Baldwin Investment Management, LLC
Baldwin Investment Management, LLC reported 231 holdings worth US$1.03B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Baldwin Investment Management, LLC reported 231 holdings worth US$1.03B as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Lam Research Corporation and Apple Inc. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 231
- Value as reported
- US$1.03B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 850K | US$426M | 41.2% |
| Lam Research Corporation | 85,114 | US$36.9M | 3.6% |
| Apple Inc | 99,797 | US$28.9M | 2.8% |
| Broadcom Inc. | 75,155 | US$28.4M | 2.7% |
| Nvidia Corporation | 135K | US$27M | 2.6% |
| Alphabet Inc (google) Class C | 59,800 | US$21.4M | 2.1% |
| Jp Morgan Chase & Co. | 61,191 | US$20M | 1.9% |
| Microsoft Corp. | 44,413 | US$16.6M | 1.6% |
| Eli Lilly And Company | 12,959 | US$15.5M | 1.5% |
| Costco Wholesale Corporation | 14,865 | US$13.9M | 1.3% |
| Rtx Corporation | 62,019 | US$11.8M | 1.1% |
| Amazon.com, Inc. | 46,834 | US$11.2M | 1.1% |
| Palo Alto Networks, Inc. | 28,553 | US$9.74M | 0.94% |
| Caterpillar, Inc. | 8,327 | US$8.87M | 0.86% |
| Vertex Pharmaceuticals Incorporated | 16,870 | US$8.38M | 0.81% |
| Visa Inc. | 23,968 | US$8.22M | 0.80% |
| Vertiv Holdings, Llc | 23,823 | US$7.98M | 0.77% |
| Abbvie Inc. | 31,297 | US$7.88M | 0.76% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 16,395 | US$7.83M | 0.76% |
| Goldman Sachs Group, Inc. (the) | 7,008 | US$7.09M | 0.69% |
| Enterprise Products Partners L.p. | 191K | US$7.03M | 0.68% |
| Johnson & Johnson | 27,516 | US$6.99M | 0.68% |
| Blackrock, Inc. | 6,867 | US$6.6M | 0.64% |
| Dell Technologies Inc. | 13,240 | US$5.71M | 0.55% |
| Nextera Energy, Inc. | 62,458 | US$5.48M | 0.53% |
| Rockwell Automation, Inc. | 10,843 | US$5.37M | 0.52% |
| Intuitive Surgical, Inc. | 12,766 | US$5.08M | 0.49% |
| Thermo Fisher Scientific Inc | 9,982 | US$5M | 0.48% |
| Tjx Companies, Inc. (the) | 31,845 | US$4.82M | 0.47% |
| Baker Hughes Company | 86,680 | US$4.81M | 0.47% |
| S&p Global Inc. | 11,421 | US$4.65M | 0.45% |
| Mastercard Incorporated | 8,901 | US$4.57M | 0.44% |
| Home Depot, Inc. (the) | 12,291 | US$4.33M | 0.42% |
| Capital One Financial Corporation | 20,953 | US$4.2M | 0.41% |
| Morgan Stanley | 20,065 | US$4.19M | 0.41% |
| Lowe's Companies, Inc. | 17,240 | US$3.8M | 0.37% |
| Darden Restaurants, Inc. | 16,895 | US$3.48M | 0.34% |
| Union Pacific Corporation | 12,763 | US$3.47M | 0.34% |
| Abbott Laboratories | 37,845 | US$3.43M | 0.33% |
| Southern Company (the) | 33,202 | US$3.18M | 0.31% |
| Crowdstrike Holdings, Inc. | 4,143 | US$3.16M | 0.31% |
| Waste Management, Inc. | 13,806 | US$3.08M | 0.30% |
| Ulta Beauty, Inc. | 6,690 | US$3.02M | 0.29% |
| Marvell Technology, Inc. | 10,071 | US$3M | 0.29% |
| Deere & Company | 4,536 | US$2.88M | 0.28% |
| Asml Holding Nv | 1,426 | US$2.84M | 0.27% |
| Pepsico, Inc. | 20,225 | US$2.74M | 0.26% |
| Chevron Corporation | 15,784 | US$2.62M | 0.25% |
| First Solar, Inc. | 10,509 | US$2.48M | 0.24% |
| Freeport-mcmoran, Inc. | 39,212 | US$2.47M | 0.24% |
| T-mobile Us, Inc. | 14,661 | US$2.46M | 0.24% |
| Synopsys, Inc. | 5,468 | US$2.44M | 0.24% |
| Meta Platforms, Inc. | 4,272 | US$2.41M | 0.23% |
| Datadog, Inc. | 9,206 | US$2.4M | 0.23% |
| Borgwarner Inc. | 36,018 | US$2.39M | 0.23% |
| Coca-cola Company (the) | 28,955 | US$2.35M | 0.23% |
| Mcdonald's Corporation | 8,494 | US$2.3M | 0.22% |
| Danaher Corporation | 11,881 | US$2.26M | 0.22% |
| Netflix, Inc. | 31,468 | US$2.25M | 0.22% |
| American Express Company | 6,601 | US$2.23M | 0.22% |
| Texas Instruments Incorporated | 7,349 | US$2.19M | 0.21% |
| International Business Machines Corporation | 7,699 | US$2.17M | 0.21% |
| Walt Disney Company (the) | 22,282 | US$2.14M | 0.21% |
| Icici Bank Limited | 73,112 | US$2.12M | 0.21% |
| Viking Holdings Ltd | 20,250 | US$2.12M | 0.21% |
| Walmart Inc. | 16,621 | US$1.88M | 0.18% |
| Cisco Systems, Inc. | 15,758 | US$1.85M | 0.18% |
| Mckesson Corporation | 2,306 | US$1.74M | 0.17% |
| American Tower Corporation (reit) | 10,619 | US$1.74M | 0.17% |
| Oracle Corporation | 11,520 | US$1.69M | 0.16% |
| Starbucks Corporation | 16,137 | US$1.65M | 0.16% |
| Tractor Supply Company | 48,815 | US$1.54M | 0.15% |
| Welltower Inc. | 6,392 | US$1.45M | 0.14% |
| Micron Technology, Inc. | 1,227 | US$1.42M | 0.14% |
| Blackstone Inc. | 12,009 | US$1.41M | 0.14% |
| Mondelez International, Inc. | 23,539 | US$1.36M | 0.13% |
| Mettler-toledo International, Inc. | 1,047 | US$1.34M | 0.13% |
| Diamondback Energy, Inc. | 7,103 | US$1.25M | 0.12% |
| Edwards Lifesciences Corporation | 13,730 | US$1.24M | 0.12% |
| Air Products And Chemicals, Inc. | 4,030 | US$1.18M | 0.11% |
| Axalta Coating Systems Ltd. | 34,322 | US$1.17M | 0.11% |
| Zoetis Inc. | 15,799 | US$1.14M | 0.11% |
| Merck & Company, Inc. | 8,728 | US$1.12M | 0.11% |
| Yum! Brands, Inc. | 6,957 | US$1.11M | 0.11% |
| Ares Capital Corporation | 59,409 | US$1.1M | 0.11% |
| L3harris Technologies, Inc. | 3,740 | US$1.09M | 0.11% |
| Cme Group Inc. | 4,912 | US$1.08M | 0.10% |
| Prologis, Inc. | 7,961 | US$1.08M | 0.10% |
| Pfizer, Inc. | 44,312 | US$1.07M | 0.10% |
| Boeing Company (the) | 4,880 | US$1.06M | 0.10% |
| Unitedhealth Group Incorporated | 2,529 | US$1.05M | 0.10% |
| Ge Vernova Inc. | 874 | US$1.03M | 0.10% |
| Shopify Inc. | 8,923 | US$1.02M | 0.10% |
| Procter & Gamble Company (the) | 6,863 | US$1.01M | 0.10% |
| Novo Nordisk A/s Class B | 20,958 | US$1M | 0.10% |
| Analog Devices, Inc. | 2,510 | US$997K | 0.10% |
| Cencora, Inc. | 3,400 | US$962K | 0.09% |
| Stryker Corporation | 2,968 | US$934K | 0.09% |
| Corteva, Inc. | 10,929 | US$926K | 0.09% |
| Duke Energy Corporation (holding Company) | 7,218 | US$914K | 0.09% |
Every holding of Baldwin Investment Management, LLC
Source
View original at SEC
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