Baldwin Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Baldwin Investment Management, LLC held in its portfolio 207 assets valued at $885,787,858 (i.e. $885.79M).
The most valuable assets in the portfolio included: Berkshire Hathaway Inc A ($419.67M), Broadcom Limited ($25.41M), and Nvidia Corp ($21.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 207 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Baldwin Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Berkshire Hathaway Inc A | 556 | 419668800 | CL A |
| Broadcom Limited | 73420 | 25410786 | Common Stock |
| Nvidia Corp | 115629 | 21564803 | Common Stock |
| Apple Inc | 69950 | 19016614 | Common Stock |
| Lam Research Corp | 98134 | 16798536 | Common Stock |
| Microsoft Corp | 32411 | 15674608 | Common Stock |
| J.P. Morgan Chase & Co | 48114 | 15503367 | Common Stock |
| Eli Lilly & Company | 10976 | 11795756 | Common Stock |
| Alphabet Inc Class A | 33629 | 10525922 | Common Stock |
| Costco Wholesale Corp | 11356 | 9792580 | Common Stock |
| Amazon.com Inc | 41192 | 9507937 | Common Stock |
| Berkshire Hathaway Inc B | 18174 | 9135161 | CL B |
| RTX Corp | 44853 | 8226112 | Common Stock |
| Visa Inc. | 21322 | 7477879 | Common Stock |
| Vertex Pharmaceuticals | 15554 | 7051561 | Common Stock |
| Exxon Mobil Corporation | 56311 | 6776435 | Common Stock |
| Abbvie Inc | 28549 | 6523147 | Common Stock |
| Enterprise Products Partners | 191988 | 6155135 | Unit Ltd Partn |
| Intuitive Surgical | 10566 | 5984160 | Common Stock |
| Vanguard S&P 500 Etf | 8884 | 5571374 | Vang ETF |
| Goldman Sachs Group Inc | 6308 | 5544645 | Common Stock |
| S&P Global Inc | 10471 | 5472191 | S&P Global |
| Taiwan Semiconductor Manufacturing ADR | 16507 | 5016312 | Sponsored ADR |
| Abbott Laboratories | 39556 | 4956000 | Common Stock |
| Blackrock Inc | 4617 | 4941423 | Common Stock |
| Alphabet Inc Class C | 15441 | 4845386 | Common Stock |
| Linde PLC | 11292 | 4814961 | SPONS ADR |
| Thermo Fisher Scientific | 8112 | 4700616 | Common Stock |
| Caterpillar Inc | 8199 | 4696961 | Common Stock |
| Palo Alto Networks | 24648 | 4540162 | Common Stock |
| Eaton Corp | 12935 | 4119927 | Common Stock |
| Rockwell Automation | 10382 | 4039325 | Common Stock |
| Vertiv Holdings Co | 24032 | 3893446 | Common Stock |
| Home Depot Inc | 11043 | 3799896 | Common Stock |
| Johnson & Johnson | 17710 | 3665157 | Common Stock |
| Capital One Financial | 14790 | 3584504 | Common Stock |
| Morgan Stanley & Co | 19673 | 3492472 | Common Stock |
| Baker Hughes Co | 74146 | 3376609 | Common Stock |
| Nextera Energy | 37707 | 3027118 | Common Stock |
| Union Pacific Corp | 12793 | 2959277 | Common Stock |
| TJX Inc | 18196 | 2795088 | Common Stock |
| S&P DEP Receipts | 4097 | 2793883 | Unit SER 1 |
| Danaher Corp | 12100 | 2769870 | Common Stock |
| Zoetis Inc | 21817 | 2744981 | Common Stock |
| Accenture Plc | 9899 | 2655902 | Common Stock |
| Vanguard Total Stock Market ETF | 7637 | 2560464 | Vang ETF |
| American Express Co | 6860 | 2537857 | Common Stock |
| Lowes Companies Inc | 10232 | 2467470 | Common Stock |
| Mastercard Inc | 4238 | 2419389 | Common Stock |
| Waste Management Inc | 10786 | 2369792 | Common Stock |
| McDonald's Corp | 7563 | 2311480 | Common Stock |
| Darden Restaurants Inc | 12046 | 2216705 | Common Stock |
| Tractor Supply Company | 44200 | 2210442 | Common Stock |
| Ulta Beauty Inc. | 3389 | 2050379 | Common Stock |
| Icici Bank Ltd Adr | 67438 | 2009652 | ADR |
| International Business Machines Corp | 6709 | 1987273 | Common Stock |
| Chubb Corp. | 6293 | 1964171 | Common Stock |
| T-Mobile US | 9605 | 1950271 | Common Stock |
| Vanguard Total Interntl Stk | 25743 | 1942026 | Vang ETF |
| Freeport McMoRan | 37312 | 1895076 | Common Stock |
| Axalta Coating Systems | 58304 | 1883802 | Common Stock |
| Adobe Inc | 5366 | 1878046 | Common Stock |
| Blackstone Inc | 12009 | 1851067 | PRTNRSP UNITS |
| American Tower REIT | 10301 | 1808503 | Common Stock |
| iShares S&P Smallcap 600 | 14778 | 1776020 | S&P Smlcap 600 |
| Pepsico Inc. | 11669 | 1674735 | Common Stock |
| Viking Holdings | 23005 | 1642787 | Common Stock |
| First Solar Inc | 6013 | 1570776 | Common Stock |
| Zscaler Inc | 6887 | 1549024 | Common Stock |
| Deere & Co | 3295 | 1534053 | Common Stock |
| Meta Platforms Inc | 2322 | 1532815 | Common Stock |
| RyanAir Holdings PLC | 20689 | 1493539 | ADR |
| Southern Company | 17037 | 1485626 | Common Stock |
| Mettler Toledo Intl Inc | 1061 | 1479236 | Common Stock |
| Synopsys Inc | 3099 | 1455662 | Common Stock |
| Intercontinental Exchange | 8964 | 1451809 | Common Stock |
| Autodesk Inc | 4832 | 1430320 | Common Stock |
| ASML Holdings NV | 1334 | 1427193 | NY Registry Shs |
| Oracle Corp | 7320 | 1426741 | Common Stock |
| Vanguard Mid Cap Growth | 5000 | 1395700 | Vang ETF |
| Nike Inc | 21601 | 1376209 | Common Stock |
| Shopify Inc | 8423 | 1355850 | Common Stock |
| Infosys Technologies Ltd | 74840 | 1333649 | Sponsored ADR |
| Chevron Corp. | 8550 | 1303106 | Common Stock |
| Uber Technologies Inc | 15775 | 1288975 | Common Stock |
| Edwards Lifesciences Corp | 15095 | 1286849 | Common Stock |
| Diamondback Energy | 8363 | 1257210 | Common Stock |
| Ares Capital Corp | 61575 | 1245667 | Common Stock |
| Starbucks Corp | 14700 | 1237887 | Common Stock |
| CME Group Inc | 4469 | 1220395 | Common Stock |
| Boston Scientific Corp | 12785 | 1219050 | Common Stock |
| Honeywell International | 5975 | 1165638 | Common Stock |
| Datadog Inc | 8530 | 1159995 | Common Stock |
| Cencora Inc | 3408 | 1151052 | Common Stock |
| Kimberly Clark Corp | 11332 | 1143285 | Common Stock |
| L3Harris Technologies | 3892 | 1142574 | Common Stock |
| Walt Disney Co | 10042 | 1142521 | Common Stock |
| Novo Nordisk | 21549 | 1096413 | ADR |
| Wal-Mart Stores Inc. | 9787 | 1090370 | Common Stock |
| Borg Warner Inc | 24007 | 1081755 | Common Stock |
| Dutch Bros Inc | 17535 | 1073493 | Common Stock |
| Corteva Agriscience Inc | 15929 | 1067721 | Common Stock |
| Rydex S&P Equal Weight ETF | 5536 | 1060490 | S&P 500 Eq TRD |
| Mondelez International | 19682 | 1059457 | Common Stock |
| Trane Technologies Plc | 2670 | 1039164 | Common Stock |
| Prologis Inc | 8133 | 1038259 | Common Stock |
| Bank of America Corp | 18475 | 1016125 | Common Stock |
| Cisco Systems Inc | 13172 | 1014655 | Common Stock |
| Ishares MSCI India Index | 18746 | 1013221 | MSCI India ETF |
| Immunome, Inc. | 47167 | 1013147 | Common Stock |
| Yum! Brands Inc | 6672 | 1009340 | Common Stock |
| Vanguard Small Cap Value | 4654 | 985766 | Vang ETF |
| McKesson Corp | 1185 | 972044 | Common Stock |
| Pfizer Inc. | 38448 | 957355 | Common Stock |
| UnitedHealth Group | 2874 | 948736 | Common Stock |
| Vulcan Materials Company | 3238 | 923542 | Common Stock |
| NXP Semiconductors N.V. | 4235 | 919249 | Common Stock |
| Duke Energy Corp. | 7826 | 917341 | Common Stock |
| Coca Cola Co. | 12720 | 889255 | Common Stock |
| Marvell Technology Group | 10205 | 867221 | Common Stock |
| Procter & Gamble Co. | 5913 | 847323 | Common Stock |
| Expand Energy Corp | 7583 | 836860 | Common Stock |
| Technology Select Sector SPDR Fund | 5700 | 820629 | SPDR ETF |
| Analog Devices Inc | 3010 | 816312 | Common Stock |
| iShares Russell Midcap Index Fd | 8363 | 805106 | Rus Mid Cap ETF |
| Automatic Data Processing Inc | 3104 | 798442 | Common Stock |
| Dell Inc | 6317 | 795184 | Common Stock |
| GXO Logistics Inc | 14992 | 789179 | Common Stock |
| Sportradar Group | 32627 | 775544 | ADR |
| Air Products and Chemicals Inc | 3103 | 766503 | Common Stock |
| Welltower Inc | 4076 | 756546 | Common Stock |
| Cintas Corp | 4000 | 752280 | Common Stock |
| Schwab International Equity Fund | 30153 | 724873 | Schwab ETF |
| Cigna Corporation | 2500 | 688075 | Common Stock |
| Fortive Corp | 12461 | 687972 | Common Stock |
| Trip.com Group Ltd | 9442 | 678974 | ADR |
| Carnival Corp | 21049 | 642836 | Common Stock |
| iShares MSCI Japan Index Fund | 7921 | 639542 | MSCI Japan ETF |
| Vanguard Dividend Appreciation ETF | 2899 | 637237 | Vang ETF |
| Cummins Inc | 1240 | 632958 | Common Stock |
| Corning Inc | 7200 | 630432 | Common Stock |
| Lockheed Martin Corp | 1275 | 616679 | Common Stock |
| Schwab US Dividend Equity ETF | 21333 | 585165 | Schwab ETF |
| Carrier Global Corp | 11040 | 583354 | Common Stock |
| Brookfield Renewable Partners LP | 21459 | 578749 | PRTNRSP UNITS |
| Iqvia Hldgs Inc | 2558 | 576599 | Common Stock |
| iShares TIPS Bond Fund | 5200 | 571532 | Barclys TIPS BD |
| Ishares Tr Russell 2000 Index Fd | 2312 | 569122 | Russell 2000 ETF |
| Merck & Co Inc | 5370 | 565246 | Common Stock |
| PNC Financial Services Group Inc | 2708 | 565241 | Common Stock |
| Itau UniBanco Multiplo ADR | 74449 | 533058 | SPONS ADR |
| Parker Hannifin Corp | 603 | 530013 | Common Stock |
| Schwab US Broad Market ETF | 19204 | 503722 | Schwab ETF |
| Vanguard Mid Cap Value | 2833 | 502538 | Vang ETF |
| Leidos Holdings Inc | 2750 | 496100 | Common Stock |
| Boeing Co | 2247 | 487869 | Common Stock |
| Amrize AG | 8980 | 485638 | Common Stock |
| NVR Inc | 65 | 474030 | Common Stock |
| Vanguard FTSE Emerging Mkt ETF | 8688 | 467062 | Vang ETF |
| Check Point Software Technologies | 2451 | 454808 | Common Stock |
| Bristol-Myers Squibb | 8375 | 451741 | Common Stock |
| HSBC PLC Spon ADR | 5707 | 448970 | ADR |
| Colgate Palmolive Co | 5563 | 439588 | Common Stock |
| Johnson Controls Inc | 3464 | 414814 | Common Stock |
| Baidu Inc ADR | 3102 | 405307 | ADR |
| Sherwin Williams Co | 1232 | 399205 | Common Stock |
| Crowdstrike Hldgs Inc | 840 | 393758 | Common Stock |
| iShares Trust Dow Jones US Tech Fund | 1930 | 385382 | US Tech ETF |
| Allstate Corp | 1850 | 385078 | Common Stock |
| Eagle Materials Inc | 1800 | 372024 | Common Stock |
| Micron Technology Inc | 1300 | 371033 | Common Stock |
| iShares MSCI EAFE Index Fund | 3825 | 367315 | MSCI EAFE ETF |
| Cabot Corporation | 5530 | 366528 | Common Stock |
| Comcast Corp | 12253 | 366242 | Common Stock |
| Phillips 66 | 2600 | 335504 | Common Stock |
| Tesla Inc | 729 | 327846 | Common Stock |
| RPM International Inc | 3150 | 327600 | Common Stock |
| Aon PLC | 900 | 317592 | ADR |
| Netflix Inc | 3340 | 313158 | Common Stock |
| Canadian Pacific Kansas City Ltd | 4185 | 308142 | Common Stock |
| Cambria Shareholder Yield ETF | 4189 | 291249 | SHSHLD YIELD ETF |
| Industrial Select Sector SPDR Fund | 1870 | 290074 | SBI INT-INDS |
| C S X Corp | 7883 | 285759 | Common Stock |
| Dover Corp | 1450 | 283098 | Common Stock |
| FedEx Corp | 977 | 282216 | Common Stock |
| Exelon Corporation | 6450 | 281156 | Common Stock |
| Vanguard FTSE Developed Markets ETF | 4491 | 280568 | Vang ETF |
| Avantis US Small Cap Value ETF | 2750 | 280469 | US SML CP VALU |
| Nucor Corp | 1678 | 273699 | Common Stock |
| SHELL ADR EACH REP 2 ORD WI | 3629 | 266659 | ADR |
| Xylem Inc | 1907 | 259695 | Common Stock |
| Sysco Corp | 3475 | 256073 | Common Stock |
| SPDR Gold Trust | 625 | 247694 | SPDR Gold ETF |
| Ishares Tr S&P Midcap | 3620 | 238920 | S&P Midcap |
| Qualcomm Inc | 1365 | 233483 | Common Stock |
| GE Vernova Inc. | 357 | 233324 | Common Stock |
| Public Service Enterprise Group | 2900 | 232870 | Common Stock |
| Schwab US Small Cap ETF | 8154 | 232213 | Schwab ETF |
| Vanguard Mid-Cap ETF | 776 | 225073 | Vang ETF |
| VERALTO ORD WI | 2230 | 222514 | Common Stock |
| Wells Fargo & Co. | 2372 | 221030 | Common Stock |
| Incyte Corporation | 2140 | 211368 | Common Stock |
| Mizuho Financial Group Inc | 28800 | 210816 | ADR |
| Emerson Electric Co | 1587 | 210627 | Common Stock |
| Powershares QQQ Trust | 335 | 205964 | Unit Ser 1 |
| Progressive Corp | 881 | 200621 | Common Stock |
| Ocugen Inc | 25000 | 33750 | Common Stock |
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