Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
Berkshire Hathaway Inc A | $314,469 | ||
BRK.A | 566 | -1 | $307,126 |
BRK.B | 20,587 | +1,388 | $7,343 |
Microsoft Corp | 39,494 | +1,250 | $14,851 |
MSFT | 39,494 | +1,250 | $14,851 |
Apple Inc | 70,544 | +1,614 | $13,582 |
AAPL | 70,544 | +1,614 | $13,582 |
Broadcom Limited | 8,533 | +197 | $9,525 |
AVGO | 8,533 | +197 | $9,525 |
J.P. Morgan Chase & Co | 49,985 | -190 | $8,502 |
JPM | 49,985 | -190 | $8,502 |
Lam Research Corp | 9,864 | +26 | $7,726 |
LRCX | 9,864 | +26 | $7,726 |
Costco Wholesale Corporation | 10,084 | +105 | $6,656 |
COST | 10,084 | +105 | $6,656 |
Nvidia Corp | 13,020 | -20 | $6,448 |
NVDA | 13,020 | -20 | $6,448 |
Linde PLC | 13,603 | +75 | $5,587 |
LIN | 13,603 | +75 | $5,587 |
Amazon.com Inc | 35,715 | +1,435 | $5,427 |
AMZN | 35,715 | +1,435 | $5,427 |
Enterprise Products Partners | 197,091 | -200 | $5,193 |
EPD | 197,091 | -200 | $5,193 |
Zoetis Inc | 25,613 | +220 | $5,055 |
ZTS | 25,613 | +220 | $5,055 |
Eli Lilly & Company | 8,598 | -143 | $5,012 |
LLY | 8,598 | -143 | $5,012 |
Alphabet Inc Class A | 34,975 | +1,890 | $4,886 |
GOOGL | 34,975 | +1,890 | $4,886 |
Visa Inc. | 18,762 | +15 | $4,885 |
V | 18,762 | +15 | $4,885 |
Abbvie Inc | 31,068 | -1,525 | $4,815 |
ABBV | 31,068 | -1,525 | $4,815 |
Adobe Inc | 7,208 | +48 | $4,300 |
ADBE | 7,208 | +48 | $4,300 |
Blackrock Inc | 5,187 | +190 | $4,211 |
BLK | 5,187 | +190 | $4,211 |
Home Depot Inc | 11,741 | +50 | $4,069 |
HD | 11,741 | +50 | $4,069 |
Accenture Plc | 11,485 | +250 | $4,030 |
ACN | 11,485 | +250 | $4,030 |
Thermo Fisher Scientific | 7,523 | +190 | $3,993 |
TMO | 7,523 | +190 | $3,993 |
S&P Global Inc | 8,769 | +160 | $3,863 |
SPGI | 8,769 | +160 | $3,863 |
Union Pacific Corp | 15,569 | +130 | $3,824 |
UNP | 15,569 | +130 | $3,824 |
Vertex Pharmaceuticals | 9,373 | +347 | $3,814 |
VRTX | 9,373 | +347 | $3,814 |
Danaher Corp | 16,166 | +753 | $3,740 |
DHR | 16,166 | +753 | $3,740 |
Abbott Laboratories | 31,966 | -2,500 | $3,519 |
ABT | 31,966 | -2,500 | $3,519 |
S&P DEP Receipts | 7,235 | -100 | $3,439 |
SPY | 7,235 | -100 | $3,439 |
Johnson & Johnson | 21,833 | -801 | $3,422 |
JNJ | 21,833 | -801 | $3,422 |
RTX Corp | 36,892 | -4,589 | $3,104 |
RTX | 36,892 | -4,589 | $3,104 |
Goldman Sachs Group Inc | 8,015 | +200 | $3,092 |
GS | 8,015 | +200 | $3,092 |
Caterpillar Inc | 9,993 | +10 | $2,955 |
CAT | 9,993 | +10 | $2,955 |
Fiserv Inc | 22,175 | +22,175 | $2,946 |
FI | 22,175 | +22,175 | $2,946 |
American Tower REIT | 13,550 | +805 | $2,925 |
AMT | 13,550 | +805 | $2,925 |
Intuitive Surgical | 8,488 | +991 | $2,864 |
ISRG | 8,488 | +991 | $2,864 |
Nike Inc | 24,393 | -575 | $2,648 |
NKE | 24,393 | -575 | $2,648 |
Exxon Mobil Corporation | 25,636 | +910 | $2,563 |
XOM | 25,636 | +910 | $2,563 |
Pepsico Inc. | 14,759 | -95 | $2,507 |
PEP | 14,759 | -95 | $2,507 |
Starbucks Corp | 26,081 | +50 | $2,504 |
SBUX | 26,081 | +50 | $2,504 |
Novo Nordisk | 23,936 | +200 | $2,476 |
NVO | 23,936 | +200 | $2,476 |
Ulta Beauty Inc. | 4,971 | -125 | $2,436 |
ULTA | 4,971 | -125 | $2,436 |
Lowes Companies Inc | 10,806 | +201 | $2,405 |
LOW | 10,806 | +201 | $2,405 |
Tractor Supply Company | 11,164 | -1,350 | $2,401 |
TSCO | 11,164 | -1,350 | $2,401 |
Alphabet Inc Class C | 16,865 | +425 | $2,377 |
GOOG | 16,865 | +425 | $2,377 |
Constellation Brands Inc | 9,680 | +285 | $2,340 |
STZ | 9,680 | +285 | $2,340 |
Prologis Inc | 17,039 | +661 | $2,271 |
PLD | 17,039 | +661 | $2,271 |
Eaton Corp | 9,331 | +980 | $2,247 |
ETN | 9,331 | +980 | $2,247 |
Palo Alto Networks | 7,589 | +295 | $2,238 |
PANW | 7,589 | +295 | $2,238 |
Waste Management Inc | 12,301 | -100 | $2,203 |
WM | 12,301 | -100 | $2,203 |
Nextera Energy | 35,355 | -10,598 | $2,147 |
NEE | 35,355 | -10,598 | $2,147 |
Autodesk Inc | 8,505 | +20 | $2,071 |
ADSK | 8,505 | +20 | $2,071 |
See Full List: All Stocks Held By Baldwin Investment Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Baldwin Investment Management LLC
Size ($ in 1000's)
At 12/31/2023: $639,767 At 09/30/2023: $598,056 Baldwin Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Baldwin Investment Management LLC 13F filings. Link to 13F filings: SEC filings |