Baldwin Investment Management, LLC
211 holdingsFiling period: 2026-03-31Current AUM: $922.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc A | 555 | $398.6M | $398.6M | 43.20% | -1 | 2026-03-31 |
| 2 | AVGO | Broadcom Limited | 71.4K | $22.1M | $27.8M | 3.01% | -2,059 | 2026-03-31 |
| 3 | NVDA | Nvidia Corp | 114.3K | $19.9M | $22.9M | 2.49% | -1,352 | 2026-03-31 |
| 4 | LRCX | Lam Research Corp | 88.6K | $18.9M | $26.0M | 2.81% | -9,540 | 2026-03-31 |
| 5 | AAPL | Apple Inc | 70.6K | $17.9M | $21.8M | 2.36% | +621 | 2026-03-31 |
| 6 | JPM | J.P. Morgan Chase & Co | 48.2K | $14.2M | $16.9M | 1.84% | +60 | 2026-03-31 |
| 7 | MSFT | Microsoft Corp | 33.0K | $12.2M | $15.3M | 1.66% | +563 | 2026-03-31 |
| 8 | COST | Costco Wholesale Corp | 11.6K | $11.5M | $11.0M | 1.19% | +225 | 2026-03-31 |
| 9 | LLY | Eli Lilly & Company | 10.9K | $10.1M | $12.6M | 1.36% | -36 | 2026-03-31 |
| 10 | GOOGL | Alphabet Inc Class A | 33.5K | $9.6M | $11.9M | 1.29% | -175 | 2026-03-31 |
| 11 | XOM | Exxon Mobil Corporation | 55.2K | $9.4M | $8.6M | 0.93% | -1,092 | 2026-03-31 |
| 12 | XOM | Exxon Mobil Corporation | 55.2K | $9.4M | $8.6M | 0.93% | -1,092 | 2026-03-31 |
| 13 | BRK-B | Berkshire Hathaway Inc B | 19.4K | $9.3M | $9.3M | 1.01% | +1.3K | 2026-03-31 |
| 14 | AMZN | Amazon.com Inc | 41.9K | $8.7M | $11.4M | 1.23% | +724 | 2026-03-31 |
| 15 | RTX | RTX Corp | 44.5K | $8.6M | $9.6M | 1.04% | -324 | 2026-03-31 |
| 16 | EPD | Enterprise Products Partners | 191.8K | $7.3M | $7.3M | 0.79% | -150 | 2026-03-31 |
| 17 | VRTX | Vertex Pharmaceuticals | 15.7K | $7.0M | $7.5M | 0.81% | +108 | 2026-03-31 |
| 18 | V | Visa Inc. | 21.4K | $6.5M | $7.8M | 0.85% | +50 | 2026-03-31 |
| 19 | ABBV | Abbvie Inc | 28.4K | $6.2M | $7.1M | 0.77% | -100 | 2026-03-31 |
| 20 | VRT | Vertiv Holdings Co | 24.1K | $6.0M | $5.8M | 0.63% | +60 | 2026-03-31 |
| 21 | CAT | Caterpillar Inc | 8.0K | $5.7M | $6.6M | 0.71% | -159 | 2026-03-31 |
| 22 | TSM | Taiwan Semiconductor Manufacturing ADR | 16.7K | $5.6M | $6.7M | 0.73% | +165 | 2026-03-31 |
| 23 | — | Linde PLC | 11.2K | $5.6M | $5.6M | 0.60% | -50 | 2026-03-31 |
| 24 | VOO | Vanguard S&P 500 Etf | 9.2K | $5.5M | $6.3M | 0.68% | +293 | 2026-03-31 |
| 25 | GS | Goldman Sachs Group Inc | 6.3K | $5.3M | $6.4M | 0.69% | -52 | 2026-03-31 |
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