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Baldwin Investment Management, LLC

Q2 2026 13F filing

Updated 46 days ago

231 disclosed positions worth $1B

Portfolio value
$1B
Total holdings
231
New positions
30
Closed positions
9
Increased
106
Decreased
61
Turnover
16.9%
Filed
2026-07-28

Full holdings

Every line item disclosed in Q2 2026

B

Berkshire Hathaway Inc A

Unchanged
Value
$415.6M
Shares
555
% Port
40.20%
L

Lam Research Corp

-3.9%
Value
$36.9M
Shares
85.1K
% Port
3.57%
A

Apple Inc

+41.4%
Value
$28.9M
Shares
99.8K
% Port
2.79%
A

Broadcom Limited

+5.3%
Value
$28.4M
Shares
75.2K
% Port
2.75%
N

Nvidia Corp

+18.1%
Value
$27M
Shares
134.9K
% Port
2.61%
J

J.P. Morgan Chase & Co

+27.0%
Value
$20M
Shares
61.2K
% Port
1.94%
M

Microsoft Corp

+34.7%
Value
$16.6M
Shares
44.4K
% Port
1.60%
G

Alphabet Inc Class A

+37.3%
Value
$16.4M
Shares
45.9K
% Port
1.59%
L
9.LLY

Eli Lilly & Company

+18.5%
Value
$15.5M
Shares
13.0K
% Port
1.50%
C
10.COST

Costco Wholesale Corp

+28.4%
Value
$13.9M
Shares
14.9K
% Port
1.35%
R
11.RTX

RTX Corp

+39.3%
Value
$11.8M
Shares
62.0K
% Port
1.14%
A
12.AMZN

Amazon.com Inc

+11.7%
Value
$11.2M
Shares
46.8K
% Port
1.08%
B

Berkshire Hathaway Inc B

+1.9%
Value
$9.9M
Shares
19.8K
% Port
0.96%
P
14.PANW

Palo Alto Networks

+7.4%
Value
$9.7M
Shares
28.6K
% Port
0.94%
X
15.XOM

Exxon Mobil Corporation

Value
$9.3M
Shares
67.7K
% Port
0.90%
C
16.CAT

Caterpillar Inc

+3.6%
Value
$8.9M
Shares
8.3K
% Port
0.86%
V
17.VRTX

Vertex Pharmaceuticals

+7.7%
Value
$8.4M
Shares
16.9K
% Port
0.81%
V
18.V

Visa Inc.

+12.2%
Value
$8.2M
Shares
24.0K
% Port
0.80%
V
19.VRT

Vertiv Holdings Co

-1.1%
Value
$8M
Shares
23.8K
% Port
0.77%
A
20.ABBV

Abbvie Inc

+10.0%
Value
$7.9M
Shares
31.3K
% Port
0.76%
T

Taiwan Semiconductor Manufacturing ADR

-1.7%
Value
$7.8M
Shares
16.4K
% Port
0.76%
E
22.ETN

Eaton Corp

+34.3%
Value
$7.4M
Shares
17.4K
% Port
0.72%
G

Goldman Sachs Group Inc

+12.0%
Value
$7.1M
Shares
7.0K
% Port
0.69%
E
24.EPDU

Enterprise Products Partners

-0.3%
Value
$7M
Shares
191.3K
% Port
0.68%
J
25.JNJ

Johnson & Johnson

+55.9%
Value
$7M
Shares
27.5K
% Port
0.68%
B
26.BSTZ

Blackrock Inc

+48.7%
Value
$6.6M
Shares
6.9K
% Port
0.64%
L
27.LIN

Linde PLC

+10.7%
Value
$6.5M
Shares
12.4K
% Port
0.62%
V
28.VGES

Vanguard S&P 500 Etf

+0.9%
Value
$6.4M
Shares
9.3K
% Port
0.61%
D
29.DELL

Dell Inc

+6.5%
Value
$5.7M
Shares
13.2K
% Port
0.55%
N

Nextera Energy

+66.1%
Value
$5.5M
Shares
62.5K
% Port
0.53%
R
31.ROK

Rockwell Automation

+4.5%
Value
$5.4M
Shares
10.8K
% Port
0.52%
I
32.ISRG

Intuitive Surgical

+17.9%
Value
$5.1M
Shares
12.8K
% Port
0.49%
T
33.TMO

Thermo Fisher Scientific

+23.2%
Value
$5M
Shares
10.0K
% Port
0.48%
G

Alphabet Inc Class C

-6.1%
Value
$5M
Shares
14.0K
% Port
0.48%
T
35.TJX

TJX Inc

+74.3%
Value
$4.8M
Shares
31.8K
% Port
0.47%
B
36.BKR

Baker Hughes Co

+20.3%
Value
$4.8M
Shares
86.7K
% Port
0.47%
S
37.SPGI

S&P Global Inc

+2.5%
Value
$4.7M
Shares
11.4K
% Port
0.45%
M
38.MA

Mastercard Inc

+110.0%
Value
$4.6M
Shares
8.9K
% Port
0.44%
H
39.HD

Home Depot Inc

+5.7%
Value
$4.3M
Shares
12.3K
% Port
0.42%
C

Capital One Financial

+31.9%
Value
$4.2M
Shares
21.0K
% Port
0.41%
M

Morgan Stanley & Co

+2.9%
Value
$4.2M
Shares
20.1K
% Port
0.41%
L
42.LOW

Lowes Companies Inc

+68.5%
Value
$3.8M
Shares
17.2K
% Port
0.37%
V
43.VGES

Vanguard Total Stock Market ETF

+17.5%
Value
$3.7M
Shares
10.0K
% Port
0.36%
D
44.DRI

Darden Restaurants Inc

+41.1%
Value
$3.5M
Shares
16.9K
% Port
0.34%
U
45.UNP

Union Pacific Corp

-0.1%
Value
$3.5M
Shares
12.8K
% Port
0.34%
A
46.ABT

Abbott Laboratories

-5.0%
Value
$3.4M
Shares
37.8K
% Port
0.33%
S
47.SOMN

Southern Company

+82.1%
Value
$3.2M
Shares
33.2K
% Port
0.31%
C
48.CRWD

Crowdstrike Hldgs Inc

+296.5%
Value
$3.2M
Shares
4.1K
% Port
0.31%
W
49.WM

Waste Management Inc

+28.5%
Value
$3.1M
Shares
13.8K
% Port
0.30%
?
50.N/A

Ulta Beauty Inc.

+97.4%
Value
$3M
Shares
6.7K
% Port
0.29%