Baldwin Investment Management, LLC Top Holdings and 13F Report (2025) About Baldwin Investment Management, LLCInvestment ActivityBaldwin Investment Management, LLC has $767.87 million in total holdings as of December 31, 2024.Baldwin Investment Management, LLC owns shares of 199 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 3.39% of the portfolio was purchased this quarter.About 4,903.62% of the portfolio was sold this quarter.This quarter, Baldwin Investment Management, LLC has purchased 213 new stocks and bought additional shares in 48 stocks.Baldwin Investment Management, LLC sold shares of 126 stocks and completely divested from 24 stocks this quarter.Largest Holdings Berkshire Hathaway Cl A $379,953,360Broadcom $18,409,121Apple $18,163,720NVIDIA $15,763,486Microsoft $12,952,695 Largest New Holdings this Quarter Vanguard S&P 500 ETF $4,740,886 HoldingViking Holdings $974,387 HoldingiShares Russell Mid-Cap ETF $754,229 HoldingAxalta Coating Systems $702,571 HoldingiShares Russell 2000 ETF $614,932 Holding Largest Purchases this Quarter Lam Research Corp 92,793 shares (about $6.70M)Vanguard S&P 500 ETF 8,799 shares (about $4.74M)Tractor Supply 32,358 shares (about $1.72M)Vertiv 13,029 shares (about $1.48M)Palo Alto Networks 8,084 shares (about $1.47M) Largest Sales this Quarter Berkshire Hathaway Cl A 55,242 shares (about $37.62B)Microsoft 10,099 shares (about $4.26M)Fiserv 7,145 shares (about $1.47M)JPMorgan Chase & Co. 4,740 shares (about $1.14M)Ulta Beauty 2,308 shares (about $1.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaldwin Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBerkshire Hathaway Cl A$379,953,360$37,615,382,640 ▼-99.0%55849.5%CL AAVGOBroadcom$18,409,121$457,655 ▼-2.4%79,4042.4%Computer and TechnologyAAPLApple$18,163,720$258,934 ▼-1.4%72,5332.4%Computer and TechnologyNVDANVIDIA$15,763,486$483,041 ▼-3.0%117,3842.1%Computer and TechnologyMSFTMicrosoft$12,952,695$4,256,729 ▼-24.7%30,7301.7%Computer and TechnologyJPMJPMorgan Chase & Co.$11,309,895$1,136,215 ▼-9.1%47,1821.5%FinanceAMZNAmazon.com$9,036,455$207,543 ▼-2.2%41,1891.2%Retail/WholesaleCOSTCostco Wholesale$8,741,002$288,618 ▼-3.2%9,5401.1%Retail/WholesaleBRK.BBerkshire Hathaway$8,546,594$475,491 ▼-5.3%18,8551.1%FinanceLam Research Corp$7,442,724$6,702,439 ▲905.4%103,0421.0%Common StockLLYEli Lilly and Company$6,860,910$411,485 ▲6.4%8,8870.9%MedicalGOOGLAlphabet$6,444,719$126,074 ▼-1.9%34,0450.8%Computer and TechnologyEPDEnterprise Products Partners$5,883,920$342,075 ▼-5.5%187,6250.8%Oils/EnergyVVisa$5,715,878$84,066 ▼-1.4%18,0860.7%Business ServicesXOMExxon Mobil$5,349,672$62,175 ▼-1.1%49,7320.7%Oils/EnergyVRTXVertex Pharmaceuticals$5,057,509$269,004 ▲5.6%12,5590.7%MedicalISRGIntuitive Surgical$5,040,568$44,889 ▼-0.9%9,6570.7%MedicalLinde PLC$4,951,688$763,666 ▼-13.4%11,8270.6%SPONS ADRABBVAbbVie$4,892,530$518,520 ▼-9.6%27,5330.6%MedicalBlackrock Inc$4,843,085$239,899 ▼-4.7%4,7240.6%Common StockVOOVanguard S&P 500 ETF$4,740,886$4,740,886 ▲New Holding8,7990.6%ETFSPGIS&P Global$4,727,406$51,796 ▼-1.1%9,4920.6%Business ServicesTMOThermo Fisher Scientific$4,619,210$582,148 ▲14.4%8,8790.6%MedicalACNAccenture$4,610,560$54,879 ▲1.2%13,1060.6%Computer and TechnologyZTSZoetis$4,553,131$327,982 ▼-6.7%27,9450.6%MedicalHDHome Depot$4,404,145$52,514 ▼-1.2%11,3220.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$4,188,6800.0%7,1470.5%FinanceABTAbbott Laboratories$4,043,042$178,602 ▲4.6%35,7440.5%MedicalRTXRTX$3,898,774$310,828 ▼-7.4%33,6910.5%AerospaceVRTVertiv$3,696,649$1,480,227 ▲66.8%32,5380.5%Computer and TechnologyETNEaton$3,643,601$229,654 ▲6.7%10,9790.5%Industrial ProductsGSThe Goldman Sachs Group$3,537,646$963,719 ▼-21.4%6,1780.5%FinanceUNPUnion Pacific$3,533,252$29,645 ▼-0.8%15,4940.5%TransportationGOOGAlphabet$3,164,541$3,237 ▲0.1%16,6170.4%Computer and TechnologyDHRDanaher$3,073,317$582,617 ▼-15.9%13,3880.4%MedicalTSMTaiwan Semiconductor Manufacturing$3,056,750$145,748 ▼-4.6%15,4780.4%Computer and TechnologyPANWPalo Alto Networks$2,931,558$1,470,965 ▲100.7%16,1110.4%Computer and TechnologyBXBlackstone$2,917,519$172 ▼0.0%16,9210.4%FinanceFIFiserv$2,916,964$1,467,726 ▼-33.5%14,2000.4%Business ServicesADBEAdobe$2,840,171$83,600 ▲3.0%6,3870.4%Computer and TechnologyCATCaterpillar$2,827,714$709,559 ▼-20.1%7,7950.4%Industrial ProductsMSMorgan Stanley$2,615,333$194,110 ▼-6.9%20,8030.3%FinanceLOWLowe's Companies$2,580,568$117,231 ▲4.8%10,4560.3%Retail/WholesaleBWABorgWarner$2,554,263$36,749 ▼-1.4%80,3480.3%Auto/Tires/TrucksNEENextEra Energy$2,540,550$5,807 ▲0.2%35,4380.3%UtilitiesSNPSSynopsys$2,447,185$52,904 ▼-2.1%5,0420.3%Computer and TechnologyAMTAmerican Tower$2,421,006$22,193 ▼-0.9%13,2000.3%FinanceWMWaste Management$2,378,297$29,260 ▲1.2%11,7860.3%Business ServicesTSCOTractor Supply$2,321,906$1,716,916 ▲283.8%43,7600.3%Retail/WholesaleCOFCapital One Financial$2,175,504$2,675 ▼-0.1%12,2000.3%FinanceKMBKimberly-Clark$2,140,538$8,124 ▼-0.4%16,3350.3%Consumer StaplesVTIVanguard Total Stock Market ETF$2,136,709$13,910 ▲0.7%7,3730.3%ETFJNJJohnson & Johnson$2,125,625$692,007 ▼-24.6%14,6980.3%MedicalTMUST-Mobile US$2,100,730$231,330 ▼-9.9%9,5170.3%Computer and TechnologyBKRBaker Hughes$2,031,803$1,070,417 ▲111.3%49,5320.3%Oils/EnergyNVONovo Nordisk A/S$1,870,075$37,849 ▼-2.0%21,7400.2%MedicalIJRiShares Core S&P Small-Cap ETF$1,811,258$253,484 ▼-12.3%15,7200.2%ETFTJXTJX Companies$1,743,892$4,228 ▲0.2%14,4350.2%Retail/WholesalePEPPepsiCo$1,740,783$311,875 ▼-15.2%11,4480.2%Consumer StaplesSTZConstellation Brands$1,707,667$252,603 ▼-12.9%7,7270.2%Consumer StaplesINFYInfosys$1,692,750$24,813 ▼-1.4%77,2240.2%Computer and TechnologyIBNICICI Bank$1,676,878$39,355 ▼-2.3%56,1580.2%FinanceULTAUlta Beauty$1,654,039$1,003,819 ▼-37.8%3,8030.2%Retail/WholesaleMCDMcDonald's$1,627,732$246,696 ▼-13.2%5,6150.2%Retail/WholesaleNKENIKE$1,603,972$139,762 ▼-8.0%21,1970.2%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$1,574,044$14,497 ▲0.9%26,7100.2%ETFHONHoneywell International$1,505,184$47,439 ▲3.3%6,6630.2%Multi-Sector ConglomeratesLMTLockheed Martin$1,503,498$151,127 ▲11.2%3,0940.2%AerospaceDRIDarden Restaurants$1,498,747$14,002 ▼-0.9%8,0280.2%Retail/WholesaleFTVFortive$1,463,250$371,850 ▼-20.3%19,5100.2%Computer and TechnologyICEIntercontinental Exchange$1,414,105$601,553 ▼-29.8%9,4900.2%FinanceFANGDiamondback Energy$1,397,798$116,319 ▲9.1%8,5320.2%Oils/EnergyMTDMettler-Toledo International$1,386,429$193,341 ▼-12.2%1,1330.2%MedicalAXPAmerican Express$1,376,215$126,729 ▲10.1%4,6370.2%FinanceVOTVanguard Mid-Cap Growth ETF$1,369,996$72,319 ▼-5.0%5,3990.2%ETFUNHUnitedHealth Group$1,368,857$47,551 ▼-3.4%2,7060.2%MedicalCBChubb$1,355,252$81,785 ▼-5.7%4,9050.2%FinanceNXPINXP Semiconductors$1,332,734$61,316 ▼-4.4%6,4120.2%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$1,319,552$122,783 ▼-8.5%8,1570.2%ETFINDAiShares MSCI India ETF$1,297,839$76,433 ▲6.3%24,6550.2%ETFCVXChevron$1,279,082$132,239 ▼-9.4%8,8310.2%Oils/EnergyORCLOracle$1,273,630$44,826 ▼-3.4%7,6430.2%Computer and TechnologyFSLRFirst Solar$1,271,924$444,477 ▼-25.9%7,2170.2%Oils/EnergyFCXFreeport-McMoRan$1,263,266$3,541 ▲0.3%33,1740.2%Basic MaterialsMDLZMondelez International$1,242,748$7,765 ▲0.6%20,8060.2%Consumer StaplesDEDeere & Company$1,214,324$61,436 ▲5.3%2,8660.2%Industrial ProductsCMECME Group$1,200,629$51,091 ▼-4.1%5,1700.2%FinanceMETAMeta Platforms$1,200,121$72,593 ▲6.4%2,0500.2%Computer and TechnologySBUXStarbucks$1,193,368$13,688 ▼-1.1%13,0780.2%Retail/WholesaleLHXL3Harris Technologies$1,154,858$13,668 ▲1.2%5,4920.2%AerospaceMRVLMarvell Technology$1,138,740$80,076 ▼-6.6%10,3100.1%Computer and TechnologyPLDPrologis$1,086,385$72,827 ▼-6.3%10,2780.1%FinanceARCCAres Capital$1,086,205$23,050 ▼-2.1%49,6210.1%FinanceIBMInternational Business Machines$1,063,098$816,229 ▼-43.4%4,8360.1%Computer and TechnologyADSKAutodesk$1,057,845$45,222 ▼-4.1%3,5790.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,040,171$108,118 ▼-9.4%5,9360.1%ETFTTTrane Technologies$1,040,090$204,620 ▼-16.4%2,8160.1%ConstructionVBRVanguard Small-Cap Value ETF$1,034,209$217,979 ▼-17.4%5,2190.1%ETFSOSouthern$1,031,223$37,703 ▲3.8%12,5270.1%UtilitiesDISWalt Disney$1,021,754$56,789 ▲5.9%9,1760.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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