Filed: 8/11/2025ACC: 0001346378-25-000004
📋 What this filing means
BALDWIN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 209 equity positions with a total reported market value of $828.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
209
Positions
$828.37M
Total AUM (reported)
3.10M
Total Shares
Allocation by class
CL A$405.21M48.9%
COMMON STOCK$352.84M42.6%
VANG ETF$13.33M1.6%
CL B$9.15M1.1%
ADR$8.01M1.0%
SPONS ADR$6.23M0.8%
UNIT LTD PARTN$5.97M0.7%
Portfolio Concentration
Top 3$445.35M53.8%
4–10$83.47M10.1%
11–25$85.87M10.4%
Rest$213.68M25.8%
Top 3 weight
53.8%
Top 10 weight
63.8%
Voting Authority Distribution
Total shares with voting rights: 3.10M
Sole
Full voting authority
2.17M
shares
% of voting shares70.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
931.83K
shares
% of voting shares30.0%
Investment Discretion (by position count)
Sole209
Shared0
Other0
Dominant voting typeSole · 70.0% of voting shares
Institutional Holdings209
Rows:
Berkshire Hathaway Inc A
SOLEShares556.00
TypeSH
Market value$405.21M
48.92%
Sole
555.00
Shared
0.00
None
1.00
Broadcom Limited
SOLEShares76.31K
TypeSH
Market value$21.03M
2.54%
Sole
63.54K
Shared
0.00
None
12.77K
Nvidia Corp
SOLEShares120.94K
TypeSH
Market value$19.11M
2.31%
Sole
100.38K
Shared
0.00
None
20.56K
Microsoft Corp
SOLEShares32.73K
TypeSH
Market value$16.28M
1.97%
Sole
20.30K
Shared
0.00
None
12.43K
Apple Inc
SOLEShares72.43K
TypeSH
Market value$14.86M
1.79%
Sole
51.90K
Shared
0.00
None
20.53K
J.P. Morgan Chase & Co
SOLEShares48.97K
TypeSH
Market value$14.20M
1.71%
Sole
33.55K
Shared
0.00
None
15.41K
Lam Research Corp
SOLEShares101.77K
TypeSH
Market value$9.91M
1.20%
Sole
84.49K
Shared
0.00
None
17.27K
Costco Wholesale Corporation
SOLEShares9.99K
TypeSH
Market value$9.89M
1.19%
Sole
8.30K
Shared
0.00
None
1.69K
Amazon.com Inc
SOLEShares41.86K
TypeSH
Market value$9.18M
1.11%
Sole
35.34K
Shared
0.00
None
6.53K
Berkshire Hathaway Inc B
SOLEShares18.84K
TypeSH
Market value$9.15M
1.11%
Sole
13.78K
Shared
0.00
None
5.07K
Visa Inc.
SOLEShares21.51K
TypeSH
Market value$7.64M
0.92%
Sole
18.63K
Shared
0.00
None
2.88K
Eli Lilly & Company
SOLEShares9.57K
TypeSH
Market value$7.46M
0.90%
Sole
6.86K
Shared
0.00
None
2.71K
Vertex Pharmaceuticals
SOLEShares14.54K
TypeSH
Market value$6.47M
0.78%
Sole
10.41K
Shared
0.00
None
4.13K
Exxon Mobil Corporation
SOLEShares56.30K
TypeSH
Market value$6.07M
0.73%
Sole
40.60K
Shared
0.00
None
15.70K
Alphabet Inc Class A
SOLEShares34.33K
TypeSH
Market value$6.05M
0.73%
Sole
23.88K
Shared
0.00
None
10.46K
Enterprise Products Partners
SOLEShares192.62K
TypeSH
Market value$5.97M
0.72%
Sole
68.77K
Shared
0.00
None
123.85K
Linde PLC
SOLEShares12.24K
TypeSH
Market value$5.74M
0.69%
Sole
8.60K
Shared
0.00
None
3.63K
Intuitive Surgical
SOLEShares9.86K
TypeSH
Market value$5.36M
0.65%
Sole
7.62K
Shared
0.00
None
2.23K
S&P Global Inc
SOLEShares10.10K
TypeSH
Market value$5.33M
0.64%
Sole
7.82K
Shared
0.00
None
2.28K
Abbvie Inc
SOLEShares28.53K
TypeSH
Market value$5.30M
0.64%
Sole
18.38K
Shared
0.00
None
10.15K
Abbott Laboratories
SOLEShares37.96K
TypeSH
Market value$5.16M
0.62%
Sole
29.43K
Shared
0.00
None
8.54K
Vanguard S&P 500 Etf
SOLEShares8.76K
TypeSH
Market value$4.98M
0.60%
Sole
4.39K
Shared
0.00
None
4.37K
RTX Corp
SOLEShares33.15K
TypeSH
Market value$4.84M
0.58%
Sole
26.29K
Shared
0.00
None
6.86K
Blackrock Inc
SOLEShares4.58K
TypeSH
Market value$4.80M
0.58%
Sole
3.32K
Shared
0.00
None
1.26K
Eaton Corp
SOLEShares13.16K
TypeSH
Market value$4.70M
0.57%
Sole
9.09K
Shared
0.00
None
4.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Inc ASOLE | CL A | 556.00 | SH | $405.21M 48.92% | 555.00 | 0.00 | 1.00 |
Broadcom LimitedSOLE | Common Stock | 76.31K | SH | $21.03M 2.54% | 63.54K | 0.00 | 12.77K |
Nvidia CorpSOLE | Common Stock | 120.94K | SH | $19.11M 2.31% | 100.38K | 0.00 | 20.56K |
Microsoft CorpSOLE | Common Stock | 32.73K | SH | $16.28M 1.97% | 20.30K | 0.00 | 12.43K |
Apple IncSOLE | Common Stock | 72.43K | SH | $14.86M 1.79% | 51.90K | 0.00 | 20.53K |
J.P. Morgan Chase & CoSOLE | Common Stock | 48.97K | SH | $14.20M 1.71% | 33.55K | 0.00 | 15.41K |
Lam Research CorpSOLE | Common Stock | 101.77K | SH | $9.91M 1.20% | 84.49K | 0.00 | 17.27K |
Costco Wholesale CorporationSOLE | Common Stock | 9.99K | SH | $9.89M 1.19% | 8.30K | 0.00 | 1.69K |
Amazon.com IncSOLE | Common Stock | 41.86K | SH | $9.18M 1.11% | 35.34K | 0.00 | 6.53K |
Berkshire Hathaway Inc BSOLE | CL B | 18.84K | SH | $9.15M 1.11% | 13.78K | 0.00 | 5.07K |
Visa Inc.SOLE | Common Stock | 21.51K | SH | $7.64M 0.92% | 18.63K | 0.00 | 2.88K |
Eli Lilly & CompanySOLE | Common Stock | 9.57K | SH | $7.46M 0.90% | 6.86K | 0.00 | 2.71K |
Vertex PharmaceuticalsSOLE | Common Stock | 14.54K | SH | $6.47M 0.78% | 10.41K | 0.00 | 4.13K |
Exxon Mobil CorporationSOLE | Common Stock | 56.30K | SH | $6.07M 0.73% | 40.60K | 0.00 | 15.70K |
Alphabet Inc Class ASOLE | Common Stock | 34.33K | SH | $6.05M 0.73% | 23.88K | 0.00 | 10.46K |
Enterprise Products PartnersSOLE | Unit Ltd Partn | 192.62K | SH | $5.97M 0.72% | 68.77K | 0.00 | 123.85K |
Linde PLCSOLE | SPONS ADR | 12.24K | SH | $5.74M 0.69% | 8.60K | 0.00 | 3.63K |
Intuitive SurgicalSOLE | Common Stock | 9.86K | SH | $5.36M 0.65% | 7.62K | 0.00 | 2.23K |
S&P Global IncSOLE | S&P Global | 10.10K | SH | $5.33M 0.64% | 7.82K | 0.00 | 2.28K |
Abbvie IncSOLE | Common Stock | 28.53K | SH | $5.30M 0.64% | 18.38K | 0.00 | 10.15K |
Abbott LaboratoriesSOLE | Common Stock | 37.96K | SH | $5.16M 0.62% | 29.43K | 0.00 | 8.54K |
Vanguard S&P 500 EtfSOLE | Vang ETF | 8.76K | SH | $4.98M 0.60% | 4.39K | 0.00 | 4.37K |
RTX CorpSOLE | Common Stock | 33.15K | SH | $4.84M 0.58% | 26.29K | 0.00 | 6.86K |
Blackrock IncSOLE | Common Stock | 4.58K | SH | $4.80M 0.58% | 3.32K | 0.00 | 1.26K |
Eaton CorpSOLE | Common Stock | 13.16K | SH | $4.70M 0.57% | 9.09K | 0.00 | 4.08K |
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