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CIK: 0001346378
Total reported value
$1.0B
$1.0B
199 檔
7.4%
During the Q4 2024 filing period, Baldwin Investment Management, LLC (CIK: 0001346378) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 199 reported positions.
During Q4 2024, Baldwin Investment Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 4.70% | +0.17% | -2.43% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.64% | +0.70% | -1.41% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.02% | +0.28% | -2.97% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.31% | +0.17% | -24.73% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.89% | +0.28% | -9.13% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | +0.06% | -2.25% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.23% | — | -3.20% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.18% | -0.13% | -5.27% | |
| 9 | LRCX | Lam Research CORP | Stock-Tech | 1.90% | +1.36% | +905.39% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.75% | +0.32% | +6.38% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.47% | -1.92% | |
| 12 | EPD | Enterprise Products Partners | Stock-Energy | 1.50% | -0.17% | -5.49% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.46% | +0.05% | -1.45% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.37% | -1.09% | EXIT | |
| 15 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.29% | -0.01% | +5.62% | |
| 16 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.29% | -0.09% | -0.88% | |
| 17 | LIN | Linde plc | Stock-Materials | 1.26% | -0.03% | -13.36% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.25% | +0.04% | -9.58% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 1.24% | +0.12% | -4.72% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | -0.02% | — | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 1.21% | -0.10% | -1.08% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.18% | +0.01% | +14.42% | |
| 23 | ACN | Accenture plc | Stock-Tech | 1.18% | -0.05% | +1.20% | |
| 24 | ZTS | Zoetis Inc | Stock-Healthcare | 1.16% | -0.19% | -6.72% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | -0.03% | -1.18% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.03% | — | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.03% | -0.15% | +4.62% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 1.00% | +0.14% | -7.38% | |
| 29 | BTU | Peabody Energy Corporation | Stock-Energy | 0.97% | — | -99.00% | |
| 30 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.94% | +0.06% | +66.78% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.93% | +0.18% | +6.73% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.90% | +0.07% | -21.41% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.90% | -0.02% | -0.83% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | -0.02% | +0.10% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.78% | -0.04% | -15.94% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.78% | +0.10% | -4.55% | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.75% | +0.44% | +100.71% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.74% | -0.02% | -0.01% | |
| 39 | FISV | Fiserv Inc | Stock-Other | 0.74% | — | -33.47% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.73% | -0.06% | +3.03% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.19% | -20.06% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.67% | +0.03% | -6.91% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.66% | +0.09% | +4.76% | |
| 44 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.65% | +0.07% | -1.42% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | +0.12% | +0.23% | |
| 46 | SNPS | Synopsys Inc | Stock-Tech | 0.62% | +0.07% | -2.12% | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.62% | -0.04% | -0.91% | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.61% | +0.01% | +1.25% | |
| 49 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.59% | -0.08% | +283.79% | |
| 50 | COF | Capital One Financial CORP | Stock-Financials | 0.56% | +0.07% | -0.12% |
According to official SEC Form 13F filings, Baldwin Investment Management, LLC reported a total U.S. public equity portfolio value of $1.0B across 199 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AVGO, AAPL, NVDA) accounted for 7.4% of total reported equity market value during Q4 2024.
During Q4 2024, Baldwin Investment Management, LLC's top holdings by market value included AVGO (4.7%)、AAPL (4.6%)、NVDA (4.0%). The largest single position, AVGO, represented 4.7% of total portfolio value.
In Q4 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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