Baldwin Investment Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$855.7M
Q ending 2026-03-31
Prior quarter
$885.8M
Q ending 2025-12-31
Change
-3.4% QoQ · +2.9% YoY
Positions
210
reported holdings
Largest positions
Top 100 of 210 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc A | BRK/A | Shares | $398.6M | 555 |
| Broadcom Limited | AVGO | Shares | $22.1M | 71K |
| Nvidia Corp | NVDA | Shares | $19.9M | 114K |
| Lam Research Corp | LRCX | Shares | $18.9M | 89K |
| Apple Inc | AAPL | Shares | $17.9M | 71K |
| J.P. Morgan Chase & Co | JPM | Shares | $14.2M | 48K |
| Microsoft Corp | MSFT | Shares | $12.2M | 33K |
| Costco Wholesale Corp | COST | Shares | $11.5M | 12K |
| Eli Lilly & Company | LLY | Shares | $10.1M | 11K |
| Alphabet Inc Class A | GOOGL | Shares | $9.6M | 33K |
| Exxon Mobil Corporation | XOM | Shares | $9.4M | 55K |
| Berkshire Hathaway Inc B | BRK/B | Shares | $9.3M | 19K |
| Amazon.Com Inc | AMZN | Shares | $8.7M | 42K |
| Rtx Corp | RTX | Shares | $8.6M | 45K |
| Enterprise Products Partners | EPD | Shares | $7.3M | 192K |
| Vertex Pharmaceuticals | VRTX | Shares | $7.0M | 16K |
| Visa Inc. | V | Shares | $6.5M | 21K |
| Abbvie Inc | ABBV | Shares | $6.2M | 28K |
| Vertiv Holdings Co | VRT | Shares | $6.0M | 24K |
| Caterpillar Inc | CAT | Shares | $5.7M | 8K |
| Taiwan Semiconductor Manufacturing | TSM | Shares | $5.6M | 17K |
| Linde Plc | Shares | $5.6M | 11K | |
| Vanguard S&P 500 Etf | VOO | Shares | $5.5M | 9K |
| Goldman Sachs Group Inc | GS | Shares | $5.3M | 6K |
| Intuitive Surgical | ISRG | Shares | $5.0M | 11K |
| S&P Global Inc | SPGI | Shares | $4.7M | 11K |
| Eaton Corp | Shares | $4.6M | 13K | |
| Blackrock Inc | BLK | Shares | $4.4M | 5K |
| Baker Hughes Co | BKR | Shares | $4.4M | 72K |
| Johnson & Johnson | JNJ | Shares | $4.3M | 18K |
| Alphabet Inc Class C | GOOG | Shares | $4.3M | 15K |
| Palo Alto Networks | PANW | Shares | $4.3M | 27K |
| Abbott Laboratories | ABT | Shares | $4.1M | 40K |
| Thermo Fisher Scientific | TMO | Shares | $4.0M | 8K |
| Home Depot Inc | HD | Shares | $3.8M | 12K |
| Rockwell Automation | ROK | Shares | $3.7M | 10K |
| Nextera Energy | NEE | Shares | $3.5M | 38K |
| Morgan Stanley & Co | MS | Shares | $3.2M | 20K |
| Union Pacific Corp | UNP | Shares | $3.1M | 13K |
| Tjx Inc | TJX | Shares | $2.9M | 18K |
| Capital One Financial | COF | Shares | $2.9M | 16K |
| Vanguard Total Stock Market Etf | VTI | Shares | $2.7M | 8K |
| Zoetis Inc | ZTS | Shares | $2.6M | 22K |
| Autodesk Inc | ADSK | Shares | $2.6M | 11K |
| Waste Management Inc | WM | Shares | $2.5M | 11K |
| Lowes Companies Inc | LOW | Shares | $2.4M | 10K |
| Darden Restaurants Inc | DRI | Shares | $2.3M | 12K |
| Mcdonald'S Corp | MCD | Shares | $2.3M | 7K |
| Danaher Corp | DHR | Shares | $2.3M | 12K |
| Deere & Co | DE | Shares | $2.1M | 4K |
| Mastercard Inc | MA | Shares | $2.1M | 4K |
| Freeport Mcmoran | FCX | Shares | $2.1M | 36K |
| American Express Co | AXP | Shares | $2.1M | 7K |
| Dell Inc | DELL | Shares | $2.0M | 12K |
| Chubb Corp. | Shares | $2.0M | 6K | |
| Tractor Supply Company | TSCO | Shares | $2.0M | 44K |
| Vanguard Total Interntl Stk | VXUS | Shares | $1.9M | 25K |
| T-Mobile Us | TMUS | Shares | $1.9M | 9K |
| Icici Bank Ltd Adr | IBN | Shares | $1.9M | 74K |
| Accenture Plc | Shares | $1.9M | 10K | |
| Ishares S&P Smallcap 600 | IJR | Shares | $1.9M | 15K |
| S&P Dep Receipts | SPY | Shares | $1.9M | 3K |
| Pepsico Inc. | PEP | Shares | $1.8M | 12K |
| American Tower Reit | AMT | Shares | $1.8M | 10K |
| Ulta Beauty Inc. | ULTA | Shares | $1.8M | 3K |
| Chevron Corp. | CVX | Shares | $1.8M | 9K |
| Asml Holdings Nv | Shares | $1.8M | 1K | |
| Southern Company | SO | Shares | $1.8M | 18K |
| International Business Machines Co | IBM | Shares | $1.8M | 7K |
| Walt Disney Co | DIS | Shares | $1.7M | 18K |
| Viking Holdings | Shares | $1.6M | 22K | |
| Axalta Coating Systems | Shares | $1.5M | 54K | |
| Meta Platforms Inc | META | Shares | $1.5M | 3K |
| Wal-Mart Stores Inc. | WMT | Shares | $1.4M | 12K |
| Synopsys Inc | SNPS | Shares | $1.4M | 4K |
| Intercontinental Exchange | ICE | Shares | $1.4M | 9K |
| Diamondback Energy | FANG | Shares | $1.4M | 7K |
| Borg Warner Inc | BWA | Shares | $1.4M | 25K |
| Blackstone Inc | BX | Shares | $1.4M | 12K |
| Honeywell International | HONGBP | Shares | $1.4M | 6K |
| Mettler Toledo Intl Inc | MTD | Shares | $1.3M | 1K |
| Corteva Agriscience Inc | CTVA | Shares | $1.3M | 16K |
| Starbucks Corp | SBUX | Shares | $1.3M | 15K |
| Cme Group Inc | CME | Shares | $1.3M | 4K |
| L3Harris Technologies | LHX | Shares | $1.3M | 4K |
| Vanguard Mid Cap Growth | VOT | Shares | $1.3M | 5K |
| Marvell Technology Group | MRVL | Shares | $1.2M | 13K |
| Ryanair Holdings Plc | RYAAY | Shares | $1.2M | 21K |
| First Solar Inc | FSLR | Shares | $1.2M | 6K |
| Edwards Lifesciences Corp | EW | Shares | $1.1M | 14K |
| Nike Inc | NKE | Shares | $1.1M | 22K |
| Mondelez International | MDLZ | Shares | $1.1M | 20K |
| Trane Technologies Plc | Shares | $1.1M | 3K | |
| Ares Capital Corp | ARCC | Shares | $1.1M | 60K |
| Cencora Inc | COR | Shares | $1.1M | 3K |
| Rydex S&P Equal Weight Etf | RSP | Shares | $1.1M | 6K |
| Prologis Inc | PLD | Shares | $1.1M | 8K |
| Yum! Brands Inc | YUM | Shares | $1.0M | 7K |
| Pfizer Inc. | PFE | Shares | $1.0M | 36K |
| Cisco Systems Inc | CSCO | Shares | $1.0M | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.