Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Baldwin Investment Management, LLC (CIK 1346378) reported $855.7M across 209 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/A ($398.6M, 46.58%), AVGO ($22.1M, 2.58%), NVDA ($19.9M, 2.33%), LRCX ($18.9M, 2.21%), AAPL ($17.9M, 2.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | Berkshire Hathaway Inc A | $398.6M | 46.58% | 555 | Trimmed |
| 2 | AVGO | Broadcom Limited | $22.1M | 2.58% | 71,361 | Trimmed |
| 3 | NVDA | Nvidia Corp | $19.9M | 2.33% | 114,277 | Trimmed |
| 4 | LRCX | Lam Research Corp | $18.9M | 2.21% | 88,594 | Trimmed |
| 5 | AAPL | Apple Inc | $17.9M | 2.09% | 70,571 | Added |
| 6 | JPM | J.P. Morgan Chase & Co | $14.2M | 1.66% | 48,174 | Added |
| 7 | MSFT | Microsoft Corp | $12.2M | 1.43% | 32,974 | Added |
| 8 | COST | Costco Wholesale Corp | $11.5M | 1.35% | 11,581 | Added |
| 9 | LLY | Eli Lilly & Company | $10.1M | 1.18% | 10,940 | Trimmed |
| 10 | GOOGL | Alphabet Inc Class A | $9.6M | 1.12% | 33,454 | Trimmed |
| 11 | XOM | Exxon Mobil Corporation | $9.4M | 1.09% | 55,219 | Trimmed |
| 12 | BRK/B | Berkshire Hathaway Inc B | $9.3M | 1.09% | 19,428 | Added |
| 13 | AMZN | Amazon.com Inc | $8.7M | 1.02% | 41,916 | Added |
| 14 | RTX | RTX Corp | $8.6M | 1.00% | 44,529 | Trimmed |
| 15 | EPD | Enterprise Products Partners | $7.3M | 0.85% | 191,838 | Trimmed |
| 16 | VRTX | Vertex Pharmaceuticals | $7.0M | 0.82% | 15,662 | Added |
| 17 | V | Visa Inc. | $6.5M | 0.75% | 21,372 | Added |
| 18 | ABBV | Abbvie Inc | $6.2M | 0.72% | 28,449 | Trimmed |
| 19 | VRT | Vertiv Holdings Co | $6.0M | 0.71% | 24,092 | Added |
| 20 | CAT | Caterpillar Inc | $5.7M | 0.67% | 8,040 | Trimmed |
| 21 | TSM | Taiwan Semiconductor Manufacturing ADR | $5.6M | 0.66% | 16,672 | Added |
| 22 | LIN | Linde PLC | $5.6M | 0.65% | 11,242 | Trimmed |
| 23 | VOO | Vanguard S&P 500 Etf | $5.5M | 0.64% | 9,177 | Added |
| 24 | GS | Goldman Sachs Group Inc | $5.3M | 0.62% | 6,256 | Trimmed |
| 25 | ISRG | Intuitive Surgical | $5.0M | 0.58% | 10,825 | Added |
Source: SEC Form 13F filings · as of 2026-03-31