Baldwin Investment Management
$1.0B 13F equity value
238 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Baldwin Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
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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