Baldwin Investment Management
$1.0B 13F equity value
238 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BRKA | Berkshire Hathaway Inc A | 555 | $416M | 40.2% |
| LRCX | Lam Research Corp | 85,114 | $37M | 3.6% |
| AAPL | Apple Inc | 99,797 | $29M | 2.8% |
| AVGO | Broadcom Limited | 75,155 | $28M | 2.7% |
| NVDA | Nvidia Corp | 134,950 | $27M | 2.6% |
| JPM | J.P. Morgan Chase & Co | 61,191 | $20M | 1.9% |
| MSFT | Microsoft Corp | 44,413 | $17M | 1.6% |
| GOOGL | Alphabet Inc Class A | 45,918 | $16M | 1.6% |
| LLY | Eli Lilly & Company | 12,959 | $16M | 1.5% |
| COST | Costco Wholesale Corp | 14,865 | $14M | 1.3% |
Track Baldwin Investment Management's 13F portfolio: $1.0B in reported holdings, 238 positions. Top holdings and quarterly changes on SentiSense.
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