Baldwin Investment Management, LLC Purchases in Q1 2025

Baldwin Investment Management, LLC

  • $810 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
931
+ 7.43%
$80.96 - $92.96 $75.4K - $86.5K
13.5K $1.24M
ADI
Analog Devices Inc

Technology
1.02K
New
$201.56 - $243.82 $206K - $249K
1.02K $205K
WMT
Walmart Inc.

Consumer Defensive
2.45K
+ 30.48%
$84.5 - $105.05 $207K - $257K
10.5K $920K
ASML
Asml Holding Nv

Technology
315
+ 36.54%
$662.63 - $776.99 $209K - $245K
1.18K $779K
DUK
Duke Energy Corp

Utilities
688
+ 10.05%
$105.87 - $121.97 $72.8K - $83.9K
7.53K $918K
DRI
Darden Restaurants Inc

Consumer Cyclical
20
+ 0.25%
$180.02 - $208.56 $3.6K - $4.17K
8.05K $1.67M
MFG
Mizuho Financial Group Inc

Financial Services
28.8K
New
$4.83 - $6.04 $139K - $174K
28.8K $158K
DELL
Dell Technologies Inc.

Technology
2.55K
+ 73.7%
$90.34 - $124.66 $230K - $317K
6K $546K
CAT
Caterpillar Inc

Industrials
1.2K
+ 15.33%
$326.75 - $407.63 $390K - $487K
8.99K $2.96M
ARCC
Ares Capital Corp

Financial Services
5.34K
+ 10.77%
$21.28 - $23.81 $114K - $127K
55K $1.22M
WELL
Welltower Inc.

Real Estate
49
+ 1.22%
$124.05 - $156.86 $6.08K - $7.69K
4.08K $624K
PGR
Progressive Corp

Financial Services
250
+ 28.18%
$235.61 - $291.22 $58.9K - $72.8K
1.14K $321K
LMT
Lockheed Martin Corp

Industrials
444
+ 14.35%
$423.19 - $506.29 $188K - $225K
3.54K $1.58M
ITUB
Itau Unibanco Holding S.A.

Financial Services
6.76K
+ 9.99%
$4.87 - $6.28 $32.9K - $42.4K
74.3K $408K
PLD
Prologis, Inc.

Real Estate
21
+ 0.2%
$103.59 - $124.04 $2.18K - $2.6K
10.3K $1.15M
GXO
Gxo Logistics, Inc.

Industrials
2.49K
+ 31.25%
$36.31 - $46.18 $90.3K - $115K
10.4K $408K
GLW
Corning Inc

Technology
1.43K
+ 28.5%
$44.91 - $54.25 $64K - $77.3K
6.43K $294K
CHK
Chesapeake Energy Corp

Energy
450
+ 12.98%
N/A
3.92K $335K
FCX
Freeport Mcmoran Inc

Basic Materials
1.16K
+ 3.5%
$34.5 - $43.01 $40K - $49.9K
34.3K $1.3M
LOW
Lowes Companies Inc

Consumer Cyclical
750
+ 7.17%
$222.66 - $268.42 $167K - $201K
11.2K $2.61M
NEE
Nextera Energy Inc

Utilities
788
+ 2.22%
$66.96 - $76.16 $52.8K - $60K
36.2K $2.57M
BIDU
Baidu, Inc.

Communication Services
10
+ 0.31%
$77.43 - $102.51 $774 - $1.03K
3.23K $296K
SHOP
Shopify Inc.

Technology
1K
+ 12.18%
$90.59 - $129.31 $90.6K - $129K
9.21K $879K
WFC
Wells Fargo & Company

Financial Services
5
+ 0.16%
$66.78 - $81.42 $334 - $407
3.16K $226K
Cava Group Inc
4.03K
New
N/A
4.03K $0
Viking Holdings
4.34K
+ 19.62%
N/A
26.5K $0
Veralto Ord Wi
106
+ 3.41%
N/A
3.22K $0
FANG
Diamondback Energy, Inc.

Energy
206
+ 2.41%
$139.9 - $180.18 $28.8K - $37.1K
8.74K $1.4M
Linde PLC
519
+ 4.39%
N/A
12.3K $0
CCL
Carnival Corp

Consumer Cyclical
2.75K
+ 27.96%
$19.08 - $28.49 $52.5K - $78.3K
12.6K $245K
RYAAY
Ryanair Holdings PLC

Industrials
500
+ 2.43%
$41.54 - $50.08 $20.8K - $25K
21.1K $891K
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 0.25%
$169.43 - $182.84 $2.54K - $2.74K
5.95K $1.03M
ROK
Rockwell Automation, Inc

Industrials
155
+ 6.95%
$255.29 - $303.75 $39.6K - $47.1K
2.39K $616K
CARR
Carrier Global Corp

Industrials
385
+ 3.55%
$62.07 - $70.55 $23.9K - $27.2K
11.2K $712K
IWM
Ishares Russell 2000 ETF

ETFs
29
+ 1.04%
$198.1 - $229.79 $5.74K - $6.66K
2.81K $560K
SKX
Skechers Usa Inc

Consumer Cyclical
950
+ 8.21%
$54.98 - $78.24 $52.2K - $74.3K
12.5K $711K
FDX
Fedex Corp

Industrials
12
+ 0.59%
$230.33 - $281.53 $2.76K - $3.38K
2.04K $497K
DIS
Walt Disney CO

Communication Services
243
+ 2.65%
$96.87 - $114.0 $23.5K - $27.7K
9.42K $929K
VTI
Vanguard Total Stock Market Et

ETFs
57
+ 0.77%
$271.18 - $303.12 $15.5K - $17.3K
7.43K $2.04M
ISRG
Intuitive Surgical Inc

Healthcare
319
+ 3.3%
$476.63 - $610.45 $152K - $195K
9.98K $4.94M
GS
Goldman Sachs Group Inc

Financial Services
65
+ 1.05%
$524.81 - $672.19 $34.1K - $43.7K
6.24K $3.41M
ORCL
Oracle Corp

Technology
368
+ 4.81%
$139.81 - $186.47 $51.5K - $68.6K
8.01K $1.12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
55
+ 0.62%
$497.6 - $606.74 $27.4K - $33.4K
8.93K $4.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.35K
+ 8.72%
$165.25 - $224.62 $223K - $303K
16.8K $2.79M
STZ
Constellation Brands, Inc.

Consumer Defensive
75
+ 0.97%
$161.05 - $222.93 $12.1K - $16.7K
7.8K $1.43M
ETN
Eaton Corp PLC

Industrials
1.37K
+ 12.43%
$271.83 - $371.23 $371K - $507K
12.3K $3.36M
MRVL
Marvell Technology, Inc.

Technology
3.04K
+ 29.49%
$61.57 - $126.06 $187K - $383K
13.4K $821K
DHR
Danaher Corp

Healthcare
50
+ 0.37%
$201.62 - $250.59 $10.1K - $12.5K
13.4K $2.75M
NVO
Novo Nordisk A S

Healthcare
575
+ 2.64%
$69.3 - $90.95 $39.8K - $52.3K
22.3K $1.55M
Activity Summary
Buys All Purchases 107 New Holdings 14 Increased Positions 93 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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