Institutional Manager · CIK 0001346378
Baldwin Investment Management, LLC
WEST CONSHOHOCKEN, PA · File #028-11586
Latest AUM
$885.8M
Positions
207
Top-10 Concentration
75.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025207 pos · $885.8M
- 13F HOLDINGS REPORTQ/E Sep 2025207 pos · $873.4M
- 13F HOLDINGS REPORTQ/E Jun 2025209 pos · $828.4M
- 13F HOLDINGS REPORTQ/E Mar 2025200 pos · $831.9M
- 13F HOLDINGS REPORTQ/E Dec 2024199 pos · $767.9M
- 13F HOLDINGS REPORTQ/E Sep 2024213 pos · $797.9M
- 13F HOLDINGS REPORTQ/E Jun 2024205 pos · $730.2M
- 13F HOLDINGS REPORTQ/E Mar 2024209 pos · $737.3M
- 13F HOLDINGS REPORTQ/E Dec 2023192 pos · $598.1M
- 13F HOLDINGS REPORTQ/E Sep 2023196 pos · $607.0M
- 13F HOLDINGS REPORTQ/E Jun 2023199 pos · $563.6M
- 13F HOLDINGS REPORTQ/E Mar 2023195 pos · $553.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc A | BRK-A | 556 | $419.7M | 55.97% |
| 2 | Broadcom Limited | AVGO | 73,420 | $25.4M | 3.39% |
| 3 | Nvidia Corp | NVDA | 115,629 | $21.6M | 2.88% |
| 4 | Apple Inc | AAPL | 69,950 | $19.0M | 2.54% |
| 5 | Lam Research Corp | LRCX | 98,134 | $16.8M | 2.24% |
| 6 | Microsoft Corp | MSFT | 32,411 | $15.7M | 2.09% |
| 7 | J.P. Morgan Chase & Co | VYLD | 48,114 | $15.5M | 2.07% |
| 8 | Eli Lilly & Company | LLY | 10,976 | $11.8M | 1.57% |
| 9 | Alphabet Inc Class A | GOOG | 33,629 | $10.5M | 1.40% |
| 10 | Costco Wholesale Corp | 22160K105 | 11,356 | $9.8M | 1.31% |
| 11 | Amazon.com Inc | AMZN | 41,192 | $9.5M | 1.27% |
| 12 | Berkshire Hathaway Inc B | BRK-A | 18,174 | $9.1M | 1.22% |
| 13 | RTX Corp | RTX | 44,853 | $8.2M | 1.10% |
| 14 | Visa Inc. | V | 21,322 | $7.5M | 1.00% |
| 15 | Vertex Pharmaceuticals | VRTX | 15,554 | $7.1M | 0.94% |
| 16 | Exxon Mobil Corporation | XOM | 56,311 | $6.8M | 0.90% |
| 17 | Abbvie Inc | ABBV | 28,549 | $6.5M | 0.87% |
| 18 | Enterprise Products Partners | 293792107 | 191,988 | $6.2M | 0.82% |
| 19 | Intuitive Surgical | ISRG | 10,566 | $6.0M | 0.80% |
| 20 | Vanguard S&P 500 Etf | 922908363 | 8,884 | $5.6M | 0.74% |