
BALDWIN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | EPD | 192K | $7.26M |
![]() | NVDA | 114K | $19.93M |
![]() | LRCX | 89K | $18.93M |
![]() | INFY | 75K | $1.01M |
![]() | ITUB | 74K | $623.88K |
![]() | IBN | 74K | $1.91M |
![]() | BKR | 72K | $4.40M |
![]() | AVGO | 71K | $22.09M |
![]() | AAPL | 71K | $17.91M |
![]() | ARCC | 60K | $1.08M |
![]() | XOM | 55K | $9.37M |
![]() | AXTA | 54K | $1.50M |
![]() | JPM | 48K | $14.17M |
![]() | RTX | 45K | $8.59M |
![]() | TSCO | 44K | $2.01M |
![]() | AMZN | 42K | $8.73M |
![]() | ABT | 40K | $4.09M |
![]() | NEE | 38K | $3.49M |
![]() | PFE | 36K | $1.02M |
![]() | FCX | 36K | $2.10M |

Enterprise Products Partners L.P.
EPD
Shares Held
192K
Value
$7.26M

NVIDIA Corporation
NVDA
Shares Held
114K
Value
$19.93M

Lam Research Corporation
LRCX
Shares Held
89K
Value
$18.93M

Infosys Limited
INFY
Shares Held
75K
Value
$1.01M

Itaú Unibanco Holding S.A.
ITUB
Shares Held
74K
Value
$623.88K

ICICI Bank Limited
IBN
Shares Held
74K
Value
$1.91M

Baker Hughes Company
BKR
Shares Held
72K
Value
$4.40M

Broadcom Inc.
AVGO
Shares Held
71K
Value
$22.09M

Apple Inc.
AAPL
Shares Held
71K
Value
$17.91M

Ares Capital Corporation
ARCC
Shares Held
60K
Value
$1.08M

Exxon Mobil Corporation
XOM
Shares Held
55K
Value
$9.37M

Axalta Coating Systems Ltd.
AXTA
Shares Held
54K
Value
$1.50M

JPMorgan Chase & Co.
JPM
Shares Held
48K
Value
$14.17M

RTX Corporation
RTX
Shares Held
45K
Value
$8.59M

Tractor Supply Company
TSCO
Shares Held
44K
Value
$2.01M

Amazon.com, Inc.
AMZN
Shares Held
42K
Value
$8.73M

Abbott Laboratories
ABT
Shares Held
40K
Value
$4.09M

NextEra Energy, Inc.
NEE
Shares Held
38K
Value
$3.49M

Pfizer Inc.
PFE
Shares Held
36K
Value
$1.02M

Freeport-McMoRan Inc.
FCX
Shares Held
36K
Value
$2.10M
