Baldwin Investment Management, LLC Reduced Holdings in Q1 2025

Baldwin Investment Management, LLC

  • $810 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-579
- 0.73%
$167.43 - $244.7 $96.9K - $142K
78.8K $13.2M
AAPL
Apple Inc.

Technology
-471
- 0.65%
$209.68 - $247.1 $98.8K - $116K
72.1K $16M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.33K
- 32.59%
$551.42 - $612.93 $1.28M - $1.43M
4.82K $2.7M
BX
Blackstone Inc.

Financial Services
-4.14K
- 24.47%
$136.53 - $186.74 $565K - $773K
12.8K $1.79M
BWA
Borgwarner Inc

Consumer Cyclical
-22K
- 27.43%
$27.78 - $32.9 $612K - $725K
58.3K $1.67M
ACN
Accenture PLC

Technology
-105
- 0.8%
$300.91 - $398.25 $31.6K - $41.8K
13K $4.06M
SNPS
Synopsys Inc

Technology
-374
- 7.42%
$428.58 - $551.54 $160K - $206K
4.67K $2M
LHX
L3 Harris Technologies, Inc.

Industrials
-2.08K
- 37.78%
$194.65 - $222.86 $404K - $462K
3.42K $715K
HD
Home Depot, Inc.

Consumer Cyclical
-413
- 3.65%
$347.25 - $424.87 $143K - $175K
10.9K $4M
ZTS
Zoetis Inc.

Healthcare
-2.59K
- 9.25%
$156.48 - $175.67 $405K - $454K
25.4K $4.18M
INDA
Ishares Msci India Index Fund

ETFs
-5.65K
- 22.92%
$47.8 - $53.4 $270K - $302K
19K $978K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-150
- 3.94%
$314.47 - $431.35 $47.2K - $64.7K
3.65K $1.34M
INFY
Infosys LTD

Technology
-1.25K
- 1.62%
$18.06 - $22.89 $22.6K - $28.6K
76K $1.39M
CBT
Cabot Corp

Basic Materials
-2.63K
- 31.05%
$81.12 - $92.51 $213K - $243K
5.83K $484K
MS
Morgan Stanley

Financial Services
-730
- 3.51%
$111.68 - $141.08 $81.5K - $103K
20.1K $2.34M
NKE
Nike, Inc.

Consumer Cyclical
-85
- 0.4%
$63.29 - $81.72 $5.38K - $6.95K
21.1K $1.34M
MRK
Merck & Co., Inc.

Healthcare
-1.92K
- 23.54%
$83.01 - $101.02 $159K - $193K
6.22K $558K
NXPI
Nxp Semiconductors N.V.

Technology
-690
- 10.76%
$189.99 - $245.86 $131K - $170K
5.72K $1.09M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-692
- 4.4%
$102.49 - $119.96 $70.9K - $83K
15K $1.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-35
- 0.4%
$507.05 - $563.67 $17.7K - $19.7K
8.76K $4.5M
RPM
Rpm International Inc

Basic Materials
-1.3K
- 26.0%
$114.03 - $128.31 $148K - $167K
3.7K $428K
HON
Honeywell International Inc

Industrials
-394
- 5.91%
$202.75 - $226.52 $79.9K - $89.2K
6.27K $1.33M
SYLD
Cambria Shareholder Yld ETF

ETFs
-2.27K
- 35.11%
$62.77 - $71.4 $142K - $162K
4.19K $267K
CMI
Cummins Inc

Industrials
-370
- 22.98%
$312.92 - $386.07 $116K - $143K
1.24K $388K
XLK
Technology Sector Spdr

ETFs
-345
- 10.8%
$206.38 - $242.18 $71.2K - $83.6K
2.85K $588K
ADSK
Autodesk, Inc.

Technology
-610
- 17.04%
N/A
2.97K $729K
TXN
Texas Instruments Inc

Technology
-768
- 22.13%
N/A
2.7K $525K
IQV
Iqvia Holdings Inc.

Healthcare
-512
- 17.87%
$176.3 - $209.96 $90.3K - $107K
2.35K $414K
TT
Trane Technologies PLC

Industrials
-100
- 3.55%
$332.0 - $400.86 $33.2K - $40.1K
2.72K $915K
VMC
Vulcan Materials CO

Basic Materials
-150
- 4.1%
$220.9 - $277.54 $33.1K - $41.6K
3.51K $819K
TECK
Teck Resources LTD

Basic Materials
-2.13K
- 22.0%
$36.43 - $43.86 $77.4K - $93.2K
7.54K $274K
AVUV
American Centy ETF Tr Avantis

ETFs
-882
- 22.24%
$84.95 - $100.62 $74.9K - $88.7K
3.08K $268K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.72K
- 17.34%
$27.01 - $28.54 $127K - $135K
22.5K $628K
VOT
Vanguard Mid Cap Growth Index

ETFs
-249
- 4.61%
$237.72 - $276.98 $59.2K - $69K
5.15K $1.26M
MTD
Mettler Toledo International Inc

Healthcare
-50
- 4.41%
$1177.09 - $1390.0 $58.9K - $69.5K
1.08K $1.28M
VIG
Vanguard Dividend Appreciation

ETFs
-547
- 15.85%
N/A
2.9K $528K
LDOS
Leidos Holdings, Inc.

Technology
-500
- 15.38%
$126.82 - $161.11 $63.4K - $80.6K
2.75K $371K
EXP
Eagle Materials Inc

Basic Materials
-200
- 9.52%
$207.49 - $262.13 $41.5K - $52.4K
1.9K $421K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-203
- 6.69%
$168.84 - $202.89 $34.3K - $41.2K
2.83K $497K
CMCSA
Comcast Corp

Communication Services
-2.1K
- 13.11%
$33.19 - $38.23 $69.7K - $80.3K
13.9K $513K
VBR
Vanguard Small Cap Value ETF

ETFs
-132
- 2.53%
$183.02 - $207.75 $24.2K - $27.4K
5.09K $947K
SHW
Sherwin Williams CO

Basic Materials
-290
- 16.51%
$330.16 - $365.55 $95.7K - $106K
1.47K $512K
SYY
Sysco Corp

Consumer Defensive
-1K
- 20.49%
$70.0 - $77.13 $70K - $77.1K
3.88K $291K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.98K
- 17.95%
$42.5 - $46.71 $84.2K - $92.6K
9.06K $409K
BEP
Brookfield Renewable Partners L.P.

Utilities
-1.6K
- 5.55%
$20.03 - $23.79 $32K - $38.1K
27.2K $603K
META
Meta Platforms, Inc.

Communication Services
-43
- 2.1%
$576.36 - $736.67 $24.8K - $31.7K
2.01K $1.16M
BAC
Bank Of America Corp

Financial Services
-20
- 0.1%
$39.61 - $47.74 $792 - $955
19.9K $830K
NUE
Nucor Corp

Basic Materials
-500
- 11.67%
$114.48 - $142.52 $57.2K - $71.3K
3.79K $455K
IWR
Ishares Russell Mid Cap ETF

ETFs
-169
- 1.98%
$82.81 - $92.93 $14K - $15.7K
8.36K $711K
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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