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 BRK.A, AVGO, NVDA, AAPL, LRCX, and represent 56.72% of Baldwin Investment Management's stock portfolio.
Added to shares of these 10 stocks: BROS, ADSK, DELL, BA, NVR, IMNM, AVGO, XLK, NFLX, RTX.
Started 5 new stock positions in BA, NVR, NFLX, WFC, INCY.
Reduced shares in these 10 stocks: FI, AAPL, STZ, AMT, NVDA, BRK.B, PFE, DE, TXN, LRCX.
Sold out of its positions in STZ, FI, HUBS, KD, TXN.
Baldwin Investment Management was a net seller of stock by $-4.9M.
Baldwin Investment Management has $886M in assets under management (AUM), dropping by 1.42%.
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 207 positions in its portfolio as reported in the December 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)	47.4	$420M		556.00	754800.00	View chart
Broadcom Common Stock (AVGO)	2.9	$25M		73k	346.10	View chart
Nvidia Corp Common Stock (NVDA)	2.4	$22M	-2%	116k	186.50	View chart
Apple Common Stock (AAPL)	2.1	$19M	-3%	70k	271.86	View chart
Lam Research Corp Common Stock (LRCX)	1.9	$17M		98k	171.18	View chart
Microsoft Corp Common Stock (MSFT)	1.8	$16M		32k	483.62	View chart
J.P. Morgan Chase & Co Common Stock (JPM)	1.8	$16M		48k	322.22	View chart
Eli Lilly & Company Common Stock (LLY)	1.3	$12M		11k	1074.69	View chart
Alphabet Inc Class A Common Stock (GOOGL)	1.2	$11M		34k	313.00	View chart
Costco Wholesale Corp Common Stock (COST)	1.1	$9.8M	+2%	11k	862.33	View chart
Amazon.com Common Stock (AMZN)	1.1	$9.5M		41k	230.82	View chart
Berkshire Hathaway Inc B CL B (BRK.B)	1.0	$9.1M	-4%	18k	502.65	View chart
RTX Corp Common Stock (RTX)	0.9	$8.2M	+3%	45k	183.40	View chart
Visa Common Stock (V)	0.8	$7.5M		21k	350.71	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.8	$7.1M		16k	453.36	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.8	$6.8M		56k	120.34	View chart
Abbvie Common Stock (ABBV)	0.7	$6.5M		29k	228.49	View chart
Enterprise Products Partners Unit Ltd Partn (EPD)	0.7	$6.2M		192k	32.06	View chart
Intuitive Surgical Common Stock (ISRG)	0.7	$6.0M		11k	566.36	View chart
Vanguard S&P 500 Etf Vang ETF (VOO)	0.6	$5.6M		8.9k	627.12	View chart
Goldman Sachs Group Common Stock (GS)	0.6	$5.5M		6.3k	878.99	View chart
S&P Global S&P Global (SPGI)	0.6	$5.5M	+2%	11k	522.60	View chart
Taiwan Semiconductor Manufacturing Sponsored ADR (TSM)	0.6	$5.0M		17k	303.89	View chart
Abbott Laboratories Common Stock (ABT)	0.6	$5.0M		40k	125.29	View chart
Blackrock Common Stock (BLK)	0.6	$4.9M		4.6k	1070.27	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.5	$4.8M	-2%	15k	313.80	View chart
Linde Spons Adr (LIN)	0.5	$4.8M	-5%	11k	426.40	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.5	$4.7M		8.1k	579.46	View chart
Caterpillar Common Stock (CAT)	0.5	$4.7M	-4%	8.2k	572.87	View chart
Palo Alto Networks Common Stock (PANW)	0.5	$4.5M		25k	184.20	View chart
Eaton Corp Common Stock (ETN)	0.5	$4.1M		13k	318.51	View chart
Rockwell Automation Common Stock (ROK)	0.5	$4.0M		10k	389.07	View chart
Vertiv Holdings Common Stock (VRT)	0.4	$3.9M		24k	162.01	View chart
Home Depot Common Stock (HD)	0.4	$3.8M	-4%	11k	344.10	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$3.7M		18k	206.95	View chart
Capital One Financial Common Stock (COF)	0.4	$3.6M	+6%	15k	242.36	View chart
Morgan Stanley & Co Common Stock (MS)	0.4	$3.5M		20k	177.53	View chart
Baker Hughes Common Stock (BKR)	0.4	$3.4M		74k	45.54	View chart
Nextera Energy Common Stock (NEE)	0.3	$3.0M		38k	80.28	View chart
Union Pacific Corp Common Stock (UNP)	0.3	$3.0M	-2%	13k	231.32	View chart
TJX Common Stock (TJX)	0.3	$2.8M		18k	153.61	View chart
S&P DEP Receipts Unit SER 1 (SPY)	0.3	$2.8M		4.1k	681.93	View chart
Danaher Corp Common Stock (DHR)	0.3	$2.8M	-2%	12k	228.91	View chart
Zoetis Common Stock (ZTS)	0.3	$2.7M	-5%	22k	125.82	View chart
Accenture Common Stock (ACN)	0.3	$2.7M	-6%	9.9k	268.30	View chart
Vanguard Total Stock Market ETF Vang ETF (VTI)	0.3	$2.6M	+2%	7.6k	335.27	View chart
American Express Common Stock (AXP)	0.3	$2.5M		6.9k	369.95	View chart
Lowes Companies Common Stock (LOW)	0.3	$2.5M	-5%	10k	241.15	View chart
Mastercard Common Stock (MA)	0.3	$2.4M		4.2k	570.88	View chart
Waste Management Common Stock (WM)	0.3	$2.4M		11k	219.71	View chart
McDonald's Corp Common Stock (MCD)	0.3	$2.3M		7.6k	305.63	View chart
Darden Restaurants Common Stock (DRI)	0.3	$2.2M	+12%	12k	184.02	View chart
Tractor Supply Company Common Stock (TSCO)	0.2	$2.2M	-2%	44k	50.01	View chart
Ulta Beauty Common Stock (ULTA)	0.2	$2.1M	+2%	3.4k	605.01	View chart
Icici Bank Adr (IBN)	0.2	$2.0M		67k	29.80	View chart
International Business Machines Corp Common Stock (IBM)	0.2	$2.0M	+6%	6.7k	296.21	View chart
Chubb Corp. Common Stock (CB)	0.2	$2.0M		6.3k	312.12	View chart
T-Mobile US Common Stock (TMUS)	0.2	$2.0M		9.6k	203.05	View chart
Vanguard Total Interntl Stk Vang ETF (VXUS)	0.2	$1.9M		26k	75.44	View chart
Freeport McMoRan Common Stock (FCX)	0.2	$1.9M		37k	50.79	View chart
Axalta Coating Systems Common Stock (AXTA)	0.2	$1.9M	-11%	58k	32.31	View chart
Adobe Common Stock (ADBE)	0.2	$1.9M	-6%	5.4k	349.99	View chart
Blackstone Prtnrsp Units (BX)	0.2	$1.9M	-4%	12k	154.14	View chart
American Tower REIT Common Stock (AMT)	0.2	$1.8M	-22%	10k	175.57	View chart
iShares S&P Smallcap 600 S&P Smlcap 600 (IJR)	0.2	$1.8M		15k	120.18	View chart
Pepsico Common Stock (PEP)	0.2	$1.7M	+5%	12k	143.52	View chart
Viking Holdings Common Stock (VIK)	0.2	$1.6M	-3%	23k	71.41	View chart
First Solar Common Stock (FSLR)	0.2	$1.6M		6.0k	261.23	View chart
Zscaler Common Stock (ZS)	0.2	$1.5M	+22%	6.9k	224.92	View chart
Deere & Co Common Stock (DE)	0.2	$1.5M	-17%	3.3k	465.57	View chart
Meta Platforms Common Stock (META)	0.2	$1.5M	+18%	2.3k	660.13	View chart
RyanAir Holdings Adr (RYAAY)	0.2	$1.5M		21k	72.19	View chart
Southern Company Common Stock (SO)	0.2	$1.5M	+22%	17k	87.20	View chart
Mettler Toledo Intl Common Stock (MTD)	0.2	$1.5M		1.1k	1394.19	View chart
Synopsys Common Stock (SNPS)	0.2	$1.5M	-12%	3.1k	469.72	View chart
Intercontinental Exchange Common Stock (ICE)	0.2	$1.5M	-6%	9.0k	161.96	View chart
Autodesk Common Stock (ADSK)	0.2	$1.4M	+65%	4.8k	296.01	View chart
ASML Holdings NV NY Registry Shs (ASML)	0.2	$1.4M		1.3k	1069.86	View chart
Oracle Corp Common Stock (ORCL)	0.2	$1.4M	-8%	7.3k	194.91	View chart
Vanguard Mid Cap Growth Vang ETF (VOT)	0.2	$1.4M	-2%	5.0k	279.14	View chart
Nike Common Stock (NKE)	0.2	$1.4M	+2%	22k	63.71	View chart
Shopify Common Stock (SHOP)	0.2	$1.4M	-6%	8.4k	160.97	View chart
Infosys Technologies Sponsored ADR (INFY)	0.2	$1.3M		75k	17.82	View chart
Chevron Corp. Common Stock (CVX)	0.1	$1.3M		8.6k	152.41	View chart
Uber Technologies Common Stock (UBER)	0.1	$1.3M	-10%	16k	81.71	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.1	$1.3M		15k	85.25	View chart
Diamondback Energy Common Stock (FANG)	0.1	$1.3M		8.4k	150.33	View chart
Ares Capital Corp Common Stock (ARCC)	0.1	$1.2M		62k	20.23	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$1.2M		15k	84.21	View chart
CME Group Common Stock (CME)	0.1	$1.2M	-2%	4.5k	273.08	View chart
Boston Scientific Corp Common Stock (BSX)	0.1	$1.2M	-2%	13k	95.35	View chart
Honeywell International Common Stock (HON)	0.1	$1.2M	-3%	6.0k	195.09	View chart
Datadog Common Stock (DDOG)	0.1	$1.2M	+2%	8.5k	135.99	View chart
Cencora Common Stock (COR)	0.1	$1.2M		3.4k	337.75	View chart
Kimberly Clark Corp Common Stock (KMB)	0.1	$1.1M		11k	100.89	View chart
L3Harris Technologies Common Stock (LHX)	0.1	$1.1M		3.9k	293.57	View chart
Walt Disney Common Stock (DIS)	0.1	$1.1M	+12%	10k	113.77	View chart
Novo Nordisk Adr (NVO)	0.1	$1.1M		22k	50.88	View chart
Wal-Mart Stores Common Stock (WMT)	0.1	$1.1M		9.8k	111.41	View chart
Borg Warner Common Stock (BWA)	0.1	$1.1M	-2%	24k	45.06	View chart
Dutch Bros Common Stock (BROS)	0.1	$1.1M	+157%	18k	61.22	View chart
Corteva Agriscience Common Stock (CTVA)	0.1	$1.1M		16k	67.03	View chart
Rydex S&P Equal Weight ETF S&P 500 Eq TRD (RSP)	0.1	$1.1M		5.5k	191.56	View chart
Mondelez International Common Stock (MDLZ)	0.1	$1.1M	-2%	20k	53.83	View chart
Trane Technologies Common Stock (TT)	0.1	$1.0M		2.7k	389.20	View chart
Prologis Common Stock (PLD)	0.1	$1.0M	-5%	8.1k	127.66	View chart
Bank of America Corp Common Stock (BAC)	0.1	$1.0M	-5%	19k	55.00	View chart
Cisco Systems Common Stock (CSCO)	0.1	$1.0M		13k	77.03	View chart
Ishares MSCI India Index MSCI India ETF (INDA)	0.1	$1.0M		19k	54.05	View chart
Immunome Common Stock (IMNM)	0.1	$1.0M	+85%	47k	21.48	View chart
Yum! Brands Common Stock (YUM)	0.1	$1.0M	-3%	6.7k	151.28	View chart
Vanguard Small Cap Value Vang ETF (VBR)	0.1	$986k		4.7k	211.81	View chart
McKesson Corp Common Stock (MCK)	0.1	$972k		1.2k	820.29	View chart
Pfizer Common Stock (PFE)	0.1	$957k	-28%	38k	24.90	View chart
UnitedHealth Group Common Stock (UNH)	0.1	$949k	-11%	2.9k	330.11	View chart
Vulcan Materials Company Common Stock (VMC)	0.1	$924k	-7%	3.2k	285.22	View chart
NXP Semiconductors Common Stock (NXPI)	0.1	$919k	-16%	4.2k	217.06	View chart
Duke Energy Corp. Common Stock (DUK)	0.1	$917k		7.8k	117.22	View chart
Coca Cola Common Stock (KO)	0.1	$889k		13k	69.91	View chart
Marvell Technology Group Common Stock (MRVL)	0.1	$867k	+6%	10k	84.98	View chart
Procter & Gamble Common Stock (PG)	0.1	$847k	-16%	5.9k	143.30	View chart
Expand Energy Corp Common Stock (EXE)	0.1	$837k	+6%	7.6k	110.36	View chart
Technology Select Sector SPDR Fund Spdr Etf (XLK)	0.1	$821k	+100%	5.7k	143.97	View chart
Analog Devices Common Stock (ADI)	0.1	$816k	-14%	3.0k	271.20	View chart
iShares Russell Midcap Index Rus Mid Cap ETF (IWR)	0.1	$805k		8.4k	96.27	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$798k	+4%	3.1k	257.23	View chart
Dell Common Stock (DELL)	0.1	$795k	+190%	6.3k	125.88	View chart
GXO Logistics Common Stock (GXO)	0.1	$789k		15k	52.64	View chart
Sportradar Group Adr (SRAD)	0.1	$776k		33k	23.77	View chart
Air Products and Chemicals Common Stock (APD)	0.1	$767k		3.1k	247.02	View chart
Welltower Common Stock (WELL)	0.1	$757k		4.1k	185.61	View chart
Cintas Corp Common Stock (CTAS)	0.1	$752k		4.0k	188.07	View chart
Schwab International Equity Fund Schwab ETF (SCHF)	0.1	$725k		30k	24.04	View chart
Cigna Corporation Common Stock (CI)	0.1	$688k		2.5k	275.23	View chart
Fortive Corp Common Stock (FTV)	0.1	$688k	-8%	13k	55.21	View chart
Trip.com Group Adr (TCOM)	0.1	$679k		9.4k	71.91	View chart
Carnival Corp Common Stock (CCL)	0.1	$643k		21k	30.54	View chart
iShares MSCI Japan Index Fund MSCI Japan ETF (EWJ)	0.1	$640k		7.9k	80.74	View chart
Vanguard Dividend Appreciation ETF Vang ETF (VIG)	0.1	$637k		2.9k	219.81	View chart
Cummins Common Stock (CMI)	0.1	$633k		1.2k	510.45	View chart
Corning Common Stock (GLW)	0.1	$630k	-6%	7.2k	87.56	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$617k	-5%	1.3k	483.67	View chart
Schwab US Dividend Equity ETF Schwab ETF (SCHD)	0.1	$585k	-5%	21k	27.43	View chart
Carrier Global Corp Common Stock (CARR)	0.1	$583k		11k	52.84	View chart
Brookfield Renewable Partners Prtnrsp Units (BEP)	0.1	$579k	-19%	22k	26.97	View chart
Iqvia Hldgs Common Stock (IQV)	0.1	$577k	-7%	2.6k	225.41	View chart
iShares TIPS Bond Fund Barclys TIPS BD (TIP)	0.1	$572k		5.2k	109.91	View chart
Ishares Tr Russell 2000 Index Russell 2000 ETF (IWM)	0.1	$569k		2.3k	246.16	View chart
Merck & Co Common Stock (MRK)	0.1	$565k	-3%	5.4k	105.26	View chart
PNC Financial Services Group Common Stock (PNC)	0.1	$565k	-4%	2.7k	208.73	View chart
Itau UniBanco Multiplo Spons Adr (ITUB)	0.1	$533k	+2%	74k	7.16	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$530k		603.00	878.96	View chart
Schwab US Broad Market ETF Schwab ETF (SCHB)	0.1	$504k		19k	26.23	View chart
Vanguard Mid Cap Value Vang ETF (VOE)	0.1	$503k		2.8k	177.39	View chart
Leidos Holdings Common Stock (LDOS)	0.1	$496k		2.8k	180.40	View chart
Boeing Common Stock (BA)	0.1	$488k	NEW	2.2k	217.12	View chart
Amrize Common Stock (AMRZ)	0.1	$486k	+4%	9.0k	54.08	View chart
NVR Common Stock (NVR)	0.1	$474k	NEW	65.00	7292.77	View chart
Vanguard FTSE Emerging Mkt ETF Vang ETF (VWO)	0.1	$467k		8.7k	53.76	View chart
Check Point Software Technologies Common Stock (CHKP)	0.1	$455k		2.5k	185.56	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.1	$452k		8.4k	53.94	View chart
HSBC Adr (HSBC)	0.1	$449k		5.7k	78.67	View chart
Colgate Palmolive Common Stock (CL)	0.0	$440k	-3%	5.6k	79.02	View chart
Johnson Controls Common Stock (JCI)	0.0	$415k		3.5k	119.75	View chart
Baidu Adr (BIDU)	0.0	$405k		3.1k	130.66	View chart
Sherwin Williams Common Stock (SHW)	0.0	$399k	-16%	1.2k	324.03	View chart
Crowdstrike Hldgs Common Stock (CRWD)	0.0	$394k	+9%	840.00	468.76	View chart
iShares Trust Dow Jones US Tech Fund US Tech ETF (IYW)	0.0	$385k		1.9k	199.68	View chart
Allstate Corp Common Stock (ALL)	0.0	$385k	-7%	1.9k	208.15	View chart
Eagle Materials Common Stock (EXP)	0.0	$372k		1.8k	206.68	View chart
Micron Technology Common Stock (MU)	0.0	$371k		1.3k	285.41	View chart
iShares MSCI EAFE Index Fund Msci Eafe Etf (EFA)	0.0	$367k		3.8k	96.03	View chart
Cabot Corporation Common Stock (CBT)	0.0	$367k	-3%	5.5k	66.28	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$366k	-11%	12k	29.89	View chart
Phillips 66 Common Stock (PSX)	0.0	$336k		2.6k	129.04	View chart
Tesla Common Stock (TSLA)	0.0	$328k		729.00	449.72	View chart
RPM International Common Stock (RPM)	0.0	$328k	-20%	3.2k	104.00	View chart
Aon Adr (AON)	0.0	$318k		900.00	352.88	View chart
Netflix Common Stock (NFLX)	0.0	$313k	NEW	3.3k	93.76	View chart
Canadian Pacific Kansas City Common Stock (CP)	0.0	$308k		4.2k	73.63	View chart
Cambria Shareholder Yield ETF Shshld Yield Etf (SYLD)	0.0	$291k		4.2k	69.53	View chart
Industrial Select Sector SPDR Fund Sbi Int-inds (XLI)	0.0	$290k	-5%	1.9k	155.12	View chart
C S X Corp Common Stock (CSX)	0.0	$286k		7.9k	36.25	View chart
Dover Corp Common Stock (DOV)	0.0	$283k		1.5k	195.24	View chart
FedEx Corp Common Stock (FDX)	0.0	$282k		977.00	288.86	View chart
Exelon Corporation Common Stock (EXC)	0.0	$281k		6.5k	43.59	View chart
Vanguard FTSE Developed Markets ETF Vang ETF (VEA)	0.0	$281k	+21%	4.5k	62.47	View chart
Avantis US Small Cap Value ETF Us Sml Cp Valu (AVUV)	0.0	$281k	+4%	2.8k	101.99	View chart
Nucor Corp Common Stock (NUE)	0.0	$274k		1.7k	163.11	View chart
Shell Adr Each Rep 2 Ord Wi Adr (SHEL)	0.0	$267k	-45%	3.6k	73.48	View chart
Xylem Common Stock (XYL)	0.0	$260k		1.9k	136.18	View chart
Sysco Corp Common Stock (SYY)	0.0	$256k		3.5k	73.69	View chart
SPDR Gold Trust SPDR Gold ETF (GLD)	0.0	$248k		625.00	396.31	View chart
Ishares Tr S&P Midcap S&P Midcap (IJH)	0.0	$239k		3.6k	66.00	View chart
Qualcomm Common Stock (QCOM)	0.0	$234k	-6%	1.4k	171.05	View chart
GE Vernova Common Stock (GEV)	0.0	$233k	-18%	357.00	653.57	View chart
Public Service Enterprise Group Common Stock (PEG)	0.0	$233k		2.9k	80.30	View chart
Schwab US Small Cap ETF Schwab ETF (SCHA)	0.0	$232k		8.2k	28.48	View chart
Vanguard Mid-Cap ETF Vang ETF (VO)	0.0	$225k		776.00	290.04	View chart
Veralto Ord Wi Common Stock (VLTO)	0.0	$223k	-24%	2.2k	99.78	View chart
Wells Fargo & Co. Common Stock (WFC)	0.0	$221k	NEW	2.4k	93.18	View chart
Incyte Corporation Common Stock (INCY)	0.0	$211k	NEW	2.1k	98.77	View chart
Mizuho Financial Group Adr (MFG)	0.0	$211k		29k	7.32	View chart
Emerson Electric Common Stock (EMR)	0.0	$211k		1.6k	132.72	View chart
Powershares QQQ Trust Unit Ser 1 (QQQ)	0.0	$206k	-12%	335.00	614.82	View chart
Progressive Corp Common Stock (PGR)	0.0	$201k		881.00	227.72	View chart
Ocugen Common Stock (OCGN)	0.0	$34k		25k	1.35	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 Q4 filed Feb. 13, 2026
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

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