§ 13F · FUND PROFILE
Baldwin Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $828.4T (13F)Positions · 209Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | Berkshire Hathaway Inc A | 556 | $419.7T | 47.4% | ±0% |
| 2 | AVGO | Broadcom Limited | 73K | $25.4T | 2.9% | +2% |
| 3 | NVDA | Nvidia Corp | 116K | $21.6T | 2.4% | −2% |
| 4 | AAPL | Apple Inc | 70K | $19.0T | 2.1% | −3% |
| 5 | LRCX | Lam Research Corp | 98K | $16.8T | 1.9% | −2% |
| 6 | MSFT | Microsoft Corp | 32K | $15.7T | 1.8% | −1% |
| 7 | JPM | J.P. Morgan Chase & Co | 48K | $15.5T | 1.8% | −1% |
| 8 | LLY | Eli Lilly & Company | 11K | $11.8T | 1.3% | −1% |
| 9 | GOOGL | Alphabet Inc Class A | 34K | $10.5T | 1.2% | −1% |
| 10 | COST | Costco Wholesale Corp | 11K | $9.8T | 1.1% | +3% |
§ 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 $828372.9 trillion in assets. The fund runs a broad portfolio of 209 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed