13F filer

Baldwin Investment Management

As of Jun 30, 2026 Filed Jul 28, 2026 CIK 1346378 SEC filings ↗

13F Value

$1.03B

Positions

231

Top Position

BRK.A40.2%

Top 5

51.9%

Latest filing changes

vs Mar 31, 2026

1 AAPL Apple +41.4%+$8.5M

2 GOOGL Alphabet Class A +37.3%+$4.5M

3 MSFT Microsoft +34.7%+$4.3M

4 JPM JPMorgan Chase +27.0%+$4.3M

5 NVDA NVIDIA +18.1%+$4.1M

Holdings231

#
1	BRK.A Berkshire Hathaway Class A	40.2%	$415.6M	—	555	46.6%	Common Stock
2	LRCX Lam Research Filing details 512807306 Jun 30, 2026 85,114 reported quantity $36,882,509 reported value	3.6%	$36.9M	-3.9%	85.1K	2.2%	Common Stock
3	AAPL Apple	2.8%	$28.9M	+41.4%	99.8K	2.1%	Common Stock
4	AVGO Broadcom	2.7%	$28.4M	+5.3%	75.2K	2.6%	Common Stock
5	NVDA NVIDIA	2.6%	$27.0M	+18.1%	134.9K	2.3%	Common Stock
6	JPM JPMorgan Chase	1.9%	$20.0M	+27.0%	61.2K	1.7%	Common Stock
7	MSFT Microsoft	1.6%	$16.6M	+34.7%	44.4K	1.4%	Common Stock
8	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 45,918 reported quantity $16,409,848 reported value	1.6%	$16.4M	+37.3%	45.9K	1.1%	Common Stock
9	LLY Eli Lilly	1.5%	$15.5M	+18.5%	13.0K	1.2%	Common Stock
10	COST Costco Wholesale	1.3%	$13.9M	+28.4%	14.9K	1.3%	Common Stock
11	RTX RTX	1.1%	$11.8M	+39.3%	62.0K	1.0%	Common Stock
12	AMZN Amazon	1.1%	$11.2M	+11.7%	46.8K	1.0%	Common Stock
13	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 19,793 reported quantity $9,904,219 reported value	1.0%	$9.9M	+1.9%	19.8K	1.1%	Common Stock
14	PANW Palo Alto Networks	0.9%	$9.7M	+7.4%	28.6K	0.5%	Common Stock
15	XOM ExxonMobil Filing details 30233Q108 Jun 30, 2026 67,677 reported quantity $9,252,852 reported value	0.9%	$9.3M	+22.6%	67.7K	1.1%	Common Stock
16	CAT Caterpillar	0.9%	$8.9M	+3.6%	8.3K	0.7%	Common Stock
17	VRTX Vertex Pharmaceuticals	0.8%	$8.4M	+7.7%	16.9K	0.8%	Common Stock
18	V Visa	0.8%	$8.2M	+12.1%	24.0K	0.8%	Common Stock
19	VRT Vertiv Holdings	0.8%	$8.0M	-1.1%	23.8K	0.7%	Common Stock
20	ABBV AbbVie	0.8%	$7.9M	+10.0%	31.3K	0.7%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing7

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.