Baldwin Investment Management, LLC
Top Portfolio Positions
179 positions ·
$426,207,993 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
71,361 | $22,086,943 | 5.18% | |
| NVDA |
Nvidia Corp
Technology
|
114,277 | $19,929,908 | 4.68% | |
| LRCX |
Lam Research Corp
Technology
|
88,594 | $18,928,994 | 4.44% | |
| AAPL |
Apple Inc.
Technology
|
70,571 | $17,910,214 | 4.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
48,174 | $14,170,863 | 3.32% | |
| MSFT |
Microsoft Corp
Technology
|
32,974 | $12,205,985 | 2.86% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
11,581 | $11,539,655 | 2.71% | |
| LLY |
ELI LILLY & Co
Healthcare
|
10,940 | $10,062,283 | 2.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
33,454 | $9,620,032 | 2.26% | |
| XOM |
Exxon Mobil Corp
Energy
|
55,219 | $9,368,455 | 2.20% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SRAD
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $546,175 | 32,627 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $775,543 | 32,627 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $877,666 | 32,627 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $916,166 | 32,627 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $721,308 | 33,363 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $504,888 | 29,117 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $379,660 | 31,351 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $350,504 | 31,351 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $371,607 | 31,925 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $379,843 | 34,375 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $356,105 | 35,575 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $445,372 | 34,525 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $398,327 | 34,250 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $211,152 | 21,200 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $290,400 | 33,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $144,680 | 18,314 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $298,504 | 17,939 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $292,681 | 16,658 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $265,336 | 11,725 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||