Filed: 5/7/2025ACC: 0001346378-25-000002
📋 What this filing means
BALDWIN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 200 equity positions with a total reported market value of $831.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
200
Positions
$831.94M
Total AUM (reported)
3.07M
Total Shares
Allocation by class
CL A$443.93M53.4%
COMMON STOCK$319.69M38.4%
VANG ETF$12.57M1.5%
CL B$10.21M1.2%
ADR$7.60M0.9%
UNIT LTD PARTN$6.58M0.8%
SPONS ADR$6.16M0.7%
Portfolio Concentration
Top 3$473.61M56.9%
4–10$73.07M8.8%
11–25$84.66M10.2%
Rest$200.60M24.1%
Top 3 weight
56.9%
Top 10 weight
65.7%
Voting Authority Distribution
Total shares with voting rights: 3.07M
Sole
Full voting authority
2.20M
shares
% of voting shares71.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
863.74K
shares
% of voting shares28.2%
Investment Discretion (by position count)
Sole200
Shared0
Other0
Dominant voting typeSole · 71.8% of voting shares
Institutional Holdings200
Rows:
Berkshire Hathaway Inc A
SOLEShares556.00
TypeSH
Market value$443.93M
53.36%
Sole
555.00
Shared
0.00
None
1.00
Apple Inc
SOLEShares72.06K
TypeSH
Market value$16.01M
1.92%
Sole
51.53K
Shared
0.00
None
20.53K
Nvidia Corp
SOLEShares126.13K
TypeSH
Market value$13.67M
1.64%
Sole
110.93K
Shared
0.00
None
15.20K
Broadcom Limited
SOLEShares78.83K
TypeSH
Market value$13.20M
1.59%
Sole
65.76K
Shared
0.00
None
13.06K
Microsoft Corp
SOLEShares32.97K
TypeSH
Market value$12.38M
1.49%
Sole
22.34K
Shared
0.00
None
10.63K
J.P. Morgan Chase & Co
SOLEShares49.34K
TypeSH
Market value$12.10M
1.45%
Sole
34.29K
Shared
0.00
None
15.05K
Berkshire Hathaway Inc B
SOLEShares19.17K
TypeSH
Market value$10.21M
1.23%
Sole
14.10K
Shared
0.00
None
5.07K
Costco Wholesale Corporation
SOLEShares9.93K
TypeSH
Market value$9.39M
1.13%
Sole
8.40K
Shared
0.00
None
1.53K
Amazon.com Inc
SOLEShares42.20K
TypeSH
Market value$8.03M
0.97%
Sole
35.40K
Shared
0.00
None
6.80K
Eli Lilly & Company
SOLEShares9.40K
TypeSH
Market value$7.76M
0.93%
Sole
6.74K
Shared
0.00
None
2.66K
Visa Inc.
SOLEShares22.01K
TypeSH
Market value$7.71M
0.93%
Sole
19.03K
Shared
0.00
None
2.98K
Lam Research Corp
SOLEShares101.41K
TypeSH
Market value$7.37M
0.89%
Sole
84.13K
Shared
0.00
None
17.27K
Vertex Pharmaceuticals
SOLEShares13.83K
TypeSH
Market value$6.71M
0.81%
Sole
9.88K
Shared
0.00
None
3.95K
Exxon Mobil Corporation
SOLEShares55.65K
TypeSH
Market value$6.62M
0.80%
Sole
42.16K
Shared
0.00
None
13.48K
Enterprise Products Partners
SOLEShares192.62K
TypeSH
Market value$6.58M
0.79%
Sole
70.77K
Shared
0.00
None
121.85K
Abbvie Inc
SOLEShares27.91K
TypeSH
Market value$5.85M
0.70%
Sole
18.16K
Shared
0.00
None
9.75K
Linde PLC
SOLEShares12.35K
TypeSH
Market value$5.75M
0.69%
Sole
9.71K
Shared
0.00
None
2.63K
Alphabet Inc Class A
SOLEShares35.23K
TypeSH
Market value$5.45M
0.65%
Sole
26.32K
Shared
0.00
None
8.91K
S&P Global Inc
SOLEShares9.85K
TypeSH
Market value$5.00M
0.60%
Sole
7.69K
Shared
0.00
None
2.15K
Abbott Laboratories
SOLEShares37.45K
TypeSH
Market value$4.97M
0.60%
Sole
28.95K
Shared
0.00
None
8.50K
Intuitive Surgical
SOLEShares9.98K
TypeSH
Market value$4.94M
0.59%
Sole
7.74K
Shared
0.00
None
2.23K
Vanguard S&P 500 Etf
SOLEShares8.76K
TypeSH
Market value$4.50M
0.54%
Sole
4.39K
Shared
0.00
None
4.37K
RTX Corp
SOLEShares33.70K
TypeSH
Market value$4.46M
0.54%
Sole
26.84K
Shared
0.00
None
6.86K
Thermo Fisher Scientific
SOLEShares8.93K
TypeSH
Market value$4.45M
0.53%
Sole
6.97K
Shared
0.00
None
1.96K
Blackrock Inc
SOLEShares4.55K
TypeSH
Market value$4.30M
0.52%
Sole
3.29K
Shared
0.00
None
1.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Inc ASOLE | CL A | 556.00 | SH | $443.93M 53.36% | 555.00 | 0.00 | 1.00 |
Apple IncSOLE | Common Stock | 72.06K | SH | $16.01M 1.92% | 51.53K | 0.00 | 20.53K |
Nvidia CorpSOLE | Common Stock | 126.13K | SH | $13.67M 1.64% | 110.93K | 0.00 | 15.20K |
Broadcom LimitedSOLE | Common Stock | 78.83K | SH | $13.20M 1.59% | 65.76K | 0.00 | 13.06K |
Microsoft CorpSOLE | Common Stock | 32.97K | SH | $12.38M 1.49% | 22.34K | 0.00 | 10.63K |
J.P. Morgan Chase & CoSOLE | Common Stock | 49.34K | SH | $12.10M 1.45% | 34.29K | 0.00 | 15.05K |
Berkshire Hathaway Inc BSOLE | CL B | 19.17K | SH | $10.21M 1.23% | 14.10K | 0.00 | 5.07K |
Costco Wholesale CorporationSOLE | Common Stock | 9.93K | SH | $9.39M 1.13% | 8.40K | 0.00 | 1.53K |
Amazon.com IncSOLE | Common Stock | 42.20K | SH | $8.03M 0.97% | 35.40K | 0.00 | 6.80K |
Eli Lilly & CompanySOLE | Common Stock | 9.40K | SH | $7.76M 0.93% | 6.74K | 0.00 | 2.66K |
Visa Inc.SOLE | Common Stock | 22.01K | SH | $7.71M 0.93% | 19.03K | 0.00 | 2.98K |
Lam Research CorpSOLE | Common Stock | 101.41K | SH | $7.37M 0.89% | 84.13K | 0.00 | 17.27K |
Vertex PharmaceuticalsSOLE | Common Stock | 13.83K | SH | $6.71M 0.81% | 9.88K | 0.00 | 3.95K |
Exxon Mobil CorporationSOLE | Common Stock | 55.65K | SH | $6.62M 0.80% | 42.16K | 0.00 | 13.48K |
Enterprise Products PartnersSOLE | Unit Ltd Partn | 192.62K | SH | $6.58M 0.79% | 70.77K | 0.00 | 121.85K |
Abbvie IncSOLE | Common Stock | 27.91K | SH | $5.85M 0.70% | 18.16K | 0.00 | 9.75K |
Linde PLCSOLE | SPONS ADR | 12.35K | SH | $5.75M 0.69% | 9.71K | 0.00 | 2.63K |
Alphabet Inc Class ASOLE | Common Stock | 35.23K | SH | $5.45M 0.65% | 26.32K | 0.00 | 8.91K |
S&P Global IncSOLE | S&P Global | 9.85K | SH | $5.00M 0.60% | 7.69K | 0.00 | 2.15K |
Abbott LaboratoriesSOLE | Common Stock | 37.45K | SH | $4.97M 0.60% | 28.95K | 0.00 | 8.50K |
Intuitive SurgicalSOLE | Common Stock | 9.98K | SH | $4.94M 0.59% | 7.74K | 0.00 | 2.23K |
Vanguard S&P 500 EtfSOLE | Vang ETF | 8.76K | SH | $4.50M 0.54% | 4.39K | 0.00 | 4.37K |
RTX CorpSOLE | Common Stock | 33.70K | SH | $4.46M 0.54% | 26.84K | 0.00 | 6.86K |
Thermo Fisher ScientificSOLE | Common Stock | 8.93K | SH | $4.45M 0.53% | 6.97K | 0.00 | 1.96K |
Blackrock IncSOLE | Common Stock | 4.55K | SH | $4.30M 0.52% | 3.29K | 0.00 | 1.26K |
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