Baldwin Investment Management, LLC Purchases in Q2 2025

Baldwin Investment Management, LLC

  • $802 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROK
Rockwell Automation, Inc

Industrials
8.23K
+ 344.89%
$218.97 - $332.17 $1.8M - $2.73M
10.6K $3.53M
ETN
Eaton Corp PLC

Industrials
821
+ 6.65%
$246.52 - $356.99 $202K - $293K
13.2K $4.7M
ZS
Zscaler, Inc.

Technology
3.62K
New
$174.67 - $315.32 $632K - $1.14M
3.62K $1.14M
PANW
Palo Alto Networks Inc

Technology
1.82K
+ 9.54%
$152.44 - $204.64 $277K - $371K
20.8K $4.27M
DDOG
Datadog, Inc.

Technology
6.64K
New
$87.0 - $134.33 $578K - $892K
6.64K $891K
UBER
Uber Technologies, Inc

Technology
5.99K
+ 53.82%
$64.62 - $93.3 $387K - $558K
17.1K $1.6M
ORCL
Oracle Corp

Technology
334
+ 4.17%
$122.82 - $218.63 $41K - $73K
8.35K $1.82M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
26.9K
+ 74.17%
$28.49 - $33.82 $767K - $911K
63.2K $1.88M
COF
Capital One Financial Corp

Financial Services
965
+ 7.96%
$150.57 - $212.76 $145K - $205K
13.1K $2.79M
DE
Deere & CO

Industrials
996
+ 38.04%
$412.99 - $531.48 $411K - $529K
3.61K $1.84M
EW
Edwards Lifesciences Corp

Healthcare
5.15K
New
$67.07 - $78.22 $345K - $402K
5.15K $402K
AXP
American Express CO

Financial Services
100
+ 1.5%
$231.39 - $318.98 $23.1K - $31.9K
6.79K $2.16M
CCL
Carnival Corp

Consumer Cyclical
8.56K
+ 68.02%
$16.43 - $28.12 $141K - $241K
21.1K $594K
SPGI
S&P Global Inc.

Financial Services
253
+ 2.57%
$438.31 - $527.29 $111K - $133K
10.1K $5.33M
GXO
Gxo Logistics, Inc.

Industrials
4.4K
+ 42.11%
$31.53 - $49.1 $139K - $216K
14.8K $723K
BSX
Boston Scientific Corp

Healthcare
1.87K
+ 17.64%
$89.7 - $107.41 $168K - $201K
12.5K $1.34M
TSLA
Tesla, Inc.

Consumer Cyclical
749
New
$221.86 - $362.89 $166K - $272K
749 $237K
HD
Home Depot, Inc.

Consumer Cyclical
600
+ 5.5%
$335.24 - $380.78 $201K - $228K
11.5K $4.22M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.07%
$243.75 - $303.93 $1.22K - $1.52K
7.44K $2.26M
VEA
Vanguard Ftse Developed Market

ETFs
3.75K
New
$45.65 - $57.01 $171K - $214K
3.75K $214K
VO
Vanguard Mid Cap ETF

ETFs
768
New
$228.54 - $279.83 $176K - $215K
768 $214K
EMR
Emerson Electric CO

Industrials
1.59K
New
$94.15 - $133.33 $149K - $212K
1.59K $211K
QQQ
Invesco Qqq Trust, Series 1

ETFs
383
New
$416.06 - $551.64 $159K - $211K
383 $211K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.14K
New
$20.42 - $25.3 $166K - $206K
8.14K $205K
KLAC
Kla Corp

Technology
225
New
$576.53 - $902.94 $130K - $203K
225 $201K
LHX
L3 Harris Technologies, Inc.

Industrials
225
+ 6.58%
$200.21 - $256.99 $45K - $57.8K
3.64K $913K
ABT
Abbott Laboratories

Healthcare
508
+ 1.36%
$123.95 - $138.08 $63K - $70.1K
38K $5.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
258
+ 1.04%
$55.54 - $69.09 $14.3K - $17.8K
25.1K $1.74M
TSCO
Tractor Supply CO

Consumer Cyclical
5.28K
+ 12.48%
$47.86 - $55.77 $252K - $294K
47.5K $2.51M
GLW
Corning Inc

Technology
2.23K
+ 34.63%
$39.07 - $52.59 $86.9K - $117K
8.65K $454K
PFE
Pfizer Inc

Healthcare
7.32K
+ 15.94%
$21.59 - $24.84 $158K - $182K
53.2K $1.29M
CSCO
Cisco Systems, Inc.

Technology
300
+ 2.31%
$53.19 - $69.38 $16K - $20.8K
13.3K $920K
DRI
Darden Restaurants Inc

Consumer Cyclical
45
+ 0.56%
$186.58 - $225.78 $8.4K - $10.2K
8.09K $1.76M
BKR
Baker Hughes CO

Energy
11.5K
+ 18.08%
$35.0 - $44.92 $403K - $518K
75.3K $2.89M
IQV
Iqvia Holdings Inc.

Healthcare
430
+ 18.27%
$137.0 - $174.37 $58.9K - $75K
2.78K $438K
OCGN
Ocugen, Inc.

Healthcare
25K
New
$0.58 - $1.2 $14.5K - $30K
25K $24K
SYLD
Cambria Shareholder Yld ETF

ETFs
20
+ 0.48%
$55.35 - $65.57 $1.11K - $1.31K
4.21K $273K
Blackrock Inc
30
+ 0.66%
N/A
4.58K $0
Viking Holdings
50
+ 0.19%
N/A
26.5K $0
Cava Group Inc
1.7K
+ 42.34%
N/A
5.73K $0
Ge Vernova Inc.
467
New
N/A
467 $0
Lam Research Corp
361
+ 0.36%
N/A
102K $0
Ralliant Corp
4.74K
New
N/A
4.74K $0
NEE
Nextera Energy Inc

Utilities
400
+ 1.1%
$64.11 - $75.0 $25.6K - $30K
36.6K $2.54M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
233
+ 1.04%
$24.32 - $27.87 $5.67K - $6.49K
22.7K $601K
STZ
Constellation Brands, Inc.

Consumer Defensive
680
+ 8.72%
$160.0 - $195.62 $109K - $133K
8.48K $1.38M
UNH
Unitedhealth Group Inc

Healthcare
1.2K
+ 46.35%
$274.35 - $599.47 $329K - $719K
3.79K $1.18M
BMY
Bristol Myers Squibb CO

Healthcare
7
+ 0.05%
$44.12 - $59.6 $309 - $417
14.1K $654K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
711
+ 5.14%
$421.16 - $509.5 $299K - $362K
14.5K $6.47M
Activity Summary
Buys All Purchases 55 New Holdings 13 Increased Positions 42 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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