Baldwin Investment Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Baldwin Investment Management, Llc disclosed 225 stock positions valued at approximately $1.03B as of quarter-end June 30, 2026. The largest holdings include Berkshire Hathaway Inc A, Lam Research Corp, and Apple Inc.
- Report Period
- June 30, 2026
- No. of Stocks
- 225
- Portfolio Value
- $1.03B
Holdings by Sector
Baldwin Investment Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc A | BRK-A | Financial Services | 40.20% | 555 | - | - | $415,611,750 |
| Lam Research Corp | LRCX | Other | 3.57% | 85,114 | -3,480 | -3.93% | $36,882,509 |
| Apple Inc | AAPL | Technology | 2.79% | 99,797 | +29,226 | +41.41% | $28,877,186 |
| Broadcom Limited | AVGO | Technology | 2.75% | 75,155 | +3,794 | +5.32% | $28,389,704 |
| Nvidia Corp | NVDA | Technology | 2.61% | 134,950 | +20,673 | +18.09% | $27,002,141 |
| J.P. Morgan Chase & Co | JPM | Financial Services | 1.94% | 61,191 | +13,017 | +27.02% | $20,029,787 |
| Microsoft Corp | MSFT | Technology | 1.60% | 44,413 | +11,439 | +34.69% | $16,567,003 |
| Alphabet Inc Class A | GOOGL | Communication Services | 1.59% | 45,918 | +12,464 | +37.26% | $16,409,848 |
| Eli Lilly & Company | LLY | Healthcare | 1.50% | 12,959 | +2,019 | +18.46% | $15,543,057 |
| Costco Wholesale Corp | COST | Consumer Defensive | 1.35% | 14,865 | +3,284 | +28.36% | $13,905,630 |
| RTX Corp | RTX | Industrials | 1.14% | 62,019 | +17,490 | +39.28% | $11,766,907 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 1.08% | 46,834 | +4,918 | +11.73% | $11,162,416 |
| Berkshire Hathaway Inc B | BRK-B | Financial Services | 0.96% | 19,793 | +365 | +1.88% | $9,904,219 |
| Palo Alto Networks | PANW | Technology | 0.94% | 28,553 | +1,970 | +7.41% | $9,737,144 |
| Caterpillar Inc | CAT | Industrials | 0.86% | 8,327 | +287 | +3.57% | $8,867,422 |
| Vertex Pharmaceuticals | VRTX | Healthcare | 0.81% | 16,870 | +1,208 | +7.71% | $8,379,835 |
| Visa Inc. | V | Financial Services | 0.80% | 23,968 | +2,596 | +12.15% | $8,223,275 |
| Vertiv Holdings Co | VRT | Industrials | 0.77% | 23,823 | -269 | -1.12% | $7,976,468 |
| Abbvie Inc | ABBV | Healthcare | 0.76% | 31,297 | +2,848 | +10.01% | $7,875,613 |
| Taiwan Semiconductor Manufacturing ADR | TSM | Technology | 0.76% | 16,395 | -277 | -1.66% | $7,829,760 |
| Eaton Corp | ETN | Other | 0.72% | 17,394 | +4,444 | +34.32% | $7,411,931 |
| Goldman Sachs Group Inc | GS | Financial Services | 0.69% | 7,008 | +752 | +12.02% | $7,087,620 |
| Enterprise Products Partners | EPD | Energy | 0.68% | 191,338 | -500 | -0.26% | $7,033,585 |
| Johnson & Johnson | JNJ | Healthcare | 0.68% | 27,516 | +9,863 | +55.87% | $6,988,173 |
| Blackrock Inc | BLK | Other | 0.64% | 6,867 | +2,250 | +48.73% | $6,602,859 |
| Linde PLC | LIN | Other | 0.62% | 12,444 | +1,202 | +10.69% | $6,457,472 |
| Vanguard S&P 500 Etf | VOO | Other | 0.61% | 9,257 | +80 | +0.87% | $6,357,510 |
| Dell Inc | DELL | Technology | 0.55% | 13,240 | +813 | +6.54% | $5,712,530 |
| Nextera Energy | NEE | Utilities | 0.53% | 62,458 | +24,850 | +66.08% | $5,481,947 |
| Rockwell Automation | ROK | Industrials | 0.52% | 10,843 | +466 | +4.49% | $5,368,152 |
Showing 30 of 225 holdings in the latest reporting period.