MondegarAI
Baldwin Investment Management, LLC

Q2 2024 · 13F-HR

Baldwin Investment Management, LLCholdings as filed

Filed 2024-07-30 · accession 0001346378-24-000003

$730.2M
Reported value
205
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670108BRK/ABerkshire Hathaway Cl A$341.6M46.8%558CommonSOLE
594918104MSFTMicrosoft Corp$17.8M2.44%39,826CommonNONE
037833100AAPLApple Inc$15.6M2.13%73,919CommonSOLE
67066G104NVDANvidia Corp$14.2M1.94%114,602CommonSOLE
11135F101AVGOBroadcom Limited$13.2M1.81%8,228CommonSOLE
512807108LRCXEURLam Research Corp$10.8M1.47%10,112CommonSOLE
46625H100JPMJ.P. Morgan Chase & Co$10.7M1.46%52,782CommonNONE
22160K105COSTCostco Wholesale Corporation$8.6M1.17%10,073CommonSOLE
084670702BRK/BBerkshire Hathaway Inc B$8.4M1.15%20,681CommonSOLE
532457108LLYEli Lilly & Company$7.4M1.01%8,159CommonSOLE
023135106AMZNAmazon.com Inc$7.1M0.97%36,485CommonSOLE
02079K305GOOGLAlphabet Inc Class A$6.4M0.88%35,145CommonSOLE
G54950103LINLinde PLC$6.1M0.83%13,886CommonSOLE
293792107EPDEnterprise Products Partners$5.8M0.79%199,081CommonNONE
30231G102XOMExxon Mobil Corporation$5.7M0.79%49,858CommonNONE
92532F100VRTXVertex Pharmaceuticals$5.5M0.75%11,756CommonNONE
00287Y109ABBVAbbvie Inc$5.4M0.74%31,468CommonNONE
98978V103ZTSZoetis Inc$5.4M0.73%30,898CommonNONE
92826C839VVisa Inc.$4.9M0.67%18,547CommonSOLE
883556102TMOThermo Fisher Scientific$4.4M0.60%7,868CommonSOLE
78409V104SPGIS&P Global Inc$4.3M0.58%9,565CommonNONE
46120E602ISRGIntuitive Surgical$4.3M0.58%9,585CommonSOLE
437076102HDHome Depot Inc$4.1M0.56%11,871CommonNONE
235851102DHRDanaher Corp$4.1M0.56%16,274CommonSOLE
09247X101BLKCHFBlackrock Inc$4.0M0.55%5,072CommonSOLE
78462F103SPYS&P DEP Receipts$3.9M0.53%7,135CommonNONE
G1151C101ACNAccenture Plc$3.8M0.53%12,652CommonSOLE
75513E101RTXRTX Corp$3.7M0.50%36,703CommonSOLE
38141G104GSGoldman Sachs Group Inc$3.6M0.49%7,910CommonNONE
907818108UNPUnion Pacific Corp$3.6M0.49%15,789CommonSOLE
00724F101ADBEAdobe Inc$3.5M0.49%6,390CommonSOLE
002824100ABTAbbott Laboratories$3.5M0.48%33,513CommonSOLE
149123101CATCaterpillar Inc$3.3M0.46%10,053CommonNONE
337738108FISVFiserv Inc$3.3M0.45%21,945CommonNONE
670100205NVONovo Nordisk$3.2M0.43%22,180CommonNONE
02079K107GOOGAlphabet Inc Class C$3.1M0.42%16,880CommonSOLE
892356106TSCOTractor Supply Company$3.1M0.42%11,364CommonNONE
G29183103ETNEaton Corp$3.1M0.42%9,748CommonNONE
478160104JNJJohnson & Johnson$3.0M0.41%20,258CommonNONE
874039100TSMTaiwan Semiconductor Manufacturing ADR$2.8M0.38%16,016CommonNONE
697435105PANWPalo Alto Networks$2.7M0.37%7,944CommonSOLE
94106L109WMWaste Management Inc$2.6M0.36%12,391CommonNONE
03027X100AMTAmerican Tower REIT$2.6M0.36%13,451CommonSOLE
21036P108STZConstellation Brands Inc$2.6M0.36%10,119CommonSOLE
65339F101NEENextera Energy$2.5M0.34%35,040CommonSOLE
90384S303ULTAUlta Beauty Inc.$2.5M0.34%6,395CommonNONE
617446448MSMorgan Stanley & Co$2.4M0.32%24,380CommonNONE
713448108PEPPepsico Inc.$2.4M0.32%14,309CommonNONE
548661107LOWLowes Companies Inc$2.3M0.32%10,581CommonSOLE
099724106BWABorg Warner Inc$2.3M0.31%71,255CommonNONE
09260D107BXBlackstone Inc$2.1M0.29%17,117CommonSOLE
08265T208BSYBentley Systems$2.1M0.29%42,285CommonSOLE
34959J108FTVFortive Corp$2.1M0.28%27,729CommonSOLE
494368103KMBKimberly Clark Corp$2.0M0.27%14,407CommonNONE
464287804IJRiShares S&P Smallcap 600$1.9M0.26%18,140CommonSOLE
872590104TMUST-Mobile US$1.9M0.25%10,530CommonSOLE
N6596X109NXPINXP Semiconductors N.V.$1.9M0.25%6,887CommonSOLE
45866F104ICEIntercontinental Exchange$1.8M0.25%13,427CommonNONE
580135101MCDMcDonald's Corp$1.8M0.25%7,136CommonNONE
592688105MTDMettler Toledo Intl Inc$1.8M0.25%1,291CommonNONE
654106103NKENike Inc$1.8M0.24%23,393CommonSOLE
244199105DEDeere & Co$1.7M0.24%4,608CommonNONE
14040H105COFCapital One Financial$1.7M0.23%12,145CommonSOLE
46137V357RSPRydex S&P Equal Weight ETF$1.7M0.23%10,182CommonNONE
127055101CBTCabot Corporation$1.7M0.23%18,184CommonNONE
872540109TJXTJX Inc$1.7M0.23%15,175CommonNONE
45104G104IBNIcici Bank Ltd Adr$1.7M0.23%57,476CommonSOLE
336433107FSLRFirst Solar Inc$1.6M0.22%7,110CommonSOLE
166764100CVXChevron Corp.$1.6M0.22%10,216CommonSOLE
921909768VXUSVanguard Total Interntl Stk$1.5M0.21%25,650CommonNONE
459200101IBMInternational Business Machines Corp$1.5M0.20%8,549CommonNONE
922908769VTIVanguard Total Stock Market ETF$1.5M0.20%5,519CommonNONE
502431109LHXL3Harris Technologies$1.5M0.20%6,537CommonNONE
456788108INFYInfosys Technologies Ltd$1.5M0.20%78,356CommonNONE
929160109VMCVulcan Materials Company$1.5M0.20%5,864CommonNONE
237194105DRIDarden Restaurants Inc$1.4M0.20%9,533CommonNONE
438516106HONHoneywell International$1.4M0.19%6,534CommonNONE
91324P102UNHUnitedHealth Group$1.4M0.19%2,726CommonSOLE
H1467J104CBChubb Corp.$1.4M0.19%5,441CommonSOLE
609207105MDLZMondelez International$1.4M0.19%21,186CommonSOLE
25278X109FANGDiamondback Energy$1.4M0.19%6,925CommonSOLE
052769106ADSKAutodesk Inc$1.4M0.19%5,595CommonSOLE
871607107SNPSSynopsys Inc$1.4M0.19%2,291CommonNONE
808524797SCHDSchwab US Dividend Equity ETF$1.3M0.18%17,273CommonNONE
922908512VOEVanguard Mid Cap Value$1.3M0.18%8,913CommonNONE
46429B598INDAIshares MSCI India Index$1.3M0.18%23,753CommonNONE
46982L108JJacobs Solutions Inc$1.3M0.18%9,425CommonNONE
74340W103PLDPrologis Inc$1.3M0.18%11,699CommonNONE
922908538VOTVanguard Mid Cap Growth$1.3M0.18%5,684CommonNONE
539830109LMTLockheed Martin Corp$1.3M0.17%2,719CommonNONE
35671D857FCXFreeport McMoRan$1.2M0.17%25,457CommonNONE
670346105NUENucor Corp$1.2M0.16%7,595CommonNONE
922908611VBRVanguard Small Cap Value$1.2M0.16%6,505CommonNONE
22052L104CTVACorteva Agriscience Inc$1.1M0.16%21,187CommonNONE
742718109PGProcter & Gamble Co.$1.1M0.16%6,884CommonNONE
04010L103ARCCAres Capital Corp$1.1M0.15%54,287CommonSOLE
G8994E103TTTrane Technologies Plc$1.1M0.15%3,420CommonNONE
988498101YUMYum! Brands Inc$1.1M0.15%8,452CommonSOLE
58155Q103MCKMcKesson Corp$1.1M0.15%1,897CommonNONE
68389X105ORCLOracle Corp$1.1M0.15%7,762CommonSOLE
573874104MRVLMarvell Technology Group$1.1M0.15%15,595CommonNONE
12572Q105CMECME Group Inc$1.1M0.15%5,525CommonNONE
009158106APDAir Products and Chemicals Inc$1.1M0.15%4,155CommonNONE
855244109SBUXStarbucks Corp$1.1M0.15%13,662CommonSOLE
127097103CTRACoterra Energy Inc$1.1M0.14%39,372CommonNONE
783513203RYAAYRyanAir Holdings PLC$997,5410.14%8,567CommonSOLE
14448C104CARRCarrier Global Corp$994,4560.14%15,765CommonNONE
842587107SOSouthern Company$967,2980.13%12,470CommonNONE
81369Y803XLKTechnology Select Sector SPDR Fund$964,8710.13%4,265CommonNONE
921908844VIGVanguard Dividend Appreciation ETF$964,6090.13%5,284CommonNONE
025816109AXPAmerican Express Co$951,6710.13%4,110CommonSOLE
30303M102METAMeta Platforms Inc$911,8540.12%1,808CommonNONE
92537N108VRTVertiv Holdings Co$906,3040.12%10,469CommonSOLE
26441C204DUKDuke Energy Corp.$886,8350.12%8,848CommonNONE
58933Y105MRKMerck & Co Inc$881,4560.12%7,120CommonNONE
060505104BACBank of America Corp$855,8500.12%21,520CommonNONE
773903109ROKRockwell Automation$847,8620.12%3,080CommonNONE
05722G100BKRBaker Hughes Co$842,7440.12%23,962CommonSOLE
N07059210ASMLASML Holdings NV$818,1840.11%800CommonNONE
31428X106FDXFedEx Corp$772,0880.11%2,575CommonSOLE
254687106DISWalt Disney Co$766,2750.10%7,718CommonNONE
G16258108BEPBrookfield Renewable Partners LP$758,1600.10%30,608CommonSOLE
68902V107OTISOtis Worldwide Corp$756,3150.10%7,857CommonNONE
053015103ADPAutomatic Data Processing Inc$727,2880.10%3,047CommonNONE
57636Q104MAMastercard Inc$722,6200.10%1,638CommonNONE
172908105CTASCintas Corp$700,2600.10%1,000CommonNONE
830566105SKAASkechers USA Inc$699,8400.10%10,125CommonSOLE
20030N101CMCSAComcast Corp$692,9360.09%17,695CommonSOLE
46266C105IQVIqvia Holdings Inc$690,9860.09%3,268CommonNONE
693475105PNCPNC Financial Services Group Inc$657,3690.09%4,228CommonNONE
780259305SHELSHELL ADR EACH REP 2 ORD WI$650,9910.09%9,019CommonSOLE
808524607SCHASchwab US Small Cap ETF$639,6840.09%13,481CommonNONE
191216100KOCoca Cola Co.$610,0850.08%9,585CommonSOLE
82509L107SHOPShopify Inc$608,1880.08%9,208CommonSOLE
882508104TXNTexas Instruments, Inc.$604,9880.08%3,110CommonNONE
101137107BSXBoston Scientific Corp$594,9020.08%7,725CommonNONE
931142103WMTWal-Mart Stores Inc.$592,1240.08%8,745CommonSOLE
46434G822EWJiShares MSCI Japan Index Fund$591,5730.08%8,669CommonNONE
74144T108TROWT Rowe Price Group Inc$588,3120.08%5,102CommonNONE
231021106CMICummins Inc$584,3220.08%2,110CommonNONE
26969P108EXPEagle Materials Inc$571,9200.08%2,630CommonNONE
749685103RPMRPM International Inc$559,9360.08%5,200CommonNONE
464287176TIPiShares TIPS Bond Fund$555,2560.08%5,200CommonSOLE
17275R102CSCOCisco Systems Inc$545,5570.07%11,483CommonNONE
808524805SCHFSchwab International Equity Fund$534,1260.07%13,902CommonSOLE
24703L202DELLDell Inc$516,8870.07%3,748CommonSOLE
110122108BMYBristol-Myers Squibb$492,0890.07%11,849CommonNONE
89677Q107TCOMTrip.com Group Ltd$481,2330.07%10,239CommonNONE
525327102LDOSLeidos Holdings Inc$474,1100.06%3,250CommonNONE
922908629VOVanguard Mid-Cap ETF$473,9710.06%1,958CommonNONE
48251W104KKRKKR & Co LP$473,5800.06%4,500CommonNONE
45778Q107NSPInsperity Inc$468,3630.06%5,135CommonNONE
36266G107GEHCGE Healthcare Technologies$460,7680.06%5,913CommonNONE
824348106SHWSherwin Williams Co$458,6870.06%1,537CommonNONE
M22465104CHKPCheck Point Software Technologies$457,5450.06%2,773CommonSOLE
465562106ITUBItau UniBanco Multiplo ADR$431,9030.06%73,956CommonSOLE
194162103CLColgate Palmolive Co$431,7310.06%4,449CommonNONE
871829107SYYSysco Corp$429,4110.06%6,015CommonNONE
025072877AVUVAvantis US Small Cap Value ETF$422,3660.06%4,708CommonNONE
G0403H108AONAon PLC$411,0120.06%1,400CommonSOLE
717081103PFEPfizer Inc.$403,5560.06%14,423CommonSOLE
95040Q104WELLWelltower Inc$391,9800.05%3,760CommonNONE
922042858VWOVanguard FTSE Emerging Mkt ETF$391,5780.05%8,948CommonNONE
921943858VEAVanguard FTSE Dev Mkts ETF$386,9400.05%7,830CommonNONE
36262G101GXOGXO Logistics Inc$381,8810.05%7,562CommonSOLE
046353108AZNNAstraZeneca PLC$363,1210.05%4,656CommonNONE
803607100SRPTSarepta Therapeutics Inc$355,5000.05%2,250CommonNONE
464287556IBBiShares NASDAQ Biotechnology Index Fund$352,0720.05%2,565CommonNONE
H8088L103SRADSportradar Group$350,5040.05%31,351CommonNONE
78463V107GLDSPDR Gold Trust$333,2660.05%1,550CommonNONE
751212101RLRalph Lauren Corp$332,6140.05%1,900CommonNONE
13646K108CPCanadian Pacific Kansas City Ltd$329,4850.05%4,185CommonSOLE
452308109ITWIllinois Tool Works Inc$319,6590.04%1,349CommonNONE
92338C103VLTOVERALTO ORD WI$319,4440.04%3,346CommonSOLE
81369Y605XLFFinancial Select Sector SPDR Fund$312,8470.04%7,610CommonNONE
165167735EXEChesapeake Energy$308,2130.04%3,750CommonSOLE
45257U108IMNMImmunome, Inc.$307,2670.04%25,394CommonNONE
464287721IYWiShares Trust Dow Jones US Tech Fund$305,5150.04%2,030CommonSOLE
701094104PHParker Hannifin Corp$305,0030.04%603CommonSOLE
704326107PAYXPaychex Inc$301,7350.04%2,545CommonNONE
878742204TECKTeck Resources Ltd$299,8540.04%6,260CommonNONE
056752108BIDUBaidu Inc ADR$288,7570.04%3,339CommonSOLE
126408103CSXC S X Corp$266,6970.04%7,973CommonSOLE
693506107PPGPPG Industries Inc$264,3690.04%2,100CommonNONE
020002101ALLAllstate Corp$263,7580.04%1,652CommonSOLE
260003108DOVDover Corp$261,6530.04%1,450CommonSOLE
404280406HSBCHSBC PLC Spon ADR$261,2610.04%6,006CommonSOLE
693718108PCARPaccar Inc$260,2320.04%2,528CommonNONE
98419M100XYLXylem Inc$258,9180.04%1,909CommonNONE
427866108HSYHershey Foods Corp$257,5460.04%1,401CommonNONE
682189105ONOn Semiconductor Co$250,8930.03%3,660CommonSOLE
92343V104VZVerizon Communications$250,3270.03%6,070CommonNONE
718172109PMPhilip Morris International$248,2590.03%2,450CommonNONE
45258D105IMCRImmunocore Holdings$247,5660.03%7,305CommonNONE
81369Y704XLIIndustrial Select Sector SPDR Fund$246,1770.03%2,020CommonSOLE
26875P101EOGEOG Resources Inc$223,4190.03%1,775CommonSOLE
28176E108EWEdwards Lifesciences Corp$216,7920.03%2,347CommonSOLE
922908744VTVVanguard Value ETF$216,2330.03%1,348CommonNONE
744573106PEGPublic Service Enterprise Group$213,7300.03%2,900CommonSOLE
148929102CAVACava Group Inc$212,3980.03%2,290CommonNONE
132061201SYLDCambria Shareholder Yield ETF$202,7460.03%2,969CommonNONE
032654105ADIAnalog Devices Inc$202,0100.03%885CommonNONE
143658300CCL1EURCarnival Corp$188,5850.03%10,074CommonSOLE
76954A103RIVNRivian Automotive$149,6330.02%11,150CommonSOLE
67577C105OCGNOcugen Inc$34,8750.00%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.