CIK 1346378
Baldwin Investment Management, LLC
Institutional 13F holdings & portfolio
Holdings
207
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 207
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCD | McDonald's Corp | 8K | $1M+ | SH |
| DRI | Darden Restaurants Inc | 12K | $1M+ | SH |
| TSCO | Tractor Supply Company | 44K | $1M+ | SH |
| ULTA | Ulta Beauty Inc. | 3K | $1M+ | SH |
| IBN | Icici Bank Ltd Adr | 67K | $1M+ | SH |
| IBM | International Business Machines Corp | 7K | $1M+ | SH |
| CB | Chubb Corp. | 6K | $1M+ | SH |
| TMUS | T-Mobile US | 10K | $1M+ | SH |
| VXUS | Vanguard Total Interntl Stk | 26K | $1M+ | SH |
| FCX | Freeport McMoRan | 37K | $1M+ | SH |
| AXTA | Axalta Coating Systems | 58K | $1M+ | SH |
| ADBE | Adobe Inc | 5K | $1M+ | SH |
| BX | Blackstone Inc | 12K | $1M+ | SH |
| AMT | American Tower REIT | 10K | $1M+ | SH |
| IJR | iShares S&P Smallcap 600 | 15K | $1M+ | SH |
| PEP | Pepsico Inc. | 12K | $1M+ | SH |
| VIK | Viking Holdings | 23K | $1M+ | SH |
| FSLR | First Solar Inc | 6K | $1M+ | SH |
| ZS | Zscaler Inc | 7K | $1M+ | SH |
| DE | Deere & Co | 3K | $1M+ | SH |
| META | Meta Platforms Inc | 2K | $1M+ | SH |
| RYAAY | RyanAir Holdings PLC | 21K | $1M+ | SH |
| SO | Southern Company | 17K | $1M+ | SH |
| MTD | Mettler Toledo Intl Inc | 1K | $1M+ | SH |
| SNPS | Synopsys Inc | 3K | $1M+ | SH |
| ICE | Intercontinental Exchange | 9K | $1M+ | SH |
| ADSK | Autodesk Inc | 5K | $1M+ | SH |
| ASML | ASML Holdings NV | 1K | $1M+ | SH |
| ORCL | Oracle Corp | 7K | $1M+ | SH |
| VOT | Vanguard Mid Cap Growth | 5K | $1M+ | SH |
| NKE | Nike Inc | 22K | $1M+ | SH |
| SHOP | Shopify Inc | 8K | $1M+ | SH |
| INFY | Infosys Technologies Ltd | 75K | $1M+ | SH |
| CVX | Chevron Corp. | 9K | $1M+ | SH |
| UBER | Uber Technologies Inc | 16K | $1M+ | SH |
| EW | Edwards Lifesciences Corp | 15K | $1M+ | SH |
| FANG | Diamondback Energy | 8K | $1M+ | SH |
| ARCC | Ares Capital Corp | 62K | $1M+ | SH |
| SBUX | Starbucks Corp | 15K | $1M+ | SH |
| CME | CME Group Inc | 4K | $1M+ | SH |
| BSX | Boston Scientific Corp | 13K | $1M+ | SH |
| HON | Honeywell International | 6K | $1M+ | SH |
| DDOG | Datadog Inc | 9K | $1M+ | SH |
| COR | Cencora Inc | 3K | $1M+ | SH |
| KMB | Kimberly Clark Corp | 11K | $1M+ | SH |
| LHX | L3Harris Technologies | 4K | $1M+ | SH |
| DIS | Walt Disney Co | 10K | $1M+ | SH |
| NVO | Novo Nordisk | 22K | $1M+ | SH |
| WMT | Wal-Mart Stores Inc. | 10K | $1M+ | SH |
| BWA | Borg Warner Inc | 24K | $1M+ | SH |