Baldwin Investment Management, LLC
233 holdingsFiling period: 2026-06-30Current AUM: $1.04Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc A | 555 | $415.6M | $415.6M | 39.91% | -- | 2026-06-30 |
| 2 | LRCX | Lam Research Corp | 85.1K | $36.9M | $23.1M | 2.21% | -3,480 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 99.8K | $28.9M | $33.1M | 3.18% | +29.2K | 2026-06-30 |
| 4 | AVGO | Broadcom Limited | 75.2K | $28.4M | $25.5M | 2.45% | +3.8K | 2026-06-30 |
| 5 | NVDA | Nvidia Corp | 134.9K | $27.0M | $28.6M | 2.75% | +20.7K | 2026-06-30 |
| 6 | JPM | J.P. Morgan Chase & Co | 61.2K | $20.0M | $21.6M | 2.07% | +13.0K | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 44.4K | $16.6M | $22.1M | 2.12% | +11.4K | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc Class A | 45.9K | $16.4M | $15.8M | 1.52% | +12.5K | 2026-06-30 |
| 9 | LLY | Eli Lilly & Company | 13.0K | $15.5M | $14.7M | 1.41% | +2.0K | 2026-06-30 |
| 10 | COST | Costco Wholesale Corp | 14.9K | $13.9M | $13.4M | 1.29% | +3.3K | 2026-06-30 |
| 11 | RTX | RTX Corp | 62.0K | $11.8M | $12.1M | 1.16% | +17.5K | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc | 46.8K | $11.2M | $11.6M | 1.12% | +4.9K | 2026-06-30 |
| 13 | BRK-B | Berkshire Hathaway Inc B | 19.8K | $9.9M | $9.9M | 0.95% | +365 | 2026-06-30 |
| 14 | PANW | Palo Alto Networks | 28.6K | $9.7M | $10.7M | 1.03% | +2.0K | 2026-06-30 |
| 15 | XOM | Exxon Mobil Corporation | 67.7K | $9.3M | $11.5M | 1.10% | -- | 2026-06-30 |
| 16 | XOM | Exxon Mobil Corporation | 67.7K | $9.3M | $11.5M | 1.10% | -- | 2026-06-30 |
| 17 | CAT | Caterpillar Inc | 8.3K | $8.9M | $6.5M | 0.63% | +287 | 2026-06-30 |
| 18 | VRTX | Vertex Pharmaceuticals | 16.9K | $8.4M | $8.7M | 0.83% | +1.2K | 2026-06-30 |
| 19 | V | Visa Inc. | 24.0K | $8.2M | $9.0M | 0.86% | +2.6K | 2026-06-30 |
| 20 | VRT | Vertiv Holdings Co | 23.8K | $8.0M | $5.6M | 0.54% | -269 | 2026-06-30 |
| 21 | ABBV | Abbvie Inc | 31.3K | $7.9M | $8.2M | 0.79% | +2.8K | 2026-06-30 |
| 22 | TSM | Taiwan Semiconductor Manufacturing ADR | 16.4K | $7.8M | $6.8M | 0.65% | -277 | 2026-06-30 |
| 23 | — | Eaton Corp | 17.4K | $7.4M | $7.4M | 0.71% | +4.4K | 2026-06-30 |
| 24 | GS | Goldman Sachs Group Inc | 7.0K | $7.1M | $6.8M | 0.66% | +752 | 2026-06-30 |
| 25 | EPD | Enterprise Products Partners | 191.3K | $7.0M | $7.4M | 0.71% | -500 | 2026-06-30 |
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