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Baldwin Investment Management, LLC

Q1 2024 · 13F-HR

Baldwin Investment Management, LLCholdings as filed

Filed 2024-05-14 · accession 0001346378-24-000002

$737.3M
Reported value
209
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670108BRK/ABerkshire Hathaway Inc A$355.9M48.3%561CommonSOLE
594918104MSFTMicrosoft Corp$16.6M2.25%39,493CommonNONE
037833100AAPLApple Inc$12.8M1.74%74,790CommonNONE
11135F101AVGOBroadcom Limited$11.0M1.49%8,279CommonNONE
46625H100JPMJ.P. Morgan Chase & Co$10.6M1.44%52,957CommonNONE
67066G104NVDANvidia Corp$10.4M1.41%11,537CommonNONE
512807108LRCXEURLam Research Corp$9.8M1.33%10,130CommonNONE
084670702BRK/BBerkshire Hathaway Inc B$8.4M1.13%19,863CommonNONE
22160K105COSTCostco Wholesale Corporation$7.5M1.02%10,277CommonNONE
023135106AMZNAmazon.com Inc$6.6M0.89%36,537CommonNONE
G54950103LINLinde PLC$6.5M0.88%14,018CommonNONE
532457108LLYEli Lilly & Company$6.3M0.86%8,150CommonNONE
293792107EPDEnterprise Products Partners$5.8M0.78%198,161CommonNONE
00287Y109ABBVAbbvie Inc$5.7M0.77%31,318CommonNONE
02079K305GOOGLAlphabet Inc Class A$5.3M0.72%35,272CommonNONE
92826C839VVisa Inc.$5.3M0.71%18,872CommonNONE
98978V103ZTSZoetis Inc$4.6M0.62%27,024CommonNONE
437076102HDHome Depot Inc$4.6M0.62%11,911CommonNONE
883556102TMOThermo Fisher Scientific$4.5M0.61%7,768CommonNONE
92532F100VRTXVertex Pharmaceuticals$4.3M0.59%10,349CommonNONE
09247X101BLKCHFBlackrock Inc$4.3M0.59%5,182CommonNONE
235851102DHRDanaher Corp$4.3M0.58%17,108CommonNONE
G1151C101ACNAccenture Plc$4.2M0.58%12,245CommonNONE
78409V104SPGIS&P Global Inc$4.1M0.56%9,651CommonNONE
907818108UNPUnion Pacific Corp$3.9M0.53%15,754CommonNONE
78462F103SPYS&P DEP Receipts$3.8M0.51%7,235CommonNONE
002824100ABTAbbott Laboratories$3.8M0.51%33,291CommonNONE
00724F101ADBEAdobe Inc$3.7M0.50%7,378CommonNONE
149123101CATCaterpillar Inc$3.7M0.50%10,053CommonNONE
75513E101RTXRTX Corp$3.6M0.49%36,693CommonNONE
46120E602ISRGIntuitive Surgical$3.6M0.48%8,914CommonNONE
337738108FISVFiserv Inc$3.5M0.48%21,970CommonNONE
478160104JNJJohnson & Johnson$3.5M0.47%21,883CommonNONE
38141G104GSGoldman Sachs Group Inc$3.4M0.46%8,190CommonNONE
30231G102XOMExxon Mobil Corporation$3.2M0.44%27,746CommonNONE
G29183103ETNEaton Corp$3.1M0.41%9,785CommonNONE
892356106TSCOTractor Supply Company$3.0M0.41%11,474CommonNONE
670100205NVONovo Nordisk$2.9M0.39%22,641CommonNONE
21036P108STZConstellation Brands Inc$2.8M0.38%10,178CommonNONE
90384S303ULTAUlta Beauty Inc.$2.7M0.37%5,194CommonNONE
548661107LOWLowes Companies Inc$2.7M0.37%10,581CommonNONE
03027X100AMTAmerican Tower REIT$2.7M0.36%13,600CommonNONE
713448108PEPPepsico Inc.$2.6M0.36%15,009CommonNONE
94106L109WMWaste Management Inc$2.6M0.35%12,141CommonNONE
02079K107GOOGAlphabet Inc Class C$2.6M0.35%16,905CommonNONE
723787107PXDEURPioneer Natural Resources$2.5M0.35%9,702CommonNONE
697435105PANWPalo Alto Networks$2.4M0.32%8,412CommonNONE
617446448MSMorgan Stanley & Co$2.4M0.32%25,377CommonNONE
654106103NKENike Inc$2.3M0.31%24,153CommonNONE
09260D107BXBlackstone Inc$2.2M0.30%17,070CommonNONE
874039100TSMTaiwan Semiconductor Manufacturing ADR$2.2M0.30%16,357CommonNONE
74340W103PLDPrologis Inc$2.2M0.30%16,884CommonNONE
65339F101NEENextera Energy$2.2M0.30%34,340CommonNONE
127055101CBTCabot Corporation$2.2M0.30%23,614CommonNONE
438516106HONHoneywell International$2.1M0.29%10,362CommonNONE
052769106ADSKAutodesk Inc$2.1M0.28%8,017CommonNONE
464287804IJRiShares S&P Smallcap 600$2.0M0.27%18,340CommonNONE
34959J108FTVFortive Corp$2.0M0.27%23,299CommonNONE
580135101MCDMcDonald's Corp$2.0M0.27%6,986CommonNONE
855244109SBUXStarbucks Corp$1.9M0.26%21,025CommonNONE
244199105DEDeere & Co$1.9M0.25%4,557CommonNONE
14040H105COFCapital One Financial$1.9M0.25%12,558CommonNONE
45866F104ICEIntercontinental Exchange$1.8M0.25%13,427CommonNONE
237194105DRIDarden Restaurants Inc$1.8M0.24%10,734CommonNONE
46137V357RSPRydex S&P Equal Weight ETF$1.7M0.24%10,298CommonNONE
592688105MTDMettler Toledo Intl Inc$1.7M0.23%1,293CommonNONE
08265T208BSYBentley Systems$1.7M0.23%32,900CommonNONE
N6596X109NXPINXP Semiconductors N.V.$1.7M0.23%6,900CommonNONE
099724106BWABorg Warner Inc$1.7M0.23%48,440CommonNONE
872590104TMUST-Mobile US$1.7M0.23%10,274CommonNONE
494368103KMBKimberly Clark Corp$1.6M0.22%12,657CommonNONE
872540109TJXTJX Inc$1.6M0.22%16,110CommonNONE
929160109VMCVulcan Materials Company$1.6M0.22%5,864CommonNONE
609207105MDLZMondelez International$1.6M0.22%22,845CommonNONE
459200101IBMInternational Business Machines Corp$1.6M0.22%8,349CommonNONE
45104G104IBNIcici Bank Ltd Adr$1.6M0.21%59,722CommonNONE
166764100CVXChevron Corp.$1.6M0.21%9,986CommonNONE
46982L108JJacobs Solutions Inc$1.6M0.21%10,098CommonNONE
921909768VXUSVanguard Total Interntl Stk$1.5M0.21%25,687CommonNONE
502431109LHXL3Harris Technologies$1.5M0.20%6,857CommonNONE
922908769VTIVanguard Total Stock Market ETF$1.4M0.19%5,495CommonNONE
H1467J104CBChubb Corp.$1.4M0.19%5,451CommonNONE
456788108INFYInfosys Technologies Ltd$1.4M0.19%78,501CommonNONE
91324P102UNHUnitedHealth Group$1.4M0.19%2,833CommonNONE
922908512VOEVanguard Mid Cap Value$1.4M0.19%8,913CommonNONE
808524797SCHDSchwab US Dividend Equity ETF$1.4M0.19%17,158CommonNONE
670346105NUENucor Corp$1.4M0.19%6,932CommonNONE
22052L104CTVACorteva Agriscience Inc$1.4M0.19%23,687CommonNONE
922908538VOTVanguard Mid Cap Growth$1.3M0.18%5,684CommonNONE
25278X109FANGDiamondback Energy$1.3M0.18%6,685CommonNONE
783513203RYAAYRyanAir Holdings PLC$1.3M0.17%8,808CommonNONE
336433107FSLRFirst Solar Inc$1.3M0.17%7,504CommonNONE
539830109LMTLockheed Martin Corp$1.3M0.17%2,761CommonNONE
922908611VBRVanguard Small Cap Value$1.2M0.17%6,512CommonNONE
12572Q105CMECME Group Inc$1.2M0.17%5,735CommonNONE
988498101YUMYum! Brands Inc$1.2M0.16%8,552CommonNONE
573874104MRVLMarvell Technology Group$1.2M0.16%16,695CommonNONE
35671D857FCXFreeport McMoRan$1.2M0.16%25,132CommonNONE
127097103CTRACoterra Energy Inc$1.1M0.16%41,153CommonNONE
46429B598INDAIshares MSCI India Index$1.1M0.15%22,030CommonNONE
20030N101CMCSAComcast Corp$1.1M0.15%26,095CommonNONE
04010L103ARCCAres Capital Corp$1.1M0.15%54,331CommonNONE
773903109ROKRockwell Automation$1.1M0.15%3,859CommonNONE
742718109PGProcter & Gamble Co.$1.1M0.15%6,898CommonNONE
G8994E103TTTrane Technologies Plc$1.1M0.15%3,570CommonNONE
58155Q103MCKMcKesson Corp$1.0M0.14%1,925CommonNONE
009158106APDAir Products and Chemicals Inc$1.0M0.14%4,155CommonNONE
921908844VIGVanguard Dividend Appreciation ETF$962,1870.13%5,269CommonNONE
254687106DISWalt Disney Co$953,4960.13%7,793CommonNONE
110122108BMYBristol-Myers Squibb$947,8860.13%17,479CommonNONE
58933Y105MRKMerck & Co Inc$939,4840.13%7,120CommonNONE
68389X105ORCLOracle Corp$939,3120.13%7,478CommonNONE
025816109AXPAmerican Express Co$935,8060.13%4,110CommonNONE
053015103ADPAutomatic Data Processing Inc$917,7950.12%3,675CommonNONE
14448C104CARRCarrier Global Corp$916,4190.12%15,765CommonNONE
81369Y803XLKTechnology Select Sector SPDR Fund$895,5610.12%4,300CommonNONE
26441C204DUKDuke Energy Corp.$849,3070.12%8,782CommonNONE
46266C105IQVIqvia Holdings Inc$826,4450.11%3,268CommonNONE
060505104BACBank of America Corp$816,0380.11%21,520CommonNONE
31428X106FDXFedEx Corp$809,8230.11%2,795CommonNONE
92537N108VRTVertiv Holdings Co$806,0020.11%9,869CommonNONE
05722G100BKRBaker Hughes Co$803,4310.11%23,983CommonNONE
30303M102METAMeta Platforms Inc$796,9810.11%1,641CommonNONE
57636Q104MAMastercard Inc$788,8120.11%1,638CommonNONE
68902V107OTISOtis Worldwide Corp$764,0810.10%7,697CommonNONE
17275R102CSCOCisco Systems Inc$757,7840.10%15,183CommonNONE
808524607SCHASchwab US Small Cap ETF$749,9860.10%15,231CommonNONE
N07059210ASMLASML Holdings NV$747,2620.10%770CommonNONE
82509L107SHOPShopify Inc$711,6620.10%9,222CommonNONE
26969P108EXPEagle Materials Inc$687,5280.09%2,530CommonNONE
172908105CTASCintas Corp$687,0300.09%1,000CommonNONE
693475105PNCPNC Financial Services Group Inc$683,2450.09%4,228CommonNONE
842587107SOSouthern Company$679,7370.09%9,475CommonNONE
91879Q109MTNVail Resorts Inc$657,3490.09%2,950CommonNONE
G16258108BEPBrookfield Renewable Partners LP$635,3870.09%27,352CommonNONE
45257U108IMNMImmunome, Inc.$626,7240.09%25,394CommonNONE
749685103RPMRPM International Inc$624,4880.08%5,250CommonNONE
74144T108TROWT Rowe Price Group Inc$622,0360.08%5,102CommonNONE
882508104TXNTexas Instruments, Inc.$615,8320.08%3,535CommonNONE
830566105SKAASkechers USA Inc$608,0060.08%9,925CommonNONE
780259305SHELSHELL ADR EACH REP 2 ORD WI$605,3040.08%9,029CommonNONE
46434G822EWJiShares MSCI Japan Index Fund$588,9940.08%8,255CommonNONE
191216100KOCoca Cola Co.$582,4340.08%9,520CommonNONE
36266G107GEHCGE Healthcare Technologies$563,9130.08%6,203CommonNONE
45778Q107NSPInsperity Inc$563,3950.08%5,140CommonNONE
682189105ONOn Semiconductor Co$558,9800.08%7,600CommonNONE
464287176TIPiShares TIPS Bond Fund$558,5320.08%5,200CommonSOLE
36262G101GXOGXO Logistics Inc$557,0610.08%10,362CommonNONE
808524805SCHFSchwab International Equity Fund$552,2220.07%14,152CommonNONE
931142103WMTWal-Mart Stores Inc.$529,1950.07%8,795CommonNONE
922908629VOVanguard Mid-Cap ETF$527,8910.07%2,113CommonNONE
M22465104CHKPCheck Point Software Technologies$515,4830.07%3,143CommonNONE
101137107BSXBoston Scientific Corp$515,3870.07%7,525CommonNONE
871829107SYYSysco Corp$494,3860.07%6,090CommonNONE
465562106ITUBItau UniBanco Multiplo ADR$483,1040.07%69,712CommonNONE
231021106CMICummins Inc$475,8600.06%1,615CommonNONE
704326107PAYXPaychex Inc$472,1660.06%3,845CommonNONE
G0403H108AONAon PLC$467,2080.06%1,400CommonNONE
48251W104KKRKKR & Co LP$452,6100.06%4,500CommonNONE
89677Q107TCOMTrip.com Group Ltd$450,0480.06%10,254CommonNONE
025072877AVUVAvantis US Small Cap Value ETF$446,9710.06%4,770CommonNONE
525327102LDOSLeidos Holdings Inc$426,0430.06%3,250CommonNONE
983134107WYNNWynn Resorts$421,8010.06%4,126CommonNONE
717081103PFEPfizer Inc.$397,4630.05%14,323CommonNONE
452308109ITWIllinois Tool Works Inc$388,8100.05%1,449CommonNONE
921943858VEAVanguard FTSE Dev Mkts ETF$386,4040.05%7,702CommonNONE
824348106SHWSherwin Williams Co$378,2420.05%1,089CommonNONE
194162103CLColgate Palmolive Co$378,1200.05%4,199CommonNONE
126650100CVSCVS Corp$375,3510.05%4,706CommonNONE
922042858VWOVanguard FTSE Emerging Mkt ETF$373,6420.05%8,945CommonNONE
H8088L103SRADSportradar Group$371,6070.05%31,925CommonNONE
24703L202DELLDell Inc$371,2000.05%3,253CommonNONE
13646K108CPCanadian Pacific Kansas City Ltd$370,2260.05%4,199CommonNONE
056752108BIDUBaidu Inc ADR$352,1620.05%3,345CommonNONE
464287556IBBiShares NASDAQ Biotechnology Index Fund$351,9690.05%2,565CommonNONE
751212101RLRalph Lauren Corp$337,9680.05%1,800CommonNONE
701094104PHParker Hannifin Corp$335,1410.05%603CommonNONE
165167735EXEChesapeake Energy$333,1130.05%3,750CommonNONE
81369Y605XLFFinancial Select Sector SPDR Fund$332,3270.05%7,890CommonNONE
500754106KHCKraft Heinz Co$329,8860.04%8,940CommonNONE
046353108AZNNAstraZeneca PLC$322,2190.04%4,756CommonNONE
78463V107GLDSPDR Gold Trust$318,8660.04%1,550CommonNONE
693506107PPGPPG Industries Inc$318,7800.04%2,200CommonNONE
95040Q104WELLWelltower Inc$309,2860.04%3,310CommonNONE
92338C103VLTOVERALTO ORD WI$308,5370.04%3,480CommonNONE
803607100SRPTSarepta Therapeutics Inc$291,2850.04%2,250CommonNONE
020002101ALLAllstate Corp$285,8130.04%1,652CommonNONE
28176E108EWEdwards Lifesciences Corp$281,6150.04%2,947CommonNONE
693718108PCARPaccar Inc$276,0270.04%2,228CommonNONE
464287721IYWiShares Trust Dow Jones US Tech Fund$274,1720.04%2,030CommonSOLE
427866108HSYHershey Foods Corp$272,4950.04%1,401CommonNONE
92343V104VZVerizon Communications$263,7610.04%6,286CommonNONE
260003108DOVDover Corp$256,9260.03%1,450CommonNONE
81369Y704XLIIndustrial Select Sector SPDR Fund$254,4390.03%2,020CommonNONE
878742204TECKTeck Resources Ltd$251,1030.03%5,485CommonNONE
98419M100XYLXylem Inc$246,7190.03%1,909CommonNONE
126408103CSXC S X Corp$244,4030.03%6,593CommonNONE
404280406HSBCHSBC PLC Spon ADR$236,7110.03%6,014CommonNONE
26875P101EOGEOG Resources Inc$232,0300.03%1,815CommonNONE
718172109PMPhilip Morris International$224,4690.03%2,450CommonNONE
922908744VTVVanguard Value ETF$219,5350.03%1,348CommonNONE
91913Y100VLOValero Energy Corp$215,0690.03%1,260CommonNONE
132061201SYLDCambria Shareholder Yield ETF$206,5700.03%2,819CommonNONE
12514G108CDWCDW Corp$204,6240.03%800CommonNONE
87612E106TGTTarget Corporation$203,9690.03%1,151CommonNONE
922908595VBKVanguard Small Cap$200,7750.03%770CommonNONE
143658300CCL1EURCarnival Corp$165,0340.02%10,100CommonNONE
76954A103RIVNRivian Automotive$130,3050.02%11,900CommonNONE
67577C105OCGNOcugen Inc$36,9000.01%22,500CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.