Filed: 11/10/2025ACC: 0001346378-25-000009
📋 What this filing means
BALDWIN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 207 equity positions with a total reported market value of $873.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
207
Positions
$873.39M
Total AUM (reported)
3.08M
Total Shares
Allocation by class
CL A$419.34M48.0%
COMMON STOCK$380.91M43.6%
VANG ETF$14.24M1.6%
CL B$9.54M1.1%
ADR$7.89M0.9%
SPONS ADR$6.24M0.7%
UNIT LTD PARTN$6.02M0.7%
Portfolio Concentration
Top 3$465.21M53.3%
4–10$93.02M10.7%
11–25$93.41M10.7%
Rest$221.74M25.4%
Top 3 weight
53.3%
Top 10 weight
63.9%
Voting Authority Distribution
Total shares with voting rights: 3.08M
Sole
Full voting authority
2.16M
shares
% of voting shares70.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
920.31K
shares
% of voting shares29.9%
Investment Discretion (by position count)
Sole207
Shared0
Other0
Dominant voting typeSole · 70.1% of voting shares
Institutional Holdings207
Rows:
Berkshire Hathaway Inc A
SOLEShares556.00
TypeSH
Market value$419.34M
48.01%
Sole
555.00
Shared
0.00
None
1.00
Broadcom Limited
SOLEShares72.21K
TypeSH
Market value$23.82M
2.73%
Sole
60.34K
Shared
0.00
None
11.88K
Nvidia Corp
SOLEShares118.19K
TypeSH
Market value$22.05M
2.52%
Sole
98.01K
Shared
0.00
None
20.18K
Apple Inc
SOLEShares72.49K
TypeSH
Market value$18.46M
2.11%
Sole
51.96K
Shared
0.00
None
20.53K
Microsoft Corp
SOLEShares32.69K
TypeSH
Market value$16.93M
1.94%
Sole
20.25K
Shared
0.00
None
12.43K
J.P. Morgan Chase & Co
SOLEShares48.79K
TypeSH
Market value$15.39M
1.76%
Sole
33.44K
Shared
0.00
None
15.35K
Lam Research Corp
SOLEShares100.03K
TypeSH
Market value$13.39M
1.53%
Sole
83.55K
Shared
0.00
None
16.48K
Costco Wholesale Corporation
SOLEShares11.05K
TypeSH
Market value$10.23M
1.17%
Sole
9.15K
Shared
0.00
None
1.90K
Berkshire Hathaway Inc B
SOLEShares18.98K
TypeSH
Market value$9.54M
1.09%
Sole
13.90K
Shared
0.00
None
5.07K
Amazon.com Inc
SOLEShares41.36K
TypeSH
Market value$9.08M
1.04%
Sole
35.09K
Shared
0.00
None
6.28K
Eli Lilly & Company
SOLEShares11.08K
TypeSH
Market value$8.45M
0.97%
Sole
7.84K
Shared
0.00
None
3.24K
Alphabet Inc Class A
SOLEShares33.82K
TypeSH
Market value$8.22M
0.94%
Sole
23.15K
Shared
0.00
None
10.66K
Visa Inc.
SOLEShares21.54K
TypeSH
Market value$7.35M
0.84%
Sole
18.66K
Shared
0.00
None
2.88K
RTX Corp
SOLEShares43.25K
TypeSH
Market value$7.24M
0.83%
Sole
35.20K
Shared
0.00
None
8.05K
Abbvie Inc
SOLEShares28.98K
TypeSH
Market value$6.71M
0.77%
Sole
18.83K
Shared
0.00
None
10.15K
Exxon Mobil Corporation
SOLEShares56.87K
TypeSH
Market value$6.41M
0.73%
Sole
41.17K
Shared
0.00
None
15.70K
Vertex Pharmaceuticals
SOLEShares15.75K
TypeSH
Market value$6.17M
0.71%
Sole
11.38K
Shared
0.00
None
4.37K
Enterprise Products Partners
SOLEShares192.44K
TypeSH
Market value$6.02M
0.69%
Sole
68.59K
Shared
0.00
None
123.85K
Linde PLC
SOLEShares12.01K
TypeSH
Market value$5.71M
0.65%
Sole
8.35K
Shared
0.00
None
3.66K
Blackrock Inc
SOLEShares4.65K
TypeSH
Market value$5.42M
0.62%
Sole
3.39K
Shared
0.00
None
1.26K
Vanguard S&P 500 Etf
SOLEShares8.81K
TypeSH
Market value$5.40M
0.62%
Sole
4.44K
Shared
0.00
None
4.37K
Abbott Laboratories
SOLEShares39.47K
TypeSH
Market value$5.29M
0.61%
Sole
30.86K
Shared
0.00
None
8.61K
Goldman Sachs Group Inc
SOLEShares6.42K
TypeSH
Market value$5.11M
0.59%
Sole
4.91K
Shared
0.00
None
1.50K
S&P Global Inc
SOLEShares10.24K
TypeSH
Market value$4.99M
0.57%
Sole
7.96K
Shared
0.00
None
2.28K
Palo Alto Networks
SOLEShares24.25K
TypeSH
Market value$4.94M
0.57%
Sole
18.18K
Shared
0.00
None
6.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Inc ASOLE | CL A | 556.00 | SH | $419.34M 48.01% | 555.00 | 0.00 | 1.00 |
Broadcom LimitedSOLE | Common Stock | 72.21K | SH | $23.82M 2.73% | 60.34K | 0.00 | 11.88K |
Nvidia CorpSOLE | Common Stock | 118.19K | SH | $22.05M 2.52% | 98.01K | 0.00 | 20.18K |
Apple IncSOLE | Common Stock | 72.49K | SH | $18.46M 2.11% | 51.96K | 0.00 | 20.53K |
Microsoft CorpSOLE | Common Stock | 32.69K | SH | $16.93M 1.94% | 20.25K | 0.00 | 12.43K |
J.P. Morgan Chase & CoSOLE | Common Stock | 48.79K | SH | $15.39M 1.76% | 33.44K | 0.00 | 15.35K |
Lam Research CorpSOLE | Common Stock | 100.03K | SH | $13.39M 1.53% | 83.55K | 0.00 | 16.48K |
Costco Wholesale CorporationSOLE | Common Stock | 11.05K | SH | $10.23M 1.17% | 9.15K | 0.00 | 1.90K |
Berkshire Hathaway Inc BSOLE | CL B | 18.98K | SH | $9.54M 1.09% | 13.90K | 0.00 | 5.07K |
Amazon.com IncSOLE | Common Stock | 41.36K | SH | $9.08M 1.04% | 35.09K | 0.00 | 6.28K |
Eli Lilly & CompanySOLE | Common Stock | 11.08K | SH | $8.45M 0.97% | 7.84K | 0.00 | 3.24K |
Alphabet Inc Class ASOLE | Common Stock | 33.82K | SH | $8.22M 0.94% | 23.15K | 0.00 | 10.66K |
Visa Inc.SOLE | Common Stock | 21.54K | SH | $7.35M 0.84% | 18.66K | 0.00 | 2.88K |
RTX CorpSOLE | Common Stock | 43.25K | SH | $7.24M 0.83% | 35.20K | 0.00 | 8.05K |
Abbvie IncSOLE | Common Stock | 28.98K | SH | $6.71M 0.77% | 18.83K | 0.00 | 10.15K |
Exxon Mobil CorporationSOLE | Common Stock | 56.87K | SH | $6.41M 0.73% | 41.17K | 0.00 | 15.70K |
Vertex PharmaceuticalsSOLE | Common Stock | 15.75K | SH | $6.17M 0.71% | 11.38K | 0.00 | 4.37K |
Enterprise Products PartnersSOLE | Unit Ltd Partn | 192.44K | SH | $6.02M 0.69% | 68.59K | 0.00 | 123.85K |
Linde PLCSOLE | SPONS ADR | 12.01K | SH | $5.71M 0.65% | 8.35K | 0.00 | 3.66K |
Blackrock IncSOLE | Common Stock | 4.65K | SH | $5.42M 0.62% | 3.39K | 0.00 | 1.26K |
Vanguard S&P 500 EtfSOLE | Vang ETF | 8.81K | SH | $5.40M 0.62% | 4.44K | 0.00 | 4.37K |
Abbott LaboratoriesSOLE | Common Stock | 39.47K | SH | $5.29M 0.61% | 30.86K | 0.00 | 8.61K |
Goldman Sachs Group IncSOLE | Common Stock | 6.42K | SH | $5.11M 0.59% | 4.91K | 0.00 | 1.50K |
S&P Global IncSOLE | S&P Global | 10.24K | SH | $4.99M 0.57% | 7.96K | 0.00 | 2.28K |
Palo Alto NetworksSOLE | Common Stock | 24.25K | SH | $4.94M 0.57% | 18.18K | 0.00 | 6.08K |
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