Baldwin Investment Management, LLC: 13F holdings
CIK 13463782026Q2
| Positions | 231 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 231 (+21 vs prior quarter) |
|---|
| Reported value | $1.0bn (+20.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK.A Berkshire Hathaway Inc A | 555 | $415.6m | 40.2% |
| LRCX Lam Research Corp | 85,114 | $36.9m | 3.6% |
| AAPL Apple Inc | 99,797 | $28.9m | 2.8% |
| AVGO Broadcom Limited | 75,155 | $28.4m | 2.7% |
| NVDA Nvidia Corp | 134,950 | $27.0m | 2.6% |
| JPM J.P. Morgan Chase & Co | 61,191 | $20.0m | 1.9% |
| MSFT Microsoft Corp | 44,413 | $16.6m | 1.6% |
| GOOGL Alphabet Inc Class A | 45,918 | $16.4m | 1.6% |
| LLY Eli Lilly & Company | 12,959 | $15.5m | 1.5% |
| COST Costco Wholesale Corp | 14,865 | $13.9m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1346378")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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