Baldwin Investment Management, LLC
CIK: 0001346378SEC EDGAR →
Portfolio Value
$885K
Holdings
207
As of
Q4 2025
New Positions
6
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Broadcom Limited | 73,420 | $25.0M | 2824.86% |
| 2 | Nvidia Corp | 115,629 | $21.0M | 2372.88% |
| 3 | Apple Inc | 69,950 | $19.0M | 2146.89% |
| 4 | Lam Research Corp | 98,134 | $16.0M | 1807.91% |
| 5 | J.P. Morgan Chase & Co | 48,114 | $15.0M | 1694.92% |
| 6 | Microsoft Corp | 32,411 | $15.0M | 1694.92% |
| 7 | Alphabet Inc Class A | 33,629 | $10.0M | 1129.94% |
| 8 | Berkshire Hathaway Inc B | 18,174 | $9.0M | 1016.95% |
| 9 | Amazon.com Inc | 41,192 | $9.0M | 1016.95% |
| 10 | RTX Corp | 44,853 | $8.0M | 903.95% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 33 | $118.0M | 35.6% |
| Financial Services | 50 | $51.0M | 15.4% |
| Healthcare | 23 | $37.0M | 11.2% |
| Industrials | 27 | $32.0M | 9.7% |
| Consumer Cyclical | 18 | $29.0M | 8.7% |
| Energy | 9 | $18.0M | 5.4% |
| Communication Services | 7 | $17.0M | 5.1% |
| Unknown | 10 | $12.4M | 3.7% |
| Basic Materials | 12 | $7.0M | 2.1% |
| Consumer Defensive | 9 | $4.0M | 1.2% |
| Utilities | 6 | $4.0M | 1.2% |
| Real Estate | 3 | $2.0M | 0.6% |