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13F-HR filed by Baldwin Investment Management, LLC

Baldwin Investment Management, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-12, with 210 holding rows worth $855,660,969.

Accession
0001346378-26-000002
Filed
2026-05-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 210 entries on the cover page, a total value of $855,660,969 stated on the cover page (in dollars after the unit check, H1), rows summing to $855,660,969 with VALUE read as dollars as filed, 13F file number 028-11586. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
BERKSHIRE HATHAWAY INC DEL084670108CL A555$398,567,700dollars as filed
Broadcom Inc.11135F101COM71,361$22,086,810dollars as filed
NVIDIA Corp67066G104COM114,277$19,929,903dollars as filed
Lam Research Corporation512807306COM88,594$18,928,987dollars as filed
Apple Inc037833100COM70,571$17,910,168dollars as filed
JPMorgan Chase & Co46625H100COM48,174$14,170,974dollars as filed
Microsoft Corp594918104COM32,974$12,205,986dollars as filed
Costco Wholesale Corporation22160K105COM11,581$11,539,496dollars as filed
Eli Lilly and Company532457108COM10,940$10,062,721dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM33,454$9,620,108dollars as filed
EXXON MOBIL CORP30231G102COM55,219$9,368,467dollars as filed
Berkshire Hathaway Inc084670702COM19,428$9,309,898dollars as filed
Amazon.com, Inc023135106COM41,916$8,729,845dollars as filed
Raytheon Technologies Corporation75513E101COM44,529$8,589,600dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM191,838$7,259,150dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM15,662$6,993,709dollars as filed
Visa Inc92826C839COM21,372$6,459,532dollars as filed
AbbVie,Inc.00287Y109COM28,449$6,187,381dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock24,092$6,037,009dollars as filed
Caterpillar Inc.149123101COM8,040$5,696,018dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS16,672$5,634,302dollars as filed
Linde plcG54950103COM11,242$5,573,575dollars as filed
Vanguard S&P 500 ETF922908363COM9,177$5,483,736dollars as filed
Goldman Sachs Group,Inc.38141G104COM6,256$5,292,448dollars as filed
Intuitive Surgical,Inc.46120E602COM10,825$4,990,217dollars as filed
S&P Global,Inc.78409V104COM11,137$4,737,159dollars as filed
Eaton Corp. PlcG29183103COM12,950$4,631,827dollars as filed
BlackRock,Inc.09290D101COM4,617$4,439,979dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock72,062$4,399,378dollars as filed
Johnson & Johnson478160104COM17,653$4,315,084dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM14,951$4,288,844dollars as filed
PALO ALTO NETWORKS INC697435105COM26,583$4,261,787dollars as filed
Abbott Laboratories002824100COM39,819$4,088,170dollars as filed
Thermo Fisher Scientific Inc.883556102COM8,102$3,982,483dollars as filed
Home Depot, Inc437076102COM11,628$3,824,333dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock10,377$3,724,098dollars as filed
NextEra Energy,Inc.65339F101COM37,608$3,493,031dollars as filed
Morgan Stanley617446448COM19,501$3,209,343dollars as filed
Union Pacific Corporation907818108COM12,778$3,100,198dollars as filed
TJX Companies Inc872540109COM18,271$2,917,879dollars as filed
CAPITAL ONE FINL CORP14040H105COM15,882$2,897,372dollars as filed
VTI922908769COM8,480$2,720,309dollars as filed
ZOETIS INC CL A98978V103Stock21,952$2,594,963dollars as filed
AUTODESK INC COM052769106Stock10,657$2,551,286dollars as filed
Waste Management, Inc.94106L109COM10,746$2,469,323dollars as filed
Lowes Companies,Inc.548661107COM10,232$2,417,569dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock11,971$2,346,795dollars as filed
McDonalds Corporation580135101COM7,283$2,263,484dollars as filed
Danaher Corporation235851102COM11,900$2,256,260dollars as filed
Deere & Company244199105COM3,785$2,132,091dollars as filed
MasterCard, Inc57636Q104COM4,238$2,117,559dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock35,712$2,099,151dollars as filed
American Express Company025816109COM6,860$2,075,013dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock12,427$2,039,644dollars as filed
Chubb LimitedH1467J104COM6,193$2,018,484dollars as filed
TRACTOR SUPPLY CO COM892356106Stock44,275$2,005,658dollars as filed
VANGUARD STAR FDS921909768COM24,913$1,921,039dollars as filed
T-Mobile US,Inc.872590104COM9,105$1,912,408dollars as filed
ICICI BANK LIMITED ADR45104G104ADR73,838$1,912,404dollars as filed
Accenture Plc Class AG1151C101COM9,534$1,890,497dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS14,919$1,854,630dollars as filed
SPY78462F103SHS2,847$1,851,595dollars as filed
PepsiCo,Inc.713448108COM11,694$1,815,961dollars as filed
American Tower Corporation03027X100COM10,476$1,807,944dollars as filed
ULTA BEAUTY INC COM90384S303Stock3,389$1,771,464dollars as filed
Chevron Corporation166764100COM8,550$1,768,995dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,334$1,761,987dollars as filed
Southern Company842587107COM18,237$1,760,235dollars as filed
International Business Machines Corporation459200101COM7,239$1,754,661dollars as filed
Walt Disney Co254687106COM18,080$1,742,554dollars as filed
VIKING HOLDINGS LTDG93A5A101ORD SHS21,910$1,609,947dollars as filed
AXALTA COATING SYS LTD COMG0750C108Stock54,029$1,496,603dollars as filed
META PLATFORMS INC CL A30303M102COM2,611$1,494,002dollars as filed
Walmart Inc.931142103COM11,587$1,440,032dollars as filed
SYNOPSYS INC COM871607107Stock3,605$1,429,310dollars as filed
Intercontinental Exchange,Inc.45866F104COM8,964$1,409,858dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock7,103$1,404,902dollars as filed
BORGWARNER INC COM099724106Stock25,457$1,381,297dollars as filed
BLACKSTONE INC09260D107COM12,009$1,380,915dollars as filed
Honeywell Technologies438516106COM5,975$1,350,500dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock1,061$1,338,133dollars as filed
CORTEVA INC COM22052L104Stock15,929$1,333,417dollars as filed
Starbucks Corporation855244109COM14,750$1,321,453dollars as filed
CME Group Inc. Class A12572Q105COM4,463$1,318,147dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock3,815$1,316,747dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS5,000$1,286,750dollars as filed
MARVELL TECHNOLOGY INC573874104COM12,510$1,239,116dollars as filed
RYANAIR HOLDINGS PLC SPONSORED ADR783513203ADR20,689$1,195,824dollars as filed
FIRST SOLAR INC COM336433107Stock5,913$1,166,398dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock14,320$1,146,746dollars as filed
NIKE,Inc. Class B654106103COM21,627$1,142,312dollars as filed
Mondelez International,Inc. Class A609207105COM19,533$1,125,856dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock2,670$1,112,696dollars as filed
ARES CAPITAL CORP04010L103COM60,192$1,084,660dollars as filed
CENCORA INC COM03073E105Stock3,408$1,070,589dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM5,505$1,056,524dollars as filed
Prologis,Inc.74340W103COM7,973$1,053,871dollars as filed
YUM BRANDS INC COM988498101Stock6,672$1,037,363dollars as filed
Pfizer Inc.717081103COM36,398$1,022,056dollars as filed
Cisco Systems,Inc.17275R102COM13,172$1,022,031dollars as filed
Vanguard Small-Cap Value ETF922908611SHS4,702$1,021,594dollars as filed
Adobe Inc00724F101COM4,161$1,011,456dollars as filed
INFOSYS LTD SPONSORED ADR456788108ADR74,840$1,011,088dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock9,188$1,008,659dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS8,423$999,136dollars as filed
Coca-Cola Company191216100COM12,720$967,356dollars as filed
ZSCALERINC98980G102STOK6,887$966,177dollars as filed
MCKESSON CORP COM58155Q103Stock1,110$960,550dollars as filed
Duke Energy Corporation26441C204COM7,322$958,718dollars as filed
Analog Devices,Inc.032654105COM3,010$957,601dollars as filed
DATADOGINCCLASSA23804L103STOK8,035$948,532dollars as filed
DUTCH BROS INC26701L100CL A18,435$933,917dollars as filed
AIR PRODS & CHEMS INC009158106COM3,103$901,390dollars as filed
Bank of America Corp060505104COM18,475$900,656dollars as filed
VULCAN MATLS CO COM929160109Stock3,238$881,707dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock8,857$854,435dollars as filed
Procter & Gamble Co742718109COM5,913$854,004dollars as filed
Boeing Company097023105COM4,220$839,907dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock4,235$833,702dollars as filed
iShares Russell Midcap ETF464287499SHS8,363$813,134dollars as filed
NOVO-NORDISK A S ADR670100205ADR21,549$791,926dollars as filed
UnitedHealth Group Inc91324P102COM2,894$783,087dollars as filed
Lockheed Martin Corporation539830109COM1,275$770,597dollars as filed
WELLTOWER INC COM95040Q104REIT3,876$766,324dollars as filed
SCHD808524797COM24,839$762,075dollars as filed
GXO LOGISTICS INCORPORATED COMMON STOCK36262G101Stock14,667$760,484dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS5,700$757,530dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF30,153$746,281dollars as filed
Oracle Corporation68389X105COM4,975$731,872dollars as filed
BROOKFIELD RENEWABLE ENERGYG16258108PARTNERSHIP UNIT21,459$700,422dollars as filed
Boston Scientific Corporation101137107COM11,035$692,446dollars as filed
FORTIVE CORP COM34959J108Stock12,461$688,844dollars as filed
ISHARES TR46429B598MSCI INDIA ETF14,596$683,677dollars as filed
CINTAS CORP COM172908105Stock4,000$676,560dollars as filed
iShares MSCI Japan ETF46434G822SHS7,921$668,849dollars as filed
Cigna Corporation125523100COM2,500$666,875dollars as filed
CORNING INC219350105COM4,860$660,814dollars as filed
CUMMINS INC COM231021106Stock1,225$659,075dollars as filed
Merck & Co.,Inc.58933Y105COM5,370$645,957dollars as filed
Automatic Data Processing,Inc.053015103COM3,104$630,671dollars as filed
Netflix, Inc64110L106COM6,550$629,783dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,906$624,955dollars as filed
iShares Russell 2000 ETF464287655SHS2,518$624,479dollars as filed
ITAU UNIBANCO HLDG S A SPON ADR REP PFD465562106ADR74,449$623,883dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock10,940$616,031dollars as filed
iShares TIPS Bond ETF464287176SHS5,200$573,872dollars as filed
IMMUNOME INC45257U108COM25,394$570,095dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock2,708$563,508dollars as filed
SPORTRADAR GROUP AGH8088L103COM32,627$546,176dollars as filed
CARNIVAL CORP LTD COMMON SHARESG2004J103Stock21,049$544,748dollars as filed
Palantir Technologies Inc. Class A69608A108COM3,676$537,725dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS2,847$524,676dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock578$517,449dollars as filed
Bristol-Myers Squibb Company110122108COM8,400$509,448dollars as filed
AMRIZE LTD SHSH2927K103Stock9,055$507,261dollars as filed
Uber Technologies90353T100COM6,863$493,656dollars as filed
Schwab U.S. Broad Market ETF808524102SHS19,212$482,224dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock5,563$474,134dollars as filed
PHILLIPS 66 COM718546104Stock2,600$473,668dollars as filed
HSBC HLDGS PLC SPON ADR NEW404280406ADR5,707$470,770dollars as filed
IQVIA HLDGS INC COM46266C105Stock2,758$470,349dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR9,442$470,117dollars as filed
VWO922042858SHS8,688$469,582dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock3,464$453,611dollars as filed
FRANKLIN FTSE SOUTH KOREA ETF35473P710ETF11,225$447,541dollars as filed
NVR INC COM62944T105Stock65$428,339dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock2,750$427,680dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,045$407,978dollars as filed
SHERWIN WILLIAMS CO824348106COM1,232$394,918dollars as filed
CABOT CORP127055101COM5,230$393,871dollars as filed
ALLSTATE CORP COM020002101Stock1,850$383,579dollars as filed
Micron Technology,Inc.595112103COM1,101$371,962dollars as filed
ISHARES TR464287465MSCI EAFE ETF3,825$371,522dollars as filed
GE Vernova Inc.36828A101COM420$366,618dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL2,226$359,984dollars as filed
Avantis US Small Cap Value ETF025072877SHS3,248$358,783dollars as filed
iShares U.S. Technology ETF464287721SHS1,930$350,141dollars as filed
CHECK POINT SOFTWARE TECH LTD ORDM22465104Stock2,451$350,125dollars as filed
FEDEX CORP COM31428X106Stock977$347,988dollars as filed
BAIDU INC SPON ADR REP A056752108ADR3,102$345,625dollars as filed
EAGLE MATLS INC COM26969P108Stock1,800$341,010dollars as filed
SHELL PLC SPON ADS780259305ADR3,629$337,497dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock4,185$329,192dollars as filed
CSX Corporation126408103COM7,883$323,597dollars as filed
EXELON CORP COM30161N101Stock6,450$316,179dollars as filed
SPDR GOLD TR78463V107GOLD SHS726$312,391dollars as filed
CAMBRIA ETF TR132061201SHSHLD YIELD ETF4,012$302,572dollars as filed
DOVER CORP COM260003108Stock1,450$302,253dollars as filed
AON PLC SHS CL AG0403H108Stock900$290,502dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS4,493$287,893dollars as filed
RPM INTL INC COM749685103Stock2,750$273,350dollars as filed
TOTALENERGIES SE ACTF92124100Stock2,990$272,030dollars as filed
Tesla Motors, Inc88160R101COM729$271,006dollars as filed
NUCOR CORP COM670346105Stock1,453$245,702dollars as filed
IJH464287507COM3,620$244,459dollars as filed
VALERO ENERGY CORP COM91913Y100Stock960$237,197dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS8,156$237,167dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock2,900$234,755dollars as filed
INCYTE CORP COM45337C102Stock2,480$233,418dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock3,735$231,271dollars as filed
MIZUHO FINANCIAL GROUP INC SPONSORED ADR60687Y109ADR28,800$228,672dollars as filed
XYLEM INC COM98419M100Stock1,907$227,887dollars as filed
TOASTINCCLASSCLASSA888787108STOK8,450$224,010dollars as filed
EQUINIX INC COM29444U700REIT218$213,692dollars as filed
INVESCO QQQ TR46090E103COM363$209,747dollars as filed
EMERSON ELEC CO COM291011104Stock1,587$207,929dollars as filed
Wells Fargo & Company949746101COM2,572$204,722dollars as filed
Amgen Inc.031162100COM579$203,721dollars as filed
TEKLA LIFE SCIENCES INVESTORS87911K100SH BEN INT10,094$164,236dollars as filed
OCUGEN INC67577C105COMMON STOCK25,000$45,250dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001346378-26-000002this filing2026-05-12acceptance time not in the bulk data set