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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

BALDWIN BROTHERS LLC/MA

Quarter ended Q4 2025 · Filed January 7, 2026 · Accession 0001193125-26-005964

Total Value
$1.56B
Positions
292
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (292)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPHABET INCGOOG344,658$107.9M6.90%
2APPLE INCAAPL377,840$102.7M6.57%
3NVIDIA CORPORATIONNVDA476,739$88.9M5.69%
4MICROSOFT CORPMSFT167,281$80.9M5.17%
5J P MORGAN EXCHANGE TRADED F46654Q7161,456,617$78.8M5.04%
6AMAZON COM INCAMZN336,927$77.8M4.97%
7ISHARES TR464287176460,411$50.6M3.24%
8VISA INCV119,778$42.0M2.69%
9KLA CORPKLAC30,664$37.3M2.38%
10BLACKSTONE INCBX233,230$36.0M2.30%
11COSTCO WHSL CORP NEW22160K10537,204$32.1M2.05%
12SPDR GOLD TRGLD80,100$31.7M2.03%
13JPMORGAN CHASE & CO.VYLD95,821$30.9M1.97%
14UNITED RENTALS INCURI36,144$29.3M1.87%
15WASTE MGMT INC DEL94106L109132,173$29.0M1.86%
16INVESCO EXCH TRD SLF IDX FDIVZ455,248$27.8M1.78%
17INTERNATIONAL BUSINESS MACHSINTR83,870$24.8M1.59%
18ISHARES GOLD TRIAU293,802$23.8M1.53%
19NEXTERA ENERGY INCNEE-PW285,710$22.9M1.47%
20GALLAGHER ARTHUR J & CO36357610975,900$19.6M1.26%
21ANALOG DEVICES INCADI67,570$18.3M1.17%
22DANAHER CORPORATION23585110277,709$17.8M1.14%
23ALPHABET INCGOOG56,412$17.7M1.13%
24ASML HOLDING N VASMLF16,074$17.2M1.10%
25ULTA BEAUTY INCULTA26,861$16.3M1.04%
26GARMIN LTDGRMN78,788$16.0M1.02%
27ACCENTURE PLC IRELANDACN59,368$15.9M1.02%
28EXXON MOBIL CORPXOM127,390$15.3M0.98%
29UNION PAC CORPUNP64,796$15.0M0.96%
30VANGUARD SCOTTSDALE FDS92206C706249,236$14.9M0.96%
31MARRIOTT INTL INC NEW57190320247,636$14.8M0.95%
32JOHNSON & JOHNSONJNJ66,746$13.8M0.88%
33INTUITINTU18,959$12.6M0.80%
34SHERWIN WILLIAMS COSHW38,192$12.4M0.79%
35REGENCY CTRS CORP758849103158,872$11.0M0.70%
36CHEVRON CORP NEWCVX70,981$10.8M0.69%
37S&P GLOBAL INCSPGI20,053$10.5M0.67%
38ISHARES TR46428720015,298$10.5M0.67%
39ALPS ETF TR00162Q452215,274$10.1M0.65%
40QUANTA SVCS INC74762E10223,618$10.0M0.64%
41SCHWAB CHARLES CORPSCHW-PJ95,129$9.5M0.61%
42OTIS WORLDWIDE CORPOTIS107,805$9.4M0.60%
43BERKSHIRE HATHAWAY INC DELBRK-A17,768$8.9M0.57%
44AXSOME THERAPEUTICS INCAXSM48,570$8.9M0.57%
45PTC INCPTC50,669$8.8M0.56%
46WATERS CORP94184810322,797$8.7M0.55%
47BANK AMERICA CORP060505104145,779$8.0M0.51%
48ENTERPRISE PRODS PARTNERS L293792107242,535$7.8M0.50%
49CHURCH & DWIGHT CO INCCHD87,243$7.3M0.47%
50DOVER CORPDOV36,621$7.1M0.46%
51AUTOZONE INCAZO2,086$7.1M0.45%
52ILLINOIS TOOL WKS INC45230810927,001$6.7M0.43%
53PROCTER AND GAMBLE CO74271810946,105$6.6M0.42%
54VEEVA SYS INCVEEV24,813$5.5M0.35%
55GOLDMAN SACHS ETF TRNVGLF53,106$5.3M0.34%
56MERCK & CO INCMRK42,394$4.5M0.29%
57NOVARTIS AGNVSEF32,288$4.5M0.28%
58PHILIP MORRIS INTL INC71817210926,584$4.3M0.27%
59ENERGY TRANSFER L PET-PI257,603$4.2M0.27%
60FISERV INCFISV58,753$3.9M0.25%
61PAYCHEX INCPAYX34,750$3.9M0.25%
62VANGUARD INDEX FDS9229083636,055$3.8M0.24%
63PEPSICO INCPEP26,128$3.7M0.24%
64META PLATFORMS INCMETA5,569$3.7M0.24%
65VERTEX PHARMACEUTICALS INCVRTX7,749$3.5M0.22%
66COHEN & STEERS SELECT PFD &19248Y107168,944$3.4M0.22%
67VANGUARD INDEX FDS92290861115,774$3.3M0.21%
68TORONTO DOMINION BK ONTTORO34,875$3.3M0.21%
69EOG RES INCEOG28,408$3.0M0.19%
70BROADCOM INCAVGO8,601$3.0M0.19%
71ADOBE INCADBE8,415$2.9M0.19%
72NUVECTIS PHARMA INCNVCT389,625$2.9M0.19%
73AUTOMATIC DATA PROCESSING INADP10,671$2.7M0.18%
74ALTRIA GROUP INCMO47,513$2.7M0.18%
75DOUBLELINE ETF TRUST25861R30352,003$2.7M0.17%
76STRYKER CORPORATIONSYK7,563$2.7M0.17%
77COCA COLA COKO36,543$2.6M0.16%
78ELI LILLY & COLLY2,311$2.5M0.16%
79SPDR S&P 500 ETF TRSPY3,561$2.4M0.16%
80TARGA RES CORPTRGP12,652$2.3M0.15%
81UBER TECHNOLOGIES INCUBER28,385$2.3M0.15%
82ROPER TECHNOLOGIES INCROP5,122$2.3M0.15%
83BAIDU INCBAIDF17,397$2.3M0.15%
84PROFESIONALLY MANAGED PORTFO74316P57934,333$2.2M0.14%
85HCI GROUP INCHCIIP11,337$2.2M0.14%
86VANECK ETF TRUST92189F10624,914$2.1M0.14%
87BANK NEW YORK MELLON CORP06405810017,617$2.0M0.13%
88GLACIER BANCORP INC NEWGBCI44,080$1.9M0.12%
89APOLLO GLOBAL MGMT INC03769M10613,180$1.9M0.12%
90ABBVIE INCABBV7,649$1.7M0.11%
91ISHARES SILVER TRSLV26,846$1.7M0.11%
92EMERSON ELEC COEMR12,850$1.7M0.11%
93GXO LOGISTICS INCORPORATEDGXO31,857$1.7M0.11%
94PROLOGIS INC.PLDGP12,123$1.5M0.10%
95FASTENAL COFAST36,169$1.5M0.09%
96BLACKROCK INCBLK1,351$1.4M0.09%
97LINEAGE INCLINE41,193$1.4M0.09%
98GLOBAL X FDS37954Y84817,175$1.4M0.09%
99THERMO FISHER SCIENTIFIC INCTMO2,382$1.4M0.09%
100MCCORMICK & CO INCMKC-V20,206$1.4M0.09%
101ISHARES TR4642876555,417$1.3M0.09%
102VANGUARD TAX-MANAGED FDS92194385820,525$1.3M0.08%
103ADVANCED MICRO DEVICES INCAMD5,979$1.3M0.08%
104VANGUARD SPECIALIZED FUNDS9219088445,500$1.2M0.08%
105NOVO-NORDISK A SNONOF22,799$1.2M0.07%
106NU HLDGS LTDNU65,124$1.1M0.07%
107SERVICETITAN INCTTAN10,165$1.1M0.07%
108HOME DEPOT INCHD3,115$1.1M0.07%
109COHEN & STEERS LTD DURATION19248C10550,393$1.1M0.07%
110CATERPILLAR INCCAT1,847$1.1M0.07%
111ONEOK INC NEWOKE14,226$1.0M0.07%
112AMGEN INCAMGN3,121$1.0M0.07%
113EATON CORP PLCETN3,152$1.0M0.06%
114VANGUARD INTL EQUITY INDEX F92204285818,674$1.0M0.06%
115HONEYWELL INTL INC4385161064,920$959,8430.06%
116RESMED INCRSMDF3,957$953,1230.06%
117HINGHAM INSTN SVGS MASS4333231023,295$935,6480.06%
118CARLYLE GROUP INCCGABL15,720$929,2090.06%
119TESLA INCTSLA1,962$882,3510.06%
120TC ENERGY CORPTRPRF15,927$876,3660.06%
121CANADIAN NATL RY CO1363751028,710$860,9840.06%
122HIMS & HERS HEALTH INCHIMS26,217$851,2660.05%
123ABBOTT LABSABLZF6,636$831,4240.05%
124TRAVELERS COMPANIES INCTRV2,715$787,5130.05%
125FIRST TR EXCHANGE TRAD FD VI33739H10133,808$785,3600.05%
126VANGUARD WORLD FD92204A6032,583$770,7160.05%
127STOCK YDS BANCORP INC86102510411,780$765,1110.05%
128INVESCO EXCH TRADED FD TR IIIVZ6,600$755,7000.05%
129INVESCO EXCH TRADED FD TR IIIVZ16,138$748,3080.05%
130DISNEY WALT CO2546871066,324$719,4810.05%
131PFIZER INCPFE28,871$718,8880.05%
132GLOBAL PARTNERS LPGLP-PB17,000$711,4500.05%
133SERIES PORTFOLIOS TR81752T52825,598$677,8350.04%
134ALLIANCEBERNSTEIN HLDG L P01881G10617,525$674,3620.04%
135GLOBAL X FDS37954Y87115,678$669,9210.04%
136GLOBAL X FDS37954Y8309,300$667,6470.04%
137DEERE & CODE1,429$665,3000.04%
138VANGUARD INDEX FDS9229087691,982$664,5050.04%
139SELECT SECTOR SPDR TR81369Y4075,540$661,5310.04%
140WALMART INCWMT5,846$651,3030.04%
141VANGUARD INDEX FDS9229087443,378$645,1640.04%
142BWX TECHNOLOGIES INCBWXT3,700$639,5080.04%
143ORACLE CORPORCL-PD3,245$632,4830.04%
144PROGRESSIVE CORP7433151032,770$630,7840.04%
145SOUTHERN COSOMN7,166$624,8750.04%
146WISDOMTREE TRWT13,070$605,0100.04%
147OREILLY AUTOMOTIVE INC67103H1076,255$570,5190.04%
148AMERICAN HEALTHCARE REIT INCAHR12,108$569,8020.04%
149WELLS FARGO CO NEW9497461016,100$568,5200.04%
150ISHARES TR4642874814,000$547,7600.04%
151KIMBERLY-CLARK CORPKMB5,282$532,9010.03%
152WEYERHAEUSER CO MTN BEWY22,393$530,4950.03%
153SUNOCO LP/SUNOCO FIN CORPSUN9,860$516,7630.03%
154WISDOMTREE TRWT3,475$500,9560.03%
155SEACOAST BKG CORP FLASE15,680$492,6660.03%
156AMPLIFY ETF TR03210864917,600$486,9920.03%
157AMERICAN WTR WKS CO INC NEW0304201033,547$462,8840.03%
158TELEFLEX INCORPORATEDTFX3,703$451,9140.03%
159VANGUARD BD INDEX FDS9219378356,089$451,0120.03%
160SPDR SERIES TRUST78464A7633,230$449,4870.03%
161LAM RESEARCH CORPLRCX2,551$436,6800.03%
162CONOCOPHILLIPSCOP4,594$430,0440.03%
163SPDR INDEX SHS FDS78470E20510,039$428,0980.03%
164VANECK ETF TRUST92189F7913,750$426,6750.03%
165AIR PRODS & CHEMS INCAIIR1,714$423,3920.03%
166MASTERCARD INCORPORATEDMA741$423,0220.03%
167METTLER TOLEDO INTERNATIONALMTD298$415,4690.03%
168TJX COS INC NEW8725401092,696$414,1330.03%
169QUALCOMM INCQCOM2,362$404,0200.03%
170PAYPAL HLDGS INCPYPL6,859$400,4280.03%
171ORLA MNG LTD NEW68634K10629,720$400,2850.03%
172VANECK ETF TRUST92189H8055,370$396,9500.03%
173NORFOLK SOUTHN CORP6558441081,357$391,7930.03%
174PLAINS ALL AMERN PIPELINE L72650310521,409$384,5060.02%
175GOLDMAN SACHS BDC INCGSBD40,954$380,0530.02%
176SELECT SECTOR SPDR TR81369Y5068,473$378,8270.02%
177INVESCO QQQ TRIVZ611$375,3430.02%
178GE AEROSPACE3696043011,213$373,7690.02%
179AMERICAN TOWER CORP NEW03027X1002,115$371,3310.02%
180EDWARDS LIFESCIENCES CORPEW4,353$371,0930.02%
181TE CONNECTIVITY PLCTEL1,620$368,5660.02%
182ISHARES INC46428632710,610$363,6050.02%
183ISHARES INC46434G8224,292$346,5360.02%
184AT&T INCT-PC13,694$340,1590.02%
185TRANE TECHNOLOGIES PLCTT866$337,0470.02%
186TELEFONAKTIEBOLAGET LM ERICS29482160834,870$336,4960.02%
187MOODYS CORPMCO657$335,6280.02%
188CHECK POINT SOFTWARE TECH LTM224651041,803$334,5650.02%
189FORTUNE BRANDS INNOVATIONS IFBIN6,607$330,4820.02%
190UNITEDHEALTH GROUP INCUNH998$329,4540.02%
191ISHARES TR4642878042,738$329,0530.02%
192PALANTIR TECHNOLOGIES INCPLTR1,848$328,4820.02%
193KINDER MORGAN INC DELEP-PC11,738$322,6780.02%
194ALPHABET INCGOOG1,000$313,8000.02%
195ALPHABET INCGOOG1,000$313,0000.02%
196ISHARES TR4642874081,455$308,5620.02%
197SPOTIFY TECHNOLOGY S ASPOT529$307,1960.02%
198SPDR SERIES TRUST78464A7552,950$305,6500.02%
199VERIZON COMMUNICATIONS INCVZ7,476$304,4970.02%
200MCDONALDS CORPMCD995$304,1020.02%
201KINSALE CAP GROUP INC49714P108760$297,2510.02%
2023M COMMM1,848$295,8650.02%
203FEDEX CORPFDX1,000$288,8600.02%
204CADENCE DESIGN SYSTEM INCCDNS916$286,3230.02%
205ISHARES TR4642872345,179$283,3430.02%
206BRIGHT HORIZONS FAM SOL IN D1091941002,785$282,3990.02%
207SCHWAB STRATEGIC TR80852410210,751$281,9880.02%
208ISHARES TR4642881582,640$281,6880.02%
209GENERAL DYNAMICS CORPGD818$275,3880.02%
210VANGUARD MUN BD FDS9229077465,465$274,8350.02%
211LINDE PLCLIN643$274,1690.02%
212NATWEST GROUP PLCRBSPF15,516$271,5300.02%
213SAP SESAPGF1,100$267,2010.02%
214INTUITINTU400$264,9680.02%
215NETFLIX INCNFLX2,810$263,4660.02%
216FIRST TR EXCHANGE TRADED FD33734X8463,627$259,1490.02%
217GOLDMAN SACHS GROUP INCGSCE294$258,4260.02%
218MPLX LPMPLXP4,796$255,9630.02%
219AGNICO EAGLE MINES LTDAEM1,500$254,2950.02%
220WISDOMTREE TRWT5,015$252,3550.02%
221ISHARES TR464287614530$250,8490.02%
222SPDR SERIES TRUST78464A8702,050$249,9570.02%
223MORGAN STANLEYMS-PQ1,397$248,0090.02%
224CISCO SYS INCCSCO3,214$247,5740.02%
225GE VERNOVA INCGEV378$247,0490.02%
226LOWES COS INC548661107988$238,2660.02%
227IDEXX LABS INC45168D104347$234,7560.02%
228ISHARES TR4642875561,385$233,7460.01%
229ISHARES TR4642871846,100$233,5690.01%
230US BANCORP DELUSB-PS4,363$232,8100.01%
231RTX CORPORATIONRTX1,256$230,3500.01%
232PIMCO ETF TR72201R8332,265$227,2700.01%
233CUMMINS INCCMI439$224,0880.01%
234CME GROUP INCCME811$221,4680.01%
235CORTEVA INCCTVA3,273$219,3890.01%
236OLLIES BARGAIN OUTLET HLDGS6811161091,977$216,6990.01%
237SEA LTDSE1,684$214,8280.01%
238ISHARES TR4642875073,200$211,2000.01%
239WHITE MTNS INS GROUP LTDG9618E107100$207,8030.01%
240ISHARES TR46432F3391,045$207,5580.01%
241HEALTHCARE RLTY TR42226K10512,100$205,0950.01%
242UNITED NAT FOODS INCUNTCW6,007$202,2560.01%
243ACCENTURE PLC IRELANDACN500$134,1500.01%
244BLACKROCK INCBLK125$133,7930.01%
245ALPHABET INCGOOG400$125,2000.01%
246LLOYDS BANKING GROUP PLCLLOBF22,191$117,6120.01%
247JOHNSON & JOHNSONJNJ450$93,1280.01%
248RTX CORPORATIONRTX500$91,7000.01%
249AMAZON COM INCAMZN300$69,2460.00%
250GRAB HOLDINGS LIMITEDGRABW13,159$65,6630.00%
251MICROSOFT CORPMSFT125$60,4530.00%
252APPLE INCAAPL220$59,8090.00%
253BLACKROCK INCBLK50$53,5170.00%
254OTIS WORLDWIDE CORPOTIS500$43,6750.00%
255EATON CORP PLCETN135$42,9990.00%
256ABBOTT LABSABLZF305$38,2130.00%
257SEA LTDSE282$35,9750.00%
258ASML HOLDING N VASMLF33$35,3050.00%
259COSTCO WHSL CORP NEW22160K10540$34,4940.00%
260VERTEX PHARMACEUTICALS INCVRTX75$34,0020.00%
261PHILIP MORRIS INTL INC718172109207$33,2030.00%
262INVESCO QQQ TRIVZ50$30,7160.00%
263SAP SESAPGF120$29,1490.00%
264VISA INCV80$28,0570.00%
265EATON CORP PLCETN85$27,0730.00%
266NVIDIA CORPORATIONNVDA143$26,6700.00%
267ISHARES TR464287655100$24,6160.00%
268MORGAN STANLEYMS-PQ135$23,9670.00%
269SPOTIFY TECHNOLOGY S ASPOT41$23,8090.00%
270DANAHER CORPORATION235851102100$22,8920.00%
271SPDR GOLD TRGLD54$21,4010.00%
272NU HLDGS LTDNU1,259$21,0760.00%
273VANGUARD TAX-MANAGED FDS921943858310$19,3660.00%
274LINDE PLCLIN43$18,3350.00%
275MICROSOFT CORPMSFT35$16,9270.00%
276GALLAGHER ARTHUR J & CO36357610965$16,8210.00%
277MERCK & CO INCMRK155$16,3150.00%
278CORTEVA INCCTVA235$15,7520.00%
279BLACKSTONE INCBX100$15,4140.00%
280ASML HOLDING N VASMLF14$14,9780.00%
281AMERICAN TOWER CORP NEW03027X10080$14,0460.00%
282MARRIOTT INTL INC NEW57190320245$13,9610.00%
283ULTA BEAUTY INCULTA20$12,1000.00%
284NOVO-NORDISK A SNONOF237$12,0590.00%
285INTUITINTU17$11,2610.00%
286BEYOND AIR INCXAIR14,800$10,7450.00%
287LINDE PLCLIN25$10,6600.00%
288PTC INCPTC60$10,4530.00%
289CHEVRON CORP NEWCVX65$9,9070.00%
290OTIS WORLDWIDE CORPOTIS95$8,2980.00%
291CONOCOPHILLIPSCOP50$4,6810.00%
292QUANTA SVCS INC74762E1028$3,3760.00%