Baldwin Investment Management, LLC
CIK 0001346378 · WEST CONSHOHOCKEN, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.03B
2026 Q2
Positions
231
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BRK-A
Berkshire Hathaway Inc A
40.2%
LRCX
Lam Research Corp
3.6%
AAPL
Apple Inc
2.8%
AVGO
Broadcom Limited
2.7%
NVDA
Nvidia Corp
2.6%
JPM
J.P. Morgan Chase & Co
1.9%
MSFT
Microsoft Corp
1.6%
GOOGL
Alphabet Inc Class A
1.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.