StockDriftsStockDriftsTop 50 Baldwin Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | Berkshire Hathaway Inc A | 46.58% | 555 | $398.6M | -0.18%(-1) | $168600.00(+331.30%) | 2026-03-31 | |
| AVGO | Broadcom Limited | 2.58% | 71.4K | $22.1M | -2.80%(-2.06K) | $34.53(+1173.69%) | 2026-03-31 | |
| NVDA | Nvidia Corp | 2.33% | 114.3K | $19.9M | -1.17%(-1.35K) | $18.98(+1142.13%) | 2026-03-31 | |
| LRCX | Lam Research Corp | 2.21% | 88.6K | $18.9M | -9.72%(-9.54K) | $23.21(+1188.71%) | 2026-03-31 | |
| AAPL | Apple Inc | 2.09% | 70.6K | $17.9M | +0.89%(+621) | $75.96(+292.56%) | 2026-03-31 | |
| JPM | J.P. Morgan Chase & Co | 1.66% | 48.2K | $14.2M | +0.12%(+60) | $97.52(+207.54%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 1.43% | 33.0K | $12.2M | +1.74%(+563) | $169.21(+141.97%) | 2026-03-31 | |
| COST | Costco Wholesale Corp | 1.35% | 11.6K | $11.5M | +1.98%(+225) | $295.23(+252.69%) | 2026-03-31 | |
| LLY | Eli Lilly & Company | 1.18% | 10.9K | $10.1M | -0.33%(-36) | $383.22(+162.69%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Class A | 1.12% | 33.5K | $9.6M | -0.52%(-175) | $60.26(+565.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.32% | +57.39% |
| Top 20 Holdings Unweighted | +25.64% | +98.32% |
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