Baldwin Investment Management, LLC Top Holdings and 13F Report (2026)

About Baldwin Investment Management, LLC

Investment Activity

Baldwin Investment Management, LLC has $1.03 billion in total holdings as of June 30, 2026.
Baldwin Investment Management, LLC owns shares of 231 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 11.24% of the portfolio was purchased this quarter.
About 2.55% of the portfolio was sold this quarter.
This quarter, Baldwin Investment Management, LLC has purchased 210 new stocks and bought additional shares in 106 stocks.
Baldwin Investment Management, LLC sold shares of 61 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $415,611,750
Lam Research Corp: $36,882,509
Apple: $28,877,186
Broadcom: $28,389,704
NVIDIA: $27,002,141

Largest New Holdings this Quarter

30233Q108 - Exxon Mobil Corporation: $9,252,852 Holding
882508104 - Texas Instruments: $2,190,516 Holding
438516205 - Honeywell International: $1,689,871 Holding
43849R105 - Honeywell Aerospace Inc.: $1,555,298 Holding
863667101 - Stryker: $934,445 Holding

Largest Purchases this Quarter

Exxon Mobil Corporation: 67,677 shares (about $9.25M)
Apple: 29,226 shares (about $8.46M)
Alphabet: 12,464 shares (about $4.45M)
Microsoft: 11,439 shares (about $4.27M)
JPMorgan Chase & Co.: 13,017 shares (about $4.26M)

Largest Sales this Quarter

Autodesk: 7,778 shares (about $1.51M)
Lam Research Corp: 3,480 shares (about $1.51M)
Marvell Technology: 2,439 shares (about $726.55K)
Axalta Coating Systems: 19,707 shares (about $674.37K)
Bank of America: 10,000 shares (about $569.80K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.A Berkshire Hathaway	$415,611,750		0.0%	555	40.2%	Finance
Lam Research Corp	$36,882,509	$1,507,991 â–¼	-3.9%	85,114	3.6%	Common Stock
AAPL Apple	$28,877,186	$8,456,814 â–²	41.4%	99,797	2.8%	Computer and Technology
AVGO Broadcom	$28,389,704	$1,433,179 â–²	5.3%	75,155	2.7%	Computer and Technology
NVDA NVIDIA	$27,002,141	$4,136,460 â–²	18.1%	134,950	2.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$20,029,787	$4,260,884 â–²	27.0%	61,191	1.9%	Finance
MSFT Microsoft	$16,567,003	$4,266,993 â–²	34.7%	44,413	1.6%	Computer and Technology
GOOGL Alphabet	$16,409,848	$4,454,296 â–²	37.3%	45,918	1.6%	Computer and Technology
LLY Eli Lilly and Company	$15,543,057	$2,421,594 â–²	18.5%	12,959	1.5%	Medical
COST Costco Wholesale	$13,905,630	$3,072,054 â–²	28.4%	14,865	1.3%	Retail/Wholesale
RTX RTX	$11,766,907	$3,318,390 â–²	39.3%	62,019	1.1%	Aerospace
AMZN Amazon.com	$11,162,416	$1,172,156 â–²	11.7%	46,834	1.1%	Retail/Wholesale
BRK.B Berkshire Hathaway	$9,904,219	$182,642 â–²	1.9%	19,793	1.0%	Finance
PANW Palo Alto Networks	$9,737,144	$671,809 â–²	7.4%	28,553	0.9%	Computer and Technology
Exxon Mobil Corporation	$9,252,852	$9,252,852 â–²	New Holding	67,677	0.9%	Common Stock
CAT Caterpillar	$8,867,422	$305,626 â–²	3.6%	8,327	0.9%	Industrials
VRTX Vertex Pharmaceuticals	$8,379,835	$600,050 â–²	7.7%	16,870	0.8%	Medical
V Visa	$8,223,275	$890,672 â–²	12.1%	23,968	0.8%	Business Services
VRT Vertiv	$7,976,468	$90,067 â–¼	-1.1%	23,823	0.8%	Computer and Technology
ABBV AbbVie	$7,875,613	$716,674 â–²	10.0%	31,297	0.8%	Medical
TSM Taiwan Semiconductor Manufacturing	$7,829,760	$132,287 â–¼	-1.7%	16,395	0.8%	Computer and Technology
ETN Eaton	$7,411,931	$1,893,677 â–²	34.3%	17,394	0.7%	Industrials
GS The Goldman Sachs Group	$7,087,620	$760,544 â–²	12.0%	7,008	0.7%	Finance
EPD Enterprise Products Partners	$7,033,585	$18,380 â–¼	-0.3%	191,338	0.7%	Energy
JNJ Johnson & Johnson	$6,988,173	$2,504,883 â–²	55.9%	27,516	0.7%	Medical
Blackrock Inc	$6,602,859	$2,163,453 â–²	48.7%	6,867	0.6%	Common Stock
Linde PLC	$6,457,472	$623,745 â–²	10.7%	12,444	0.6%	SPONS ADR
VOO Vanguard S&P 500 ETF	$6,357,510	$54,942 â–²	0.9%	9,257	0.6%	ETF
DELL Dell Technologies	$5,712,530	$350,777 â–²	6.5%	13,240	0.6%	Computer and Technology
NEE NextEra Energy	$5,481,947	$2,181,088 â–²	66.1%	62,458	0.5%	Utilities
ROK Rockwell Automation	$5,368,152	$230,707 â–²	4.5%	10,843	0.5%	Computer and Technology
ISRG Intuitive Surgical	$5,076,783	$771,897 â–²	17.9%	12,766	0.5%	Medical
TMO Thermo Fisher Scientific	$5,004,694	$942,579 â–²	23.2%	9,982	0.5%	Medical
GOOG Alphabet	$4,961,107	$321,530 â–¼	-6.1%	14,041	0.5%	Computer and Technology
TJX TJX Companies	$4,824,518	$2,056,461 â–²	74.3%	31,845	0.5%	Retail/Wholesale
BKR Baker Hughes	$4,810,728	$811,297 â–²	20.3%	86,680	0.5%	Energy
SPGI S&P Global	$4,651,481	$115,666 â–²	2.6%	11,421	0.4%	Finance
MA Mastercard	$4,571,554	$2,394,917 â–²	110.0%	8,901	0.4%	Business Services
HD Home Depot	$4,334,790	$233,827 â–²	5.7%	12,291	0.4%	Retail/Wholesale
COF Capital One Financial	$4,203,655	$1,017,360 â–²	31.9%	20,953	0.4%	Finance
MS Morgan Stanley	$4,194,325	$117,897 â–²	2.9%	20,065	0.4%	Finance
LOW Lowe's Companies	$3,801,235	$1,545,189 â–²	68.5%	17,240	0.4%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$3,686,165	$548,373 â–²	17.5%	9,962	0.4%	ETF
DRI Darden Restaurants	$3,480,539	$1,014,393 â–²	41.1%	16,895	0.3%	Retail/Wholesale
UNP Union Pacific	$3,471,536	$4,080 â–¼	-0.1%	12,763	0.3%	Transportation
ABT Abbott Laboratories	$3,434,022	$179,119 â–¼	-5.0%	37,845	0.3%	Medical
SO Southern	$3,177,763	$1,432,300 â–²	82.1%	33,202	0.3%	Utilities
CRWD CrowdStrike	$3,161,689	$2,364,208 â–²	296.5%	4,143	0.3%	Computer and Technology
WM Waste Management	$3,077,081	$682,013 â–²	28.5%	13,806	0.3%	Business Services
ULTA Ulta Beauty	$3,017,056	$1,488,685 â–²	97.4%	6,690	0.3%	Retail/Wholesale
MRVL Marvell Technology	$3,000,050	$726,554 â–¼	-19.5%	10,071	0.3%	Computer and Technology
DE Deere & Company	$2,877,321	$476,382 â–²	19.8%	4,536	0.3%	Industrials
ASML ASML	$2,836,941	$183,028 â–²	6.9%	1,426	0.3%	Computer and Technology
PEP PepsiCo	$2,738,465	$1,155,097 â–²	73.0%	20,225	0.3%	Consumer Staples
VXUS Vanguard Total International Stock ETF	$2,681,625	$551,833 â–²	25.9%	31,368	0.3%	ETF
CVX Chevron	$2,616,356	$1,199,108 â–²	84.6%	15,784	0.3%	Energy
SPY SPDR S&P 500 ETF Trust	$2,536,889	$410,742 â–²	19.3%	3,397	0.2%	Finance
FSLR First Solar	$2,479,704	$1,084,472 â–²	77.7%	10,509	0.2%	Energy
CB Chubb	$2,475,476	$365,273 â–²	17.3%	7,265	0.2%	Finance
FCX Freeport-McMoRan	$2,466,043	$220,115 â–²	9.8%	39,212	0.2%	Basic Materials
IJR iShares Core S&P Small-Cap ETF	$2,464,185	$251,535 â–²	11.4%	16,615	0.2%	ETF
TMUS T-Mobile US	$2,459,167	$931,937 â–²	61.0%	14,661	0.2%	Computer and Technology
SNPS Synopsys	$2,439,111	$831,028 â–²	51.7%	5,468	0.2%	Computer and Technology
META Meta Platforms	$2,406,584	$935,706 â–²	63.6%	4,272	0.2%	Computer and Technology
DDOG Datadog	$2,396,874	$304,882 â–²	14.6%	9,206	0.2%	Computer and Technology
BWA BorgWarner	$2,391,595	$701,250 â–²	41.5%	36,018	0.2%	Auto/Tires/Trucks
KO CocaCola	$2,353,173	$1,319,419 â–²	127.6%	28,955	0.2%	Consumer Staples
MCD McDonald's	$2,296,013	$327,345 â–²	16.6%	8,494	0.2%	Retail/Wholesale
DHR Danaher	$2,263,034	$3,619 â–¼	-0.2%	11,881	0.2%	Medical
NFLX Netflix	$2,246,815	$1,779,145 â–²	380.4%	31,468	0.2%	Consumer Discretionary
AXP American Express	$2,232,788	$87,607 â–¼	-3.8%	6,601	0.2%	Finance
TXN Texas Instruments	$2,190,516	$2,190,516 â–²	New Holding	7,349	0.2%	Computer and Technology
IBM International Business Machines	$2,165,036	$129,357 â–²	6.4%	7,699	0.2%	Computer and Technology
DIS Walt Disney	$2,144,646	$404,443 â–²	23.2%	22,282	0.2%	Consumer Discretionary
IBN ICICI Bank	$2,122,441	$21,076 â–¼	-1.0%	73,112	0.2%	Finance
Viking Holdings	$2,119,568	$173,752 â–¼	-7.6%	20,250	0.2%	Common Stock
Wal-Mart Stores Inc.	$1,882,494	$570,151 â–²	43.4%	16,621	0.2%	Common Stock
CSCO Cisco Systems	$1,850,958	$303,755 â–²	19.6%	15,758	0.2%	Computer and Technology
MCK McKesson	$1,742,414	$903,698 â–²	107.7%	2,306	0.2%	Medical
ACN Accenture	$1,739,920	$553,509 â–²	46.7%	13,982	0.2%	Computer and Technology
AMT American Tower	$1,736,986	$23,391 â–²	1.4%	10,619	0.2%	Finance
Honeywell International	$1,689,871	$1,689,871 â–²	New Holding	7,547	0.2%	Common Stock
ORCL Oracle	$1,688,256	$959,170 â–²	131.6%	11,520	0.2%	Computer and Technology
SBUX Starbucks	$1,649,040	$141,738 â–²	9.4%	16,137	0.2%	Retail/Wholesale
Honeywell Aerospace Inc.	$1,555,298	$1,555,298 â–²	New Holding	7,035	0.2%	Common Stock
TSCO Tractor Supply	$1,543,042	$143,509 â–²	10.3%	48,815	0.1%	Retail/Wholesale
VOT Vanguard Mid-Cap Growth ETF	$1,531,500		0.0%	5,000	0.1%	ETF
WELL Welltower	$1,450,792	$571,056 â–²	64.9%	6,392	0.1%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$1,423,950	$252,575 â–²	21.6%	6,692	0.1%	ETF
MU Micron Technology	$1,416,314	$145,441 â–²	11.4%	1,227	0.1%	Computer and Technology
BX Blackstone	$1,413,099		0.0%	12,009	0.1%	Finance
VBR Vanguard Small-Cap Value ETF	$1,388,792	$246,167 â–²	21.5%	5,715	0.1%	ETF
MDLZ Mondelez International	$1,361,470	$231,703 â–²	20.5%	23,539	0.1%	Consumer Staples
MTD Mettler-Toledo International	$1,337,553	$17,885 â–¼	-1.3%	1,047	0.1%	Medical
RYAAY Ryanair	$1,318,763	$20,849 â–¼	-1.6%	20,367	0.1%	Transportation
TT Trane Technologies	$1,311,397		0.0%	2,670	0.1%	Construction
FANG Diamondback Energy	$1,248,565		0.0%	7,103	0.1%	Energy
EW Edwards Lifesciences	$1,242,016	$53,371 â–¼	-4.1%	13,730	0.1%	Medical
APD Air Products and Chemicals	$1,181,515	$271,778 â–²	29.9%	4,030	0.1%	Basic Materials
AXTA Axalta Coating Systems	$1,174,499	$674,374 â–¼	-36.5%	34,322	0.1%	Basic Materials

Showing largest 100 holdings. View all holdings.

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Baldwin Investment Management, LLC Top Holdings and 13F Report (2026)

About Baldwin Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Baldwin Investment Management, LLC Top Holdings and 13F Report (2026)

About Baldwin Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBaldwin Investment Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools