§ 13F · FUND PROFILE
Baldwin Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $873M (13F)Positions · 207Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | Berkshire Hathaway Inc A | 555 | $399M | 46.6% | ±0% |
| 2 | AVGO | Broadcom Limited | 71K | $22M | 2.6% | −3% |
| 3 | NVDA | Nvidia Corp | 114K | $20M | 2.3% | −1% |
| 4 | LRCX | Lam Research Corp | 89K | $19M | 2.2% | −10% |
| 5 | AAPL | Apple Inc | 71K | $18M | 2.1% | +1% |
| 6 | JPM | J.P. Morgan Chase & Co | 48K | $14M | 1.7% | ±0% |
| 7 | MSFT | Microsoft Corp | 33K | $12M | 1.4% | +2% |
| 8 | COST | Costco Wholesale Corp | 12K | $12M | 1.3% | +2% |
| 9 | LLY | Eli Lilly & Company | 11K | $10M | 1.2% | ±0% |
| 10 | GOOGL | Alphabet Inc Class A | 33K | $10M | 1.1% | −1% |
§ 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 $873 million in assets. The fund runs a broad portfolio of 207 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed