BullishAgent BullishAgent Filings Market Economic Earnings Ratings IPOs ETFs Insiders Institutional Funds Screener
Sign in Register

Baldwin Investment Management, LLC

· CIK 0001346378
13F Portfolio $886M AUM 207 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
207 New
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 BRK/A Berkshire Hathaway Inc A 556 $419.7M 47.38% NEW
2 AVGO Broadcom Limited Technology 73,420 $25.4M 2.87% NEW
3 NVDA Nvidia Corp Technology 115,629 $21.6M 2.44% NEW
4 AAPL Apple Inc Technology 69,950 $19.0M 2.15% NEW
5 LRCX Lam Research Corp Technology 98,134 $16.8M 1.90% NEW
6 MSFT Microsoft Corp Technology 32,411 $15.7M 1.77% NEW
7 JPM J.P. Morgan Chase & Co Financial Services 48,114 $15.5M 1.75% NEW
8 LLY Eli Lilly & Company Healthcare 10,976 $11.8M 1.33% NEW
9 GOOGL Alphabet Inc Class A Communication Services 33,629 $10.5M 1.19% NEW
10 COST Costco Wholesale Corp Consumer Defensive 11,356 $9.8M 1.11% NEW
11 AMZN Amazon.com Inc Consumer Cyclical 41,192 $9.5M 1.07% NEW
12 BRK/B Berkshire Hathaway Inc B 18,174 $9.1M 1.03% NEW
13 RTX RTX Corp Industrials 44,853 $8.2M 0.93% NEW
14 V Visa Inc. Financial Services 21,322 $7.5M 0.84% NEW
15 VERX Vertex Pharmaceuticals Technology 15,554 $7.1M 0.80% NEW
16 XOM Exxon Mobil Corporation Energy 56,311 $6.8M 0.77% NEW
17 ABBV Abbvie Inc Healthcare 28,549 $6.5M 0.74% NEW
18 EPD Enterprise Products Partners Energy 191,988 $6.2M 0.69% NEW
19 ISRG Intuitive Surgical Healthcare 10,566 $6.0M 0.68% NEW
20 VOO Vanguard S&P 500 Etf 8,884 $5.6M 0.63% NEW
21 GS Goldman Sachs Group Inc Financial Services 6,308 $5.5M 0.63% NEW
22 SPGI S&P Global Inc Financial Services 10,471 $5.5M 0.62% NEW
23 TSM Taiwan Semiconductor Manufacturing ADR Technology 16,507 $5.0M 0.57% NEW
24 ABT Abbott Laboratories Healthcare 39,556 $5.0M 0.56% NEW
25 BLK Blackrock Inc Financial Services 4,617 $4.9M 0.56% NEW
26 GOOGL Alphabet Inc Class C Communication Services 15,441 $4.8M 0.55% NEW
27 LIN Linde PLC Basic Materials 11,292 $4.8M 0.54% NEW
28 TMO Thermo Fisher Scientific Healthcare 8,112 $4.7M 0.53% NEW
29 CAT Caterpillar Inc Industrials 8,199 $4.7M 0.53% NEW
30 PANW Palo Alto Networks Technology 24,648 $4.5M 0.51% NEW
31 ETN Eaton Corp Industrials 12,935 $4.1M 0.47% NEW
32 ROK Rockwell Automation Industrials 10,382 $4.0M 0.46% NEW
33 VRT Vertiv Holdings Co Industrials 24,032 $3.9M 0.44% NEW
34 HD Home Depot Inc Consumer Cyclical 11,043 $3.8M 0.43% NEW
35 JNJ Johnson & Johnson Healthcare 17,710 $3.7M 0.41% NEW
36 COF Capital One Financial Financial Services 14,790 $3.6M 0.41% NEW
37 MS Morgan Stanley & Co Financial Services 19,673 $3.5M 0.39% NEW
38 BKR Baker Hughes Co Energy 74,146 $3.4M 0.38% NEW
39 NEE Nextera Energy Utilities 37,707 $3.0M 0.34% NEW
40 UNP Union Pacific Corp Industrials 12,793 $3.0M 0.33% NEW
41 TJX TJX Inc Consumer Cyclical 18,196 $2.8M 0.32% NEW
42 LRGF S&P DEP Receipts 4,097 $2.8M 0.32% NEW
43 DHR Danaher Corp Healthcare 12,100 $2.8M 0.31% NEW
44 ZTS Zoetis Inc Healthcare 21,817 $2.7M 0.31% NEW
45 ACN Accenture Plc Technology 9,899 $2.7M 0.30% NEW
46 VTI Vanguard Total Stock Market ETF 7,637 $2.6M 0.29% NEW
47 AXP American Express Co Financial Services 6,860 $2.5M 0.29% NEW
48 LOW Lowes Companies Inc Consumer Cyclical 10,232 $2.5M 0.28% NEW
49 MA Mastercard Inc Financial Services 4,238 $2.4M 0.27% NEW
50 WM Waste Management Inc Industrials 10,786 $2.4M 0.27% NEW
51 MCD McDonald's Corp Consumer Cyclical 7,563 $2.3M 0.26% NEW
52 DRI Darden Restaurants Inc Consumer Cyclical 12,046 $2.2M 0.25% NEW
53 TSCO Tractor Supply Company Consumer Cyclical 44,200 $2.2M 0.25% NEW
54 ULTA Ulta Beauty Inc. Consumer Cyclical 3,389 $2.1M 0.23% NEW
55 IBN Icici Bank Ltd Adr Financial Services 67,438 $2.0M 0.23% NEW
56 IBM International Business Machines Corp Technology 6,709 $2.0M 0.22% NEW
57 Chubb Corp. 6,293 $2.0M 0.22% NEW
58 TMUS T-Mobile US Communication Services 9,605 $2.0M 0.22% NEW
59 VXUS Vanguard Total Interntl Stk 25,743 $1.9M 0.22% NEW
60 FCX Freeport McMoRan Basic Materials 37,312 $1.9M 0.21% NEW
61 AXTA Axalta Coating Systems Basic Materials 58,304 $1.9M 0.21% NEW
62 ADBE Adobe Inc Technology 5,366 $1.9M 0.21% NEW
63 BX Blackstone Inc Financial Services 12,009 $1.9M 0.21% NEW
64 AMT American Tower REIT Real Estate 10,301 $1.8M 0.20% NEW
65 IJR iShares S&P Smallcap 600 14,778 $1.8M 0.20% NEW
66 PEP Pepsico Inc. Consumer Defensive 11,669 $1.7M 0.19% NEW
67 VKTX Viking Holdings Healthcare 23,005 $1.6M 0.18% NEW
68 FSLR First Solar Inc Energy 6,013 $1.6M 0.18% NEW
69 ZS Zscaler Inc Technology 6,887 $1.5M 0.17% NEW
70 DE Deere & Co Industrials 3,295 $1.5M 0.17% NEW
71 META Meta Platforms Inc Communication Services 2,322 $1.5M 0.17% NEW
72 RYAAY RyanAir Holdings PLC 20,689 $1.5M 0.17% NEW
73 SOMN Southern Company Utilities 17,037 $1.5M 0.17% NEW
74 MTD Mettler Toledo Intl Inc Healthcare 1,061 $1.5M 0.17% NEW
75 SNPS Synopsys Inc Technology 3,099 $1.5M 0.16% NEW
76 ICE Intercontinental Exchange Financial Services 8,964 $1.5M 0.16% NEW
77 ADSK Autodesk Inc Technology 4,832 $1.4M 0.16% NEW
78 ASML ASML Holdings NV Technology 1,334 $1.4M 0.16% NEW
79 ORCL Oracle Corp Technology 7,320 $1.4M 0.16% NEW
80 VOT Vanguard Mid Cap Growth 5,000 $1.4M 0.16% NEW
81 NKE Nike Inc Consumer Cyclical 21,601 $1.4M 0.15% NEW
82 SHOP Shopify Inc Technology 8,423 $1.4M 0.15% NEW
83 INFY Infosys Technologies Ltd Technology 74,840 $1.3M 0.15% NEW
84 CVX Chevron Corp. Energy 8,550 $1.3M 0.15% NEW
85 UBER Uber Technologies Inc Technology 15,775 $1.3M 0.15% NEW
86 EW Edwards Lifesciences Corp Healthcare 15,095 $1.3M 0.14% NEW
87 FANG Diamondback Energy Energy 8,363 $1.3M 0.14% NEW
88 ARCC Ares Capital Corp Financial Services 61,575 $1.2M 0.14% NEW
89 SBUX Starbucks Corp Consumer Cyclical 14,700 $1.2M 0.14% NEW
90 CME CME Group Inc Financial Services 4,469 $1.2M 0.14% NEW
91 BSX Boston Scientific Corp Healthcare 12,785 $1.2M 0.14% NEW
92 HON Honeywell International Industrials 5,975 $1.2M 0.13% NEW
93 DDOG Datadog Inc Technology 8,530 $1.2M 0.13% NEW
94 COR Cencora Inc Healthcare 3,408 $1.2M 0.13% NEW
95 KMB Kimberly Clark Corp Consumer Defensive 11,332 $1.1M 0.13% NEW
96 LHX L3Harris Technologies Industrials 3,892 $1.1M 0.13% NEW
97 DIS Walt Disney Co Communication Services 10,042 $1.1M 0.13% NEW
98 NVO Novo Nordisk Healthcare 21,549 $1.1M 0.12% NEW
99 WMT Wal-Mart Stores Inc. Consumer Defensive 9,787 $1.1M 0.12% NEW
100 BWA Borg Warner Inc Consumer Cyclical 24,007 $1.1M 0.12% NEW
101 BROS Dutch Bros Inc Consumer Cyclical 17,535 $1.1M 0.12% NEW
102 CTVA Corteva Agriscience Inc Basic Materials 15,929 $1.1M 0.12% NEW
103 RSP Rydex S&P Equal Weight ETF 5,536 $1.1M 0.12% NEW
104 MDLZ Mondelez International Consumer Defensive 19,682 $1.1M 0.12% NEW
105 TT Trane Technologies Plc Industrials 2,670 $1.0M 0.12% NEW
106 PLD Prologis Inc Real Estate 8,133 $1.0M 0.12% NEW
107 BAC Bank of America Corp Financial Services 18,475 $1.0M 0.12% NEW
108 CSCO Cisco Systems Inc Technology 13,172 $1.0M 0.12% NEW
109 INDA Ishares MSCI India Index 18,746 $1.0M 0.11% NEW
110 IMNM Immunome, Inc. Healthcare 47,167 $1.0M 0.11% NEW
111 YUM Yum! Brands Inc Consumer Cyclical 6,672 $1.0M 0.11% NEW
112 VBR Vanguard Small Cap Value 4,654 $986K 0.11% NEW
113 MCK McKesson Corp Healthcare 1,185 $972K 0.11% NEW
114 PFE Pfizer Inc. Healthcare 38,448 $957K 0.11% NEW
115 UNH UnitedHealth Group Healthcare 2,874 $949K 0.11% NEW
116 VMC Vulcan Materials Company Basic Materials 3,238 $924K 0.10% NEW
117 NXPI NXP Semiconductors N.V. Technology 4,235 $919K 0.10% NEW
118 DUK Duke Energy Corp. Utilities 7,826 $917K 0.10% NEW
119 KO Coca Cola Co. Consumer Defensive 12,720 $889K 0.10% NEW
120 MRVL Marvell Technology Group Technology 10,205 $867K 0.10% NEW
121 PG Procter & Gamble Co. Consumer Defensive 5,913 $847K 0.10% NEW
122 EXE Expand Energy Corp Energy 7,583 $837K 0.09% NEW
123 XLK Technology Select Sector SPDR Fund 5,700 $821K 0.09% NEW
124 ADI Analog Devices Inc Technology 3,010 $816K 0.09% NEW
125 IWR iShares Russell Midcap Index Fd 8,363 $805K 0.09% NEW
126 ADP Automatic Data Processing Inc Industrials 3,104 $798K 0.09% NEW
127 DELL Dell Inc Technology 6,317 $795K 0.09% NEW
128 GXO GXO Logistics Inc Industrials 14,992 $789K 0.09% NEW
129 SRAD Sportradar Group Technology 32,627 $776K 0.09% NEW
130 APD Air Products and Chemicals Inc Basic Materials 3,103 $767K 0.09% NEW
131 WELL Welltower Inc Real Estate 4,076 $757K 0.09% NEW
132 CIT Cintas Corp 4,000 $752K 0.09% NEW
133 SCHF Schwab International Equity Fund 30,153 $725K 0.08% NEW
134 CI Cigna Corporation Healthcare 2,500 $688K 0.08% NEW
135 FTV Fortive Corp Technology 12,461 $688K 0.08% NEW
136 CLV Trip.com Group Ltd 9,442 $679K 0.08% NEW
137 CCL1EUR Carnival Corp 21,049 $643K 0.07% NEW
138 EWJ iShares MSCI Japan Index Fund 7,921 $640K 0.07% NEW
139 VIG Vanguard Dividend Appreciation ETF 2,899 $637K 0.07% NEW
140 CMI Cummins Inc Industrials 1,240 $633K 0.07% NEW
141 GLW Corning Inc Technology 7,200 $630K 0.07% NEW
142 LMT Lockheed Martin Corp Industrials 1,275 $617K 0.07% NEW
143 SCHD Schwab US Dividend Equity ETF 21,333 $585K 0.07% NEW
144 CARR Carrier Global Corp Industrials 11,040 $583K 0.07% NEW
145 BEP Brookfield Renewable Partners LP Utilities 21,459 $579K 0.07% NEW
146 Iqvia Hldgs Inc 2,558 $577K 0.07% NEW
147 TIP iShares TIPS Bond Fund 5,200 $572K 0.07% NEW
148 IWM Ishares Tr Russell 2000 Index Fd 2,312 $569K 0.06% NEW
149 MRK Merck & Co Inc Healthcare 5,370 $565K 0.06% NEW
150 PNC PNC Financial Services Group Inc Financial Services 2,708 $565K 0.06% NEW
151 BVXB Itau UniBanco Multiplo ADR 74,449 $533K 0.06% NEW
152 PH Parker Hannifin Corp Industrials 603 $530K 0.06% NEW
153 SCHB Schwab US Broad Market ETF 19,204 $504K 0.06% NEW
154 VOE Vanguard Mid Cap Value 2,833 $503K 0.06% NEW
155 LDOS Leidos Holdings Inc Technology 2,750 $496K 0.06% NEW
156 BA Boeing Co Industrials 2,247 $488K 0.06% NEW
157 AMRZ Amrize AG Basic Materials 8,980 $486K 0.06% NEW
158 NVR NVR Inc Consumer Cyclical 65 $474K 0.05% NEW
159 VWO Vanguard FTSE Emerging Mkt ETF 8,688 $467K 0.05% NEW
160 CHKP Check Point Software Technologies Technology 2,451 $455K 0.05% NEW
161 BMY Bristol-Myers Squibb Healthcare 8,375 $452K 0.05% NEW
162 HBC2 HSBC PLC Spon ADR 5,707 $449K 0.05% NEW
163 CL Colgate Palmolive Co Consumer Defensive 5,563 $440K 0.05% NEW
164 JCI Johnson Controls Inc Industrials 3,464 $415K 0.05% NEW
165 BIDU Baidu Inc ADR Communication Services 3,102 $405K 0.05% NEW
166 SHW Sherwin Williams Co Basic Materials 1,232 $399K 0.04% NEW
167 CRWD Crowdstrike Hldgs Inc Technology 840 $394K 0.04% NEW
168 IYW iShares Trust Dow Jones US Tech Fund 1,930 $385K 0.04% NEW
169 ALL Allstate Corp Financial Services 1,850 $385K 0.04% NEW
170 EXP Eagle Materials Inc Basic Materials 1,800 $372K 0.04% NEW
171 MU Micron Technology Inc Technology 1,300 $371K 0.04% NEW
172 EFA iShares MSCI EAFE Index Fund 3,825 $367K 0.04% NEW
173 CBT Cabot Corporation Basic Materials 5,530 $367K 0.04% NEW
174 CCZ Comcast Corp Communication Services 12,253 $366K 0.04% NEW
175 PSX Phillips 66 Energy 2,600 $336K 0.04% NEW
176 TSLA Tesla Inc Consumer Cyclical 729 $328K 0.04% NEW
177 RPM RPM International Inc Basic Materials 3,150 $328K 0.04% NEW
178 AON Aon PLC Financial Services 900 $318K 0.04% NEW
179 NFLX Netflix Inc Communication Services 3,340 $313K 0.04% NEW
180 CP Canadian Pacific Kansas City Ltd Industrials 4,185 $308K 0.04% NEW
181 SYLD Cambria Shareholder Yield ETF 4,189 $291K 0.03% NEW
182 XLI Industrial Select Sector SPDR Fund 1,870 $290K 0.03% NEW
183 CSX C S X Corp Industrials 7,883 $286K 0.03% NEW
184 DOV Dover Corp Industrials 1,450 $283K 0.03% NEW
185 FDX FedEx Corp Industrials 977 $282K 0.03% NEW
186 EXC Exelon Corporation Utilities 6,450 $281K 0.03% NEW
187 VEA Vanguard FTSE Developed Markets ETF 4,491 $281K 0.03% NEW
188 AVUV Avantis US Small Cap Value ETF 2,750 $280K 0.03% NEW
189 NUE Nucor Corp Basic Materials 1,678 $274K 0.03% NEW
190 SHEL SHELL ADR EACH REP 2 ORD WI Energy 3,629 $267K 0.03% NEW
191 XYL Xylem Inc Industrials 1,907 $260K 0.03% NEW
192 SYY Sysco Corp Consumer Defensive 3,475 $256K 0.03% NEW
193 GLD SPDR Gold Trust Financial Services 625 $248K 0.03% NEW
194 IJH Ishares Tr S&P Midcap 3,620 $239K 0.03% NEW
195 QCOM Qualcomm Inc Technology 1,365 $233K 0.03% NEW
196 GEV GE Vernova Inc. Utilities 357 $233K 0.03% NEW
197 PEG Public Service Enterprise Group Utilities 2,900 $233K 0.03% NEW
198 SCHA Schwab US Small Cap ETF 8,154 $232K 0.03% NEW
199 VO Vanguard Mid-Cap ETF 776 $225K 0.03% NEW
200 VLTO VERALTO ORD WI Industrials 2,230 $223K 0.03% NEW
201 WFC Wells Fargo & Co. Financial Services 2,372 $221K 0.03% NEW
202 INCY Incyte Corporation Healthcare 2,140 $211K 0.02% NEW
203 MFG Mizuho Financial Group Inc Financial Services 28,800 $211K 0.02% NEW
204 EMR Emerson Electric Co Industrials 1,587 $211K 0.02% NEW
205 QQQM Powershares QQQ Trust 335 $206K 0.02% NEW
206 PGR Progressive Corp Financial Services 881 $201K 0.02% NEW
207 OCGN Ocugen Inc Healthcare 25,000 $34K 0.00% NEW
Sector Allocation
Technology 33.8%
Financial Services 14.7%
Healthcare 13.5%
Industrials 9.9%
Consumer Cyclical 8.1%
Energy 5.2%
Communication Services 5.0%
Consumer Defensive 4.1%
Basic Materials 3.2%
Utilities 1.6%