Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Berkshire Hathaway Inc. ACL A | CL A | $416M | 40.2% |
| Lam Research Corp.Common Stock | Common Stock | $36.9M | 3.6% |
| Apple Inc.Common Stock | Common Stock | $28.9M | 2.8% |
| Broadcom LimitedCommon Stock | Common Stock | $28.4M | 2.7% |
| Nvidia Corp.Common Stock | Common Stock | $27M | 2.6% |
| J.p. Morgan Chase & CoCommon Stock | Common Stock | $20M | 1.9% |
| Microsoft Corp.Common Stock | Common Stock | $16.6M | 1.6% |
| Alphabet Inc. Class ACommon Stock | Common Stock | $16.4M | 1.6% |
| Eli Lilly & CompanyCommon Stock | Common Stock | $15.5M | 1.5% |
| Costco Wholesale Corp.Common Stock | Common Stock | $13.9M | 1.3% |
| Rtx Corp.Common Stock | Common Stock | $11.8M | 1.1% |
| Amazon.com Inc.Common Stock | Common Stock | $11.2M | 1.1% |
| Berkshire Hathaway Inc. BCL B | CL B | $9.9M | 1.0% |
| Palo Alto NetworksCommon Stock | Common Stock | $9.74M | 0.9% |
| Exxon Mobil CorporationCommon Stock | Common Stock | $9.25M | 0.9% |
| Caterpillar Inc.Common Stock | Common Stock | $8.87M | 0.9% |
| Vertex PharmaceuticalsCommon Stock | Common Stock | $8.38M | 0.8% |
| Visa Inc..Common Stock | Common Stock | $8.22M | 0.8% |
| Vertiv Holdings CoCommon Stock | Common Stock | $7.98M | 0.8% |
| Abbvie Inc.Common Stock | Common Stock | $7.88M | 0.8% |
| Taiwan Semiconductor Manufacturing ADRSponsored ADR | Sponsored ADR | $7.83M | 0.8% |
| Eaton Corp.Common Stock | Common Stock | $7.41M | 0.7% |
| Goldman Sachs Group Inc.Common Stock | Common Stock | $7.09M | 0.7% |
| Enterprise Products PartnersUnit Ltd Partn | Unit Ltd Partn | $7.03M | 0.7% |
| Johnson & JohnsonCommon Stock | Common Stock | $6.99M | 0.7% |
| Blackrock Inc.Common Stock | Common Stock | $6.6M | 0.6% |
| Linde PLCSPONS ADR | SPONS ADR | $6.46M | 0.6% |
| Vanguard S&P 500 ETFVang ETF | Vang ETF | $6.36M | 0.6% |
| Dell Inc.Common Stock | Common Stock | $5.71M | 0.6% |
| Nextera EnergyCommon Stock | Common Stock | $5.48M | 0.5% |
| Rockwell AutomationCommon Stock | Common Stock | $5.37M | 0.5% |
| Intuitive SurgicalCommon Stock | Common Stock | $5.08M | 0.5% |
| Thermo Fisher ScientificCommon Stock | Common Stock | $5M | 0.5% |
| Alphabet Inc. Class CCommon Stock | Common Stock | $4.96M | 0.5% |
| TJX Inc.Common Stock | Common Stock | $4.82M | 0.5% |
| Baker Hughes CoCommon Stock | Common Stock | $4.81M | 0.5% |
| S&P Global Inc.S&P Global | S&P Global | $4.65M | 0.4% |
| Mastercard Inc.Common Stock | Common Stock | $4.57M | 0.4% |
| Home Depot Inc.Common Stock | Common Stock | $4.33M | 0.4% |
| Capital One FinancialCommon Stock | Common Stock | $4.2M | 0.4% |
| Morgan Stanley & CoCommon Stock | Common Stock | $4.19M | 0.4% |
| Lowes Companies Inc.Common Stock | Common Stock | $3.8M | 0.4% |
| Vanguard Total Stock Market ETFVang ETF | Vang ETF | $3.69M | 0.4% |
| Darden Restaurants Inc.Common Stock | Common Stock | $3.48M | 0.3% |
| Union Pacific Corp.Common Stock | Common Stock | $3.47M | 0.3% |
| Abbott LaboratoriesCommon Stock | Common Stock | $3.43M | 0.3% |
| Southern CompanyCommon Stock | Common Stock | $3.18M | 0.3% |
| Crowdstrike Hldgs Inc.Common Stock | Common Stock | $3.16M | 0.3% |
| Waste Management Inc.Common Stock | Common Stock | $3.08M | 0.3% |
| Ulta Beauty Inc..Common Stock | Common Stock | $3.02M | 0.3% |
Berkshire Hathaway Inc. ACL A$416M
- Class
- CL A
- Share
- 40.2%
Lam Research Corp.Common Stock$36.9M
- Class
- Common Stock
- Share
- 3.6%
Apple Inc.Common Stock$28.9M
- Class
- Common Stock
- Share
- 2.8%
Broadcom LimitedCommon Stock$28.4M
- Class
- Common Stock
- Share
- 2.7%
Nvidia Corp.Common Stock$27M
- Class
- Common Stock
- Share
- 2.6%
J.p. Morgan Chase & CoCommon Stock$20M
- Class
- Common Stock
- Share
- 1.9%
Microsoft Corp.Common Stock$16.6M
- Class
- Common Stock
- Share
- 1.6%
Alphabet Inc. Class ACommon Stock$16.4M
- Class
- Common Stock
- Share
- 1.6%
Eli Lilly & CompanyCommon Stock$15.5M
- Class
- Common Stock
- Share
- 1.5%
Costco Wholesale Corp.Common Stock$13.9M
- Class
- Common Stock
- Share
- 1.3%
Rtx Corp.Common Stock$11.8M
- Class
- Common Stock
- Share
- 1.1%
Amazon.com Inc.Common Stock$11.2M
- Class
- Common Stock
- Share
- 1.1%
Berkshire Hathaway Inc. BCL B$9.9M
- Class
- CL B
- Share
- 1.0%
Palo Alto NetworksCommon Stock$9.74M
- Class
- Common Stock
- Share
- 0.9%
Exxon Mobil CorporationCommon Stock$9.25M
- Class
- Common Stock
- Share
- 0.9%
Caterpillar Inc.Common Stock$8.87M
- Class
- Common Stock
- Share
- 0.9%
Vertex PharmaceuticalsCommon Stock$8.38M
- Class
- Common Stock
- Share
- 0.8%
Visa Inc..Common Stock$8.22M
- Class
- Common Stock
- Share
- 0.8%
Vertiv Holdings CoCommon Stock$7.98M
- Class
- Common Stock
- Share
- 0.8%
Abbvie Inc.Common Stock$7.88M
- Class
- Common Stock
- Share
- 0.8%
Taiwan Semiconductor Manufacturing ADRSponsored ADR$7.83M
- Class
- Sponsored ADR
- Share
- 0.8%
Eaton Corp.Common Stock$7.41M
- Class
- Common Stock
- Share
- 0.7%
Goldman Sachs Group Inc.Common Stock$7.09M
- Class
- Common Stock
- Share
- 0.7%
Enterprise Products PartnersUnit Ltd Partn$7.03M
- Class
- Unit Ltd Partn
- Share
- 0.7%
Johnson & JohnsonCommon Stock$6.99M
- Class
- Common Stock
- Share
- 0.7%
Blackrock Inc.Common Stock$6.6M
- Class
- Common Stock
- Share
- 0.6%
Linde PLCSPONS ADR$6.46M
- Class
- SPONS ADR
- Share
- 0.6%
Vanguard S&P 500 ETFVang ETF$6.36M
- Class
- Vang ETF
- Share
- 0.6%
Dell Inc.Common Stock$5.71M
- Class
- Common Stock
- Share
- 0.6%
Nextera EnergyCommon Stock$5.48M
- Class
- Common Stock
- Share
- 0.5%
Rockwell AutomationCommon Stock$5.37M
- Class
- Common Stock
- Share
- 0.5%
Intuitive SurgicalCommon Stock$5.08M
- Class
- Common Stock
- Share
- 0.5%
Thermo Fisher ScientificCommon Stock$5M
- Class
- Common Stock
- Share
- 0.5%
Alphabet Inc. Class CCommon Stock$4.96M
- Class
- Common Stock
- Share
- 0.5%
TJX Inc.Common Stock$4.82M
- Class
- Common Stock
- Share
- 0.5%
Baker Hughes CoCommon Stock$4.81M
- Class
- Common Stock
- Share
- 0.5%
S&P Global Inc.S&P Global$4.65M
- Class
- S&P Global
- Share
- 0.4%
Mastercard Inc.Common Stock$4.57M
- Class
- Common Stock
- Share
- 0.4%
Home Depot Inc.Common Stock$4.33M
- Class
- Common Stock
- Share
- 0.4%
Capital One FinancialCommon Stock$4.2M
- Class
- Common Stock
- Share
- 0.4%
Morgan Stanley & CoCommon Stock$4.19M
- Class
- Common Stock
- Share
- 0.4%
Lowes Companies Inc.Common Stock$3.8M
- Class
- Common Stock
- Share
- 0.4%
Vanguard Total Stock Market ETFVang ETF$3.69M
- Class
- Vang ETF
- Share
- 0.4%
Darden Restaurants Inc.Common Stock$3.48M
- Class
- Common Stock
- Share
- 0.3%
Union Pacific Corp.Common Stock$3.47M
- Class
- Common Stock
- Share
- 0.3%
Abbott LaboratoriesCommon Stock$3.43M
- Class
- Common Stock
- Share
- 0.3%
Southern CompanyCommon Stock$3.18M
- Class
- Common Stock
- Share
- 0.3%
Crowdstrike Hldgs Inc.Common Stock$3.16M
- Class
- Common Stock
- Share
- 0.3%
Waste Management Inc.Common Stock$3.08M
- Class
- Common Stock
- Share
- 0.3%
Ulta Beauty Inc..Common Stock$3.02M
- Class
- Common Stock
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 231 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1346378
- File number
- 028-11586
- Options
- 0 call, 0 put
- In the 25 largest
- 72.4%
- Prior quarter
- $856M at 31 March 2026
- Positions opened
- 30
- Positions closed
- 9
Common questions
What are Baldwin Investment Management’s 13F holdings worth?
$1.03 billion across 231 positions for the quarter ended 30 June 2026.
What is Baldwin Investment Management’s largest 13F holding?
Berkshire Hathaway Inc A (CL A) was the largest position at $416 million, or 40.2% of reported 13F value, as of 30 June 2026.
How concentrated is Baldwin Investment Management’s 13F portfolio?
The ten largest positions accounted for 59.9% of reported value and the twenty-five largest for 72.4%, across 231 positions as of 30 June 2026.
Does Form 13F show everything Baldwin Investment Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Baldwin Investment Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.