Chairman

0001346378-24-000001.txt : 20240213 0001346378-24-000001.hdr.sgml : 20240213 20240213161932 ACCESSION NUMBER: 0001346378-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Baldwin Investment Management, LLC CENTRAL INDEX KEY: 0001346378 ORGANIZATION NAME: IRS NUMBER: 233004562 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11586 FILM NUMBER: 24626258 BUSINESS ADDRESS: STREET 1: 1001 CONSHOHOCKEN STATE RD STREET 2: SUITE 1-202 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 BUSINESS PHONE: 610-260-1555 MAIL ADDRESS: STREET 1: 1001 CONSHOHOCKEN STATE RD STREET 2: SUITE 1-202 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001346378 XXXXXXXX 12-31-2023 12-31-2023 Baldwin Investment Management, LLC

1001 CONSHOHOCKEN STATE RD SUITE 1-202 WEST CONSHOHOCKEN PA 19428

13F HOLDINGS REPORT 028-11586 N Peter H Havens Chairman 610-260-0453 Peter H Havens West Conshohocken PA 02-13-2024 0 203 639760919 false INFORMATION TABLE 2 form13fsubmission-Dec23.xml Abbott Laboratories Common Stock 002824100 3518540 31966 SH SOLE 3000 0 28966 Abbvie Inc Common Stock 00287Y109 4814622 31068 SH SOLE 1750 0 29318 Accenture Plc Common Stock G1151C101 4030201 11485 SH SOLE 1500 0 9985 Adobe Inc Common Stock 00724F101 4300293 7208 SH SOLE 1000 0 6208 Agilent Technologies Inc Common Stock 00846U101 219945 1582 SH SOLE 0 0 1582 Air Products and Chemicals Inc Common Stock 009158106 1096569 4005 SH SOLE 0 0 4005 Allstate Corp Common Stock 020002101 245665 1755 SH SOLE 0 0 1755 Alphabet Inc Class A Common Stock 02079K305 4885658 34975 SH SOLE 4000 0 30975 Alphabet Inc Class C Common Stock 02079K107 2376784 16865 SH SOLE 1000 0 15865 Amazon.com Inc Common Stock 023135106 5426537 35715 SH SOLE 4000 0 31715 American Express Co Common Stock 025816109 769967 4110 SH SOLE 0 0 4110 American Tower REIT Common Stock 03027X100 2925222 13550 SH SOLE 2000 0 11550 Aon PLC ADR G0403H108 407428 1400 SH SOLE 0 0 1400 Apple Inc Common Stock 037833100 13581780 70544 SH SOLE 3000 0 67544 Ares Capital Corp Common Stock 04010L103 958758 47866 SH SOLE 0 0 47866 ASML Holdings NV NY Registry Shs N07059210 469290 620 SH SOLE 0 0 620 AstraZeneca PLC ADR 046353108 333787 4956 SH SOLE 0 0 4956 Autodesk Inc Common Stock 052769106 2070797 8505 SH SOLE 1850 0 6655 Automatic Data Processing Inc Common Stock 053015103 710559 3050 SH SOLE 0 0 3050 Baidu Inc ADR ADR 056752108 398356 3345 SH SOLE 0 0 3345 Baker Hughes Co Common Stock 05722G100 759411 22218 SH SOLE 1700 0 20518 Bank of America Corp Common Stock 060505104 696969 20700 SH SOLE 0 0 20700 Bentley Systems COM CL B 08265T208 1239275 23750 SH SOLE 2000 0 21750 Berkshire Hathaway Inc A CL A 084670108 307125767 566 SH SOLE 468 0 98 Berkshire Hathaway Inc B CL B 084670702 7342559 20587 SH SOLE 647 0 19940 Blackrock Inc Common Stock 09247X101 4210965 5187 SH SOLE 400 0 4787 Blackstone Inc PRTNRSP UNITS 09260D107 1642653 12547 SH SOLE 0 0 12547 Boeing Co Common Stock 097023105 582314 2234 SH SOLE 0 0 2234 Boston Scientific Corp Common Stock 101137107 290495 5025 SH SOLE 0 0 5025 Bristol-Myers Squibb Common Stock 110122108 930199 18129 SH SOLE 0 0 18129 Broadcom Limited Common Stock 11135F101 9524687 8533 SH SOLE 700 0 7833 Brookfield Renewable Partners LP PRTNRSP UNITS G16258108 745091 28352 SH SOLE 3750 0 24602 C S X Corp Common Stock 126408103 228718 6597 SH SOLE 0 0 6597 Cabot Corporation Common Stock 127055101 1967547 23563 SH SOLE 2000 0 21563 Canadian Pacific Kansas City Ltd Common Stock 13646K108 332289 4203 SH SOLE 0 0 4203 Capital One Financial Common Stock 14040H105 1658930 12652 SH SOLE 3000 0 9652 Carrier Global Corp Common Stock 14448C104 909261 15827 SH SOLE 0 0 15827 Caterpillar Inc Common Stock 149123101 2954630 9993 SH SOLE 0 0 9993 Check Point Software Technologies Common Stock M22465104 480219 3143 SH SOLE 0 0 3143 Chesapeake Energy Common Stock 165167735 288525 3750 SH SOLE 0 0 3750 Chevron Corp. 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Common Stock 882508104 465356 2730 SH SOLE 0 0 2730 Thermo Fisher Scientific Common Stock 883556102 3993208 7523 SH SOLE 600 0 6923 TJX Inc Common Stock 872540109 1437638 15325 SH SOLE 0 0 15325 T-Mobile US Common Stock 872590104 1580860 9860 SH SOLE 1000 0 8860 Tractor Supply Company Common Stock 892356106 2400595 11164 SH SOLE 0 0 11164 Trane Technologies Plc Common Stock G8994E103 870723 3570 SH SOLE 0 0 3570 Trip.com Group Ltd ADR 89677Q107 369247 10254 SH SOLE 0 0 10254 Ulta Beauty Inc. 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Common Stock 92826C839 4884619 18762 SH SOLE 1500 0 17262 Vulcan Materials Company Common Stock 929160109 1331187 5864 SH SOLE 0 0 5864 Wal-Mart Stores Inc. Common Stock 931142103 459550 2915 SH SOLE 0 0 2915 Walt Disney Co Common Stock 254687106 601151 6658 SH SOLE 0 0 6658 Waste Management Inc Common Stock 94106L109 2203109 12301 SH SOLE 0 0 12301 WEC Energy Corp Common Stock 92939U106 227596 2704 SH SOLE 2200 0 504 Xylem Inc Common Stock 98419M100 218313 1909 SH SOLE 0 0 1909 Yum! Brands Inc Common Stock 988498101 1117404 8552 SH SOLE 0 0 8552 Zoetis Inc Common Stock 98978V103 5055242 25613 SH SOLE 2250 0 23363