Baldwin Investment Management, LLC Top Holdings and 13F Report (2025) About Baldwin Investment Management, LLCInvestment ActivityBaldwin Investment Management, LLC has $828.37 million in total holdings as of June 30, 2025.Baldwin Investment Management, LLC owns shares of 209 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 1.67% of the portfolio was purchased this quarter.About 1.72% of the portfolio was sold this quarter.This quarter, Baldwin Investment Management, LLC has purchased 200 new stocks and bought additional shares in 42 stocks.Baldwin Investment Management, LLC sold shares of 108 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $405,212,800Broadcom $21,034,022NVIDIA $19,106,668Microsoft $16,279,234Apple $14,860,145 Largest New Holdings this Quarter 98980G102 - Zscaler $1,135,207 Holding23804L103 - Datadog $891,951 Holding28176E108 - Edwards Lifesciences $402,390 Holding750940108 - RALLIANT CORP $251,231 Holding36828A101 - GE Vernova Inc. $247,113 Holding Largest Purchases this Quarter Rockwell Automation 8,229 shares (about $2.73M)Zscaler 3,616 shares (about $1.14M)Datadog 6,640 shares (about $891.95K)Axalta Coating Systems 26,925 shares (about $799.40K)Uber Technologies 5,985 shares (about $558.40K) Largest Sales this Quarter Vertiv 14,130 shares (about $1.81M)BorgWarner 33,075 shares (about $1.11M)Vanguard Mid-Cap Value ETF 5,150 shares (about $847.09K)NVIDIA 5,195 shares (about $820.76K)Broadcom 2,518 shares (about $694.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaldwin Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$405,212,8000.0%55648.9%FinanceAVGOBroadcom$21,034,022$694,087 ▼-3.2%76,3072.5%Computer and TechnologyNVDANVIDIA$19,106,668$820,758 ▼-4.1%120,9362.3%Computer and TechnologyMSFTMicrosoft$16,279,234$120,373 ▼-0.7%32,7282.0%Computer and TechnologyAAPLApple$14,860,145$75,093 ▲0.5%72,4281.8%Computer and TechnologyJPMJPMorgan Chase & Co.$14,195,633$107,266 ▼-0.7%48,9661.7%FinanceLam Research Corp$9,906,106$35,140 ▲0.4%101,7681.2%Common StockCOSTCostco Wholesale$9,889,295$60,385 ▲0.6%9,9901.2%Retail/WholesaleAMZNAmazon.com$9,184,543$73,496 ▼-0.8%41,8641.1%Retail/WholesaleBRK.BBerkshire Hathaway$9,153,850$158,361 ▼-1.7%18,8441.1%FinanceVVisa$7,635,712$177,525 ▼-2.3%21,5060.9%Business ServicesLLYEli Lilly and Company$7,463,373$137,200 ▲1.9%9,5740.9%MedicalVRTXVertex Pharmaceuticals$6,473,653$316,537 ▲5.1%14,5410.8%MedicalXOMExxon Mobil$6,069,173$70,286 ▲1.2%56,3000.7%EnergyGOOGLAlphabet$6,050,701$158,608 ▼-2.6%34,3340.7%Computer and TechnologyEPDEnterprise Products Partners$5,972,9910.0%192,6150.7%EnergyLinde PLC$5,741,958$50,673 ▼-0.9%12,2380.7%SPONS ADRISRGIntuitive Surgical$5,356,392$64,666 ▼-1.2%9,8570.6%MedicalSPGIS&P Global$5,326,816$133,408 ▲2.6%10,1020.6%FinanceABBVAbbVie$5,295,692$116,011 ▲2.2%28,5300.6%MedicalABTAbbott Laboratories$5,163,384$69,094 ▲1.4%37,9630.6%MedicalVOOVanguard S&P 500 ETF$4,975,157$2,840 ▼-0.1%8,7590.6%ETFRTXRTX$4,840,780$80,312 ▼-1.6%33,1510.6%AerospaceBlackrock Inc$4,800,924$31,475 ▲0.7%4,5760.6%Common StockETNEaton$4,699,773$293,089 ▲6.7%13,1650.6%IndustrialsGSThe Goldman Sachs Group$4,417,679$708 ▼0.0%6,2420.5%FinancePANWPalo Alto Networks$4,265,721$371,422 ▲9.5%20,8450.5%Computer and TechnologyHDHome Depot$4,219,660$219,984 ▲5.5%11,5090.5%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$3,769,247$42,127 ▼-1.1%16,6420.5%Computer and TechnologyZTSZoetis$3,697,653$257,156 ▼-6.5%23,7110.4%MedicalUNPUnion Pacific$3,628,362$133,446 ▼-3.5%15,7700.4%TransportationROKRockwell Automation$3,525,985$2,733,427 ▲344.9%10,6150.4%Computer and TechnologyCATCaterpillar$3,407,319$82,689 ▼-2.4%8,7770.4%IndustrialsACNAccenture$3,345,775$540,094 ▼-13.9%11,1940.4%Computer and TechnologyTMOThermo Fisher Scientific$3,341,066$281,396 ▼-7.8%8,2400.4%MedicalVRTVertiv$3,120,504$1,814,441 ▼-36.8%24,3010.4%Computer and TechnologyAMTAmerican Tower$2,942,7400.0%13,3140.4%FinanceBKRBaker Hughes$2,885,162$441,869 ▲18.1%75,2520.3%EnergyMSMorgan Stanley$2,798,521$29,018 ▼-1.0%19,8670.3%FinanceGOOGAlphabet$2,788,926$230,607 ▼-7.6%15,7220.3%Computer and TechnologyCOFCapital One Financial$2,785,028$205,313 ▲8.0%13,0900.3%FinanceJNJJohnson & Johnson$2,701,173$26,425 ▼-1.0%17,6840.3%MedicalSPYSPDR S&P 500 ETF Trust$2,667,887$308,926 ▼-10.4%4,3180.3%FinanceNEENextEra Energy$2,542,577$27,768 ▲1.1%36,6260.3%UtilitiesDHRDanaher$2,516,277$138,279 ▼-5.2%12,7380.3%MedicalTSCOTractor Supply$2,508,158$278,362 ▲12.5%47,5300.3%Retail/WholesaleLOWLowe's Companies$2,475,267$11,094 ▼-0.4%11,1560.3%Retail/WholesaleWMWaste Management$2,399,4070.0%10,4860.3%Business ServicesMAMastercard$2,381,5020.0%4,2380.3%Business ServicesFIFiserv$2,374,948$21,551 ▼-0.9%13,7750.3%Business ServicesADBEAdobe$2,359,194$118,772 ▼-4.8%6,0980.3%Computer and TechnologyTMUST-Mobile US$2,332,390$7,625 ▲0.3%9,7890.3%Computer and TechnologyMCDMcDonald's$2,313,402$25,711 ▼-1.1%7,9180.3%Retail/WholesaleIBNICICI Bank$2,268,614$27,585 ▼-1.2%67,4380.3%FinanceVTIVanguard Total Stock Market ETF$2,259,823$1,520 ▲0.1%7,4350.3%ETFTJXTJX Companies$2,253,199$12,349 ▼-0.5%18,2460.3%Retail/WholesaleAXPAmerican Express$2,164,917$31,898 ▲1.5%6,7870.3%FinanceAXTAAxalta Coating Systems$1,877,180$799,403 ▲74.2%63,2260.2%Basic MaterialsBXBlackstone$1,871,395$40,387 ▼-2.1%12,5110.2%FinanceSNPSSynopsys$1,855,902$537,289 ▼-22.5%3,6200.2%Computer and TechnologyDEDeere & Company$1,837,683$506,456 ▲38.0%3,6140.2%IndustrialsORCLOracle$1,824,467$73,022 ▲4.2%8,3450.2%Computer and TechnologyCBChubb$1,806,984$7,243 ▼-0.4%6,2370.2%FinanceDRIDarden Restaurants$1,764,031$9,809 ▲0.6%8,0930.2%Retail/WholesaleICEIntercontinental Exchange$1,753,790$4,587 ▼-0.3%9,5590.2%FinanceVXUSVanguard Total International Stock ETF$1,736,647$17,825 ▲1.0%25,1360.2%ETFKMBKimberly-Clark$1,665,904$270,732 ▼-14.0%12,9220.2%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$1,631,481$10,929 ▼-0.7%14,9280.2%ETFUBERUber Technologies$1,595,897$558,401 ▲53.8%17,1050.2%Computer and TechnologyNVONovo Nordisk A/S$1,509,743$30,438 ▼-2.0%21,8740.2%MedicalNKENIKE$1,498,770$995 ▼-0.1%21,0980.2%Consumer DiscretionaryIBMInternational Business Machines$1,482,449$31,541 ▼-2.1%5,0290.2%Computer and TechnologyULTAUlta Beauty$1,475,036$233,910 ▼-13.7%3,1530.2%Retail/WholesaleMETAMeta Platforms$1,466,541$14,761 ▼-1.0%1,9870.2%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$1,464,6090.0%5,1500.2%ETFFCXFreeport-McMoRan$1,440,694$47,685 ▼-3.2%33,2340.2%Basic MaterialsPEPPepsiCo$1,435,803$71,038 ▼-4.7%10,8740.2%Consumer StaplesHONHoneywell International$1,413,785$46,109 ▼-3.2%6,0710.2%Multi-Sector ConglomeratesViking Holdings$1,412,451$2,664 ▲0.2%26,5050.2%Common StockINFYAmerican Noble Gas$1,386,785$21,013 ▼-1.5%74,8400.2%Computer and TechnologySTZConstellation Brands$1,379,852$110,622 ▲8.7%8,4820.2%Consumer StaplesSBUXStarbucks$1,373,717$29,230 ▼-2.1%14,9920.2%Retail/WholesaleMDLZMondelez International$1,364,433$15,106 ▼-1.1%20,2320.2%Consumer StaplesBSXBoston Scientific$1,339,403$200,857 ▲17.6%12,4700.2%MedicalPFEPfizer$1,290,489$177,437 ▲15.9%53,2380.2%MedicalCMECME Group$1,259,859$56,778 ▼-4.3%4,5710.2%FinanceLMTLockheed Martin$1,247,236$391,353 ▼-23.9%2,6930.2%AerospaceMTDMettler-Toledo International$1,246,378$25,844 ▼-2.0%1,0610.2%MedicalCVXChevron$1,232,866$17,899 ▼-1.4%8,6100.1%EnergySOSouthern$1,223,910$11,938 ▼-1.0%13,3280.1%UtilitiesCTVACorteva$1,209,547$16,769 ▼-1.4%16,2290.1%Consumer StaplesPGProcter & Gamble$1,201,196$47,474 ▼-3.8%7,5400.1%Consumer StaplesARCCAres Capital$1,200,480$6,522 ▼-0.5%54,6670.1%FinanceRYAAYRyanair$1,193,135$20,934 ▼-1.7%20,6890.1%TransportationTTTrane Technologies$1,188,0060.0%2,7160.1%ConstructionUNHUnitedHealth Group$1,182,054$374,364 ▲46.3%3,7890.1%MedicalFANGDiamondback Energy$1,168,312$32,289 ▼-2.7%8,5030.1%EnergyCORCencora$1,156,8210.0%3,8580.1%MedicalZSZscaler$1,135,207$1,135,207 ▲New Holding3,6160.1%Computer and TechnologyDISWalt Disney$1,127,345$40,674 ▼-3.5%9,0910.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access