Baldwin Investment Management, LLC
233 holdingsFiling period: 2026-06-30Current AUM: $1.05Bestimated 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 | 39.62% | -- | 2026-06-30 |
| 2 | LRCX | Lam Research Corp | 85.1K | $36.9M | $20.2M | 1.93% | -3,480 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 99.8K | $28.9M | $34.3M | 3.27% | +29.2K | 2026-06-30 |
| 4 | AVGO | Broadcom Limited | 75.2K | $28.4M | $24.7M | 2.36% | +3.8K | 2026-06-30 |
| 5 | NVDA | Nvidia Corp | 134.9K | $27.0M | $29.1M | 2.78% | +20.7K | 2026-06-30 |
| 6 | JPM | J.P. Morgan Chase & Co | 61.2K | $20.0M | $20.4M | 1.95% | +13.0K | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 44.4K | $16.6M | $23.7M | 2.26% | +11.4K | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc Class A | 45.9K | $16.4M | $14.5M | 1.39% | +12.5K | 2026-06-30 |
| 9 | LLY | Eli Lilly & Company | 13.0K | $15.5M | $16.6M | 1.58% | +2.0K | 2026-06-30 |
| 10 | COST | Costco Wholesale Corp | 14.9K | $13.9M | $14.9M | 1.42% | +3.3K | 2026-06-30 |
| 11 | RTX | RTX Corp | 62.0K | $11.8M | $12.2M | 1.17% | +17.5K | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc | 46.8K | $11.2M | $11.7M | 1.11% | +4.9K | 2026-06-30 |
| 13 | BRK-B | Berkshire Hathaway Inc B | 19.8K | $9.9M | $9.9M | 0.94% | +365 | 2026-06-30 |
| 14 | PANW | Palo Alto Networks | 28.6K | $9.7M | $11.1M | 1.06% | +2.0K | 2026-06-30 |
| 15 | XOM | Exxon Mobil Corporation | 67.7K | $9.3M | $12.5M | 1.19% | -- | 2026-06-30 |
| 16 | XOM | Exxon Mobil Corporation | 67.7K | $9.3M | $12.5M | 1.19% | -- | 2026-06-30 |
| 17 | CAT | Caterpillar Inc | 8.3K | $8.9M | $5.8M | 0.55% | +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 | $9.7M | 0.92% | +2.6K | 2026-06-30 |
| 20 | VRT | Vertiv Holdings Co | 23.8K | $8.0M | $4.8M | 0.45% | -269 | 2026-06-30 |
| 21 | ABBV | Abbvie Inc | 31.3K | $7.9M | $9.0M | 0.86% | +2.8K | 2026-06-30 |
| 22 | TSM | Taiwan Semiconductor Manufacturing ADR | 16.4K | $7.8M | $7.0M | 0.66% | -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 | $6.3M | 0.60% | +752 | 2026-06-30 |
| 25 | EPD | Enterprise Products Partners | 191.3K | $7.0M | $7.1M | 0.67% | -500 | 2026-06-30 |
← Scroll →
Page 1 of 10