Baldwin Investment Management, LLC Top Holdings and 13F Report (2026)

About Baldwin Investment Management, LLC

Investment Activity

Baldwin Investment Management, LLC has $855.66 million in total holdings as of March 31, 2026.
Baldwin Investment Management, LLC owns shares of 210 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 1.46% of the portfolio was purchased this quarter.
About 1.37% of the portfolio was sold this quarter.
This quarter, Baldwin Investment Management, LLC has purchased 207 new stocks and bought additional shares in 63 stocks.
Baldwin Investment Management, LLC sold shares of 64 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $398,567,700
Broadcom: $22,086,810
NVIDIA: $19,929,903
Lam Research Corp: $18,928,987
Apple: $17,910,168

Largest New Holdings this Quarter

G2004J103 - Carnival Corp: $544,748 Holding
69608A108 - Palantir Technologies In: $537,725 Holding
35473P710 - Franklin FTSE South Korea ETF: $447,541 Holding
F92124100 - TotalEnergies SE: $272,030 Holding
91913Y100 - Valero Energy: $237,197 Holding

Largest Purchases this Quarter

Autodesk: 5,825 shares (about $1.39M)
Dell Technologies: 6,110 shares (about $1.00M)
Walt Disney: 8,038 shares (about $774.70K)
Berkshire Hathaway: 1,254 shares (about $600.92K)
Carnival Corp: 21,049 shares (about $544.75K)

Largest Sales this Quarter

Lam Research Corp: 9,540 shares (about $2.04M)
SPDR S&P 500 ETF Trust: 1,250 shares (about $812.96K)
Berkshire Hathaway: 1 shares (about $718.14K)
Uber Technologies: 8,912 shares (about $641.04K)
Broadcom: 2,059 shares (about $637.28K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.A Berkshire Hathaway	$398,567,700	$718,140 â–¼	-0.2%	555	46.6%	Finance
AVGO Broadcom	$22,086,810	$637,277 â–¼	-2.8%	71,361	2.6%	Computer and Technology
NVDA NVIDIA	$19,929,903	$235,789 â–¼	-1.2%	114,277	2.3%	Computer and Technology
Lam Research Corp	$18,928,987	$2,038,316 â–¼	-9.7%	88,594	2.2%	Common Stock
AAPL Apple	$17,910,168	$157,603 â–²	0.9%	70,571	2.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$14,170,974	$17,650 â–²	0.1%	48,174	1.7%	Finance
MSFT Microsoft	$12,205,986	$208,406 â–²	1.7%	32,974	1.4%	Computer and Technology
COST Costco Wholesale	$11,539,496	$224,194 â–²	2.0%	11,581	1.3%	Retail/Wholesale
LLY Eli Lilly and Company	$10,062,721	$33,113 â–¼	-0.3%	10,940	1.2%	Medical
GOOGL Alphabet	$9,620,108	$50,323 â–¼	-0.5%	33,454	1.1%	Computer and Technology
XOM ExxonMobil	$9,368,467	$185,269 â–¼	-1.9%	55,219	1.1%	Energy
BRK.B Berkshire Hathaway	$9,309,898	$600,917 â–²	6.9%	19,428	1.1%	Finance
AMZN Amazon.com	$8,729,845	$150,787 â–²	1.8%	41,916	1.0%	Retail/Wholesale
RTX RTX	$8,589,600	$62,499 â–¼	-0.7%	44,529	1.0%	Aerospace
EPD Enterprise Products Partners	$7,259,150	$5,676 â–¼	-0.1%	191,838	0.8%	Energy
VRTX Vertex Pharmaceuticals	$6,993,709	$48,226 â–²	0.7%	15,662	0.8%	Medical
V Visa	$6,459,532	$15,112 â–²	0.2%	21,372	0.8%	Business Services
ABBV AbbVie	$6,187,381	$21,749 â–¼	-0.4%	28,449	0.7%	Medical
VRT Vertiv	$6,037,009	$15,035 â–²	0.2%	24,092	0.7%	Computer and Technology
CAT Caterpillar	$5,696,018	$112,645 â–¼	-1.9%	8,040	0.7%	Industrials
TSM Taiwan Semiconductor Manufacturing	$5,634,302	$55,762 â–²	1.0%	16,672	0.7%	Computer and Technology
Linde PLC	$5,573,575	$24,789 â–¼	-0.4%	11,242	0.7%	SPONS ADR
VOO Vanguard S&P 500 ETF	$5,483,736	$175,083 â–²	3.3%	9,177	0.6%	ETF
GS The Goldman Sachs Group	$5,292,448	$43,991 â–¼	-0.8%	6,256	0.6%	Finance
ISRG Intuitive Surgical	$4,990,217	$119,396 â–²	2.5%	10,825	0.6%	Medical
SPGI S&P Global	$4,737,159	$283,285 â–²	6.4%	11,137	0.6%	Finance
ETN Eaton	$4,631,827	$5,365 â–²	0.1%	12,950	0.5%	Industrials
Blackrock Inc	$4,439,979		0.0%	4,617	0.5%	Common Stock
BKR Baker Hughes	$4,399,378	$127,228 â–¼	-2.8%	72,062	0.5%	Energy
JNJ Johnson & Johnson	$4,315,084	$13,933 â–¼	-0.3%	17,653	0.5%	Medical
GOOG Alphabet	$4,288,844	$140,561 â–¼	-3.2%	14,951	0.5%	Computer and Technology
PANW Palo Alto Networks	$4,261,787	$310,219 â–²	7.9%	26,583	0.5%	Computer and Technology
ABT Abbott Laboratories	$4,088,170	$27,002 â–²	0.7%	39,819	0.5%	Medical
TMO Thermo Fisher Scientific	$3,982,483	$4,915 â–¼	-0.1%	8,102	0.5%	Medical
HD Home Depot	$3,824,333	$192,401 â–²	5.3%	11,628	0.4%	Retail/Wholesale
ROK Rockwell Automation	$3,724,098	$1,794 â–¼	0.0%	10,377	0.4%	Computer and Technology
NEE NextEra Energy	$3,493,031	$9,195 â–¼	-0.3%	37,608	0.4%	Utilities
MS Morgan Stanley	$3,209,343	$28,307 â–¼	-0.9%	19,501	0.4%	Finance
UNP Union Pacific	$3,100,198	$3,639 â–¼	-0.1%	12,778	0.4%	Transportation
TJX TJX Companies	$2,917,879	$11,978 â–²	0.4%	18,271	0.3%	Retail/Wholesale
COF Capital One Financial	$2,897,372	$199,215 â–²	7.4%	15,882	0.3%	Finance
VTI Vanguard Total Stock Market ETF	$2,720,309	$270,427 â–²	11.0%	8,480	0.3%	ETF
ZTS Zoetis	$2,594,963	$15,958 â–²	0.6%	21,952	0.3%	Medical
ADSK Autodesk	$2,551,286	$1,394,505 â–²	120.6%	10,657	0.3%	Computer and Technology
WM Waste Management	$2,469,323	$9,192 â–¼	-0.4%	10,746	0.3%	Business Services
LOW Lowe's Companies	$2,417,569		0.0%	10,232	0.3%	Retail/Wholesale
DRI Darden Restaurants	$2,346,795	$14,703 â–¼	-0.6%	11,971	0.3%	Retail/Wholesale
MCD McDonald's	$2,263,484	$87,021 â–¼	-3.7%	7,283	0.3%	Retail/Wholesale
DHR Danaher	$2,256,260	$37,920 â–¼	-1.7%	11,900	0.3%	Medical
DE Deere & Company	$2,132,091	$276,017 â–²	14.9%	3,785	0.2%	Industrials
MA Mastercard	$2,117,559		0.0%	4,238	0.2%	Business Services
FCX Freeport-McMoRan	$2,099,151	$94,048 â–¼	-4.3%	35,712	0.2%	Basic Materials
AXP American Express	$2,075,013		0.0%	6,860	0.2%	Finance
DELL Dell Technologies	$2,039,644	$1,002,835 â–²	96.7%	12,427	0.2%	Computer and Technology
CB Chubb	$2,018,484	$32,593 â–¼	-1.6%	6,193	0.2%	Finance
TSCO Tractor Supply	$2,005,658	$3,398 â–²	0.2%	44,275	0.2%	Retail/Wholesale
VXUS Vanguard Total International Stock ETF	$1,921,039	$64,001 â–¼	-3.2%	24,913	0.2%	ETF
TMUS T-Mobile US	$1,912,408	$105,020 â–¼	-5.2%	9,105	0.2%	Computer and Technology
IBN ICICI Bank	$1,912,404	$165,760 â–²	9.5%	73,838	0.2%	Finance
ACN Accenture	$1,890,497	$72,376 â–¼	-3.7%	9,534	0.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$1,854,630	$17,528 â–²	1.0%	14,919	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$1,851,595	$812,959 â–¼	-30.5%	2,847	0.2%	Finance
PEP PepsiCo	$1,815,961	$3,882 â–²	0.2%	11,694	0.2%	Consumer Staples
AMT American Tower	$1,807,944	$30,201 â–²	1.7%	10,476	0.2%	Finance
ULTA Ulta Beauty	$1,771,464		0.0%	3,389	0.2%	Retail/Wholesale
CVX Chevron	$1,768,995		0.0%	8,550	0.2%	Energy
ASML ASML	$1,761,987		0.0%	1,334	0.2%	Computer and Technology
SO Southern	$1,760,235	$115,824 â–²	7.0%	18,237	0.2%	Utilities
IBM International Business Machines	$1,754,661	$128,467 â–²	7.9%	7,239	0.2%	Computer and Technology
DIS Walt Disney	$1,742,554	$774,704 â–²	80.0%	18,080	0.2%	Consumer Discretionary
Viking Holdings	$1,609,947	$80,461 â–¼	-4.8%	21,910	0.2%	Common Stock
AXTA Axalta Coating Systems	$1,496,603	$118,417 â–¼	-7.3%	54,029	0.2%	Basic Materials
META Meta Platforms	$1,494,002	$165,364 â–²	12.4%	2,611	0.2%	Computer and Technology
Wal-Mart Stores Inc.	$1,440,032	$223,704 â–²	18.4%	11,587	0.2%	Common Stock
SNPS Synopsys	$1,429,310	$200,619 â–²	16.3%	3,605	0.2%	Computer and Technology
ICE Intercontinental Exchange	$1,409,858		0.0%	8,964	0.2%	Finance
FANG Diamondback Energy	$1,404,902	$249,215 â–¼	-15.1%	7,103	0.2%	Energy
BWA BorgWarner	$1,381,297	$78,677 â–²	6.0%	25,457	0.2%	Auto/Tires/Trucks
BX Blackstone	$1,380,915		0.0%	12,009	0.2%	Finance
HON Honeywell International	$1,350,500		0.0%	5,975	0.2%	Multi-Sector Conglomerates
MTD Mettler-Toledo International	$1,338,133		0.0%	1,061	0.2%	Medical
CTVA Corteva	$1,333,417		0.0%	15,929	0.2%	Consumer Staples
SBUX Starbucks	$1,321,453	$4,480 â–²	0.3%	14,750	0.2%	Retail/Wholesale
CME CME Group	$1,318,147	$1,772 â–¼	-0.1%	4,463	0.2%	Finance
LHX L3Harris Technologies	$1,316,747	$26,577 â–¼	-2.0%	3,815	0.2%	Aerospace
VOT Vanguard Mid-Cap Growth ETF	$1,286,750		0.0%	5,000	0.2%	ETF
MRVL Marvell Technology	$1,239,116	$228,310 â–²	22.6%	12,510	0.1%	Computer and Technology
RYAAY Ryanair	$1,195,824		0.0%	20,689	0.1%	Transportation
FSLR First Solar	$1,166,398	$19,726 â–¼	-1.7%	5,913	0.1%	Energy
EW Edwards Lifesciences	$1,146,746	$62,062 â–¼	-5.1%	14,320	0.1%	Medical
NKE NIKE	$1,142,312	$1,373 â–²	0.1%	21,627	0.1%	Consumer Discretionary
MDLZ Mondelez International	$1,125,856	$8,588 â–¼	-0.8%	19,533	0.1%	Consumer Staples
TT Trane Technologies	$1,112,696		0.0%	2,670	0.1%	Construction
ARCC Ares Capital	$1,084,660	$24,922 â–¼	-2.2%	60,192	0.1%	Finance
COR Cencora	$1,070,589		0.0%	3,408	0.1%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$1,056,524	$5,950 â–¼	-0.6%	5,505	0.1%	ETF
PLD Prologis	$1,053,871	$21,149 â–¼	-2.0%	7,973	0.1%	Finance
YUM Yum! Brands	$1,037,363		0.0%	6,672	0.1%	Retail/Wholesale
PFE Pfizer	$1,022,056	$57,564 â–¼	-5.3%	36,398	0.1%	Medical
CSCO Cisco Systems	$1,022,031		0.0%	13,172	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

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
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

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.

Baldwin Investment Management, LLC Top Holdings and 13F Report (2026)

About Baldwin Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Baldwin Investment Management, LLC Top Holdings and 13F Report (2026)

About Baldwin Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBaldwin Investment Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools