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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, LRCX, AAPL, and represent 55.80% of Baldwin Investment Management's stock portfolio.
Added to shares of these 10 stocks: ADSK, DELL, DIS, BRK.B, Carnival Corp, PLTR, FLKR, BA, PANW, NFLX.
Started 10 new stock positions in AMGN, HQL, FLKR, VLO, Carnival Corp, TTE, TOST, PLTR, EQIX, ON.
Reduced shares in these 10 stocks: LRCX, SPY, BRK.A, CCL, UBER, AVGO, IMNM, , ORCL, GLW.
Sold out of its positions in CCL, CMCSA, PGR, QCOM, SYY, VO, VLTO.
Baldwin Investment Management was a net buyer of stock by $749k.
Baldwin Investment Management has $856M in assets under management (AUM), dropping by -3.40%.
Central Index Key (CIK): 0001346378

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Portfolio Holdings for Baldwin Investment Management

Baldwin Investment Management holds 210 positions in its portfolio as reported in the March 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)	46.6	$399M		555.00	718140.00	View chart
Broadcom Common Stock (AVGO)	2.6	$22M	-2%	71k	309.51	View chart
Nvidia Corp Common Stock (NVDA)	2.3	$20M		114k	174.40	View chart
Lam Research Corp Common Stock (LRCX)	2.2	$19M	-9%	89k	213.66	View chart
Apple Common Stock (AAPL)	2.1	$18M		71k	253.79	View chart
J.P. Morgan Chase & Co Common Stock (JPM)	1.7	$14M		48k	294.16	View chart
Microsoft Corp Common Stock (MSFT)	1.4	$12M		33k	370.17	View chart
Costco Wholesale Corp Common Stock (COST)	1.3	$12M		12k	996.42	View chart
Eli Lilly & Company Common Stock (LLY)	1.2	$10M		11k	919.81	View chart
Alphabet Inc Class A Common Stock (GOOGL)	1.1	$9.6M		34k	287.56	View chart
Exxon Mobil Corporation Common Stock (XOM)	1.1	$9.4M		55k	169.66	View chart
Berkshire Hathaway Inc B CL B (BRK.B)	1.1	$9.3M	+6%	19k	479.20	View chart
Amazon.com Common Stock (AMZN)	1.0	$8.7M		42k	208.27	View chart
RTX Corp Common Stock (RTX)	1.0	$8.6M		45k	192.90	View chart
Enterprise Products Partners Unit Ltd Partn (EPD)	0.8	$7.3M		192k	37.84	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.8	$7.0M		16k	446.54	View chart
Visa Common Stock (V)	0.8	$6.5M		21k	302.24	View chart
Abbvie Common Stock (ABBV)	0.7	$6.2M		28k	217.49	View chart
Vertiv Holdings Common Stock (VRT)	0.7	$6.0M		24k	250.58	View chart
Caterpillar Common Stock (CAT)	0.7	$5.7M		8.0k	708.46	View chart
Taiwan Semiconductor Manufacturing Sponsored ADR (TSM)	0.7	$5.6M		17k	337.95	View chart
Linde Spons Adr (LIN)	0.7	$5.6M		11k	495.78	View chart
Vanguard S&P 500 Etf Vang ETF (VOO)	0.6	$5.5M	+3%	9.2k	597.55	View chart
Goldman Sachs Group Common Stock (GS)	0.6	$5.3M		6.3k	845.98	View chart
Intuitive Surgical Common Stock (ISRG)	0.6	$5.0M	+2%	11k	460.99	View chart
S&P Global S&P Global (SPGI)	0.6	$4.7M	+6%	11k	425.35	View chart
Eaton Corp Common Stock (ETN)	0.5	$4.6M		13k	357.67	View chart
Blackrock Common Stock (BLK)	0.5	$4.4M		4.6k	961.66	View chart
Baker Hughes Common Stock (BKR)	0.5	$4.4M	-2%	72k	61.05	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$4.3M		18k	244.44	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.5	$4.3M	-3%	15k	286.86	View chart
Palo Alto Networks Common Stock (PANW)	0.5	$4.3M	+7%	27k	160.32	View chart
Abbott Laboratories Common Stock (ABT)	0.5	$4.1M		40k	102.67	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.5	$4.0M		8.1k	491.54	View chart
Home Depot Common Stock (HD)	0.4	$3.8M	+5%	12k	328.89	View chart
Rockwell Automation Common Stock (ROK)	0.4	$3.7M		10k	358.88	View chart
Nextera Energy Common Stock (NEE)	0.4	$3.5M		38k	92.88	View chart
Morgan Stanley & Co Common Stock (MS)	0.4	$3.2M		20k	164.57	View chart
Union Pacific Corp Common Stock (UNP)	0.4	$3.1M		13k	242.62	View chart
TJX Common Stock (TJX)	0.3	$2.9M		18k	159.70	View chart
Capital One Financial Common Stock (COF)	0.3	$2.9M	+7%	16k	182.43	View chart
Vanguard Total Stock Market ETF Vang ETF (VTI)	0.3	$2.7M	+11%	8.5k	320.79	View chart
Zoetis Common Stock (ZTS)	0.3	$2.6M		22k	118.21	View chart
Autodesk Common Stock (ADSK)	0.3	$2.6M	+120%	11k	239.40	View chart
Waste Management Common Stock (WM)	0.3	$2.5M		11k	229.79	View chart
Lowes Companies Common Stock (LOW)	0.3	$2.4M		10k	236.28	View chart
Darden Restaurants Common Stock (DRI)	0.3	$2.3M		12k	196.04	View chart
McDonald's Corp Common Stock (MCD)	0.3	$2.3M	-3%	7.3k	310.79	View chart
Danaher Corp Common Stock (DHR)	0.3	$2.3M		12k	189.60	View chart
Deere & Co Common Stock (DE)	0.2	$2.1M	+14%	3.8k	563.30	View chart
Mastercard Common Stock (MA)	0.2	$2.1M		4.2k	499.66	View chart
Freeport McMoRan Common Stock (FCX)	0.2	$2.1M	-4%	36k	58.78	View chart
American Express Common Stock (AXP)	0.2	$2.1M		6.9k	302.48	View chart
Dell Common Stock (DELL)	0.2	$2.0M	+96%	12k	164.13	View chart
Chubb Corp. Common Stock (CB)	0.2	$2.0M		6.2k	325.93	View chart
Tractor Supply Company Common Stock (TSCO)	0.2	$2.0M		44k	45.30	View chart
Vanguard Total Interntl Stk Vang ETF (VXUS)	0.2	$1.9M	-3%	25k	77.11	View chart
T-Mobile US Common Stock (TMUS)	0.2	$1.9M	-5%	9.1k	210.04	View chart
Icici Bank Adr (IBN)	0.2	$1.9M	+9%	74k	25.90	View chart
Accenture Common Stock (ACN)	0.2	$1.9M	-3%	9.5k	198.29	View chart
iShares S&P Smallcap 600 S&P Smlcap 600 (IJR)	0.2	$1.9M		15k	124.31	View chart
S&P DEP Receipts Unit SER 1 (SPY)	0.2	$1.9M	-30%	2.8k	650.37	View chart
Pepsico Common Stock (PEP)	0.2	$1.8M		12k	155.29	View chart
American Tower REIT Common Stock (AMT)	0.2	$1.8M		11k	172.58	View chart
Ulta Beauty Common Stock (ULTA)	0.2	$1.8M		3.4k	522.71	View chart
Chevron Corp. Common Stock (CVX)	0.2	$1.8M		8.6k	206.90	View chart
ASML Holdings NV NY Registry Shs (ASML)	0.2	$1.8M		1.3k	1320.83	View chart
Southern Company Common Stock (SO)	0.2	$1.8M	+7%	18k	96.52	View chart
International Business Machines Corp Common Stock (IBM)	0.2	$1.8M	+7%	7.2k	242.39	View chart
Walt Disney Common Stock (DIS)	0.2	$1.7M	+80%	18k	96.38	View chart
Viking Holdings Common Stock (VIK)	0.2	$1.6M	-4%	22k	73.48	View chart
Axalta Coating Systems Common Stock (AXTA)	0.2	$1.5M	-7%	54k	27.70	View chart
Meta Platforms Common Stock (META)	0.2	$1.5M	+12%	2.6k	572.20	View chart
Wal-Mart Stores Common Stock (WMT)	0.2	$1.4M	+18%	12k	124.28	View chart
Synopsys Common Stock (SNPS)	0.2	$1.4M	+16%	3.6k	396.48	View chart
Intercontinental Exchange Common Stock (ICE)	0.2	$1.4M		9.0k	157.28	View chart
Diamondback Energy Common Stock (FANG)	0.2	$1.4M	-15%	7.1k	197.79	View chart
Borg Warner Common Stock (BWA)	0.2	$1.4M	+6%	26k	54.26	View chart
Blackstone Prtnrsp Units (BX)	0.2	$1.4M		12k	114.99	View chart
Honeywell International Common Stock (HON)	0.2	$1.4M		6.0k	226.03	View chart
Mettler Toledo Intl Common Stock (MTD)	0.2	$1.3M		1.1k	1261.20	View chart
Corteva Agriscience Common Stock (CTVA)	0.2	$1.3M		16k	83.71	View chart
Starbucks Corp Common Stock (SBUX)	0.2	$1.3M		15k	89.59	View chart
CME Group Common Stock (CME)	0.2	$1.3M		4.5k	295.35	View chart
L3Harris Technologies Common Stock (LHX)	0.2	$1.3M		3.8k	345.15	View chart
Vanguard Mid Cap Growth Vang ETF (VOT)	0.2	$1.3M		5.0k	257.35	View chart
Marvell Technology Group Common Stock (MRVL)	0.1	$1.2M	+22%	13k	99.05	View chart
RyanAir Holdings Adr (RYAAY)	0.1	$1.2M		21k	57.80	View chart
First Solar Common Stock (FSLR)	0.1	$1.2M		5.9k	197.26	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.1	$1.1M	-5%	14k	80.08	View chart
Nike Common Stock (NKE)	0.1	$1.1M		22k	52.82	View chart
Mondelez International Common Stock (MDLZ)	0.1	$1.1M		20k	57.64	View chart
Trane Technologies Common Stock (TT)	0.1	$1.1M		2.7k	416.74	View chart
Ares Capital Corp Common Stock (ARCC)	0.1	$1.1M	-2%	60k	18.02	View chart
Cencora Common Stock (COR)	0.1	$1.1M		3.4k	314.14	View chart
Rydex S&P Equal Weight ETF S&P 500 Eq TRD (RSP)	0.1	$1.1M		5.5k	191.92	View chart
Prologis Common Stock (PLD)	0.1	$1.1M		8.0k	132.18	View chart
Yum! Brands Common Stock (YUM)	0.1	$1.0M		6.7k	155.48	View chart
Pfizer Common Stock (PFE)	0.1	$1.0M	-5%	36k	28.08	View chart
Cisco Systems Common Stock (CSCO)	0.1	$1.0M		13k	77.59	View chart
Vanguard Small Cap Value Vang ETF (VBR)	0.1	$1.0M		4.7k	217.27	View chart
Adobe Common Stock (ADBE)	0.1	$1.0M	-22%	4.2k	243.08	View chart
Infosys Technologies Sponsored ADR (INFY)	0.1	$1.0M		75k	13.51	View chart
Expand Energy Corp Common Stock (EXE)	0.1	$1.0M	+21%	9.2k	109.78	View chart
Shopify Common Stock (SHOP)	0.1	$999k		8.4k	118.62	View chart
Coca Cola Common Stock (KO)	0.1	$967k		13k	76.05	View chart
Zscaler Common Stock (ZS)	0.1	$966k		6.9k	140.29	View chart
McKesson Corp Common Stock (MCK)	0.1	$961k	-6%	1.1k	865.36	View chart
Duke Energy Corp. Common Stock (DUK)	0.1	$959k	-6%	7.3k	130.94	View chart
Analog Devices Common Stock (ADI)	0.1	$958k		3.0k	318.14	View chart
Datadog Common Stock (DDOG)	0.1	$949k	-5%	8.0k	118.05	View chart
Dutch Bros Common Stock (BROS)	0.1	$934k	+5%	18k	50.66	View chart
Air Products and Chemicals Common Stock (APD)	0.1	$901k		3.1k	290.49	View chart
Bank of America Corp Common Stock (BAC)	0.1	$901k		19k	48.75	View chart
Vulcan Materials Company Common Stock (VMC)	0.1	$882k		3.2k	272.30	View chart
Kimberly Clark Corp Common Stock (KMB)	0.1	$854k	-21%	8.9k	96.47	View chart
Procter & Gamble Common Stock (PG)	0.1	$854k		5.9k	144.43	View chart
Boeing Common Stock (BA)	0.1	$840k	+87%	4.2k	199.03	View chart
NXP Semiconductors Common Stock (NXPI)	0.1	$834k		4.2k	196.86	View chart
iShares Russell Midcap Index Rus Mid Cap ETF (IWR)	0.1	$813k		8.4k	97.23	View chart
Novo Nordisk Adr (NVO)	0.1	$792k		22k	36.75	View chart
UnitedHealth Group Common Stock (UNH)	0.1	$783k		2.9k	270.59	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$771k		1.3k	604.39	View chart
Welltower Common Stock (WELL)	0.1	$766k	-4%	3.9k	197.71	View chart
Schwab US Dividend Equity ETF Schwab ETF (SCHD)	0.1	$762k	+16%	25k	30.68	View chart
GXO Logistics Common Stock (GXO)	0.1	$761k	-2%	15k	51.85	View chart
Technology Select Sector SPDR Fund Spdr Etf (XLK)	0.1	$758k		5.7k	132.90	View chart
Schwab International Equity Fund Schwab ETF (SCHF)	0.1	$746k		30k	24.75	View chart
Oracle Corp Common Stock (ORCL)	0.1	$732k	-32%	5.0k	147.11	View chart
Brookfield Renewable Partners Prtnrsp Units (BEP)	0.1	$700k		22k	32.64	View chart
Boston Scientific Corp Common Stock (BSX)	0.1	$692k	-13%	11k	62.75	View chart
Fortive Corp Common Stock (FTV)	0.1	$689k		13k	55.28	View chart
Ishares MSCI India Index MSCI India ETF (INDA)	0.1	$684k	-22%	15k	46.84	View chart
Cintas Corp Common Stock (CTAS)	0.1	$677k		4.0k	169.14	View chart
iShares MSCI Japan Index Fund MSCI Japan ETF (EWJ)	0.1	$669k		7.9k	84.44	View chart
Cigna Corporation Common Stock (CI)	0.1	$667k		2.5k	266.75	View chart
Corning Common Stock (GLW)	0.1	$661k	-32%	4.9k	135.97	View chart
Cummins Common Stock (CMI)	0.1	$659k		1.2k	538.02	View chart
Merck & Co Common Stock (MRK)	0.1	$646k		5.4k	120.29	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$631k		3.1k	203.18	View chart
Netflix Common Stock (NFLX)	0.1	$630k	+96%	6.6k	96.15	View chart
Vanguard Dividend Appreciation ETF Vang ETF (VIG)	0.1	$625k		2.9k	215.06	View chart
Ishares Tr Russell 2000 Index Russell 2000 ETF (IWM)	0.1	$625k	+8%	2.5k	248.01	View chart
Itau UniBanco Multiplo Spons Adr (ITUB)	0.1	$624k		74k	8.38	View chart
Carrier Global Corp Common Stock (CARR)	0.1	$616k		11k	56.31	View chart
iShares TIPS Bond Fund Barclys TIPS BD (TIP)	0.1	$574k		5.2k	110.36	View chart
Immunome Common Stock (IMNM)	0.1	$570k	-46%	25k	22.45	View chart
PNC Financial Services Group Common Stock (PNC)	0.1	$564k		2.7k	208.09	View chart
Sportradar Group Adr (SRAD)	0.1	$546k		33k	16.74	View chart
Carnival Corp Common Stock	0.1	$545k	NEW	21k	25.88	View chart
Palantir Technologies In Common Stock (PLTR)	0.1	$538k	NEW	3.7k	146.28	View chart
Vanguard Mid Cap Value Vang ETF (VOE)	0.1	$525k		2.8k	184.29	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$517k	-4%	578.00	895.24	View chart
Bristol-Myers Squibb Common Stock (BMY)	0.1	$509k		8.4k	60.65	View chart
Amrize Common Stock (AMRZ)	0.1	$507k		9.1k	56.02	View chart
Uber Technologies Common Stock (UBER)	0.1	$494k	-56%	6.9k	71.93	View chart
Schwab US Broad Market ETF Schwab ETF (SCHB)	0.1	$482k		19k	25.10	View chart
Colgate Palmolive Common Stock (CL)	0.1	$474k		5.6k	85.23	View chart
Phillips 66 Common Stock (PSX)	0.1	$474k		2.6k	182.18	View chart
HSBC Adr (HSBC)	0.1	$471k		5.7k	82.49	View chart
Iqvia Hldgs Common Stock (IQV)	0.1	$470k	+7%	2.8k	170.54	View chart
Trip.com Group Adr (TCOM)	0.1	$470k		9.4k	49.79	View chart
Vanguard FTSE Emerging Mkt ETF Vang ETF (VWO)	0.1	$470k		8.7k	54.05	View chart
Johnson Controls Common Stock (JCI)	0.1	$454k		3.5k	130.95	View chart
Franklin FTSE South Korea ETF FTSE S Korea (FLKR)	0.1	$448k	NEW	11k	39.87	View chart
NVR Common Stock (NVR)	0.1	$428k		65.00	6589.83	View chart
Leidos Holdings Common Stock (LDOS)	0.0	$428k		2.8k	155.52	View chart
Crowdstrike Hldgs Common Stock (CRWD)	0.0	$408k	+24%	1.0k	390.41	View chart
Sherwin Williams Common Stock (SHW)	0.0	$395k		1.2k	320.55	View chart
Cabot Corporation Common Stock (CBT)	0.0	$394k	-5%	5.2k	75.31	View chart
Allstate Corp Common Stock (ALL)	0.0	$384k		1.9k	207.34	View chart
Micron Technology Common Stock (MU)	0.0	$372k	-15%	1.1k	337.84	View chart
iShares MSCI EAFE Index Fund Msci Eafe Etf (EFA)	0.0	$372k		3.8k	97.13	View chart
GE Vernova Common Stock (GEV)	0.0	$367k	+17%	420.00	872.90	View chart
Industrial Select Sector SPDR Fund Sbi Int-inds (XLI)	0.0	$360k	+19%	2.2k	161.72	View chart
Avantis US Small Cap Value ETF Us Sml Cp Valu (AVUV)	0.0	$359k	+18%	3.2k	110.46	View chart
iShares Trust Dow Jones US Tech Fund US Tech ETF (IYW)	0.0	$350k		1.9k	181.42	View chart
Check Point Software Technologies Common Stock (CHKP)	0.0	$350k		2.5k	142.85	View chart
FedEx Corp Common Stock (FDX)	0.0	$348k		977.00	356.18	View chart
Baidu Adr (BIDU)	0.0	$346k		3.1k	111.42	View chart
Eagle Materials Common Stock (EXP)	0.0	$341k		1.8k	189.45	View chart
Shell Adr Each Rep 2 Ord Wi Adr (SHEL)	0.0	$338k		3.6k	93.00	View chart
Canadian Pacific Kansas City Common Stock (CP)	0.0	$329k		4.2k	78.66	View chart
C S X Corp Common Stock (CSX)	0.0	$324k		7.9k	41.05	View chart
Exelon Corporation Common Stock (EXC)	0.0	$316k		6.5k	49.02	View chart
SPDR Gold Trust SPDR Gold ETF (GLD)	0.0	$312k	+16%	726.00	430.29	View chart
Cambria Shareholder Yield ETF Shshld Yield Etf (SYLD)	0.0	$303k	-4%	4.0k	75.42	View chart
Dover Corp Common Stock (DOV)	0.0	$302k		1.5k	208.45	View chart
Aon Adr (AON)	0.0	$291k		900.00	322.78	View chart
Vanguard FTSE Developed Markets ETF Vang ETF (VEA)	0.0	$288k		4.5k	64.08	View chart
RPM International Common Stock (RPM)	0.0	$273k	-12%	2.8k	99.40	View chart
TotalEnergies SE Act (TTE)	0.0	$272k	NEW	3.0k	90.98	View chart
Tesla Common Stock (TSLA)	0.0	$271k		729.00	371.75	View chart
Nucor Corp Common Stock (NUE)	0.0	$246k	-13%	1.5k	169.10	View chart
Ishares Tr S&P Midcap S&P Midcap (IJH)	0.0	$245k		3.6k	67.53	View chart
Valero Energy Corp Common Stock (VLO)	0.0	$237k	NEW	960.00	247.08	View chart
Schwab US Small Cap ETF Schwab ETF (SCHA)	0.0	$237k		8.2k	29.08	View chart
Public Service Enterprise Group Common Stock (PEG)	0.0	$235k		2.9k	80.95	View chart
Incyte Corporation Common Stock (INCY)	0.0	$233k	+15%	2.5k	94.12	View chart
On Semiconductor Common Stock (ON)	0.0	$231k	NEW	3.7k	61.92	View chart
Mizuho Financial Group Adr (MFG)	0.0	$229k		29k	7.94	View chart
Xylem Common Stock (XYL)	0.0	$228k		1.9k	119.50	View chart
Toast Common Stock (TOST)	0.0	$224k	NEW	8.5k	26.51	View chart
Equinix Common Stock (EQIX)	0.0	$214k	NEW	218.00	980.24	View chart
Powershares QQQ Trust Unit Ser 1 (QQQ)	0.0	$210k	+8%	363.00	577.82	View chart
Emerson Electric Common Stock (EMR)	0.0	$208k		1.6k	131.02	View chart
Wells Fargo & Co. Common Stock (WFC)	0.0	$205k	+8%	2.6k	79.60	View chart
Amgen Common Stock (AMGN)	0.0	$204k	NEW	579.00	351.85	View chart
Abrdn Life Science Investors Sh Ben Int (HQL)	0.0	$164k	NEW	10k	16.27	View chart
Ocugen Common Stock (OCGN)	0.0	$45k		25k	1.81	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 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
Baldwin Investment Management 2022 Q2 filed Aug. 2, 2022

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