Baldwin Investment Management, LLC

Position in ON — On Semiconductor Corp

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in ON

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$353,106

+$121,835 QoQ

Shares Held

3,735

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#642

of 993 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Technology · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $72,595,988 across 10 Semiconductors names. ON ranks #9 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc.	75,155	$28,389,801
2	NVDA	Nvidia Corp	134,950	$27,002,145
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	16,395	$7,829,760
4	MRVL	Marvell Technology, Inc.	10,071	$3,000,050
5	TXN	Texas Instruments Inc	7,349	$2,190,516
6	MU	Micron Technology Inc	1,227	$1,416,313
7	NXPI	NXP Semiconductors N.V.	3,837	$1,078,312
8	ADI	Analog Devices Inc	2,510	$996,896

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,106	3,735	0.0%	Shares	Sole	2026-07-28
2026-03-31	$231,271	3,735	+19.1%	Shares	Sole	2026-05-12
2024-09-30	$227,632	3,135	-14.3%	Shares	Sole	2024-11-13
2024-06-30	$250,893	3,660	-51.8%	Shares	Sole	2024-07-30
2024-03-31	$558,980	7,600	+54.8%	Shares	Sole	2024-05-14
2023-12-31	$410,132	4,910	+5.6%	Shares	Sole	2024-02-13
2023-09-30	$432,217	4,650	+8.1%	Shares	Sole	2023-11-14
2023-06-30	$406,694	4,300	+2.4%	Shares	Sole	2023-08-01
2023-03-31	$345,744	4,200	0.0%	Shares	Sole	2023-05-15
2022-12-31	$261,954	4,200	+1.4%	Shares	Sole	2023-02-10
2022-09-30	$258,046	4,140	+6.2%	Shares	Sole	2022-11-14
2022-03-31	$244,179	3,900	0.0%	Shares	Sole	2022-05-16
2021-12-31	$264,888	3,900	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.