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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, LRCX, AAPL, AVGO, NVDA, and represent 51.92% of Baldwin Investment Management's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp (+$9.3M), AAPL (+$8.5M), GOOGL, MSFT, JPM, NVDA, RTX, COST, JNJ, LLY.
Started 30 new stock positions in SPCX, SYK, IVV, AVDV, HON, TXN, TRV, HONA, AMAT, SCHV.
Reduced shares in these 10 stocks: , ADSK, LRCX, Honeywell International, ZS, VMC, MRVL, BSX, AXTA, BAC.
Sold out of its positions in BSX, CBT, EXP, XOM, Honeywell International, TOST, UBER, VMC, ZS.
Baldwin Investment Management was a net buyer of stock by $90M.
Baldwin Investment Management has $1.0B in assets under management (AUM), dropping by 20.82%.
Central Index Key (CIK): 0001346378

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Portfolio Holdings for Baldwin Investment Management

Baldwin Investment Management holds 231 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc A Cl A (BRK.A)	40.2	$416M		555.00	748850.00	View chart
Lam Research Corp Common Stock (LRCX)	3.6	$37M	-3%	85k	433.33	View chart
Apple Common Stock (AAPL)	2.8	$29M	+41%	100k	289.36	View chart
Broadcom Common Stock (AVGO)	2.7	$28M	+5%	75k	377.75	View chart
Nvidia Corp Common Stock (NVDA)	2.6	$27M	+18%	135k	200.09	View chart
J.P. Morgan Chase & Co Common Stock (JPM)	1.9	$20M	+27%	61k	327.33	View chart
Microsoft Corp Common Stock (MSFT)	1.6	$17M	+34%	44k	373.02	View chart
Alphabet Inc Class A Common Stock (GOOGL)	1.6	$16M	+37%	46k	357.37	View chart
Eli Lilly & Company Common Stock (LLY)	1.5	$16M	+18%	13k	1199.40	View chart
Costco Wholesale Corp Common Stock (COST)	1.3	$14M	+28%	15k	935.46	View chart
RTX Corp Common Stock (RTX)	1.1	$12M	+39%	62k	189.73	View chart
Amazon.com Common Stock (AMZN)	1.1	$11M	+11%	47k	238.34	View chart
Berkshire Hathaway Inc B CL B (BRK.B)	1.0	$9.9M		20k	500.39	View chart
Palo Alto Networks Common Stock (PANW)	0.9	$9.7M	+7%	29k	341.02	View chart
Exxon Mobil Corporation Common Stock	0.9	$9.3M	NEW	68k	136.72	View chart
Caterpillar Common Stock (CAT)	0.9	$8.9M	+3%	8.3k	1064.90	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.8	$8.4M	+7%	17k	496.73	View chart
Visa Common Stock (V)	0.8	$8.2M	+12%	24k	343.09	View chart
Vertiv Holdings Common Stock (VRT)	0.8	$8.0M		24k	334.82	View chart
Abbvie Common Stock (ABBV)	0.8	$7.9M	+10%	31k	251.64	View chart
Taiwan Semiconductor Manufacturing Sponsored ADR (TSM)	0.8	$7.8M		16k	477.57	View chart
Eaton Corp Common Stock (ETN)	0.7	$7.4M	+34%	17k	426.12	View chart
Goldman Sachs Group Common Stock (GS)	0.7	$7.1M	+12%	7.0k	1011.36	View chart
Enterprise Products Partners Unit Ltd Partn (EPD)	0.7	$7.0M		191k	36.76	View chart
Johnson & Johnson Common Stock (JNJ)	0.7	$7.0M	+55%	28k	253.97	View chart
Blackrock Common Stock (BLK)	0.6	$6.6M	+48%	6.9k	961.53	View chart
Linde Spons Adr (LIN)	0.6	$6.5M	+10%	12k	518.92	View chart
Vanguard S&P 500 Etf Vang ETF (VOO)	0.6	$6.4M		9.3k	686.78	View chart
Dell Common Stock (DELL)	0.6	$5.7M	+6%	13k	431.46	View chart
Nextera Energy Common Stock (NEE)	0.5	$5.5M	+66%	63k	87.77	View chart
Rockwell Automation Common Stock (ROK)	0.5	$5.4M	+4%	11k	495.08	View chart
Intuitive Surgical Common Stock (ISRG)	0.5	$5.1M	+17%	13k	397.68	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.5	$5.0M	+23%	10k	501.37	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.5	$5.0M	-6%	14k	353.33	View chart
TJX Common Stock (TJX)	0.5	$4.8M	+74%	32k	151.50	View chart
Baker Hughes Common Stock (BKR)	0.5	$4.8M	+20%	87k	55.50	View chart
S&P Global S&P Global (SPGI)	0.4	$4.7M	+2%	11k	407.27	View chart
Mastercard Common Stock (MA)	0.4	$4.6M	+110%	8.9k	513.60	View chart
Home Depot Common Stock (HD)	0.4	$4.3M	+5%	12k	352.68	View chart
Capital One Financial Common Stock (COF)	0.4	$4.2M	+31%	21k	200.62	View chart
Morgan Stanley & Co Common Stock (MS)	0.4	$4.2M	+2%	20k	209.04	View chart
Lowes Companies Common Stock (LOW)	0.4	$3.8M	+68%	17k	220.49	View chart
Vanguard Total Stock Market ETF Vang ETF (VTI)	0.4	$3.7M	+17%	10k	370.02	View chart
Darden Restaurants Common Stock (DRI)	0.3	$3.5M	+41%	17k	206.01	View chart
Union Pacific Corp Common Stock (UNP)	0.3	$3.5M		13k	272.00	View chart
Abbott Laboratories Common Stock (ABT)	0.3	$3.4M	-4%	38k	90.74	View chart
Southern Company Common Stock (SO)	0.3	$3.2M	+82%	33k	95.71	View chart
Crowdstrike Hldgs Common Stock (CRWD)	0.3	$3.2M	+296%	4.1k	763.14	View chart
Waste Management Common Stock (WM)	0.3	$3.1M	+28%	14k	222.88	View chart
Ulta Beauty Common Stock (ULTA)	0.3	$3.0M	+97%	6.7k	450.98	View chart
Marvell Technology Group Common Stock (MRVL)	0.3	$3.0M	-19%	10k	297.89	View chart
Deere & Co Common Stock (DE)	0.3	$2.9M	+19%	4.5k	634.33	View chart
ASML Holdings NV NY Registry Shs (ASML)	0.3	$2.8M	+6%	1.4k	1989.44	View chart
Pepsico Common Stock (PEP)	0.3	$2.7M	+72%	20k	135.40	View chart
Vanguard Total Interntl Stk Vang ETF (VXUS)	0.3	$2.7M	+25%	31k	85.49	View chart
Chevron Corp. Common Stock (CVX)	0.3	$2.6M	+84%	16k	165.76	View chart
S&P DEP Receipts Unit SER 1 (SPY)	0.2	$2.5M	+19%	3.4k	746.80	View chart
First Solar Common Stock (FSLR)	0.2	$2.5M	+77%	11k	235.96	View chart
Chubb Corp. Common Stock (CB)	0.2	$2.5M	+17%	7.3k	340.74	View chart
Freeport McMoRan Common Stock (FCX)	0.2	$2.5M	+9%	39k	62.89	View chart
iShares S&P Smallcap 600 S&P Smlcap 600 (IJR)	0.2	$2.5M	+11%	17k	148.31	View chart
T-Mobile US Common Stock (TMUS)	0.2	$2.5M	+61%	15k	167.74	View chart
Synopsys Common Stock (SNPS)	0.2	$2.4M	+51%	5.5k	446.07	View chart
Meta Platforms Common Stock (META)	0.2	$2.4M	+63%	4.3k	563.34	View chart
Datadog Common Stock (DDOG)	0.2	$2.4M	+14%	9.2k	260.36	View chart
Borg Warner Common Stock (BWA)	0.2	$2.4M	+41%	36k	66.40	View chart
Coca Cola Common Stock (KO)	0.2	$2.4M	+127%	29k	81.27	View chart
McDonald's Corp Common Stock (MCD)	0.2	$2.3M	+16%	8.5k	270.31	View chart
Danaher Corp Common Stock (DHR)	0.2	$2.3M		12k	190.47	View chart
Netflix Common Stock (NFLX)	0.2	$2.2M	+380%	32k	71.40	View chart
American Express Common Stock (AXP)	0.2	$2.2M	-3%	6.6k	338.25	View chart
Texas Instruments Common Stock (TXN)	0.2	$2.2M	NEW	7.3k	298.07	View chart
International Business Machines Corp Common Stock (IBM)	0.2	$2.2M	+6%	7.7k	281.21	View chart
Walt Disney Common Stock (DIS)	0.2	$2.1M	+23%	22k	96.25	View chart
Icici Bank Adr (IBN)	0.2	$2.1M		73k	29.03	View chart
Viking Holdings Common Stock (VIK)	0.2	$2.1M	-7%	20k	104.67	View chart
Wal-Mart Stores Common Stock (WMT)	0.2	$1.9M	+43%	17k	113.26	View chart
Cisco Systems Common Stock (CSCO)	0.2	$1.9M	+19%	16k	117.46	View chart
McKesson Corp Common Stock (MCK)	0.2	$1.7M	+107%	2.3k	755.60	View chart
Accenture Common Stock (ACN)	0.2	$1.7M	+46%	14k	124.44	View chart
American Tower REIT Common Stock (AMT)	0.2	$1.7M		11k	163.57	View chart
Honeywell International Common Stock (HON)	0.2	$1.7M	NEW	7.5k	223.91	View chart
Oracle Corp Common Stock (ORCL)	0.2	$1.7M	+131%	12k	146.55	View chart
Starbucks Corp Common Stock (SBUX)	0.2	$1.6M	+9%	16k	102.19	View chart
Honeywell Aerospace Common Stock (HONA)	0.2	$1.6M	NEW	7.0k	221.08	View chart
Tractor Supply Company Common Stock (TSCO)	0.1	$1.5M	+10%	49k	31.61	View chart
Vanguard Mid Cap Growth Vang ETF (VOT)	0.1	$1.5M		5.0k	306.30	View chart
Welltower Common Stock (WELL)	0.1	$1.5M	+64%	6.4k	226.97	View chart
Rydex S&P Equal Weight ETF S&P 500 Eq TRD (RSP)	0.1	$1.4M	+21%	6.7k	212.78	View chart
Micron Technology Common Stock (MU)	0.1	$1.4M	+11%	1.2k	1154.29	View chart
Blackstone Prtnrsp Units (BX)	0.1	$1.4M		12k	117.67	View chart
Vanguard Small Cap Value Vang ETF (VBR)	0.1	$1.4M	+21%	5.7k	243.01	View chart
Mondelez International Common Stock (MDLZ)	0.1	$1.4M	+20%	24k	57.84	View chart
Mettler Toledo Intl Common Stock (MTD)	0.1	$1.3M		1.0k	1277.51	View chart
RyanAir Holdings Adr (RYAAY)	0.1	$1.3M		20k	64.75	View chart
Trane Technologies Common Stock (TT)	0.1	$1.3M		2.7k	491.16	View chart
Diamondback Energy Common Stock (FANG)	0.1	$1.2M		7.1k	175.78	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.1	$1.2M	-4%	14k	90.46	View chart
Air Products and Chemicals Common Stock (APD)	0.1	$1.2M	+29%	4.0k	293.18	View chart
Axalta Coating Systems Common Stock (AXTA)	0.1	$1.2M	-36%	34k	34.22	View chart
Aon Adr (AON)	0.1	$1.1M	+282%	3.4k	331.69	View chart
Zoetis Common Stock (ZTS)	0.1	$1.1M	-28%	16k	71.86	View chart
Merck & Co Common Stock (MRK)	0.1	$1.1M	+62%	8.7k	128.50	View chart
Yum! Brands Common Stock (YUM)	0.1	$1.1M	+4%	7.0k	159.86	View chart
Ares Capital Corp Common Stock (ARCC)	0.1	$1.1M		59k	18.53	View chart
L3Harris Technologies Common Stock (LHX)	0.1	$1.1M		3.7k	290.59	View chart
Technology Select Sector SPDR Fund Spdr Etf (XLK)	0.1	$1.1M		5.7k	190.52	View chart
CME Group Common Stock (CME)	0.1	$1.1M	+10%	4.9k	220.83	View chart
Prologis Common Stock (PLD)	0.1	$1.1M		8.0k	135.47	View chart
NXP Semiconductors Common Stock (NXPI)	0.1	$1.1M	-9%	3.8k	281.03	View chart
Pfizer Common Stock (PFE)	0.1	$1.1M	+21%	44k	24.08	View chart
Boeing Common Stock (BA)	0.1	$1.1M	+15%	4.9k	216.47	View chart
Schwab US Dividend Equity ETF Schwab ETF (SCHD)	0.1	$1.1M	+34%	33k	31.71	View chart
UnitedHealth Group Common Stock (UNH)	0.1	$1.1M	-12%	2.5k	415.63	View chart
GE Vernova Common Stock (GEV)	0.1	$1.0M	+108%	874.00	1174.86	View chart
Shopify Common Stock (SHOP)	0.1	$1.0M	+5%	8.9k	114.18	View chart
Procter & Gamble Common Stock (PG)	0.1	$1.0M	+16%	6.9k	146.63	View chart
Novo Nordisk Adr (NVO)	0.1	$1.0M	-2%	21k	47.94	View chart
Analog Devices Common Stock (ADI)	0.1	$997k	-16%	2.5k	397.17	View chart
Cencora Common Stock (COR)	0.1	$962k		3.4k	282.98	View chart
Stryker Corp Common Stock (SYK)	0.1	$934k	NEW	3.0k	314.84	View chart
Corteva Agriscience Common Stock (CTVA)	0.1	$926k	-31%	11k	84.69	View chart
iShares Russell Midcap Index Rus Mid Cap ETF (IWR)	0.1	$923k		8.4k	110.32	View chart
Duke Energy Corp. Common Stock (DUK)	0.1	$914k		7.2k	126.59	View chart
Cummins Common Stock (CMI)	0.1	$874k		1.2k	713.21	View chart
Schwab International Equity Fund Schwab ETF (SCHF)	0.1	$835k		30k	27.70	View chart
Franklin FTSE South Korea ETF FTSE S Korea (FLKR)	0.1	$831k	+11%	13k	66.08	View chart
Corning Common Stock (GLW)	0.1	$823k	-33%	3.2k	255.43	View chart
Carrier Global Corp Common Stock (CARR)	0.1	$791k		11k	73.35	View chart
Expand Energy Corp Common Stock (EXE)	0.1	$790k	-5%	8.7k	91.19	View chart
Dutch Bros Common Stock (BROS)	0.1	$784k	-40%	11k	71.81	View chart
iShares Trust S&P 500 Index Core S&p500 Etf (IVV)	0.1	$784k	NEW	1.0k	748.89	View chart
Infosys Technologies Sponsored ADR (INFY)	0.1	$775k		74k	10.49	View chart
iShares MSCI Japan Index Fund MSCI Japan ETF (EWJ)	0.1	$769k	+4%	8.2k	93.27	View chart
Fortive Corp Common Stock (FTV)	0.1	$761k		13k	61.09	View chart
Kimberly Clark Corp Common Stock (KMB)	0.1	$758k	-22%	6.9k	109.77	View chart
Ishares Tr Russell 2000 Index Russell 2000 ETF (IWM)	0.1	$757k		2.5k	300.40	View chart
Brookfield Renewable Partners Prtnrsp Units (BEP)	0.1	$728k	-2%	21k	34.73	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$704k		3.1k	223.95	View chart
Cintas Corp Common Stock (CTAS)	0.1	$692k		4.1k	170.08	View chart
Medtronic Common Stock (MDT)	0.1	$691k	NEW	8.8k	78.23	View chart
Vanguard Dividend Appreciation ETF Vang ETF (VIG)	0.1	$689k		2.9k	236.62	View chart
Cigna Corporation Common Stock (CI)	0.1	$689k		2.5k	275.68	View chart
United Rentals Common Stock (URI)	0.1	$672k	NEW	593.00	1132.89	View chart
Adobe Common Stock (ADBE)	0.1	$669k	-21%	3.3k	205.02	View chart
Space Exploration Technologies Common Stock (SPCX)	0.1	$659k	NEW	3.9k	170.86	View chart
Johnson Controls Common Stock (JCI)	0.1	$646k	+27%	4.4k	146.11	View chart
iShares MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)	0.1	$637k	NEW	2.9k	219.43	View chart
Itau UniBanco Multiplo Spons Adr (ITUB)	0.1	$593k	-2%	73k	8.17	View chart
Carnival Corp Common Stock (CCL)	0.1	$593k		21k	28.57	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.1	$590k	+21%	10k	57.62	View chart
Ishares MSCI India Index MSCI India ETF (INDA)	0.1	$588k	-18%	12k	49.39	View chart
HSBC Adr (HSBC)	0.1	$580k	+6%	6.1k	95.09	View chart
iShares TIPS Bond Fund Barclys TIPS BD (TIP)	0.1	$569k		5.2k	109.43	View chart
Vanguard Mid Cap Value Vang ETF (VOE)	0.1	$565k		2.9k	197.60	View chart
Intercontinental Exchange Common Stock (ICE)	0.1	$564k	-48%	4.6k	123.11	View chart
Autodesk Common Stock (ADSK)	0.1	$560k	-72%	2.9k	194.42	View chart
Schwab US Broad Market ETF Schwab ETF (SCHB)	0.1	$556k		19k	28.96	View chart
Immunome Common Stock (IMNM)	0.1	$538k		25k	21.19	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$538k	-4%	550.00	978.12	View chart
Iqvia Hldgs Common Stock (IQV)	0.1	$523k		2.7k	193.22	View chart
Vanguard FTSE Emerging Mkt ETF Vang ETF (VWO)	0.0	$516k		8.6k	59.69	View chart
Colgate Palmolive Common Stock (CL)	0.0	$510k		5.6k	91.68	View chart
iShares Trust Dow Jones US Tech Fund US Tech ETF (IYW)	0.0	$487k		1.9k	252.23	View chart
iShares Core MSCI EAFE Core Msci Eafe (IEFA)	0.0	$484k	NEW	5.0k	96.58	View chart
Bank of America Corp Common Stock (BAC)	0.0	$483k	-54%	8.5k	56.98	View chart
Sportradar Group Adr (SRAD)	0.0	$479k	-2%	32k	14.97	View chart
NVR Common Stock (NVR)	0.0	$477k	+7%	70.00	6813.40	View chart
GXO Logistics Common Stock (GXO)	0.0	$462k	-37%	9.1k	50.70	View chart
Vanguard Mega Cap Growth ETF Vang ETF (MGK)	0.0	$455k	NEW	5.2k	87.91	View chart
Allstate Corp Common Stock (ALL)	0.0	$441k		1.9k	237.94	View chart
Phillips 66 Common Stock (PSX)	0.0	$440k		2.6k	169.05	View chart
Avantis US Small Cap Value ETF Us Sml Cp Valu (AVUV)	0.0	$439k	+8%	3.5k	124.75	View chart
Powershares QQQ Trust Unit Ser 1 (QQQ)	0.0	$433k	+61%	587.00	736.75	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$424k	-34%	833.00	509.46	View chart
Ishares Tr S&P Midcap S&P Midcap (IJH)	0.0	$408k	+46%	5.3k	77.11	View chart
Incyte Corporation Common Stock (INCY)	0.0	$405k	+43%	3.6k	113.36	View chart
iShares MSCI EAFE Index Fund Msci Eafe Etf (EFA)	0.0	$397k		3.8k	103.88	View chart
PNC Financial Services Group Common Stock (PNC)	0.0	$395k	-40%	1.6k	246.22	View chart
C S X Corp Common Stock (CSX)	0.0	$375k		7.9k	47.53	View chart
Sherwin Williams Common Stock (SHW)	0.0	$370k	-12%	1.1k	344.32	View chart
Canadian Pacific Kansas City Common Stock (CP)	0.0	$363k		4.2k	86.65	View chart
Amrize Common Stock (AMRZ)	0.0	$362k	-24%	6.8k	53.30	View chart
Trip.com Group Adr (TCOM)	0.0	$362k	-3%	9.1k	39.84	View chart
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)	0.0	$358k	NEW	4.3k	82.84	View chart
On Semiconductor Common Stock (ON)	0.0	$353k		3.7k	94.54	View chart
Janus Henderson Mortgage-Backed Securities ETF Henderson Mtg (JMBS)	0.0	$353k	NEW	7.8k	44.99	View chart
Cambria Shareholder Yield ETF Shshld Yield Etf (SYLD)	0.0	$350k	+10%	4.4k	79.08	View chart
Tesla Common Stock (TSLA)	0.0	$349k	+13%	830.00	420.60	View chart
3M Company Common Stock (MMM)	0.0	$348k	NEW	2.2k	161.91	View chart
Industrial Select Sector SPDR Fund Sbi Int-inds (XLI)	0.0	$346k	-15%	1.9k	185.23	View chart
Baidu Adr (BIDU)	0.0	$342k	-3%	3.0k	114.29	View chart
Qualcomm Common Stock (QCOM)	0.0	$339k	NEW	1.8k	184.79	View chart
Nike Common Stock (NKE)	0.0	$332k	-62%	8.1k	41.05	View chart
Dover Corp Common Stock (DOV)	0.0	$325k		1.5k	224.28	View chart
Vanguard FTSE Developed Markets ETF Vang ETF (VEA)	0.0	$320k		4.5k	71.25	View chart
Applied Materials Common Stock (AMAT)	0.0	$312k	NEW	432.00	723.00	View chart
FedEx Corp Common Stock (FDX)	0.0	$306k		977.00	313.13	View chart
RPM International Common Stock (RPM)	0.0	$306k		2.8k	111.15	View chart
Check Point Software Technologies Common Stock (CHKP)	0.0	$303k	-5%	2.3k	131.43	View chart
Exelon Corporation Common Stock (EXC)	0.0	$301k		6.5k	46.62	View chart
nVent Electric Common Stock (NVT)	0.0	$300k	NEW	1.8k	169.61	View chart
Schwab US Small Cap ETF Schwab ETF (SCHA)	0.0	$295k		8.2k	36.13	View chart
Nucor Corp Common Stock (NUE)	0.0	$291k	-10%	1.3k	222.75	View chart
Leidos Holdings Common Stock (LDOS)	0.0	$283k		2.8k	102.97	View chart
Qnity Electronics Common Stock (Q)	0.0	$279k	NEW	1.7k	163.31	View chart
Ishares Tr Sh Tr Crport Etf Ishs 1-5yr Invs (IGSB)	0.0	$276k	NEW	5.3k	52.41	View chart
Mizuho Financial Group Adr (MFG)	0.0	$276k		29k	9.58	View chart
Lennar Corp Common Stock (LEN)	0.0	$260k	NEW	2.9k	90.49	View chart
Shell Adr Each Rep 2 Ord Wi Adr (SHEL)	0.0	$259k	-7%	3.3k	77.54	View chart
Avantis International Small Cap Val ETF Intl Smcp Vlu (AVDV)	0.0	$258k	NEW	2.5k	103.05	View chart
Valero Energy Corp Common Stock (VLO)	0.0	$250k		960.00	260.44	View chart
Palantir Technologies In Common Stock (PLTR)	0.0	$244k	-43%	2.1k	116.67	View chart
WD-40 Company Common Stock (WDFC)	0.0	$240k	NEW	985.00	243.64	View chart
SPDR Gold Trust SPDR Gold ETF (GLD)	0.0	$239k	-10%	650.00	368.38	View chart
Public Service Enterprise Group Common Stock (PEG)	0.0	$235k		2.9k	81.16	View chart
TotalEnergies SE Act (TTE)	0.0	$233k		3.0k	77.76	View chart
VistaShares Artfcl Intlgc Supercycle ETF Vistashares Arti (AIS)	0.0	$230k	NEW	2.7k	85.31	View chart
General Electric Common Stock (GE)	0.0	$229k	NEW	612.00	373.73	View chart
Emerson Electric Common Stock (EMR)	0.0	$227k		1.6k	143.15	View chart
KLA-Tencor Corp Common Stock (KLAC)	0.0	$226k	NEW	750.00	301.71	View chart
Equinix Common Stock (EQIX)	0.0	$226k		217.00	1042.39	View chart
Xylem Common Stock (XYL)	0.0	$225k		1.9k	118.21	View chart
Travelers Companies Common Stock (TRV)	0.0	$223k	NEW	675.00	330.12	View chart
Mc Cormick & Co Inc N-Vt Common Stock (MKC)	0.0	$219k	NEW	4.4k	50.42	View chart
Sysco Corp Common Stock (SYY)	0.0	$215k	NEW	2.6k	83.58	View chart
Wells Fargo & Co. Common Stock (WFC)	0.0	$213k		2.6k	82.63	View chart
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)	0.0	$209k	NEW	6.0k	34.81	View chart
Abrdn Life Science Investors Sh Ben Int (HQL)	0.0	$208k	+3%	10k	20.01	View chart
Amgen Common Stock (AMGN)	0.0	$204k	-2%	564.00	362.12	View chart
Ocugen Common Stock (OCGN)	0.0	$38k		25k	1.53	View chart

Past Filings by Baldwin Investment Management

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

Baldwin Investment Management 2026 Q2 filed July 28, 2026
Baldwin Investment Management 2026 Q1 filed May 12, 2026
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

View all past filings

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