Baldwin Investment Management, LLC
Q2 2026 13F filing
Updated 46 days ago231 disclosed positions worth $1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A Berkshire Hathaway Inc A | $415.6M | 555 | 40.20% | Unchanged |
| 2 | L LRCX Lam Research Corp | $36.9M | 85.1K | 3.57% | Trimmed(-3.9%) |
| 3 | A AAPL Apple Inc | $28.9M | 99.8K | 2.79% | Added(+41.4%) |
| 4 | A AVGO Broadcom Limited | $28.4M | 75.2K | 2.75% | Added(+5.3%) |
| 5 | N NVDA Nvidia Corp | $27M | 134.9K | 2.61% | Added(+18.1%) |
| 6 | J JPM-PM J.P. Morgan Chase & Co | $20M | 61.2K | 1.94% | Added(+27.0%) |
| 7 | M MSFT Microsoft Corp | $16.6M | 44.4K | 1.60% | Added(+34.7%) |
| 8 | G GOOGN Alphabet Inc Class A | $16.4M | 45.9K | 1.59% | Added(+37.3%) |
| 9 | L LLY Eli Lilly & Company | $15.5M | 13.0K | 1.50% | Added(+18.5%) |
| 10 | C COST Costco Wholesale Corp | $13.9M | 14.9K | 1.35% | Added(+28.4%) |
| 11 | R RTX RTX Corp | $11.8M | 62.0K | 1.14% | Added(+39.3%) |
| 12 | A AMZN Amazon.com Inc | $11.2M | 46.8K | 1.08% | Added(+11.7%) |
| 13 | B BRK-A Berkshire Hathaway Inc B | $9.9M | 19.8K | 0.96% | Added(+1.9%) |
| 14 | P PANW Palo Alto Networks | $9.7M | 28.6K | 0.94% | Added(+7.4%) |
| 15 | X XOM Exxon Mobil Corporation | $9.3M | 67.7K | 0.90% | — |
| 16 | C CAT Caterpillar Inc | $8.9M | 8.3K | 0.86% | Added(+3.6%) |
| 17 | V VRTX Vertex Pharmaceuticals | $8.4M | 16.9K | 0.81% | Added(+7.7%) |
| 18 | V V Visa Inc. | $8.2M | 24.0K | 0.80% | Added(+12.2%) |
| 19 | V VRT Vertiv Holdings Co | $8M | 23.8K | 0.77% | Trimmed(-1.1%) |
| 20 | A ABBV Abbvie Inc | $7.9M | 31.3K | 0.76% | Added(+10.0%) |
| 21 | T TSMWF Taiwan Semiconductor Manufacturing ADR | $7.8M | 16.4K | 0.76% | Trimmed(-1.7%) |
| 22 | E ETN Eaton Corp | $7.4M | 17.4K | 0.72% | Added(+34.3%) |
| 23 | G GS-PD Goldman Sachs Group Inc | $7.1M | 7.0K | 0.69% | Added(+12.0%) |
| 24 | E EPDU Enterprise Products Partners | $7M | 191.3K | 0.68% | Trimmed(-0.3%) |
| 25 | J JNJ Johnson & Johnson | $7M | 27.5K | 0.68% | Added(+55.9%) |
| 26 | B BSTZ Blackrock Inc | $6.6M | 6.9K | 0.64% | Added(+48.7%) |
| 27 | L LIN Linde PLC | $6.5M | 12.4K | 0.62% | Added(+10.7%) |
| 28 | V VGES Vanguard S&P 500 Etf | $6.4M | 9.3K | 0.61% | Added(+0.9%) |
| 29 | D DELL Dell Inc | $5.7M | 13.2K | 0.55% | Added(+6.5%) |
| 30 | N NEE-PS Nextera Energy | $5.5M | 62.5K | 0.53% | Added(+66.1%) |
| 31 | R ROK Rockwell Automation | $5.4M | 10.8K | 0.52% | Added(+4.5%) |
| 32 | I ISRG Intuitive Surgical | $5.1M | 12.8K | 0.49% | Added(+17.9%) |
| 33 | T TMO Thermo Fisher Scientific | $5M | 10.0K | 0.48% | Added(+23.2%) |
| 34 | G GOOGN Alphabet Inc Class C | $5M | 14.0K | 0.48% | Trimmed(-6.1%) |
| 35 | T TJX TJX Inc | $4.8M | 31.8K | 0.47% | Added(+74.3%) |
| 36 | B BKR Baker Hughes Co | $4.8M | 86.7K | 0.47% | Added(+20.3%) |
| 37 | S SPGI S&P Global Inc | $4.7M | 11.4K | 0.45% | Added(+2.5%) |
| 38 | M MA Mastercard Inc | $4.6M | 8.9K | 0.44% | Added(+110.0%) |
| 39 | H HD Home Depot Inc | $4.3M | 12.3K | 0.42% | Added(+5.7%) |
| 40 | C COF-PN Capital One Financial | $4.2M | 21.0K | 0.41% | Added(+31.9%) |
| 41 | M MS-PP Morgan Stanley & Co | $4.2M | 20.1K | 0.41% | Added(+2.9%) |
| 42 | L LOW Lowes Companies Inc | $3.8M | 17.2K | 0.37% | Added(+68.5%) |
| 43 | V VGES Vanguard Total Stock Market ETF | $3.7M | 10.0K | 0.36% | Added(+17.5%) |
| 44 | D DRI Darden Restaurants Inc | $3.5M | 16.9K | 0.34% | Added(+41.1%) |
| 45 | U UNP Union Pacific Corp | $3.5M | 12.8K | 0.34% | Trimmed(-0.1%) |
| 46 | A ABT Abbott Laboratories | $3.4M | 37.8K | 0.33% | Trimmed(-5.0%) |
| 47 | S SOMN Southern Company | $3.2M | 33.2K | 0.31% | Added(+82.1%) |
| 48 | C CRWD Crowdstrike Hldgs Inc | $3.2M | 4.1K | 0.31% | Added(+296.5%) |
| 49 | W WM Waste Management Inc | $3.1M | 13.8K | 0.30% | Added(+28.5%) |
| 50 | ? N/A Ulta Beauty Inc. | $3M | 6.7K | 0.29% | Added(+97.4%) |