account_balance
Investment manager · 13F filer · SEC CIK 1346378
Baldwin Investment Management, LLC
Reported value$1.07Bas of Sep 30, 2026
Positions243 23 new, 11 sold out
Top 10 weight58.7%Berkshire Hathaway Inc A alone is 39%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
Berkshire Hathaway Inc A
38.7%
AAPLApple Inc.
3.3%Added +6%
NVDANVIDIA Corp
2.9%Added +2%
LRCXLam Research Corp
2.5%Trimmed −3%
AVGOBroadcom Inc.
2.5%
MSFTMicrosoft Corp
2.3%+8%
JPMJPMorgan Chase & Co
2.0%+6%
GOOGLAlphabet Inc.
1.6%+11%
LLYELI Lilly & Co
1.5%
COST1.4%AMZN1.2%RTX1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
Berkshire Hathaway Inc A 38.7% Held
AAPL Apple Inc. 3.3% Added +6%NVDA NVIDIA Corp 2.9% Added +2%LRCX Lam Research Corp 2.5% Trimmed −3%AVGO Broadcom Inc. 2.5% HeldMSFT Microsoft Corp 2.3% Added +8%JPM JPMorgan Chase & Co 2.0% Added +6%GOOGL Alphabet Inc. 1.6% Added +11%LLY ELI Lilly & Co 1.5% Added +5%COST Costco Wholesale Corp 1.4% Added +10%AMZN Amazon.com Inc 1.2% Added +11%RTX RTX Corp 1.2% Added +8%What changed
Biggest moves since Jun 30, 2026
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