Baldwin Investment Management, LLC — 13F holdings

Baldwin Investment Management, LLC reported 231 holdings worth $1.03B in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. BRK.A BERKSHIRE HATHAWAY INC DEL — $416M (40.2%)
2. LRCX LAM RESEARCH CORP — $36.9M (3.6%)
3. AAPL APPLE INC — $28.9M (2.8%)
4. AVGO BROADCOM INC — $28.4M (2.7%)
5. NVDA NVIDIA CORPORATION — $27.0M (2.6%)
6. JPM JPMorgan Chase & Co. — $20.0M (1.9%)
7. MSFT MICROSOFT CORP — $16.6M (1.6%)
8. GOOGL ALPHABET INC — $16.4M (1.6%)
9. LLY ELI LILLY & CO — $15.5M (1.5%)
10. COST COSTCO WHSL CORP NEW — $13.9M (1.3%)