Baldwin Investment Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BI Baldwin Investment Management, LLC | Institutional Filer | ▼ 3.40% | $855.7M | 210 |
Current Portfolio Holdings
Showing all 210 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKA | Berkshire Hathaway Inc A | — | 555 | $398.6M | 46.58% |
| 2 | AVGO | Broadcom Inc. | Technology | 71K | $22.1M | 2.58% |
| 3 | NVDA | NVIDIA Corporation | Technology | 114K | $19.9M | 2.33% |
| 4 | LRCX | Lam Research Corporation | Technology | 89K | $18.9M | 2.21% |
| 5 | AAPL | Apple Inc. | Technology | 71K | $17.9M | 2.09% |
| 6 | JPM | JPMorgan Chase & Co. | Financial Services | 48K | $14.2M | 1.66% |
| 7 | MSFT | Microsoft Corporation | Technology | 33K | $12.2M | 1.43% |
| 8 | COST | Costco Wholesale Corporation | Consumer Defensive | 12K | $11.5M | 1.35% |
| 9 | LLY | Eli Lilly and Company | Healthcare | 11K | $10.1M | 1.18% |
| 10 | GOOGL | Alphabet Inc. | Technology | 33K | $9.6M | 1.12% |
| 11 | XOM | Exxon Mobil Corporation | Energy | 55K | $9.4M | 1.09% |
| 12 | BRKB | Berkshire Hathaway Inc B | — | 19K | $9.3M | 1.09% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 42K | $8.7M | 1.02% |
| 14 | RTX | RTX Corporation | Industrials | 45K | $8.6M | 1.00% |
| 15 | EPD | Enterprise Products Partners L.P. | Energy | 192K | $7.3M | 0.85% |
Showing 1 to 15 of 210 holdings