Baldwin Investment Management, LLC 13F Holdings

CIK 0001346378 · WEST CONSHOHOCKEN, PA

As of Sep 30, 2025, Baldwin Investment Management, LLC reported 207 positions worth $872.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK.AFinancial Services556$419.3M48.09%
BROADCOM INCAVGOTechnology72,212$23.8M2.73%
NVIDIA CORPNVDATechnology118,189$22.1M2.53%
APPLE INCAAPLTechnology72,486 8.5M2.12%
MICROSOFT CORPMSFTTechnology32,688 6.9M1.94%
JPMORGAN CHASE & COJPMFinancial Services48,789 5.4M1.76%
LAM RESEARCH CORPLRCXTechnology100,028 3.4M1.54%
COSTCO WHOLESALE CORPCOSTConsumer Defensive11,048 0.2M1.17%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services18,978$9.5M1.09%
AMAZON.COM INCAMZNEquity41,364$9.1M1.04%
ELI LILLY & COLLYHealthcare11,079$8.5M0.97%
ALPHABET INCGOOGLEquity33,819$8.2M0.94%
VISA INC-CLASS A SHARESVFinancial Services21,536$7.4M0.84%
RTX CORPRTXEquity43,252$7.2M0.83%
ABBVIE INCABBVEquity28,980$6.7M0.77%
EXXON MOBIL CORPXOMEnergy56,873$6.4M0.74%
VERTEX PHARMACEUTICALS INCVRTXHealthcare15,748$6.2M0.71%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy192,440$6.0M0.69%
LINDE PLCLINBasic Materials12,012$5.7M0.65%
BLACKROCK INCBLKFinancial Services4,651$5.4M0.62%
VANGUARD 500 INDEX FUNDVOO—8,811$5.4M0.62%
ABBOTT LABORATORIESABTHealthcare39,465$5.3M0.61%
GOLDMAN SACHS GROUP INCGSFinancial Services6,417$5.1M0.59%
S&P GLOBAL INCSPGIFinancial Services10,242$5.0M0.57%
PALO ALTO NETWORKS INCPANWTechnology24,255$4.9M0.57%