StockDriftsStockDriftsTop 50 Baldwin Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | Berkshire Hathaway Inc A | 40.2% | 555 | $415.6M | +0.00%(+0) | $168600.00(+366.04%) | 2026-06-30 | |
| LRCX | Lam Research Corp | 3.57% | 85.1K | $36.9M | -3.93%(-3.48K) | $23.21(+1254.47%) | 2026-06-30 | |
| AAPL | Apple Inc | 2.79% | 99.8K | $28.9M | +41.41%(+29.23K) | $132.20(+131.97%) | 2026-06-30 | |
| AVGO | Broadcom Limited | 2.75% | 75.2K | $28.4M | +5.32%(+3.79K) | $49.73(+745.35%) | 2026-06-30 | |
| NVDA | Nvidia Corp | 2.61% | 134.9K | $27.0M | +18.09%(+20.67K) | $44.05(+400.49%) | 2026-06-30 | |
| JPM | J.P. Morgan Chase & Co | 1.94% | 61.2K | $20.0M | +27.02%(+13.02K) | $141.77(+154.98%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 1.6% | 44.4K | $16.6M | +34.69%(+11.44K) | $219.89(+128.64%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Class A | 1.59% | 45.9K | $16.4M | +37.26%(+12.46K) | $129.53(+171.35%) | 2026-06-30 | |
| LLY | Eli Lilly & Company | 1.5% | 13.0K | $15.5M | +18.46%(+2.02K) | $486.02(+152.85%) | 2026-06-30 | |
| COST | Costco Wholesale Corp | 1.35% | 14.9K | $13.9M | +28.36%(+3.28K) | $443.43(+114.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.93% | +47.89% | +7.16% | +41.29% |
| Top 20 Holdings Unweighted | +25.94% | +99.75% | +15.43% | +104.94% |
Baldwin Investment Management, LLC reports $1.03B in US-listed equity holdings across 231 positions in its most recent 13F filing. Its largest disclosed positions are BRK.A (40.2%), LRCX (3.6%) and AAPL (2.8%). The top 20 holdings account for 68.78% of reported assets. Its disclosed equity book has returned +47.89% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baldwin Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1346378). View Baldwin Investment Management, LLC’s 13F filings on SEC