Baldwin Investment Management, LLC Top Holdings and 13F Report (2025) About Baldwin Investment Management, LLCInvestment ActivityBaldwin Investment Management, LLC has $831.94 million in total holdings as of March 31, 2025.Baldwin Investment Management, LLC owns shares of 200 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 56.58% of the portfolio was purchased this quarter.About 47.27% of the portfolio was sold this quarter.This quarter, Baldwin Investment Management, LLC has purchased 199 new stocks and bought additional shares in 93 stocks.Baldwin Investment Management, LLC sold shares of 77 stocks and completely divested from 13 stocks this quarter.Largest Holdings Berkshire Hathaway $443,933,530Apple $16,007,060NVIDIA $13,670,068Broadcom $13,197,633Microsoft $12,376,608 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $443,933,530 Holding03073E105 - Cencora $1,072,871 Holding125523100 - The Cigna Group $824,474 Holding81730H109 - SentinelOne $740,381 Holding808524102 - Schwab US Broad Market ETF $415,068 Holding Largest Purchases this Quarter Berkshire Hathaway 556 shares (about $443.93M)Mastercard 2,507 shares (about $1.37M)Visa 3,920 shares (about $1.37M)Cencora 3,858 shares (about $1.07M)NVIDIA 8,747 shares (about $948.00K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 2,329 shares (about $1.30M)BorgWarner 22,038 shares (about $631.39K)Blackstone 4,140 shares (about $578.69K)L3Harris Technologies 2,075 shares (about $434.32K)Zoetis 2,585 shares (about $425.63K) 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$443,933,530$443,933,530 ▲New Holding55653.4%FinanceAAPLApple$16,007,060$104,623 ▼-0.6%72,0621.9%Computer and TechnologyNVDANVIDIA$13,670,068$947,999 ▲7.5%126,1311.6%Computer and TechnologyAVGOBroadcom$13,197,633$96,942 ▼-0.7%78,8251.6%Computer and TechnologyMSFTMicrosoft$12,376,608$840,874 ▲7.3%32,9701.5%Computer and TechnologyJPMJPMorgan Chase & Co.$12,102,212$528,380 ▲4.6%49,3361.5%FinanceBRK.BBerkshire Hathaway$10,209,559$167,763 ▲1.7%19,1701.2%FinanceCOSTCostco Wholesale$9,390,440$367,900 ▲4.1%9,9291.1%Retail/WholesaleAMZNAmazon.com$8,028,782$192,163 ▲2.5%42,1991.0%Retail/WholesaleLLYEli Lilly and Company$7,761,621$422,025 ▲5.7%9,3980.9%MedicalVVisa$7,712,214$1,373,802 ▲21.7%22,0060.9%Business ServicesLam Research Corp$7,372,324$118,865 ▼-1.6%101,4070.9%Common StockVRTXVertex Pharmaceuticals$6,705,061$616,206 ▲10.1%13,8300.8%MedicalXOMExxon Mobil$6,618,215$703,590 ▲11.9%55,6480.8%EnergyEPDEnterprise Products Partners$6,575,876$170,359 ▲2.7%192,6150.8%EnergyABBVAbbVie$5,846,578$77,940 ▲1.4%27,9050.7%MedicalLinde PLC$5,748,901$241,672 ▲4.4%12,3460.7%SPONS ADRGOOGLAlphabet$5,448,586$183,867 ▲3.5%35,2340.7%Computer and TechnologySPGIS&P Global$5,004,394$181,396 ▲3.8%9,8490.6%Business ServicesABTAbbott Laboratories$4,968,380$226,963 ▲4.8%37,4550.6%MedicalISRGIntuitive Surgical$4,940,814$157,991 ▲3.3%9,9760.6%MedicalVOOVanguard S&P 500 ETF$4,503,710$17,986 ▼-0.4%8,7640.5%ETFRTXRTX$4,464,029$1,325 ▲0.0%33,7010.5%AerospaceTMOThermo Fisher Scientific$4,445,646$27,369 ▲0.6%8,9340.5%MedicalBlackrock Inc$4,302,240$168,456 ▼-3.8%4,5460.5%Common StockZTSZoetis$4,175,592$425,627 ▼-9.3%25,3600.5%MedicalACNAccenture$4,056,832$32,764 ▼-0.8%13,0010.5%Computer and TechnologyHDHome Depot$3,998,039$151,360 ▼-3.6%10,9090.5%Retail/WholesaleUNPUnion Pacific$3,862,524$202,221 ▲5.5%16,3500.5%TransportationGSThe Goldman Sachs Group$3,410,488$35,509 ▲1.1%6,2430.4%FinanceETNEaton$3,355,470$371,048 ▲12.4%12,3440.4%IndustrialsPANWPalo Alto Networks$3,247,279$498,098 ▲18.1%19,0300.4%Computer and TechnologyFIFiserv$3,069,537$66,249 ▼-2.1%13,9000.4%Business ServicesCATCaterpillar$2,964,902$394,111 ▲15.3%8,9900.4%IndustrialsJNJJohnson & Johnson$2,961,366$523,882 ▲21.5%17,8570.4%MedicalAMTAmerican Tower$2,897,164$24,807 ▲0.9%13,3140.3%FinanceBKRBaker Hughes$2,800,802$623,870 ▲28.7%63,7270.3%EnergyTSMTaiwan Semiconductor Manufacturing$2,793,448$224,100 ▲8.7%16,8280.3%Computer and TechnologyVRTVertiv$2,774,724$425,475 ▲18.1%38,4310.3%Computer and TechnologyDHRDanaher$2,754,729$10,250 ▲0.4%13,4380.3%MedicalSPYSPDR S&P 500 ETF Trust$2,695,130$1,302,814 ▼-32.6%4,8180.3%FinanceGOOGAlphabet$2,659,347$63,273 ▲2.4%17,0220.3%Computer and TechnologyLOWLowe's Companies$2,613,631$174,926 ▲7.2%11,2060.3%Retail/WholesaleTMUST-Mobile US$2,602,349$64,012 ▲2.5%9,7570.3%Computer and TechnologyNEENextEra Energy$2,568,061$55,861 ▲2.2%36,2260.3%UtilitiesMCDMcDonald's$2,500,834$746,877 ▲42.6%8,0060.3%Retail/WholesaleADBEAdobe$2,456,510$6,904 ▲0.3%6,4050.3%Computer and TechnologyWMWaste Management$2,427,614$300,963 ▼-11.0%10,4860.3%Business ServicesMSMorgan Stanley$2,341,915$85,169 ▼-3.5%20,0730.3%FinanceTSCOTractor Supply$2,328,251$82,926 ▼-3.4%42,2550.3%Retail/WholesaleMAMastercard$2,322,933$1,374,137 ▲144.8%4,2380.3%Business ServicesTJXTJX Companies$2,234,543$476,360 ▲27.1%18,3460.3%Retail/WholesaleCOFCapital One Financial$2,174,013$13,448 ▼-0.6%12,1250.3%FinanceIBNICICI Bank$2,151,492$381,392 ▲21.5%68,2580.3%FinanceKMBKimberly-Clark$2,136,429$186,735 ▼-8.0%15,0220.3%Consumer StaplesVTIVanguard Total Stock Market ETF$2,042,155$15,667 ▲0.8%7,4300.2%ETFSNPSSynopsys$2,001,872$160,390 ▼-7.4%4,6680.2%Computer and TechnologyCBChubb$1,891,061$409,800 ▲27.7%6,2620.2%FinanceAXPAmerican Express$1,799,137$551,552 ▲44.2%6,6870.2%FinanceBXBlackstone$1,786,528$578,689 ▼-24.5%12,7810.2%FinancePEPPepsiCo$1,711,115$5,398 ▼-0.3%11,4120.2%Consumer StaplesDRIDarden Restaurants$1,672,052$4,155 ▲0.2%8,0480.2%Retail/WholesaleBWABorgWarner$1,670,582$631,389 ▼-27.4%58,3100.2%Auto/Tires/TrucksICEIntercontinental Exchange$1,653,240$16,215 ▲1.0%9,5840.2%FinanceLMTLockheed Martin$1,580,460$198,339 ▲14.4%3,5380.2%AerospaceIJRiShares Core S&P Small-Cap ETF$1,571,478$72,362 ▼-4.4%15,0280.2%ETFNVONovo Nordisk A/S$1,549,554$39,928 ▲2.6%22,3150.2%MedicalVXUSVanguard Total International Stock ETF$1,544,935$113,768 ▼-6.9%24,8780.2%ETFSBUXStarbucks$1,501,856$219,035 ▲17.1%15,3110.2%Retail/WholesaleCVXChevron$1,461,278$16,060 ▼-1.1%8,7350.2%EnergySTZConstellation Brands$1,431,823$13,764 ▲1.0%7,8020.2%Consumer StaplesFANGDiamondback Energy$1,397,031$32,935 ▲2.4%8,7380.2%EnergyMDLZMondelez International$1,387,941$23,748 ▼-1.7%20,4560.2%Consumer StaplesINFYInfosys$1,386,526$22,813 ▼-1.6%75,9740.2%Computer and TechnologyUNHUnitedHealth Group$1,355,989$61,279 ▼-4.3%2,5890.2%MedicalNKENIKE$1,340,204$5,396 ▼-0.4%21,1120.2%Consumer DiscretionaryULTAUlta Beauty$1,338,971$54,981 ▼-3.9%3,6530.2%Retail/WholesalePGProcter & Gamble$1,335,720$722,393 ▲117.8%7,8380.2%Consumer StaplesHONHoneywell International$1,327,501$83,432 ▼-5.9%6,2690.2%Multi-Sector ConglomeratesFCXFreeport-McMoRan$1,299,885$43,918 ▲3.5%34,3340.2%Basic MaterialsVOEVanguard Mid-Cap Value ETF$1,299,481$10,115 ▼-0.8%8,0940.2%ETFMTDMettler-Toledo International$1,278,926$59,046 ▼-4.4%1,0830.2%MedicalIBMInternational Business Machines$1,277,118$74,598 ▲6.2%5,1360.2%Computer and TechnologyCMECME Group$1,267,290$104,259 ▼-7.6%4,7770.2%FinanceVOTVanguard Mid-Cap Growth ETF$1,259,896$60,915 ▼-4.6%5,1500.2%ETFSOSouthern$1,237,463$85,605 ▲7.4%13,4580.1%UtilitiesDEDeere & Company$1,228,758$116,399 ▼-8.7%2,6180.1%IndustrialsARCCAres Capital$1,217,998$118,400 ▲10.8%54,9640.1%FinanceAXTAAxalta Coating Systems$1,204,104$523,091 ▲76.8%36,3010.1%Basic MaterialsPFEPfizer$1,163,562$708,000 ▲155.4%45,9180.1%MedicalMETAMeta Platforms$1,156,657$24,781 ▼-2.1%2,0070.1%Computer and TechnologyPLDPrologis$1,151,325$2,348 ▲0.2%10,2990.1%FinanceORCLOracle$1,120,018$51,450 ▲4.8%8,0110.1%Computer and TechnologyFTVFortive$1,111,238$316,503 ▼-22.2%15,1850.1%Computer and TechnologyNXPINXP Semiconductors$1,087,523$131,141 ▼-10.8%5,7220.1%Computer and TechnologyYUMYum! Brands$1,085,6270.0%6,8990.1%Retail/WholesaleCORCencora$1,072,871$1,072,871 ▲New Holding3,8580.1%MedicalBSXBoston Scientific$1,069,328$187,637 ▲21.3%10,6000.1%MedicalViking Holdings$1,051,586$172,515 ▲19.6%26,4550.1%Common StockCTVACorteva$1,035,450$15,732 ▼-1.5%16,4540.1%Consumer StaplesShowing 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. 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