§ 13F · FUND PROFILE
Baldwin Investment Management, LLC.
AUM · $1.0B (13F)Positions · 231Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | Berkshire Hathaway Inc A | 555 | $416M | 40.2% | ±0% |
| 2 | LRCX | Lam Research Corp | 85K | $37M | 3.6% | −4% |
| 3 | AAPL | Apple Inc | 100K | $29M | 2.8% | +41% |
| 4 | AVGO | Broadcom Limited | 75K | $28M | 2.7% | +5% |
| 5 | NVDA | Nvidia Corp | 135K | $27M | 2.6% | +18% |
| 6 | JPM | J.P. Morgan Chase & Co | 61K | $20M | 1.9% | +27% |
| 7 | MSFT | Microsoft Corp | 44K | $17M | 1.6% | +35% |
| 8 | GOOGL | Alphabet Inc Class A | 46K | $16M | 1.6% | +37% |
| 9 | LLY | Eli Lilly & Company | 13K | $16M | 1.5% | +18% |
| 10 | COST | Costco Wholesale Corp | 15K | $14M | 1.3% | +28% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BALDWIN SIGNAL
AC read
Baldwin Investment Management, LLC is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 231 positions.
Read the full dossier →