Stock Taper 
BALDWIN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 70 | $476.94K |
 Equinix, Inc. | EQIX | 217 | $226.2K |
 Applied Materials, Inc. | AMAT | 432 | $312.34K |
 Parker-Hannifin Corporation | PH | 550 | $537.97K |
 Berkshire Hathaway Inc. | BRK-A | 555 | $415.61M |
 Amgen Inc. | AMGN | 564 | $204.24K |
 United Rentals, Inc. | URI | 593 | $671.8K |
 GE Aerospace | GE | 612 | $228.72K |
 The Travelers Companies, Inc. | TRV | 675 | $222.83K |
 KLA Corporation | KLAC | 750 | $226.28K |
 Tesla, Inc. | TSLA | 830 | $349.1K |
 Lockheed Martin Corporation | LMT | 833 | $424.38K |
 GE Vernova Inc. | GEV | 874 | $1.03M |
 Valero Energy Corporation | VLO | 960 | $250.02K |
 FedEx Corporation | FDX | 977 | $305.93K |
 WD-40 Company | WDFC | 985 | $239.99K |
 Mettler-Toledo International Inc. | MTD | 1.05K | $1.34M |
 The Sherwin-Williams Company | SHW | 1.07K | $370.14K |
 Cummins Inc. | CMI | 1.23K | $873.68K |
 Micron Technology, Inc. | MU | 1.23K | $1.42M |