$290 Million is the total value of Baldwin Investment Management, LLC's 144 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 18.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | Sell | Berkshire Hathaway Cl Acl a | $158,848,000 | -20.3% | 584 | -0.5% | 54.71% | +2.6% |
| AAPL | Sell | Apple Computer Inc | $5,313,000 | -16.0% | 20,894 | -3.0% | 1.83% | +8.1% |
| MSFT | Sell | Microsoft Corp. | $4,446,000 | -0.6% | 28,190 | -0.6% | 1.53% | +27.9% |
| AMZN | Sell | Amazon.com Inc | $3,168,000 | +2.7% | 1,625 | -2.7% | 1.09% | +32.1% |
| JPM | Sell | J.P. Morgan Chase & Co | $2,824,000 | -35.6% | 31,365 | -0.3% | 0.97% | -17.1% |
| ADBE | Sell | Adobe Inc | $2,766,000 | -4.8% | 8,693 | -1.3% | 0.95% | +22.7% |
| V | Sell | Visa Inc. | $2,724,000 | -16.0% | 16,906 | -2.0% | 0.94% | +8.2% |
| COST | Sell | Costco Wholesale Corporation | $2,665,000 | -4.0% | 9,346 | -1.1% | 0.92% | +23.6% |
| SPY | Sell | S&P DEP Receiptsunit ser 1 | $2,664,000 | -20.7% | 10,335 | -1.0% | 0.92% | +2.1% |
| FISV | Sell | Fiserv Inc. - FISV | $2,663,000 | -21.1% | 28,036 | -3.9% | 0.92% | +1.6% |
| MTD | Buy | Mettler Toledo Intl Inc | $2,637,000 | -12.9% | 3,819 | +0.1% | 0.91% | +12.1% |
| BRKB | Sell | Berkshire Hathaway Cl Bcl b | $2,552,000 | -25.7% | 13,958 | -7.9% | 0.88% | -4.4% |
| DHR | Sell | Danaher Corp | $2,488,000 | -11.2% | 17,975 | -1.5% | 0.86% | +14.4% |
| ZTS | Buy | Zoetis Inc | $2,461,000 | -8.4% | 20,908 | +3.0% | 0.85% | +17.9% |
| EPD | Buy | Enterprise Products Partnersunit ltd partn | $2,284,000 | -24.6% | 159,716 | +48.4% | 0.79% | -3.0% |
| NKE | Sell | Nike Inc | $2,219,000 | -19.0% | 26,823 | -0.7% | 0.76% | +4.2% |
| BMY | Buy | Bristol-Myers Squibb Co | $2,153,000 | +2.8% | 38,620 | +18.3% | 0.74% | +32.3% |
| ABBV | Abbvie Inc | $2,125,000 | -14.0% | 27,893 | 0.0% | 0.73% | +10.7% | |
| SBUX | Buy | Starbucks Corp | $2,091,000 | -17.1% | 31,800 | +10.8% | 0.72% | +6.7% |
| AMT | Sell | American Tower REIT | $2,090,000 | -6.9% | 9,600 | -1.8% | 0.72% | +19.8% |
| TMO | Sell | Thermo Fisher Scientific | $1,965,000 | -14.6% | 6,930 | -2.1% | 0.68% | +10.1% |
| ACN | Sell | Accenture Plc | $1,941,000 | -23.4% | 11,891 | -1.2% | 0.67% | -1.3% |
| LRCX | Sell | Lam Research Corporation | $1,924,000 | -27.6% | 8,015 | -11.8% | 0.66% | -6.8% |
| BLK | Sell | Blackrock Inc | $1,789,000 | -13.4% | 4,067 | -1.0% | 0.62% | +11.4% |
| NVDA | Sell | Nvidia Corp | $1,748,000 | +10.0% | 6,630 | -1.9% | 0.60% | +41.6% |
| TAL | Buy | TAL Education Group | $1,645,000 | +10.7% | 30,887 | +0.2% | 0.57% | +42.5% |
| ABT | Sell | Abbott Laboratories | $1,584,000 | -9.8% | 20,077 | -0.7% | 0.55% | +16.2% |
| ADSK | Sell | Autodesk Inc | $1,503,000 | -15.8% | 9,628 | -1.0% | 0.52% | +8.4% |
| UNP | Sell | Union Pacific Corp | $1,478,000 | -22.9% | 10,476 | -1.2% | 0.51% | -0.8% |
| GOOGL | Buy | Alphabet Inc Class A | $1,465,000 | -10.4% | 1,261 | +3.3% | 0.50% | +15.6% |
| AVGO | Sell | Broadcom Limited | $1,430,000 | -25.6% | 6,032 | -0.8% | 0.49% | -4.1% |
| ICE | Sell | Intercontinental Exchange | $1,418,000 | -16.1% | 17,560 | -3.8% | 0.49% | +8.0% |
| JNJ | Sell | Johnson & Johnson | $1,323,000 | -11.0% | 10,086 | -1.0% | 0.46% | +14.6% |
| IJR | Sell | iShares S&P Smallcap 600s&p smlcap 600 | $1,291,000 | -35.9% | 23,005 | -4.2% | 0.44% | -17.4% |
| FTV | Sell | Fortive Corp | $1,133,000 | -28.2% | 20,526 | -0.7% | 0.39% | -7.6% |
| CVS | Sell | CVS Corp | $1,109,000 | -22.2% | 18,690 | -2.6% | 0.38% | 0.0% |
| EVA | Sell | Enviva Partners LPunit ltd partn | $1,108,000 | -29.4% | 41,475 | -1.4% | 0.38% | -9.0% |
| GS | Sell | Goldman Sachs Group Inc | $1,104,000 | -35.9% | 7,140 | -4.7% | 0.38% | -17.6% |
| INTC | Sell | Intel Corp | $1,086,000 | -11.3% | 20,067 | -1.9% | 0.37% | +14.0% |
| MDLZ | Sell | Mondelez Intl Inc Cl A | $1,073,000 | -10.3% | 21,419 | -1.4% | 0.37% | +15.6% |
| GOOG | Sell | Alphabet Inc Class C | $1,052,000 | -16.7% | 905 | -4.2% | 0.36% | +7.1% |
| Buy | Comcast Corp | $1,025,000 | +29.9% | 29,800 | +69.8% | 0.35% | +67.3% | |
| VZ | Buy | Verizon Communications | $1,013,000 | -8.9% | 18,856 | +4.1% | 0.35% | +17.1% |
| LOW | Lowes Companies Inc | $1,005,000 | -28.1% | 11,675 | 0.0% | 0.35% | -7.5% | |
| HD | Sell | Home Depot Inc | $992,000 | -23.2% | 5,315 | -10.1% | 0.34% | -1.2% |
| NEE | Sell | Nextera Energy Inc. | $938,000 | -2.5% | 3,899 | -1.9% | 0.32% | +25.7% |
| VMC | Sell | Vulcan Materials - VMC | $934,000 | -27.5% | 8,645 | -3.4% | 0.32% | -6.7% |
| UTX | Buy | United Technologies Corp | $911,000 | -31.7% | 9,657 | +8.4% | 0.31% | -12.0% |
| TSM | Sell | Taiwan Semiconductor MFG Co LTD SPON Asponsored adr | $906,000 | -18.4% | 18,957 | -0.8% | 0.31% | +5.1% |
| STZ | Sell | Constellation Brands Inc | $902,000 | -25.6% | 6,290 | -1.6% | 0.31% | -4.3% |
| XOM | Sell | Exxon Mobil Corporation | $900,000 | -46.9% | 23,690 | -2.5% | 0.31% | -31.7% |
| PG | Procter & Gamble Co. | $882,000 | -12.0% | 8,022 | 0.0% | 0.30% | +13.4% | |
| LIN | Linde PLCspons adr | $852,000 | -18.8% | 4,925 | 0.0% | 0.29% | +4.3% | |
| MMM | Sell | 3M Company | $849,000 | -22.9% | 6,216 | -0.4% | 0.29% | -1.0% |
| TROW | Sell | Price, T. Rowe Group - TROW | $840,000 | -20.8% | 8,600 | -1.1% | 0.29% | +1.8% |
| NVO | Sell | Novo Nordiskadr | $812,000 | -2.9% | 13,482 | -6.6% | 0.28% | +25.0% |
| INFY | Buy | Infosys Technologies Ltdsponsored adr | $781,000 | -20.2% | 95,118 | +0.3% | 0.27% | +2.7% |
| BEP | Buy | Brookfield Renewable Partners LPprtnrsp units | $777,000 | -8.6% | 18,280 | +0.3% | 0.27% | +18.1% |
| VOT | Sell | Vanguard Mid-Cap Growth - VOTvang etf | $761,000 | -21.3% | 6,005 | -1.4% | 0.26% | +1.2% |
| COF | Sell | Capital One Financial | $740,000 | -51.3% | 14,669 | -0.6% | 0.26% | -37.2% |
| SEIC | Sell | SEI Investments Co. - SEIC | $699,000 | -34.9% | 15,080 | -7.9% | 0.24% | -16.0% |
| UNH | Buy | UnitedHealth Group Inc | $685,000 | -0.6% | 2,745 | +17.1% | 0.24% | +28.3% |
| YUM | Yum! Brands Inc | $672,000 | -32.0% | 9,805 | 0.0% | 0.23% | -12.5% | |
| BX | Blackstone Group Incprtnrsp units | $656,000 | -18.6% | 14,400 | 0.0% | 0.23% | +4.6% | |
| PEP | Pepsico Inc. | $644,000 | -12.1% | 5,360 | 0.0% | 0.22% | +13.3% | |
| SHOP | Buy | Shopify Inc | $632,000 | +6.0% | 1,516 | +1.1% | 0.22% | +37.1% |
| CUBI | Customers Bancorp Inc | $630,000 | -54.1% | 57,677 | 0.0% | 0.22% | -40.9% | |
| TIP | iShares TIPS Bond Fundbarclys tips bd | $631,000 | +1.1% | 5,350 | 0.0% | 0.22% | +29.9% | |
| TAK | Sell | Takeda Pharmaceutical Co. Ltd. - TAK | $590,000 | -26.0% | 38,867 | -3.8% | 0.20% | -4.7% |
| RTN | Sell | Raytheon Co | $585,000 | -41.3% | 4,460 | -1.7% | 0.20% | -24.7% |
| IBN | Buy | Icici Bank Ltd Adradr | $571,000 | -43.5% | 67,217 | +0.3% | 0.20% | -27.3% |
| APD | Air Products & Chemicals - APD | $559,000 | -15.0% | 2,800 | 0.0% | 0.19% | +9.7% | |
| VOE | Buy | Vanguard Mid-Cap Value - VOEvang etf | $545,000 | -31.6% | 6,705 | +0.2% | 0.19% | -11.7% |
| XLK | Sell | Technology Select Sector SPDR Fundspdr etf | $534,000 | -23.2% | 6,645 | -12.3% | 0.18% | -1.1% |
| RSP | Sell | Rydex S&P Equal Weight ETFs&p 500 eq trd | $532,000 | -28.8% | 6,327 | -1.9% | 0.18% | -8.5% |
| CL | Sell | Colgate Palmolive Co | $526,000 | -6.2% | 7,930 | -2.8% | 0.18% | +20.7% |
| ULTA | Sell | Ulta Beauty Inc. | $523,000 | -31.7% | 2,975 | -1.7% | 0.18% | -12.2% |
| GILD | Sell | Gilead Sciences Inc. - GILD | $520,000 | +14.3% | 6,950 | -0.7% | 0.18% | +46.7% |
| MA | Buy | Mastercard Inc | $507,000 | -17.6% | 2,100 | +1.9% | 0.18% | +6.1% |
| CHKP | Buy | Check Point Software Technologies | $501,000 | -8.9% | 4,984 | +0.5% | 0.17% | +17.7% |
| RYAAY | Buy | RyanAir Holdings PLCadr | $497,000 | -39.2% | 9,370 | +0.3% | 0.17% | -21.9% |
| VIG | Vanguard Dividend Appreciation - VIGvang etf | $494,000 | -17.0% | 4,775 | 0.0% | 0.17% | +6.9% | |
| NSP | Sell | Insperity Inc. - NSP | $480,000 | -57.7% | 12,880 | -2.3% | 0.16% | -45.5% |
| BAC | Sell | Bank of America Corp. - BAC | $472,000 | -41.1% | 22,250 | -2.2% | 0.16% | -23.8% |
| T | AT&T Inc | $453,000 | -25.5% | 15,547 | 0.0% | 0.16% | -4.3% | |
| CB | Chubb Corp. | $452,000 | -28.3% | 4,050 | 0.0% | 0.16% | -7.7% | |
| PNC | Buy | PNC Financial Services Group Inc | $449,000 | -39.7% | 4,690 | +0.4% | 0.16% | -22.1% |
| CAT | Sell | Caterpillar Inc. - CAT | $441,000 | -27.6% | 3,800 | -7.9% | 0.15% | -6.7% |
| RDSA | Buy | Royal Dutch Shell A Adrfadr | $435,000 | -38.0% | 12,453 | +4.6% | 0.15% | -20.2% |
| MKC | Buy | Mc Cormick & Co Inc N-Vt | $424,000 | -10.7% | 3,000 | +7.1% | 0.15% | +15.0% |
| MRK | Sell | Merck & Co Inc | $423,000 | -16.9% | 5,500 | -1.8% | 0.15% | +7.4% |
| YUMC | Yum China Holdings Inc | $417,000 | -11.3% | 9,785 | 0.0% | 0.14% | +14.3% | |
| BAX | Sell | Baxter International Inc. | $412,000 | -8.4% | 5,078 | -5.6% | 0.14% | +18.3% |
| PGR | Progressive Corp | $397,000 | +2.1% | 5,375 | 0.0% | 0.14% | +31.7% | |
| BA | Sell | Boeing Co | $395,000 | -57.4% | 2,650 | -7.0% | 0.14% | -45.2% |
| SCHD | Buy | Schwab US Div Equity ETFschwab etf | $391,000 | -22.4% | 8,697 | +0.0% | 0.14% | 0.0% |
| VO | Sell | Vanguard Mid-Cap ETFvang etf | $390,000 | -34.8% | 2,963 | -11.8% | 0.13% | -16.2% |
| FDX | Sell | FedEx Corp | $390,000 | -24.4% | 3,215 | -5.9% | 0.13% | -2.9% |
| D | Sell | Dominion Energy Inc | $386,000 | -16.1% | 5,350 | -3.6% | 0.13% | +8.1% |
| ADP | Sell | Automatic Data Processing Inc | $383,000 | -20.5% | 2,800 | -0.9% | 0.13% | +2.3% |
| IAC | Sell | Iac/Interactive Corp | $380,000 | -29.8% | 2,122 | -2.3% | 0.13% | -9.7% |
| TPL | Texas Pacific Land Trust - TPL | $380,000 | -51.3% | 1,000 | 0.0% | 0.13% | -37.3% | |
| QRVO | New | Qorvo Inc. - QRVO | $379,000 | – | 4,700 | +100.0% | 0.13% | – |
| NXPI | Buy | NXP Semiconductors N.V. | $380,000 | -34.5% | 4,579 | +0.4% | 0.13% | -15.5% |
| IEP | Sell | Icahn Enterprises LP - IEP | $363,000 | -30.6% | 7,500 | -11.8% | 0.12% | -10.7% |
| IBB | Sell | iShares NASDAQ Biotechnology Index Funishares etf | $356,000 | -22.4% | 3,305 | -13.1% | 0.12% | 0.0% |
| LAZ | Sell | Lazard Ltd. - LAZ | $337,000 | -43.0% | 14,300 | -3.4% | 0.12% | -26.6% |
| HON | Honeywell Int'l Inc. - HON | $328,000 | -24.4% | 2,450 | 0.0% | 0.11% | -2.6% | |
| ITUB | Buy | Itau UniBanco Multiplo ADRspons adr | $322,000 | -50.6% | 71,639 | +0.5% | 0.11% | -36.2% |
| PDI | PIMCO Dynamic Income Fund - PDIpimco etf | $316,000 | -31.9% | 14,300 | 0.0% | 0.11% | -12.1% | |
| TT | New | Trane Technologies - TT | $314,000 | – | 3,800 | +100.0% | 0.11% | – |
| DUK | Duke Energy Corp. | $311,000 | -11.4% | 3,848 | 0.0% | 0.11% | +13.8% | |
| SWK | Stanley Black & Decker - SWK | $305,000 | -39.7% | 3,050 | 0.0% | 0.10% | -22.2% | |
| IXN | Sell | iShares Global Tech - IXNishares etf | $301,000 | -35.0% | 1,650 | -25.0% | 0.10% | -16.1% |
| MCD | McDonalds Corp. | $303,000 | -16.3% | 1,833 | 0.0% | 0.10% | +7.2% | |
| CVX | Sell | Chevron Corp. | $289,000 | -44.4% | 3,991 | -7.5% | 0.10% | -28.1% |
| LVS | Buy | Las Vegas Sands Corp | $286,000 | -38.1% | 6,735 | +0.6% | 0.10% | -20.2% |
| KO | Buy | Coca Cola Co. | $283,000 | -13.5% | 6,400 | +8.5% | 0.10% | +11.5% |
| VEA | Sell | Vanguard FTSE Dev Mkts ETFvang etf | $280,000 | -30.5% | 8,410 | -8.0% | 0.10% | -11.1% |
| PPG | PPG Industries Inc | $276,000 | -37.4% | 3,300 | 0.0% | 0.10% | -19.5% | |
| SRPT | Sell | Sarepta Therapeutics Inc. - SRPT | $274,000 | -33.7% | 2,800 | -12.5% | 0.09% | -15.3% |
| CLX | Clorox Co. - CLX | $273,000 | +12.8% | 1,575 | 0.0% | 0.09% | +44.6% | |
| TGP | Buy | Teekay LNG Prtnsprtnrsp units | $271,000 | -29.1% | 27,725 | +13.0% | 0.09% | -8.8% |
| AZN | AstraZeneca PLCadr | $266,000 | -10.4% | 5,956 | 0.0% | 0.09% | +16.5% | |
| HSY | Hershey Co. - HSY | $252,000 | -9.7% | 1,900 | 0.0% | 0.09% | +16.0% | |
| WEC | WEC Energy Corp | $247,000 | -4.3% | 2,800 | 0.0% | 0.08% | +23.2% | |
| CI | Cigna Corporation | $248,000 | -13.3% | 1,400 | 0.0% | 0.08% | +10.4% | |
| GLD | SPDR Gold Trustspdr etf | $237,000 | +3.5% | 1,600 | 0.0% | 0.08% | +34.4% | |
| CE | Sell | Celanese Corp | $231,000 | -85.3% | 3,150 | -75.4% | 0.08% | -81.0% |
| WMT | New | Wal-Mart Stores Inc. | $227,000 | – | 2,000 | +100.0% | 0.08% | – |
| XPO | Buy | XPO Logistics | $227,000 | -16.2% | 4,655 | +36.7% | 0.08% | +6.8% |
| ITW | Illinois Tool Works - ITW | $227,000 | -20.9% | 1,600 | 0.0% | 0.08% | +1.3% | |
| PFE | Sell | Pfizer Inc. | $220,000 | -18.2% | 6,753 | -1.8% | 0.08% | +5.6% |
| EOG | Sell | EOG Resources Inc | $222,000 | -57.4% | 6,175 | -0.8% | 0.08% | -45.3% |
| CTVA | Buy | Corteva Inc. - CTVA | $214,000 | -19.2% | 9,100 | +1.7% | 0.07% | +4.2% |
| FANG | Buy | Diamondback Energy | $215,000 | -65.0% | 8,213 | +24.3% | 0.07% | -54.9% |
| RL | Sell | Ralph Lauren Corp. Cl A - RL | $214,000 | -44.7% | 3,200 | -3.0% | 0.07% | -28.8% |
| XLP | Consumer Staples Sector SPDR Fundspdr etf | $212,000 | -13.8% | 3,900 | 0.0% | 0.07% | +10.6% | |
| XLF | Sell | Financial Select Sector SPDR Fundspdr etf | $212,000 | -32.5% | 10,195 | -0.1% | 0.07% | -13.1% |
| ALLE | Allegion Public Ltd. - ALLE | $207,000 | -26.1% | 2,250 | 0.0% | 0.07% | -5.3% | |
| FL | Sell | Foot Locker Inc. - FL | $204,000 | -46.3% | 9,250 | -5.1% | 0.07% | -31.4% |
| PLD | New | Prologis Inc New | $203,000 | – | 2,531 | +100.0% | 0.07% | – |
| CCL | Buy | Carnival Corp | $149,000 | -74.0% | 11,344 | +0.5% | 0.05% | -66.9% |
| TTM | Buy | Tata Motors LTDsponsored adr | $116,000 | -63.2% | 24,536 | +0.8% | 0.04% | -52.4% |
| NVS | Exit | Novartis A G Spon Adradr | $0 | – | -2,142 | -100.0% | -0.05% | – |
| GSK | Exit | GlaxoSmithKline - GSKadr | $0 | – | -4,300 | -100.0% | -0.05% | – |
| LMT | Exit | Lockheed Martin - LMT | $0 | – | -535 | -100.0% | -0.06% | – |
| VB | Exit | Vanguard Small Cap Equity ETFvang etf | $0 | – | -1,262 | -100.0% | -0.06% | – |
| PM | Exit | Philip Morris International Inc. - PM | $0 | – | -2,475 | -100.0% | -0.06% | – |
| TCOM | Exit | Trip.com Group Ltdadr | $0 | – | -6,466 | -100.0% | -0.06% | – |
| AXP | Exit | American Express Co | $0 | – | -1,760 | -100.0% | -0.06% | – |
| MET | Exit | Metlife Inc | $0 | – | -4,407 | -100.0% | -0.06% | – |
| LPT | Exit | Liberty Property TRUST | $0 | – | -3,750 | -100.0% | -0.06% | – |
| IYY | Exit | IShares Trust DJ Total Marketishares etf | $0 | – | -1,510 | -100.0% | -0.06% | – |
| PCAR | Exit | Paccar Inc. - PCAR | $0 | – | -3,100 | -100.0% | -0.07% | – |
| RDSB | Exit | Royal Dutch Shell PLC Class Badr | $0 | – | -4,104 | -100.0% | -0.07% | – |
| HSBC | Exit | HSBC PLC Spon ADRspon adr new | $0 | – | -6,316 | -100.0% | -0.07% | – |
| NBL | Exit | Noble Energy Inc | $0 | – | -10,550 | -100.0% | -0.07% | – |
| APA | Exit | Apache Corp | $0 | – | -10,358 | -100.0% | -0.07% | – |
| GII | Exit | SPDR S&P Global Infrastructure - GIIspdr etf | $0 | – | -4,900 | -100.0% | -0.07% | – |
| IWR | Exit | iShares Russell Midcap Index Fdishares etf | $0 | – | -4,600 | -100.0% | -0.07% | – |
| PRU | Exit | Prudential Financial Inc | $0 | – | -3,005 | -100.0% | -0.08% | – |
| STBA | Exit | S&T Bancorp Inc. - STBA | $0 | – | -7,218 | -100.0% | -0.08% | – |
| VBR | Exit | Vanguard Small-Cap Value - VBRvang etf | $0 | – | -2,225 | -100.0% | -0.08% | – |
| TXT | Exit | Textron Incorporated | $0 | – | -7,000 | -100.0% | -0.08% | – |
| TSCO | Exit | Tractor Supply Company | $0 | – | -3,650 | -100.0% | -0.09% | – |
| SLB | Exit | Schlumberger Ltdsponsored adr | $0 | – | -11,784 | -100.0% | -0.13% | – |
| IR | Exit | Ingersoll-Rand PLC - IR | $0 | – | -3,800 | -100.0% | -0.14% | – |
| TEX | Exit | Terex Corp. - TEX | $0 | – | -18,100 | -100.0% | -0.14% | – |
| LEA | Exit | Lear Corporation - LEA | $0 | – | -4,550 | -100.0% | -0.17% | – |
| OKE | Exit | Oneok Inc. | $0 | – | -25,052 | -100.0% | -0.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Inc | 42 | Q3 2023 | 2.8% |
| Microsoft Corp. | 42 | Q3 2023 | 2.2% |
| Enterprise Products Partners | 42 | Q3 2023 | 1.1% |
| J.P. Morgan Chase & Co | 42 | Q3 2023 | 1.5% |
| Visa Inc. | 42 | Q3 2023 | 1.0% |
| Amazon.com Inc | 42 | Q3 2023 | 1.4% |
| Mettler Toledo Intl Inc | 42 | Q3 2023 | 1.2% |
| Costco Wholesale Corporation | 42 | Q3 2023 | 1.0% |
| Nike Inc | 42 | Q3 2023 | 1.1% |
| Danaher Corp | 42 | Q3 2023 | 0.9% |
View Baldwin Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-15 |
View Baldwin Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.