Baldwin Investment Management, LLC

Q1 2026 13F Holdings

  • Location
    west conshohocken, PA
  • Num holdings

    210

  • Value ($000)

    $855,661

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0001346378
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.A

Berkshire Hathaway Inc A

CL A
$398.57M
47 %

555

AVGO

Broadcom Limited

COMMON STOCK
$22.09M
3 %

71,361

NVDA

Nvidia Corp

COMMON STOCK
$19.93M
2 %

114,277

---

Lam Research Corp

COMMON STOCK
$18.93M
2 %

88,594

AAPL

Apple Inc

COMMON STOCK
$17.91M
2 %

70,571

JPM

J.P. Morgan Chase & Co

COMMON STOCK
$14.17M
2 %

48,174

MSFT

Microsoft Corp

COMMON STOCK
$12.21M
1 %

32,974

COST

Costco Wholesale Corp

COMMON STOCK
$11.54M
1 %

11,581

LLY

Eli Lilly & Company

COMMON STOCK
$10.06M
1 %

10,940

GOOGL

Alphabet Inc Class A

COMMON STOCK
$9.62M
1 %

33,454

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