Stock Taper

BALDWIN INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Autodesk, Inc.ADSK2.88K$559.74K
Lennar CorporationLEN2.88K$260.16K
RPM International Inc.RPM2.75K$305.66K
Leidos Holdings, Inc.LDOS2.75K$283.17K
IQVIA Holdings Inc.IQV2.71K$522.85K
Trane Technologies plcTT2.67K$1.31M
Phillips 66PSX2.6K$439.53K
Sysco CorporationSYY2.58K$215.22K
Wells Fargo & CompanyWFC2.57K$212.51K
UnitedHealth Group IncorporatedUNH2.53K$1.05M
Analog Devices, Inc.ADI2.51K$996.9K
Cigna CorporationCI2.5K$689.2K
Check Point Software Technologies Ltd.CHKP2.31K$303.34K
McKesson CorporationMCK2.31K$1.74M
3M CompanyMMM2.15K$348.11K
Palantir Technologies Inc.PLTR2.09K$244.31K
Xylem Inc.XYL1.91K$225.43K
The Allstate CorporationALL1.85K$440.9K
QUALCOMM IncorporatedQCOM1.83K$339.09K
nVent Electric plcNVT1.77K$300.21K