3%	66k	28.62	View chart
Vanguard Total Interntl Stk Vang ETF (VXUS)	0.2	$1.9M		25k	73.46	View chart
Deere & Co Common Stock (DE)	0.2	$1.8M	+10%	4.0k	457.26	View chart
Ulta Beauty Common Stock (ULTA)	0.2	$1.8M	+4%	3.3k	546.75	View chart
International Business Machines Corp Common Stock (IBM)	0.2	$1.8M	+25%	6.3k	282.16	View chart
iShares S&P Smallcap 600 S&P Smlcap 600 (IJR)	0.2	$1.8M		15k	118.83	View chart
Chubb Corp. Common Stock (CB)	0.2	$1.8M		6.2k	282.25	View chart
Synopsys Common Stock (SNPS)	0.2	$1.8M		3.6k	493.39	View chart
Uber Technologies Common Stock (UBER)	0.2	$1.7M	+3%	18k	97.97	View chart
Zscaler Common Stock (ZS)	0.2	$1.7M	+55%	5.6k	299.66	View chart
Intercontinental Exchange Common Stock (ICE)	0.2	$1.6M		9.6k	168.48	View chart
Fiserv Common Stock (FI)	0.2	$1.6M	-10%	12k	128.93	View chart
Pepsico Common Stock (PEP)	0.2	$1.5M		11k	140.44	View chart
Vanguard Mid Cap Growth Vang ETF (VOT)	0.2	$1.5M		5.2k	293.79	View chart
Freeport McMoRan Common Stock (FCX)	0.2	$1.5M	+14%	38k	39.22	View chart
Viking Holdings Common Stock (VIK)	0.2	$1.5M	-10%	24k	62.16	View chart
Nike Common Stock (NKE)	0.2	$1.5M		21k	69.73	View chart
Meta Platforms Common Stock (META)	0.2	$1.4M		2.0k	734.39	View chart
Kimberly Clark Corp Common Stock (KMB)	0.2	$1.4M	-11%	12k	124.34	View chart
Pfizer Common Stock (PFE)	0.2	$1.4M		54k	25.48	View chart
First Solar Common Stock (FSLR)	0.2	$1.4M		6.1k	220.53	View chart
Shopify Common Stock (SHOP)	0.2	$1.3M	-2%	9.0k	148.61	View chart
Chevron Corp. Common Stock (CVX)	0.2	$1.3M		8.6k	155.29	View chart
Southern Company Common Stock (SO)	0.2	$1.3M	+4%	14k	94.77	View chart
Mettler Toledo Intl Common Stock (MTD)	0.1	$1.3M		1.1k	1227.61	View chart
Honeywell International Common Stock (HON)	0.1	$1.3M		6.2k	210.50	View chart
ASML Holdings NV NY Registry Shs (ASML)	0.1	$1.3M	+16%	1.3k	968.09	View chart
Boston Scientific Corp Common Stock (BSX)	0.1	$1.3M	+5%	13k	97.63	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$1.3M		15k	84.60	View chart
Mondelez International Common Stock (MDLZ)	0.1	$1.3M		20k	62.47	View chart
RyanAir Holdings Adr (RYAAY)	0.1	$1.2M		21k	60.22	View chart
Ares Capital Corp Common Stock (ARCC)	0.1	$1.2M	+11%	61k	20.41	View chart
CME Group Common Stock (CME)	0.1	$1.2M		4.6k	270.19	View chart
Infosys Technologies Sponsored ADR (INFY)	0.1	$1.2M		75k	16.27	View chart
Novo Nordisk Adr (NVO)	0.1	$1.2M		22k	55.49	View chart
Diamondback Energy Common Stock (FANG)	0.1	$1.2M		8.5k	143.10	View chart
L3Harris Technologies Common Stock (LHX)	0.1	$1.2M	+6%	3.9k	305.41	View chart
Datadog Common Stock (DDOG)	0.1	$1.2M	+25%	8.3k	142.40	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.1	$1.2M	+193%	15k	77.77	View chart
NXP Semiconductors Common Stock (NXPI)	0.1	$1.1M		5.0k	227.73	View chart
Trane Technologies Common Stock (TT)	0.1	$1.1M		2.7k	421.96	View chart
UnitedHealth Group Common Stock (UNH)	0.1	$1.1M	-14%	3.2k	345.30	View chart
Corteva Agriscience Common Stock (CTVA)	0.1	$1.1M		16k	67.63	View chart
Procter & Gamble Common Stock (PG)	0.1	$1.1M	-6%	7.0k	153.64	View chart
Vulcan Materials Company Common Stock (VMC)	0.1	$1.1M		3.5k	307.62	View chart
Borg Warner Common Stock (BWA)	0.1	$1.1M	-2%	25k	43.96	View chart
Rydex S&P Equal Weight ETF S&P 500 Eq TRD (RSP)	0.1	$1.1M	-5%	5.6k	189.70	View chart
Cencora Common Stock (COR)	0.1	$1.1M	-11%	3.4k	312.53	View chart
Yum! Brands Common Stock (YUM)	0.1	$1.0M		6.9k	152.00	View chart
Walt Disney Common Stock (DIS)	0.1	$1.0M	-2%	8.9k	114.50	View chart
Wal-Mart Stores Common Stock (WMT)	0.1	$1.0M	-5%	9.9k	103.06	View chart
Bank of America Corp Common Stock (BAC)	0.1	$1.0M		20k	51.59	View chart
Vanguard Small Cap Value Vang ETF (VBR)	0.1	$989k	-4%	4.7k	208.69	View chart
Prologis Common Stock (PLD)	0.1	$989k	-12%	8.6k	114.52	View chart
Duke Energy Corp. Common Stock (DUK)	0.1	$983k	+6%	7.9k	123.74	View chart
Ishares MSCI India Index MSCI India ETF (INDA)	0.1	$976k	+4%	19k	52.06	View chart
Autodesk Common Stock (ADSK)	0.1	$930k		2.9k	317.67	View chart
McKesson Corp Common Stock (MCK)	0.1	$919k	-5%	1.2k	772.54	View chart
Cisco Systems Common Stock (CSCO)	0.1	$908k		13k	68.42	View chart
Sportradar Group Adr (SRAD)	0.1	$878k		33k	26.90	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$869k		3.0k	293.50	View chart
Analog Devices Common Stock (ADI)	0.1	$864k	+246%	3.5k	245.70	View chart
Coca Cola Common Stock (KO)	0.1	$847k		13k	66.32	View chart
Air Products and Chemicals Common Stock (APD)	0.1	$846k		3.1k	272.72	View chart
Cintas Corp Common Stock (CTAS)	0.1	$821k		4.0k	205.26	View chart
iShares Russell Midcap Index Rus Mid Cap ETF (IWR)	0.1	$807k		8.4k	96.55	View chart
Marvell Technology Group Common Stock (MRVL)	0.1	$807k	-26%	9.6k	84.07	View chart
GXO Logistics Common Stock (GXO)	0.1	$803k	+2%	15k	52.89	View chart
Technology Select Sector SPDR Fund Spdr Etf (XLK)	0.1	$803k		2.9k	281.86	View chart
Expand Energy Corp Common Stock (EXE)	0.1	$756k	+81%	7.1k	106.24	View chart
Welltower Common Stock (WELL)	0.1	$726k		4.1k	178.14	View chart
Cigna Corporation Common Stock (CI)	0.1	$722k		2.5k	288.25	View chart
Trip.com Group Adr (TCOM)	0.1	$710k		9.4k	75.20	View chart
Schwab International Equity Fund Schwab ETF (SCHF)	0.1	$702k		30k	23.28	View chart
Brookfield Renewable Partners Prtnrsp Units (BEP)	0.1	$688k		27k	25.79	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$674k	-49%	1.4k	499.21	View chart
Carrier Global Corp Common Stock (CARR)	0.1	$671k		11k	59.70	View chart
Fortive Corp Common Stock (FTV)	0.1	$669k	-4%	14k	48.99	View chart
iShares MSCI Japan Index Fund MSCI Japan ETF (EWJ)	0.1	$635k		7.9k	80.21	View chart
Corning Common Stock (GLW)	0.1	$630k	-11%	7.7k	82.03	View chart
Vanguard Dividend Appreciation ETF Vang ETF (VIG)	0.1	$623k		2.9k	215.80	View chart
Schwab US Dividend Equity ETF Schwab ETF (SCHD)	0.1	$618k		23k	27.30	View chart
Carnival Corp Common Stock (CCL)	0.1	$611k		21k	28.91	View chart
iShares TIPS Bond Fund Barclys TIPS BD (TIP)	0.1	$578k		5.2k	111.22	View chart
PNC Financial Services Group Common Stock (PNC)	0.1	$569k		2.8k	200.93	View chart
Ishares Tr Russell 2000 Index Russell 2000 ETF (IWM)	0.1	$559k		2.3k	241.96	View chart
Constellation Brands Common Stock (STZ)	0.1	$552k	-51%	4.1k	134.67	View chart
Itau UniBanco Multiplo Spons Adr (ITUB)	0.1	$531k		72k	7.34	View chart
Iqvia Hldgs Common Stock (IQV)	0.1	$524k		2.8k	189.94	View chart
Cummins Common Stock (CMI)	0.1	$524k		1.2k	422.37	View chart
Leidos Holdings Common Stock (LDOS)	0.1	$520k		2.8k	188.96	View chart
Sherwin Williams Common Stock (SHW)	0.1	$508k		1.5k	346.26	View chart
Check Point Software Technologies Common Stock (CHKP)	0.1	$507k		2.5k	206.91	View chart
Schwab US Broad Market ETF Schwab ETF (SCHB)	0.1	$494k		19k	25.71	View chart
Vanguard Mid Cap Value Vang ETF (VOE)	0.1	$490k	-4%	2.8k	174.55	View chart
Shell Adr Each Rep 2 Ord Wi Adr (SHEL)	0.1	$477k		6.7k	71.53	View chart
Vanguard FTSE Emerging Mkt ETF Vang ETF (VWO)	0.1	$470k		8.7k	54.18	View chart
RPM International Common Stock (RPM)	0.1	$469k	+7%	4.0k	117.88	View chart
Merck & Co Common Stock (MRK)	0.1	$468k		5.6k	83.93	View chart
Colgate Palmolive Common Stock (CL)	0.1	$461k		5.8k	79.94	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$457k		603.00	758.15	View chart
Comcast Corp Common Stock (CMCSA)	0.1	$437k		14k	31.42	View chart
Cabot Corporation Common Stock (CBT)	0.0	$436k		5.7k	76.05	View chart
Allstate Corp Common Stock (ALL)	0.0	$428k		2.0k	214.65	View chart
Eagle Materials Common Stock (EXP)	0.0	$420k		1.8k	233.04	View chart
Amrize Common Stock (AMRZ)	0.0	$418k	NEW	8.6k	48.53	View chart
Baidu Adr (BIDU)	0.0	$409k		3.1k	131.77	View chart
HSBC Adr (HSBC)	0.0	$405k		5.7k	70.98	View chart
Johnson Controls Common Stock (JCI)	0.0	$381k		3.5k	109.95	View chart
iShares Trust Dow Jones US Tech Fund US Tech ETF (IYW)	0.0	$378k	-4%	1.9k	195.86	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.0	$377k	-40%	8.4k	45.10	View chart
Crowdstrike Hldgs Common Stock (CRWD)	0.0	$375k	+3%	765.00	490.38	View chart
iShares MSCI EAFE Index Fund Msci Eafe Etf (EFA)	0.0	$357k	-9%	3.8k	93.37	View chart
Dutch Bros Common Stock (BROS)	0.0	$357k	NEW	6.8k	52.34	View chart
Phillips 66 Common Stock (PSX)	0.0	$354k		2.6k	136.02	View chart
Texas Instruments Common Stock (TXN)	0.0	$327k	-4%	1.8k	183.73	View chart
Tesla Common Stock (TSLA)	0.0	$326k	-2%	734.00	444.72	View chart
Aon Adr (AON)	0.0	$321k		900.00	356.58	View chart
Veralto Ord Wi Common Stock (VLTO)	0.0	$316k	-3%	3.0k	106.61	View chart
Canadian Pacific Kansas City Common Stock (CP)	0.0	$312k		4.2k	74.49	View chart
Dell Common Stock (DELL)	0.0	$309k	-31%	2.2k	141.77	View chart
Industrial Select Sector SPDR Fund Sbi Int-inds (XLI)	0.0	$304k	-2%	2.0k	154.23	View chart
Immunome Common Stock (IMNM)	0.0	$297k		25k	11.71	View chart
Exelon Corporation Common Stock (EXC)	0.0	$290k	NEW	6.5k	45.01	View chart
HubSpot Common Stock (HUBS)	0.0	$289k	NEW	617.00	467.80	View chart
Cambria Shareholder Yield ETF Shshld Yield Etf (SYLD)	0.0	$287k		4.2k	68.66	View chart
Sysco Corp Common Stock (SYY)	0.0	$286k		3.5k	82.34	View chart
Xylem Common Stock (XYL)	0.0	$281k		1.9k	147.50	View chart
C S X Corp Common Stock (CSX)	0.0	$280k		7.9k	35.51	View chart
GE Vernova Common Stock (GEV)	0.0	$269k	-6%	437.00	614.90	View chart
Avantis US Small Cap Value ETF Us Sml Cp Valu (AVUV)	0.0	$261k	-9%	2.6k	99.54	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$252k	NEW	8.4k	30.03	View chart
Qualcomm Common Stock (QCOM)	0.0	$243k		1.5k	166.36	View chart
Public Service Enterprise Group Common Stock (PEG)	0.0	$242k		2.9k	83.46	View chart
Dover Corp Common Stock (DOV)	0.0	$242k		1.5k	166.83	View chart
Ishares Tr S&P Midcap S&P Midcap (IJH)	0.0	$236k		3.6k	65.26	View chart
FedEx Corp Common Stock (FDX)	0.0	$230k	-28%	977.00	235.81	View chart
Powershares QQQ Trust Unit Ser 1 (QQQ)	0.0	$230k		383.00	600.80	View chart
Nucor Corp Common Stock (NUE)	0.0	$228k	-51%	1.7k	135.43	View chart
Schwab US Small Cap ETF Schwab ETF (SCHA)	0.0	$227k		8.1k	27.90	View chart
Vanguard Mid-Cap ETF Vang ETF (VO)	0.0	$226k		771.00	293.61	View chart
SPDR Gold Trust SPDR Gold ETF (GLD)	0.0	$222k	-7%	625.00	355.47	View chart
Vanguard FTSE Developed Markets ETF Vang ETF (VEA)	0.0	$221k		3.7k	59.93	View chart
Progressive Corp Common Stock (PGR)	0.0	$219k	-21%	887.00	246.95	View chart
Micron Technology Common Stock (MU)	0.0	$218k	NEW	1.3k	167.32	View chart
Emerson Electric Common Stock (EMR)	0.0	$208k		1.6k	131.18	View chart
Mizuho Financial Group Adr (MFG)	0.0	$193k		29k	6.70	View chart
Ocugen Common Stock (OCGN)	0.0	$41k		25k	1.63	View chart

Past Filings by Baldwin Investment Management

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

Baldwin Investment Management 2025 Q3 filed Nov. 10, 2025
Baldwin Investment Management 2025 Q2 filed Aug. 11, 2025
Baldwin Investment Management 2025 Q1 filed May 7, 2025
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

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