EdgeMarket › What Baldwin Investment Management, Llc reported owning
What Baldwin Investment Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
855.7MPositions
210Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 084670108 | 398.6M | 46.6% | 555 | — | — |
| AVGO Broadcom Inc. | 22.1M | 2.6% | 71.4K | 368.45 | +26.5% |
| NVDA NVIDIA CORP | 19.9M | 2.3% | 114.3K | 214.72 | +22.4% |
| LRCX LAM RESEARCH CORP | 18.9M | 2.2% | 88.6K | 314.00 | +216.7% |
| AAPL Apple Inc. | 17.9M | 2.1% | 70.6K | 309.35 | +36.9% |
| JPM JPMORGAN CHASE & CO | 14.2M | 1.7% | 48.2K | 351.58 | +20.3% |
| MSFT MICROSOFT CORP | 12.2M | 1.4% | 33.0K | 483.24 | -4.4% |
| COST COSTCO WHOLESALE CORP /NEW | 11.5M | 1.3% | 11.6K | 947.74 | -4.7% |
| LLY ELI LILLY & Co | 10.1M | 1.2% | 10.9K | 1,255.40 | +78.0% |
| GOOGL Alphabet Inc. | 9.6M | 1.1% | 33.5K | 344.82 | +73.0% |
| XOM ExxonMobil Holdings Corp | 9.4M | 1.1% | 55.2K | 165.11 | +52.1% |
| unmapped CUSIP 084670702 | 9.3M | 1.1% | 19.4K | — | — |
| AMZN AMAZON COM INC | 8.7M | 1.0% | 41.9K | 258.63 | +15.6% |
| RTX RTX Corp | 8.6M | 1.0% | 44.5K | 209.91 | +34.1% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 7.3M | 0.8% | 191.8K | 38.01 | +20.6% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 7.0M | 0.8% | 15.7K | 548.05 | +39.0% |
| V VISA INC. | 6.5M | 0.8% | 21.4K | 371.04 | +7.9% |
| ABBV AbbVie Inc. | 6.2M | 0.7% | 28.4K | 264.96 | +26.7% |
| VRT Vertiv Holdings Co | 6.0M | 0.7% | 24.1K | 261.95 | +105.4% |
| CAT CATERPILLAR INC | 5.7M | 0.7% | 8.0K | 827.90 | +96.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 5.6M | 0.7% | 16.7K | 418.95 | +83.3% |
| LIN LINDE PLC | 5.6M | 0.7% | 11.2K | 487.57 | +1.1% |
| VOO Vanguard S&P 500 ETF | 5.5M | 0.6% | 9.2K | 703.71 | +20.0% |
| GS GOLDMAN SACHS GROUP INC | 5.3M | 0.6% | 6.3K | 1,039.28 | +44.2% |
| ISRG INTUITIVE SURGICAL INC | 5.0M | 0.6% | 10.8K | 378.81 | -21.2% |
| SPGI S&P Global Inc. | 4.7M | 0.6% | 11.1K | 431.29 | -22.6% |
| ETN Eaton Corp plc | 4.6M | 0.5% | 12.9K | 419.20 | +21.1% |
| BLK BlackRock, Inc. | 4.4M | 0.5% | 4.6K | 1,156.55 | +2.5% |
| BKR Baker Hughes Co | 4.4M | 0.5% | 72.1K | 62.34 | +45.5% |
| JNJ JOHNSON & JOHNSON | 4.3M | 0.5% | 17.7K | 270.24 | +51.1% |
| GOOG Alphabet Inc. | 4.3M | 0.5% | 15.0K | 341.75 | +70.7% |
| PANW Palo Alto Networks Inc | 4.3M | 0.5% | 26.6K | 357.87 | +94.0% |
| ABT ABBOTT LABORATORIES | 4.1M | 0.5% | 39.8K | 116.64 | -11.9% |
| TMO THERMO FISHER SCIENTIFIC INC. | 4.0M | 0.5% | 8.1K | 629.27 | +27.2% |
| HD HOME DEPOT, INC. | 3.8M | 0.4% | 11.6K | 335.61 | -16.5% |
| ROK ROCKWELL AUTOMATION, INC | 3.7M | 0.4% | 10.4K | 437.08 | +28.7% |
| NEE NEXTERA ENERGY INC | 3.5M | 0.4% | 37.6K | 83.65 | +9.8% |
| MS MORGAN STANLEY | 3.2M | 0.4% | 19.5K | 214.20 | +48.6% |
| UNP UNION PACIFIC CORP | 3.1M | 0.4% | 12.8K | 308.05 | +36.5% |
| TJX TJX COMPANIES INC /DE/ | 2.9M | 0.3% | 18.3K | 140.53 | +1.6% |
| COF CAPITAL ONE FINANCIAL CORP | 2.9M | 0.3% | 15.9K | 217.91 | +1.5% |
| VTI Vanguard Morningstar Total Stock Market ETF | 2.7M | 0.3% | 8.5K | 378.24 | +20.5% |
| ZTS Zoetis Inc. | 2.6M | 0.3% | 22.0K | 77.73 | -50.4% |
| ADSK Autodesk, Inc. | 2.6M | 0.3% | 10.7K | 253.82 | -12.1% |
| WM WASTE MANAGEMENT INC | 2.5M | 0.3% | 10.7K | 224.06 | -2.6% |
| LOW LOWES COMPANIES INC | 2.4M | 0.3% | 10.2K | 216.09 | -16.0% |
| DRI DARDEN RESTAURANTS INC | 2.3M | 0.3% | 12.0K | 221.60 | +6.8% |
| MCD MCDONALDS CORP | 2.3M | 0.3% | 7.3K | 270.95 | -13.5% |
| DHR DANAHER CORP /DE/ | 2.3M | 0.3% | 11.9K | 218.85 | +3.5% |
| DE DEERE & CO | 2.1M | 0.2% | 3.8K | 647.47 | +31.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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