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Baldwin Investment Management, LLC

Q4 2025 13F Holdings

  • Location
    west conshohocken, PA
  • Num holdings

    207

  • Value ($000)

    $885,788

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001346378
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.A

Berkshire Hathaway Inc A

CL A
084670108
$419.67M
47 %

556

A
AVGO

Broadcom Limited

COMMON STOCK
11135F101
$25.41M
3 %

73,420

N
NVDA

Nvidia Corp

COMMON STOCK
67066G104
$21.56M
2 %

115,629

A
AAPL

Apple Inc

COMMON STOCK
037833100
$19.02M
2 %

69,950

---

Lam Research Corp

COMMON STOCK
512807306
$16.8M
2 %

98,134

M
MSFT

Microsoft Corp

COMMON STOCK
594918104
$15.67M
2 %

32,411

J
JPM

J.P. Morgan Chase & Co

COMMON STOCK
46625H100
$15.5M
2 %

48,114

L
LLY

Eli Lilly & Company

COMMON STOCK
532457108
$11.8M
1 %

10,976

G
GOOGL

Alphabet Inc Class A

COMMON STOCK
02079K305
$10.53M
1 %

33,629

C
COST

Costco Wholesale Corp

COMMON STOCK
22160K105
$9.79M
1 %

11,356

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