Baldwin Investment Management, LLC 13F Holdings · Q2 2026
Baldwin Investment Management, LLC reported 231 securities worth $1.03B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRK/A (40.20%), LRCX (3.57%), AAPL (2.79%). Among its top 25 positions this quarter: 1 new, 19 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | Berkshire Hathaway Inc A | $415.6M | 40.20% | 555 | Hold |
| 2 | LRCX | Lam Research Corp | $36.9M | 3.57% | 85,114 | Trimmed |
| 3 | AAPL | Apple Inc | $28.9M | 2.79% | 99,797 | Added |
| 4 | AVGO | Broadcom Limited | $28.4M | 2.75% | 75,155 | Added |
| 5 | NVDA | Nvidia Corp | $27.0M | 2.61% | 134,950 | Added |
| 6 | JPM | J.P. Morgan Chase & Co | $20.0M | 1.94% | 61,191 | Added |
| 7 | MSFT | Microsoft Corp | $16.6M | 1.60% | 44,413 | Added |
| 8 | GOOGL | Alphabet Inc Class A | $16.4M | 1.59% | 45,918 | Added |
| 9 | LLY | Eli Lilly & Company | $15.5M | 1.50% | 12,959 | Added |
| 10 | COST | Costco Wholesale Corp | $13.9M | 1.35% | 14,865 | Added |
| 11 | RTX | RTX Corp | $11.8M | 1.14% | 62,019 | Added |
| 12 | AMZN | Amazon.com Inc | $11.2M | 1.08% | 46,834 | Added |
| 13 | BRKB | Berkshire Hathaway Inc B | $9.9M | 0.96% | 19,793 | Added |
| 14 | PANW | Palo Alto Networks | $9.7M | 0.94% | 28,553 | Added |
| 15 | XOM | Exxon Mobil Corporation | $9.3M | 0.90% | 67,677 | New |
| 16 | CAT | Caterpillar Inc | $8.9M | 0.86% | 8,327 | Added |
| 17 | VRTX | Vertex Pharmaceuticals | $8.4M | 0.81% | 16,870 | Added |
| 18 | V | Visa Inc. | $8.2M | 0.80% | 23,968 | Added |
| 19 | VRT | Vertiv Holdings Co | $8.0M | 0.77% | 23,823 | Trimmed |
| 20 | ABBV | Abbvie Inc | $7.9M | 0.76% | 31,297 | Added |
| 21 | TSM | Taiwan Semiconductor Manufacturing ADR | $7.8M | 0.76% | 16,395 | Trimmed |
| 22 | ETN | Eaton Corp | $7.4M | 0.72% | 17,394 | Added |
| 23 | GS | Goldman Sachs Group Inc | $7.1M | 0.69% | 7,008 | Added |
| 24 | EPD | Enterprise Products Partners | $7.0M | 0.68% | 191,338 | Trimmed |
| 25 | JNJ | Johnson & Johnson | $7.0M | 0.68% | 27,516 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR