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CIK: 0001346378
Total reported value
$1.0B
$1.0B
205 檔
38.9%
In Q2 2024, Baldwin Investment Management, LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 205 disclosed stock positions.
During Q2 2024, Baldwin Investment Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 46.79% | -6.38% | -0.53% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | +0.17% | +0.84% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.13% | +0.70% | -1.16% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.94% | +0.28% | +893.34% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.81% | +0.17% | -0.62% | |
| 6 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.47% | — | -0.18% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | +0.28% | -0.33% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | — | -1.99% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | -0.13% | +4.12% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | +0.32% | +0.11% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.06% | -0.14% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.47% | -0.36% | |
| 13 | LIN | Linde plc | Stock-Materials | 0.83% | -0.03% | -0.94% | |
| 14 | EPD | Enterprise Products Partners | Stock-Energy | 0.79% | -0.17% | +0.46% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -1.09% | EXIT | |
| 16 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.75% | -0.01% | +13.60% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.04% | +0.48% | |
| 18 | ZTS | Zoetis Inc | Stock-Healthcare | 0.73% | -0.19% | +14.34% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | +0.05% | -1.72% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.60% | +0.01% | +1.29% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 0.58% | -0.10% | -0.89% | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.58% | -0.09% | +7.53% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.03% | -0.34% | |
| 24 | DHR | Danaher CORP | Stock-Healthcare | 0.56% | -0.04% | -4.87% | |
| 25 | BLKCHF | Blackrock Inc | Stock-Other | 0.55% | — | -2.12% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | +0.03% | -1.38% | |
| 27 | ACN | Accenture plc | Stock-Tech | 0.53% | -0.05% | +3.32% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.50% | +0.14% | +0.03% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.49% | +0.07% | -3.42% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.49% | -0.02% | +0.22% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.49% | -0.06% | -13.39% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.15% | +0.67% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.46% | +0.19% | — | |
| 34 | FISV | Fiserv Inc | Stock-Other | 0.45% | — | -0.11% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.43% | +0.01% | -2.04% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | -0.02% | -0.15% | |
| 37 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.42% | -0.08% | -0.96% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.42% | +0.18% | -0.38% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | +0.18% | -7.43% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.38% | +0.10% | -2.08% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.37% | +0.44% | -5.56% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.36% | +0.01% | +2.06% | |
| 43 | AMT | American Tower CORP | Stock-Real Estate | 0.36% | -0.04% | -1.10% | |
| 44 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.36% | — | -0.58% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.34% | +0.12% | +2.04% | |
| 46 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.34% | +0.08% | +23.12% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.32% | +0.03% | -3.93% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.32% | +0.05% | -4.66% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.32% | +0.09% | — | |
| 50 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.31% | +0.07% | +47.10% |
According to official SEC Form 13F filings, Baldwin Investment Management, LLC reported a total U.S. public equity portfolio value of $1.0B across 205 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, MSFT, AAPL) accounted for 38.9% of total reported equity market value during Q2 2024.
During Q2 2024, Baldwin Investment Management, LLC's top holdings by market value included BRK-A (46.8%)、MSFT (2.4%)、AAPL (2.1%). The largest single position, BRK-A, represented 46.8% of total portfolio value.
In Q2 2024, Baldwin Investment Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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