Baltimore Capital Management Inc

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Baltimore Capital Management Inc
CRD #109949
SEC #801-110282
CIK #0001351363
AUM
Employees 4 (75% Investors, 0% Brokers)
Phone410-727-4480
Address575 S Charles St
Baltimore, MD 21201
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
15012090603001999200720152024
CIK Period
0001351363
Sector Form 13F Holdings Value ($M)
SPDR Gold Trust 3.0
Apple Inc 2.8
Chevron Corp 2.6
Price T Rowe Group Inc 2.5
Johnson & Johnson 2.2
Phillips 66 2.1
US Bancorp de 2.0
Alaska Air Group Inc 1.8
Exxon Mobil Corp 1.7
Bank of Montreal /Can/ 1.5
Bank of Nova Scotia 1.5
Bristol Myers Squibb Co 1.5
Starbucks Corp 1.4
Cincinnati Financial Corp 1.0
Honeywell International Inc 1.0
Las Vegas Sands Corp 0.9
Verizon Communications Inc 0.9
Mexican Economic Development Inc 0.8
Aegon NV 0.7
AbbVie Inc 0.7
Diamondback Energy Inc 0.7
Carnival Corp 0.7
PepsiCo Inc 0.7
Cigna Corp 0.6
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 94 36.9
(b) Individuals (high net worth individuals) 29 71.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 9.3
(n) Other 0 0.0
Total 130 117.9
By Discretionary
Discretionary 128 116.5
Non-Discretionary 2 1.4
Total 130 117.9
By Non-United States Persons
Non-United States Persons 21.7
United States Persons 96.3
Total 130 117.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001351363]
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