Investments: Baldwin Investment Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
870.714.280 $+14.036.698 $858.555.277 $+44.867.762 $814.373.483 $-3.041.163 $818.244.611 $+818.244.611 $
BERKSHIRE HATHAWAY INCBRK-B428.803.961 $-72.239 $428.876.200 $+14.509.550 $414.366.650 $-39.776.439 $454.143.089 $+454.143.089 $
BANK OF AMERICA CORP /DE/BAC187.929.514 $+1.900.027 $186.029.487 $+5.584.926 $180.444.561 $+17.849.931 $162.594.630 $+162.594.630 $
NVIDIA CORPNVDA21.564.803 $-486.891 $22.051.694 $+2.945.026 $19.106.668 $+5.436.600 $13.670.068 $+13.670.068 $
APPFOLIO INCAPPF19.016.614 $+559.454 $18.457.160 $+3.597.015 $14.860.145 $-1.146.915 $16.007.060 $+16.007.060 $
MICROSOFT CORPMSFT15.674.608 $-1.256.142 $16.930.750 $+651.516 $16.279.234 $+3.902.626 $12.376.608 $+12.376.608 $
LAM RESEARCH CORPLRCX16.798.536 $+3.404.725 $13.393.811 $+3.487.705 $9.906.106 $+2.533.782 $7.372.324 $+7.372.324 $
JPMORGAN CHASE & COJPM15.503.367 $+113.765 $15.389.602 $+1.193.969 $14.195.633 $+2.093.421 $12.102.212 $+12.102.212 $
ALPHA PRO TECH LTDAPT15.371.308 $+3.308.606 $12.062.702 $+3.223.075 $8.839.627 $+731.694 $8.107.933 $+8.107.933 $
ELI LILLY & CoLLY11.795.756 $+3.342.613 $8.453.143 $+989.770 $7.463.373 $-298.248 $7.761.621 $+7.761.621 $
AMAZON COM INCAMZN9.507.937 $+425.644 $9.082.293 $-102.250 $9.184.543 $+1.155.761 $8.028.782 $+8.028.782 $
RTX CorpRTX8.226.112 $+988.761 $7.237.351 $+2.396.571 $4.840.780 $+376.751 $4.464.029 $+4.464.029 $
EXXON MOBIL CORPXOM6.776.435 $+364.057 $6.412.378 $+343.205 $6.069.173 $-549.042 $6.618.215 $+6.618.215 $
AbbVie Inc.ABBV6.523.147 $-186.847 $6.709.994 $+1.414.302 $5.295.692 $-550.886 $5.846.578 $+5.846.578 $
INTUITIVE SURGICAL INCISRG5.984.160 $+1.260.517 $4.723.643 $-632.749 $5.356.392 $+415.578 $4.940.814 $+4.940.814 $
LINDE PLCLIN4.814.961 $-890.897 $5.705.858 $-36.100 $5.741.958 $-6.943 $5.748.901 $+5.748.901 $
GOLDMAN SACHS GROUP INCGS5.544.645 $+434.560 $5.110.085 $+692.406 $4.417.679 $+1.007.191 $3.410.488 $+3.410.488 $
Palo Alto Networks IncPANW4.540.162 $-398.641 $4.938.803 $+673.082 $4.265.721 $+1.018.442 $3.247.279 $+3.247.279 $
Eaton Corp plcETN4.119.927 $-636.791 $4.756.718 $+56.945 $4.699.773 $+1.344.303 $3.355.470 $+3.355.470 $
CATERPILLAR INCCAT4.696.961 $+602.060 $4.094.901 $+687.582 $3.407.319 $+442.417 $2.964.902 $+2.964.902 $
Zoetis Inc.ZTS2.744.981 $-615.346 $3.360.327 $-337.326 $3.697.653 $-477.939 $4.175.592 $+4.175.592 $
Accenture plcACN2.655.902 $+34.791 $2.621.111 $-724.664 $3.345.775 $-711.057 $4.056.832 $+4.056.832 $
Vertiv Holdings CoVRT3.893.446 $+227.380 $3.666.066 $+545.562 $3.120.504 $+345.780 $2.774.724 $+2.774.724 $
JOHNSON & JOHNSONJNJ3.665.157 $+338.813 $3.326.344 $+625.171 $2.701.173 $-260.193 $2.961.366 $+2.961.366 $
MORGAN STANLEYMS3.492.472 $+365.460 $3.127.012 $+328.491 $2.798.521 $+456.606 $2.341.915 $+2.341.915 $
FISERV INCFISV1.589.062 $-785.886 $2.374.948 $-694.589 $3.069.537 $+3.069.537 $
NEXTERA ENERGY INCNEE3.027.118 $+145.967 $2.881.151 $+338.574 $2.542.577 $-25.484 $2.568.061 $+2.568.061 $
AMERICAN EXPRESS COAXP2.537.857 $+233.663 $2.304.194 $+139.277 $2.164.917 $+365.780 $1.799.137 $+1.799.137 $
MCDONALDS CORPMCD2.311.480 $+11.640 $2.299.840 $-13.562 $2.313.402 $-187.432 $2.500.834 $+2.500.834 $
Mastercard IncMA2.419.389 $+8.772 $2.410.617 $+29.115 $2.381.502 $+58.569 $2.322.933 $+2.322.933 $
ORACLE CORPORCL1.426.741 $-831.616 $2.258.357 $+433.890 $1.824.467 $+704.449 $1.120.018 $+1.120.018 $
DARDEN RESTAURANTS INCDRI2.216.705 $+175.475 $2.041.230 $+277.199 $1.764.031 $+91.979 $1.672.052 $+1.672.052 $
SYNOPSYS INCSNPS1.455.662 $-298.833 $1.754.495 $-101.407 $1.855.902 $-145.970 $2.001.872 $+2.001.872 $
FREEPORT-MCMORAN INCFCX1.895.076 $+407.305 $1.487.771 $+47.077 $1.440.694 $+140.809 $1.299.885 $+1.299.885 $
DEERE & CODE1.534.053 $-294.530 $1.828.583 $-9.100 $1.837.683 $+608.925 $1.228.758 $+1.228.758 $
PEPSICO INCPEP1.674.735 $+126.524 $1.548.211 $+112.408 $1.435.803 $-275.312 $1.711.115 $+1.711.115 $
BORGWARNER INCBWA1.081.755 $+3.196 $1.078.559 $+233.691 $844.868 $-825.714 $1.670.582 $+1.670.582 $
Viking Holdings LtdVIK1.642.787 $+164.311 $1.478.476 $+66.025 $1.412.451 $+360.865 $1.051.586 $+1.051.586 $
LOCKHEED MARTIN CORPLMT616.679 $-57.255 $673.934 $-573.302 $1.247.236 $-333.224 $1.580.460 $+1.580.460 $
STARBUCKS CORPSBUX1.237.887 $-21.976 $1.259.863 $-113.854 $1.373.717 $-128.139 $1.501.856 $+1.501.856 $
NICOLET BANKSHARES INCNIC1.376.209 $-94.944 $1.471.153 $-27.617 $1.498.770 $+158.566 $1.340.204 $+1.340.204 $
RYANAIR HOLDINGS PLCRYAAY1.493.539 $+247.647 $1.245.892 $+52.757 $1.193.135 $+301.162 $891.973 $+891.973 $
SOUTHERN COSO1.485.626 $+170.408 $1.315.218 $+91.308 $1.223.910 $-13.553 $1.237.463 $+1.237.463 $
CHEVRON CORPCVX1.303.106 $-24.624 $1.327.730 $+94.864 $1.232.866 $-228.412 $1.461.278 $+1.461.278 $
ASML HOLDING NVASML1.427.193 $+135.761 $1.291.432 $+374.642 $916.790 $+136.874 $779.916 $+779.916 $
Infosys LtdINFY1.333.649 $+116.002 $1.217.647 $-169.138 $1.386.785 $+259 $1.386.526 $+1.386.526 $
PFIZER INCPFE957.355 $-409.341 $1.366.696 $+76.207 $1.290.489 $+126.927 $1.163.562 $+1.163.562 $
UNITEDHEALTH GROUP INCUNH948.736 $-173.144 $1.121.880 $-60.174 $1.182.054 $-173.935 $1.355.989 $+1.355.989 $
BOSTON SCIENTIFIC CORPBSX1.219.050 $-64.296 $1.283.346 $-56.057 $1.339.403 $+270.075 $1.069.328 $+1.069.328 $
PROCTER & GAMBLE CoPG847.323 $-234.298 $1.081.621 $-119.575 $1.201.196 $-134.524 $1.335.720 $+1.335.720 $
Edwards Lifesciences CorpEW1.286.849 $+113.689 $1.173.160 $+770.770 $402.390 $+402.390 $
ARES CAPITAL CORPARCC1.245.667 $+5.356 $1.240.311 $+39.831 $1.200.480 $-17.518 $1.217.998 $+1.217.998 $
Trane Technologies plcTT1.039.164 $-106.879 $1.146.043 $-41.963 $1.188.006 $+272.931 $915.075 $+915.075 $
Walt Disney CoDIS1.142.521 $+123.199 $1.019.322 $-108.023 $1.127.345 $+197.655 $929.690 $+929.690 $
Fortive CorpFTV687.972 $+19.063 $668.909 $-73.579 $742.488 $-368.750 $1.111.238 $+1.111.238 $
Walmart Inc.WMT1.090.370 $+71.416 $1.018.954 $-6.465 $1.025.419 $+104.765 $920.654 $+920.654 $
YUM BRANDS INCYUM1.009.340 $-39.308 $1.048.648 $+26.354 $1.022.294 $-63.333 $1.085.627 $+1.085.627 $
Duke Energy CORPDUK917.341 $-65.668 $983.009 $+99.326 $883.683 $-35.248 $918.931 $+918.931 $
MCKESSON CORPMCK972.044 $+52.721 $919.323 $-3.980 $923.303 $+75.336 $847.967 $+847.967 $
Sportradar Group AGSRAD775.544 $-102.122 $877.666 $-38.500 $916.166 $+194.858 $721.308 $+721.308 $
COCA COLA COKO889.255 $+42.349 $846.906 $-56.572 $903.478 $-11.109 $914.587 $+914.587 $
CINTAS CORPCTAS752.280 $-68.760 $821.040 $-70.440 $891.480 $+69.360 $822.120 $+822.120 $
ANALOG DEVICES INCADI816.312 $-47.324 $863.636 $+622.046 $241.590 $+35.887 $205.703 $+205.703 $
WELLTOWER INC.WELL756.546 $+30.447 $726.099 $+99.496 $626.603 $+2.119 $624.484 $+624.484 $
CARNIVAL CORPCCL642.836 $+31.997 $610.839 $+16.129 $594.710 $+348.886 $245.824 $+245.824 $
BlackRock, Inc.BLK639.542 $+4.199 $635.343 $+41.506 $593.837 $+31.645 $562.192 $+562.192 $
CUMMINS INCCMI632.958 $+109.219 $523.739 $+117.639 $406.100 $+17.434 $388.666 $+388.666 $
Otis Worldwide CorpOTIS610.634 $+610.634 $
COLGATE PALMOLIVE COCL439.588 $-21.826 $461.414 $-63.261 $524.675 $-16.911 $541.586 $+541.586 $
Parker-Hannifin CorpPH530.013 $+72.849 $457.164 $+35.987 $421.177 $+54.643 $366.534 $+366.534 $
COMCAST CORPCMCSA366.242 $-71.062 $437.304 $-59.429 $496.733 $-16.841 $513.574 $+513.574 $
Shell plcSHEL266.659 $-210.589 $477.248 $+7.472 $469.776 $-42.744 $512.520 $+512.520 $
SHERWIN WILLIAMS COSHW399.205 $-108.758 $507.963 $+4.254 $503.709 $-8.553 $512.262 $+512.262 $
FEDEX CORPFDX282.216 $+51.830 $230.386 $-80.347 $310.733 $-187.066 $497.799 $+497.799 $
BOEING COBA487.869 $+487.869 $
Amrize LtdAMRZ485.638 $+68.037 $417.601 $+417.601 $
CABOT CORPCBT366.528 $-69.239 $435.767 $-1.483 $437.250 $-47.456 $484.706 $+484.706 $
NVR INCNVR474.030 $+474.030 $
NUCOR CORPNUE273.699 $+46.177 $227.522 $-217.448 $444.970 $-10.517 $455.487 $+455.487 $
ALLSTATE CORPALL385.078 $-42.505 $427.583 $+26.573 $401.010 $-11.888 $412.898 $+412.898 $
MICRON TECHNOLOGY INCMU371.033 $+153.517 $217.516 $+217.516 $
Aon plcAON317.592 $-3.330 $320.922 $-162 $321.084 $-38.097 $359.181 $+359.181 $
Phillips 66PSX335.504 $-18.148 $353.652 $+43.472 $310.180 $-10.868 $321.048 $+321.048 $
Veralto CorpVLTO222.514 $-93.162 $315.676 $+6.665 $309.011 $-4.683 $313.694 $+313.694 $
NETFLIX INCNFLX313.158 $+313.158 $
SYSCO CORPSYY256.073 $-30.059 $286.132 $+22.935 $263.197 $-27.958 $291.155 $+291.155 $
EXELON CORPEXC281.156 $-9.159 $290.315 $+290.315 $
HUBSPOT INCHUBS288.633 $+288.633 $
SPS COMMERCE INCSPSC247.694 $+25.525 $222.169 $+16.409 $205.760 $-82.380 $288.140 $+288.140 $
CSX CORPCSX285.759 $+5.834 $279.925 $+22.703 $257.222 $+25.225 $231.997 $+231.997 $
DOVER CorpDOV283.098 $+41.194 $241.904 $-23.780 $265.684 $+10.948 $254.736 $+254.736 $
TECK RESOURCES LTDTECK233.195 $-41.305 $274.500 $+274.500 $
Ralliant CorpRAL251.231 $+251.231 $
AMGEN INCAMGN219.331 $+219.331 $
EMERSON ELECTRIC COEMR210.627 $+2.444 $208.183 $-3.412 $211.595 $+211.595 $
INCYTE CORPINCY211.368 $+211.368 $
MIZUHO FINANCIAL GROUP INCMFG210.816 $+17.856 $192.960 $+32.832 $160.128 $+1.440 $158.688 $+158.688 $
KLA CORPKLAC201.542 $+201.542 $
870.714.280 $+14.036.698 $858.555.277 $+44.867.762 $814.373.483 $-3.041.163 $818.244.611 $+818.244.611 $
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