Baldwin Investment Management, LLC
Top Portfolio Positions
178 positions ·
$416,898,096 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
71,361 | $22,086,943 | 5.30% | |
| NVDA |
Nvidia Corp
Technology
|
114,277 | $19,929,908 | 4.78% | |
| LRCX |
Lam Research Corp
Technology
|
88,594 | $18,928,994 | 4.54% | |
| AAPL |
Apple Inc.
Technology
|
70,571 | $17,910,214 | 4.30% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
48,174 | $14,170,863 | 3.40% | |
| MSFT |
Microsoft Corp
Technology
|
32,974 | $12,205,985 | 2.93% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
11,581 | $11,539,655 | 2.77% | |
| LLY |
ELI LILLY & Co
Healthcare
|
10,940 | $10,062,283 | 2.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
33,454 | $9,620,032 | 2.31% | |
| XOM |
Exxon Mobil Corp
Energy
|
55,219 | $9,368,455 | 2.25% |
Portfolio Trend
Holdings in OCGN
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,250 | 25,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $33,750 | 25,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $40,750 | 25,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,250 | 25,000 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $22,320 | 22,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $34,875 | 22,500 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $36,900 | 22,500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,937 | 22,500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,000 | 22,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,217 | 22,500 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $19,192 | 22,500 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||