Baldwin Investment Management, LLC
CIK: 0001346378SEC EDGAR →
Portfolio Value
$885.0M
Holdings
207
As of
Q4 2025
New Positions
6
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc A | 556 | $419.0M | 47.34% |
| 2 | Broadcom Limited | 73,420 | $25.0M | 2.82% |
| 3 | Nvidia Corp | 115,629 | $21.0M | 2.37% |
| 4 | Apple Inc | 69,950 | $19.0M | 2.15% |
| 5 | Lam Research Corp | 98,134 | $16.0M | 1.81% |
| 6 | Microsoft Corp | 32,411 | $15.0M | 1.69% |
| 7 | J.P. Morgan Chase & Co | 48,114 | $15.0M | 1.69% |
| 8 | Eli Lilly & Company | 10,976 | $11.0M | 1.24% |
| 9 | Alphabet Inc Class A | 33,629 | $10.0M | 1.13% |
| 10 | Berkshire Hathaway Inc B | 18,174 | $9.0M | 1.02% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 10 | $431.0M | 54.7% |
| Technology | 33 | $119.0M | 15.1% |
| Financial Services | 50 | $65.0M | 8.2% |
| Healthcare | 23 | $49.0M | 6.2% |
| Industrials | 27 | $32.0M | 4.1% |
| Consumer Cyclical | 18 | $31.0M | 3.9% |
| Energy | 9 | $18.0M | 2.3% |
| Communication Services | 7 | $17.0M | 2.2% |
| Consumer Defensive | 9 | $13.0M | 1.6% |
| Basic Materials | 12 | $7.0M | 0.9% |
| Utilities | 6 | $4.0M | 0.5% |
| Real Estate | 3 | $2.0M | 0.3% |