Filer Name: BALDWIN INVESTMENT MANAGEMENT, LLC
CIK: 1346378
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 199
Portfolio Value: $0.77B

Baldwin Investment Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
084990175 - 1/100 BERKSHIRE HATHAWAY CL A 558 $380M 49.48% -99.0% -
AVGO US BROADCOM INC 79,404 $18M 2.40% -2.4% -
AAPL US APPLE INC 72,533 $18M 2.37% -1.4% -
NVDA US NVIDIA CORP 117,384 $16M 2.05% -3.0% -
MSFT US MICROSOFT CORP 30,730 $13M 1.69% -24.7% -
JPM US JPMORGAN CHASE & CO 47,182 $11M 1.47% -9.1% -
AMZN US AMAZON.COM INC 41,189 $9M 1.18% -2.2% -
COST US COSTCO WHOLESALE CORP 9,540 $9M 1.14% -3.2% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 18,855 $9M 1.11% -5.3% -
LRCX US LAM RESEARCH CORP 103,042 $7M 0.97% 905.4% -
LLY US ELI LILLY & CO 8,887 $7M 0.89% 6.4% -
GOOGL US ALPHABET INC-CL A 34,045 $6M 0.84% -1.9% -
EPD US ENTERPRISE PRODUCTS PARTNERS 187,625 $6M 0.77% -5.5% -
V US VISA INC-CLASS A SHARES 18,086 $6M 0.74% -1.4% -
XOM US EXXON MOBIL CORP 49,732 $5M 0.70% -1.1% -
VRTX US VERTEX PHARMACEUTICALS INC 12,559 $5M 0.66% 5.6% -
ISRG US INTUITIVE SURGICAL INC 9,657 $5M 0.66% -0.9% -
LIN US LINDE PLC 11,827 $5M 0.64% -13.4% -
ABBV US ABBVIE INC 27,533 $5M 0.64% -9.6% -
BLK US BLACKROCK INC 4,724 $5M 0.63% -4.7% -
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