Baldwin Investment Management, LLC

Position in Q — Qnity Electronics, Inc.

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in Q

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

Position Value

$279,260

New position

Shares Held

1,710

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#860

of 1,314 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $40,537,268 across 5 Semiconductor Equipment & Materials names. Q ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	85,114	$36,882,449
2	ASML	Asml Holding NV	1,426	$2,836,941
3	AMAT	Applied Materials Inc /De	432	$312,336
4	Q	Qnity Electronics, Inc. This page	1,710	$279,260
5	KLAC	Kla Corp	750	$226,282

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,260	1,710	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.