13F Insight
DOSSIER · 13F-HR · Q2 2026

Baldwin Investment Management, LLC

$1.0B in tracked AUM across 231 positions as of Q2 2026.

BI
CIK 0001346378 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
231
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Baldwin Investment Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/A
Berkshire Hathaway Inc A
$416M55540.2%02
LRCX
Lam Research Corp
$37M85K3.6%03
AAPL
Apple Inc
$29M100K2.8%04
AVGO
Broadcom Limited
$28M75K2.7%05
NVDA
Nvidia Corp
$27M135K2.6%06
JPM
J.P. Morgan Chase & Co
$20M61K1.9%07
MSFT
Microsoft Corp
$17M44K1.6%08
GOOGL
Alphabet Inc Class A
$16M46K1.6%09
LLY
Eli Lilly & Company
$16M13K1.5%10
COST
Costco Wholesale Corp
$14M15K1.3%

Filing history

2026Q2Jun 30
$1.0B▲ 20.8%
231 positionsView →2026Q1Mar 31
$856M▼ 3.4%
210 positionsView →2025Q4Dec 31
$886M▲ 1.4%
207 positionsView →2025Q3Sep 30
$873M▲ 5.4%
207 positionsView →2025Q2Jun 30
$828M▼ 0.4%
209 positionsLocked2025Q1Mar 31
$832M▲ 8.3%
200 positionsLocked2024Q4Dec 31
$768M▼ 3.8%
199 positionsLocked2024Q3Sep 30
$798M▲ 9.3%
213 positionsLocked2024Q2Jun 30
$730M▼ 1.0%
205 positionsLocked2024Q1Mar 31
$737M▲ 15.2%
209 positionsLocked2023Q4Dec 31
$640M▲ 7.0%
203 positionsLocked2023Q3Sep 30
$598M▼ 1.5%
192 positionsLocked
Showing 12 of 81