Filed: 5/12/2026ACC: 0001346378-26-000002
📋 What this filing means
BALDWIN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 210 equity positions with a total reported market value of $855.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
210
Positions
$855.66M
Total AUM (reported)
3.05M
Total Shares
Allocation by class
CL A$398.57M46.6%
COMMON STOCK$383.67M44.8%
VANG ETF$14.34M1.7%
CL B$9.31M1.1%
UNIT LTD PARTN$7.26M0.8%
SPONSORED ADR$6.65M0.8%
ADR$6.59M0.8%
Portfolio Concentration
Top 3$440.58M51.5%
4–10$94.44M11.0%
11–25$101.60M11.9%
Rest$219.03M25.6%
Top 3 weight
51.5%
Top 10 weight
62.5%
Voting Authority Distribution
Total shares with voting rights: 3.05M
Sole
Full voting authority
2.27M
shares
% of voting shares74.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
773.12K
shares
% of voting shares25.4%
Investment Discretion (by position count)
Sole210
Shared0
Other0
Dominant voting typeSole · 74.6% of voting shares
Institutional Holdings210
Rows:
Berkshire Hathaway Inc A
SOLEShares555.00
TypeSH
Market value$398.57M
46.58%
Sole
554.00
Shared
0.00
None
1.00
Broadcom Limited
SOLEShares71.36K
TypeSH
Market value$22.09M
2.58%
Sole
59.42K
Shared
0.00
None
11.94K
Nvidia Corp
SOLEShares114.28K
TypeSH
Market value$19.93M
2.33%
Sole
95.15K
Shared
0.00
None
19.13K
Lam Research Corp
SOLEShares88.59K
TypeSH
Market value$18.93M
2.21%
Sole
74.36K
Shared
0.00
None
14.23K
Apple Inc
SOLEShares70.57K
TypeSH
Market value$17.91M
2.09%
Sole
56.92K
Shared
0.00
None
13.65K
J.P. Morgan Chase & Co
SOLEShares48.17K
TypeSH
Market value$14.17M
1.66%
Sole
35.75K
Shared
0.00
None
12.43K
Microsoft Corp
SOLEShares32.97K
TypeSH
Market value$12.21M
1.43%
Sole
25.99K
Shared
0.00
None
6.99K
Costco Wholesale Corp
SOLEShares11.58K
TypeSH
Market value$11.54M
1.35%
Sole
9.78K
Shared
0.00
None
1.80K
Eli Lilly & Company
SOLEShares10.94K
TypeSH
Market value$10.06M
1.18%
Sole
8.03K
Shared
0.00
None
2.91K
Alphabet Inc Class A
SOLEShares33.45K
TypeSH
Market value$9.62M
1.12%
Sole
23.91K
Shared
0.00
None
9.54K
Exxon Mobil Corporation
SOLEShares55.22K
TypeSH
Market value$9.37M
1.09%
Sole
39.76K
Shared
0.00
None
15.46K
Berkshire Hathaway Inc B
SOLEShares19.43K
TypeSH
Market value$9.31M
1.09%
Sole
16.60K
Shared
0.00
None
2.82K
Amazon.com Inc
SOLEShares41.92K
TypeSH
Market value$8.73M
1.02%
Sole
35.45K
Shared
0.00
None
6.47K
RTX Corp
SOLEShares44.53K
TypeSH
Market value$8.59M
1.00%
Sole
38.68K
Shared
0.00
None
5.85K
Enterprise Products Partners
SOLEShares191.84K
TypeSH
Market value$7.26M
0.85%
Sole
78.81K
Shared
0.00
None
113.03K
Vertex Pharmaceuticals
SOLEShares15.66K
TypeSH
Market value$6.99M
0.82%
Sole
12K
Shared
0.00
None
3.67K
Visa Inc.
SOLEShares21.37K
TypeSH
Market value$6.46M
0.75%
Sole
14.31K
Shared
0.00
None
7.06K
Abbvie Inc
SOLEShares28.45K
TypeSH
Market value$6.19M
0.72%
Sole
23.20K
Shared
0.00
None
5.25K
Vertiv Holdings Co
SOLEShares24.09K
TypeSH
Market value$6.04M
0.71%
Sole
19.72K
Shared
0.00
None
4.37K
Caterpillar Inc
SOLEShares8.04K
TypeSH
Market value$5.70M
0.67%
Sole
7.39K
Shared
0.00
None
650.00
Taiwan Semiconductor Manufacturing ADR
SOLEShares16.67K
TypeSH
Market value$5.63M
0.66%
Sole
9.62K
Shared
0.00
None
7.05K
Linde PLC
SOLEShares11.24K
TypeSH
Market value$5.57M
0.65%
Sole
8.66K
Shared
0.00
None
2.58K
Vanguard S&P 500 Etf
SOLEShares9.18K
TypeSH
Market value$5.48M
0.64%
Sole
4.70K
Shared
0.00
None
4.47K
Goldman Sachs Group Inc
SOLEShares6.26K
TypeSH
Market value$5.29M
0.62%
Sole
4.85K
Shared
0.00
None
1.41K
Intuitive Surgical
SOLEShares10.82K
TypeSH
Market value$4.99M
0.58%
Sole
8.60K
Shared
0.00
None
2.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Inc ASOLE | CL A | 555.00 | SH | $398.57M 46.58% | 554.00 | 0.00 | 1.00 |
Broadcom LimitedSOLE | Common Stock | 71.36K | SH | $22.09M 2.58% | 59.42K | 0.00 | 11.94K |
Nvidia CorpSOLE | Common Stock | 114.28K | SH | $19.93M 2.33% | 95.15K | 0.00 | 19.13K |
Lam Research CorpSOLE | Common Stock | 88.59K | SH | $18.93M 2.21% | 74.36K | 0.00 | 14.23K |
Apple IncSOLE | Common Stock | 70.57K | SH | $17.91M 2.09% | 56.92K | 0.00 | 13.65K |
J.P. Morgan Chase & CoSOLE | Common Stock | 48.17K | SH | $14.17M 1.66% | 35.75K | 0.00 | 12.43K |
Microsoft CorpSOLE | Common Stock | 32.97K | SH | $12.21M 1.43% | 25.99K | 0.00 | 6.99K |
Costco Wholesale CorpSOLE | Common Stock | 11.58K | SH | $11.54M 1.35% | 9.78K | 0.00 | 1.80K |
Eli Lilly & CompanySOLE | Common Stock | 10.94K | SH | $10.06M 1.18% | 8.03K | 0.00 | 2.91K |
Alphabet Inc Class ASOLE | Common Stock | 33.45K | SH | $9.62M 1.12% | 23.91K | 0.00 | 9.54K |
Exxon Mobil CorporationSOLE | Common Stock | 55.22K | SH | $9.37M 1.09% | 39.76K | 0.00 | 15.46K |
Berkshire Hathaway Inc BSOLE | CL B | 19.43K | SH | $9.31M 1.09% | 16.60K | 0.00 | 2.82K |
Amazon.com IncSOLE | Common Stock | 41.92K | SH | $8.73M 1.02% | 35.45K | 0.00 | 6.47K |
RTX CorpSOLE | Common Stock | 44.53K | SH | $8.59M 1.00% | 38.68K | 0.00 | 5.85K |
Enterprise Products PartnersSOLE | Unit Ltd Partn | 191.84K | SH | $7.26M 0.85% | 78.81K | 0.00 | 113.03K |
Vertex PharmaceuticalsSOLE | Common Stock | 15.66K | SH | $6.99M 0.82% | 12K | 0.00 | 3.67K |
Visa Inc.SOLE | Common Stock | 21.37K | SH | $6.46M 0.75% | 14.31K | 0.00 | 7.06K |
Abbvie IncSOLE | Common Stock | 28.45K | SH | $6.19M 0.72% | 23.20K | 0.00 | 5.25K |
Vertiv Holdings CoSOLE | Common Stock | 24.09K | SH | $6.04M 0.71% | 19.72K | 0.00 | 4.37K |
Caterpillar IncSOLE | Common Stock | 8.04K | SH | $5.70M 0.67% | 7.39K | 0.00 | 650.00 |
Taiwan Semiconductor Manufacturing ADRSOLE | Sponsored ADR | 16.67K | SH | $5.63M 0.66% | 9.62K | 0.00 | 7.05K |
Linde PLCSOLE | SPONS ADR | 11.24K | SH | $5.57M 0.65% | 8.66K | 0.00 | 2.58K |
Vanguard S&P 500 EtfSOLE | Vang ETF | 9.18K | SH | $5.48M 0.64% | 4.70K | 0.00 | 4.47K |
Goldman Sachs Group IncSOLE | Common Stock | 6.26K | SH | $5.29M 0.62% | 4.85K | 0.00 | 1.41K |
Intuitive SurgicalSOLE | Common Stock | 10.82K | SH | $4.99M 0.58% | 8.60K | 0.00 | 2.23K |
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