BALDWIN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EPD | 192K | $6.16M |
 | NVDA | 116K | $21.56M |
 | LRCX | 98K | $16.80M |
 | BKR | 74K | $3.38M |
 | AAPL | 70K | $19.02M |
 | IBN | 67K | $2.01M |
 | AXTA | 58K | $1.88M |
 | JPM | 48K | $15.50M |
 | AMZN | 41K | $9.51M |
 | NEE | 38K | $3.03M |
 | GOOGL | 34K | $10.53M |
 | MSFT | 32K | $15.67M |
 | MFG | 29K | $210.82K |
 | ABBV | 29K | $6.52M |
 | OCGN | 25K | $33.75K |
 | VRT | 24K | $3.89M |
 | BWA | 24K | $1.08M |
 | VIK | 23K | $1.64M |
 | NKE | 22K | $1.38M |
 | BEP | 21K | $578.75K |
Enterprise Products Partners L.P.
EPD
Shares Held
192K
Value
$6.16M
NVIDIA Corporation
NVDA
Shares Held
116K
Value
$21.56M
Lam Research Corporation
LRCX
Shares Held
98K
Value
$16.80M
Baker Hughes Company
BKR
Shares Held
74K
Value
$3.38M
Apple Inc.
AAPL
Shares Held
70K
Value
$19.02M
ICICI Bank Limited
IBN
Shares Held
67K
Value
$2.01M
Axalta Coating Systems Ltd.
AXTA
Shares Held
58K
Value
$1.88M
JPMorgan Chase & Co.
JPM
Shares Held
48K
Value
$15.50M
Amazon.com, Inc.
AMZN
Shares Held
41K
Value
$9.51M
NextEra Energy, Inc.
NEE
Shares Held
38K
Value
$3.03M
Alphabet Inc.
GOOGL
Shares Held
34K
Value
$10.53M
Microsoft Corporation
MSFT
Shares Held
32K
Value
$15.67M
Mizuho Financial Group, Inc.
MFG
Shares Held
29K
Value
$210.82K
AbbVie Inc.
ABBV
Shares Held
29K
Value
$6.52M
Ocugen, Inc.
OCGN
Shares Held
25K
Value
$33.75K
Vertiv Holdings Co
VRT
Shares Held
24K
Value
$3.89M
BorgWarner Inc.
BWA
Shares Held
24K
Value
$1.08M
Viking Holdings Ltd
VIK
Shares Held
23K
Value
$1.64M
NIKE, Inc.
NKE
Shares Held
22K
Value
$1.38M
Brookfield Renewable Partners L.P.
BEP
Shares Held
21K
Value
$578.75K