Baldwin Investment Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 200Value: $831.9MLatest: 2025Q1

Baldwin Investment Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 200 holdings worth $0.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ITUB",
  null,
  "BEP",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "ASML",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "ARCC",
  "BIDU",
  null,
  "BSX",
  "COF",
  "CMI",
  "DUK",
  "RYAAY",
  "SRAD",
  "FCX",
  "VIK",
  "HON",
  "HD",
  "IBN",
  "MCD",
  "RPM",
  "UNP",
  "QCOM",
  "ISRG",
  "HSBC",
  "ICE",
  "META",
  "IJH",
  "IQV",
  "LHX",
  "LRCX",
  "LIN",
  "MRVL",
  "MA",
  "MSFT",
  "MFG",
  "MDLZ",
  "MS",
  "TMUS",
  "FTV",
  "GXO",
  null,
  "BX",
  "IJR",
  "ORCL",
  "PANW",
  "PEP",
  "PNC",
  "PGR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "LDOS",
  "GEHC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "ROK",
  "SPGI",
  "SHW",
  "SHOP",
  "SHEL",
  "RTX",
  "GLD",
  "AMT",
  "IBM",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "VOE",
  "VWO",
  null,
  "EXP",
  "VIG",
  "TSCO",
  "ULTA",
  "SKX",
  "MTD",
  "TSM",
  null,
  "VRTX",
  null,
  "TT",
  "VRT",
  "ADSK",
  "AON",
  "FI",
  "DRI",
  "DOV",
  "WM",
  "FSLR",
  "IWR",
  "BKR",
  "IMNM",
  "PEG",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  null,
  "VXUS",
  "VBR",
  "VOT",
  "VOO",
  "VLTO",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "YUM",
  "XYL",
  null,
  "SCHD",
  "CHKP",
  "SCHF",
  "INFY",
  "JCI",
  "NXPI",
  "SO",
  "OTIS",
  "PSX",
  "TCOM",
  "S",
  "SYY",
  "MCK",
  "NUE",
  "FDX",
  "KMB",
  "ADP",
  "AXTA",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BWA",
  "BMY",
  "CBT",
  "CARR",
  "CCL",
  "CAVA",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "STZ",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "FANG",
  "RSP",
  "EWJ",
  "EFA",
  "J",
  "ADI",
  "VMC",
  "NEE",
  "NKE",
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "PH",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 200
Total Value: 831938864
Accession Number: 0001346378-25-000002
Form Type: 13F-HR
CIK: baldwin-investment-management
Manager Name: Baldwin-Investment-Management

Data Enrichment

96% identified

191 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

200 positions • $831.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:556

Value:$443.9M

% of Portfolio:53.4% ($443.9M/$831.9M)

Apple Inc.

AAPL|037833100

Shares:72.1K

Value:$16.0M

% of Portfolio:1.9% ($16.0M/$831.9M)

NVIDIA CORP

NVDA|67066G104

Shares:126.1K

Value:$13.7M

% of Portfolio:1.6% ($13.7M/$831.9M)

Broadcom Inc.

AVGO|11135F101

Shares:78.8K

Value:$13.2M

% of Portfolio:1.6% ($13.2M/$831.9M)

MICROSOFT CORP

MSFT|594918104

Shares:33.0K

Value:$12.4M

% of Portfolio:1.5% ($12.4M/$831.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:49.3K

Value:$12.1M

% of Portfolio:1.5% ($12.1M/$831.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:19.2K

Value:$10.2M

% of Portfolio:1.2% ($10.2M/$831.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:9.9K

Value:$9.4M

% of Portfolio:1.1% ($9.4M/$831.9M)

AMAZON COM INC

AMZN|023135106

Shares:42.2K

Value:$8.0M

% of Portfolio:1.0% ($8.0M/$831.9M)

ELI LILLY & Co

LLY|532457108

Shares:9.4K

Value:$7.8M

% of Portfolio:0.9% ($7.8M/$831.9M)

VISA INC.

V|92826C839

Shares:22.0K

Value:$7.7M

% of Portfolio:0.9% ($7.7M/$831.9M)

LAM RESEARCH CORP

LRCX|512807306

Shares:101.4K

Value:$7.4M

% of Portfolio:0.9% ($7.4M/$831.9M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:13.8K

Value:$6.7M

% of Portfolio:0.8% ($6.7M/$831.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:55.6K

Value:$6.6M

% of Portfolio:0.8% ($6.6M/$831.9M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:192.6K

Value:$6.6M

% of Portfolio:0.8% ($6.6M/$831.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:27.9K

Value:$5.8M

% of Portfolio:0.7% ($5.8M/$831.9M)

LINDE PLC

LIN|G54950103

Shares:12.3K

Value:$5.7M

% of Portfolio:0.7% ($5.7M/$831.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:35.2K

Value:$5.4M

% of Portfolio:0.7% ($5.4M/$831.9M)

S&P Global Inc.

SPGI|78409V104

Shares:9.8K

Value:$5.0M

% of Portfolio:0.6% ($5.0M/$831.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:37.5K

Value:$5.0M

% of Portfolio:0.6% ($5.0M/$831.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	556	QoQ NEW(+556) YoY -0.89% (-5)	All Managers (Combined)	$443.9M	53.4% ($443.9M/$831.9M)	QoQ NEW(+$443.9M) YoY +24.72% (-$88.0M)
Apple Inc.(AAPLcusip037833100)	72.1K	QoQ -0.64% (-471) YoY -3.64% (-2.7K)	All Managers (Combined)	$16.0M	1.9% ($16.0M/$831.9M)	QoQ -11.87% (-$2.2M) YoY +24.81% (-$3.2M)
NVIDIA CORP(NVDAcusip67066G104)	126.1K	QoQ +7.45% (-8.7K) YoY +993.27% (+114.6K)	All Managers (Combined)	$13.7M	1.6% ($13.7M/$831.9M)	QoQ -13.28% (-$2.1M) YoY +31.13% (+$3.2M)
Broadcom Inc.(AVGOcusip11135F101)	78.8K	QoQ -0.72% (-579) YoY +852.10% (+70.5K)	All Managers (Combined)	$13.2M	1.6% ($13.2M/$831.9M)	QoQ -28.30% (-$5.2M) YoY +20.27% (+$2.2M)
MICROSOFT CORP(MSFTcusip594918104)	33.0K	QoQ +7.28% (-2.2K) YoY -16.51% (-6.5K)	All Managers (Combined)	$12.4M	1.5% ($12.4M/$831.9M)	QoQ -4.44% (-$576.1K) YoY -25.51% (-$4.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	49.3K	QoQ +4.56% (+2.2K) YoY -6.83% (-3.6K)	All Managers (Combined)	$12.1M	1.5% ($12.1M/$831.9M)	QoQ +7.00% (+$792.3K) YoY +14.09% (-$1.5M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	19.2K	QoQ +1.67% (+315) YoY -3.48% (-693)	All Managers (Combined)	$10.2M	1.2% ($10.2M/$831.9M)	QoQ +19.45% (+$1.7M) YoY +22.22% (-$1.9M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	9.9K	QoQ +4.07% (+389) YoY -3.38% (-348)	All Managers (Combined)	$9.4M	1.1% ($9.4M/$831.9M)	QoQ +7.42% (+$649.4K) YoY +24.72% (-$1.9M)
AMAZON COM INC(AMZNcusip023135106)	42.2K	QoQ +2.45% (-1.0K) YoY +15.49% (+5.7K)	All Managers (Combined)	$8.0M	1.0% ($8.0M/$831.9M)	QoQ -11.15% (-$1.0M) YoY +21.82% (+$1.4M)
ELI LILLY & Co(LLYcusip532457108)	9.4K	QoQ +5.74% (+511) YoY +15.31% (+1.2K)	All Managers (Combined)	$7.8M	0.9% ($7.8M/$831.9M)	QoQ +13.12% (+$900.7K) YoY +22.41% (+$1.4M)
VISA INC.(Vcusip92826C839)	22.0K	QoQ +21.67% (+3.9K) YoY +16.60% (+3.1K)	All Managers (Combined)	$7.7M	0.9% ($7.7M/$831.9M)	QoQ +34.92% (+$2.0M) YoY +46.43% (+$2.4M)
LAM RESEARCH CORP(LRCXcusip512807306)	101.4K	QoQ -1.58% (-1.6K) YoY NEW(+101.4K)	All Managers (Combined)	$7.4M	0.9% ($7.4M/$831.9M)	QoQ -0.94% (-$70.4K) YoY NEW(+$7.4M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	13.8K	QoQ +10.12% (+1.3K) YoY +33.63% (+3.5K)	All Managers (Combined)	$6.7M	0.8% ($6.7M/$831.9M)	QoQ +32.57% (+$1.6M) YoY +54.99% (+$2.4M)
EXXON MOBIL CORP(XOMcusip30231G102)	55.6K	QoQ +11.89% (+5.9K) YoY +100.56% (+27.9K)	All Managers (Combined)	$6.6M	0.8% ($6.6M/$831.9M)	QoQ +23.71% (+$1.3M) YoY +105.20% (+$3.4M)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	192.6K	QoQ +2.65% (+5.0K) YoY -2.79% (-5.5K)	All Managers (Combined)	$6.6M	0.8% ($6.6M/$831.9M)	QoQ +11.76% (+$692.0K) YoY +13.72% (-$793.5K)
AbbVie Inc.(ABBVcusip00287Y109)	27.9K	QoQ +1.35% (+372) YoY -10.89% (-3.4K)	All Managers (Combined)	$5.8M	0.7% ($5.8M/$831.9M)	QoQ +19.50% (+$954.0K) YoY +2.51% (-$143.5K)
LINDE PLC(LINcusipG54950103)	12.3K	QoQ +4.38% (+519) YoY -11.92% (-1.7K)	All Managers (Combined)	$5.7M	0.7% ($5.7M/$831.9M)	QoQ +16.09% (+$797.2K) YoY -11.67% (-$759.9K)
Alphabet Inc.(GOOGLcusip02079K305)	35.2K	QoQ +3.49% (-1.2K) YoY -0.10% (-38)	All Managers (Combined)	$5.4M	0.7% ($5.4M/$831.9M)	QoQ -15.45% (-$996.1K) YoY +2.34% (-$125.0K)
S&P Global Inc.(SPGIcusip78409V104)	9.8K	QoQ +3.76% (+357) YoY +2.05% (+198)	All Managers (Combined)	$5.0M	0.6% ($5.0M/$831.9M)	QoQ +5.85% (+$277.0K) YoY +21.87% (+$898.3K)
ABBOTT LABORATORIES(ABTcusip002824100)	37.5K	QoQ +4.78% (+1.7K) YoY +12.50% (+4.2K)	All Managers (Combined)	$5.0M	0.6% ($5.0M/$831.9M)	QoQ +22.88% (+$925.3K) YoY +31.30% (+$1.2M)