Institutional Fund
Baldwin Investment Management, LLC
West Conshohocken, PACIK 13463785 filings on record
Portfolio Value
$855.66M
Q1 2026
Holdings
210
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-3.4%
from $885.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del46.6%
- Broadcom Inc2.6%
- Nvidia Corporation2.3%
- Lam Research Corp2.2%
- Apple Inc2.1%
- Jpmorgan Chase & Co.1.7%
- Other42.5%
Portfolio Holdings
210 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 555 | $398.57M | 46.6% | −1 | Reduced |
| 2 | Broadcom Inc | 71.4K | $22.09M | 2.6% | −2.1K | Reduced |
| 3 | Nvidia Corporation | 114.3K | $19.93M | 2.3% | −1.4K | Reduced |
| 4 | Lam Research Corp | 88.6K | $18.93M | 2.2% | −9.5K | Reduced |
| 5 | Apple Inc | 70.6K | $17.91M | 2.1% | +621 | Added |
| 6 | Jpmorgan Chase & Co. | 48.2K | $14.17M | 1.7% | +60 | Added |
| 7 | Microsoft Corp | 33.0K | $12.21M | 1.4% | +563 | Added |
| 8 | Costco Whsl Corp New | 11.6K | $11.54M | 1.3% | +225 | Added |
| 9 | Eli Lilly & Co | 10.9K | $10.06M | 1.2% | −36 | Reduced |
| 10 | Alphabet Inc | 33.5K | $9.62M | 1.1% | −175 | Reduced |
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