Baldwin Investment Management, LLC

Est. AUM

$855.7M

13F long equity, this entity only

Positions

210

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Berkshire Hathaway Inc A	CL A	$398.6M	555	46.58%	SOLE
2	Broadcom Limited	Common Stock	$22.1M	71361	2.58%	SOLE
3	Nvidia Corp	Common Stock	$19.9M	114277	2.33%	SOLE
4	Lam Research Corp	Common Stock	$18.9M	88594	2.21%	SOLE
5	Apple Inc	Common Stock	$17.9M	70571	2.09%	SOLE
6	J.P. Morgan Chase & Co	Common Stock	$14.2M	48174	1.66%	SOLE
7	Microsoft Corp	Common Stock	$12.2M	32974	1.43%	SOLE
8	Costco Wholesale Corp	Common Stock	$11.5M	11581	1.35%	SOLE
9	Eli Lilly & Company	Common Stock	$10.1M	10940	1.18%	SOLE
10	Alphabet Inc Class A	Common Stock	$9.6M	33454	1.12%	SOLE
11	Exxon Mobil Corporation	Common Stock	$9.4M	55219	1.09%	SOLE
12	Berkshire Hathaway Inc B	CL B	$9.3M	19428	1.09%	SOLE
13	Amazon.com Inc	Common Stock	$8.7M	41916	1.02%	SOLE
14	RTX Corp	Common Stock	$8.6M	44529	1.00%	SOLE
15	Enterprise Products Partners	Unit Ltd Partn	$7.3M	191838	0.85%	SOLE
16	Vertex Pharmaceuticals	Common Stock	$7.0M	15662	0.82%	SOLE
17	Visa Inc.	Common Stock	$6.5M	21372	0.75%	SOLE
18	Abbvie Inc	Common Stock	$6.2M	28449	0.72%	SOLE
19	Vertiv Holdings Co	Common Stock	$6.0M	24092	0.71%	SOLE
20	Caterpillar Inc	Common Stock	$5.7M	8040	0.67%	SOLE
21	Taiwan Semiconductor Manufacturing ADR	Sponsored ADR	$5.6M	16672	0.66%	SOLE
22	Linde PLC	SPONS ADR	$5.6M	11242	0.65%	SOLE
23	Vanguard S&P 500 Etf	Vang ETF	$5.5M	9177	0.64%	SOLE
24	Goldman Sachs Group Inc	Common Stock	$5.3M	6256	0.62%	SOLE
25	Intuitive Surgical	Common Stock	$5.0M	10825	0.58%	SOLE
26	S&P Global Inc	S&P Global	$4.7M	11137	0.55%	SOLE
27	Eaton Corp	Common Stock	$4.6M	12950	0.54%	SOLE
28	Blackrock Inc	Common Stock	$4.4M	4617	0.52%	SOLE
29	Baker Hughes Co	Common Stock	$4.4M	72062	0.51%	SOLE
30	Johnson & Johnson	Common Stock	$4.3M	17653	0.50%	SOLE
31	Alphabet Inc Class C	Common Stock	$4.3M	14951	0.50%	SOLE
32	Palo Alto Networks	Common Stock	$4.3M	26583	0.50%	SOLE
33	Abbott Laboratories	Common Stock	$4.1M	39819	0.48%	SOLE
34	Thermo Fisher Scientific	Common Stock	$4.0M	8102	0.47%	SOLE
35	Home Depot Inc	Common Stock	$3.8M	11628	0.45%	SOLE
36	Rockwell Automation	Common Stock	$3.7M	10377	0.44%	SOLE
37	Nextera Energy	Common Stock	$3.5M	37608	0.41%	SOLE
38	Morgan Stanley & Co	Common Stock	$3.2M	19501	0.38%	SOLE
39	Union Pacific Corp	Common Stock	$3.1M	12778	0.36%	SOLE
40	TJX Inc	Common Stock	$2.9M	18271	0.34%	SOLE
41	Capital One Financial	Common Stock	$2.9M	15882	0.34%	SOLE
42	Vanguard Total Stock Market ETF	Vang ETF	$2.7M	8480	0.32%	SOLE
43	Zoetis Inc	Common Stock	$2.6M	21952	0.30%	SOLE
44	Autodesk Inc	Common Stock	$2.6M	10657	0.30%	SOLE
45	Waste Management Inc	Common Stock	$2.5M	10746	0.29%	SOLE
46	Lowes Companies Inc	Common Stock	$2.4M	10232	0.28%	SOLE
47	Darden Restaurants Inc	Common Stock	$2.3M	11971	0.27%	SOLE
48	McDonald's Corp	Common Stock	$2.3M	7283	0.26%	SOLE
49	Danaher Corp	Common Stock	$2.3M	11900	0.26%	SOLE
50	Deere & Co	Common Stock	$2.1M	3785	0.25%	SOLE

1–50 of 210

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.