Baldwin Investment Management, LLC holds a focused book of 231 stocks worth $1.0B as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Exxon Mobil Corporation and trimmed Lam Research Corp. Their largest long position is Berkshire Hathaway Inc-CL A at 40% of the equity book. Cloning the disclosed picks since 2025 would be +12% (+16.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1346378/holdings"
Use Arkolith to show Baldwin Investment Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Baldwin Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc A CL A | $415.6M | 555 | 40.2% | —Held | |
| 2 | Lam Research Corp Common Stock | $36.9M | 85.1K | 3.6% | ▼−3.9% Reduced · −3K sh | |
| 3 | Apple Inc Common Stock | $28.9M | 99.8K | 2.8% | ▲+41% Added · +29K sh | |
| 4 | Broadcom Limited Common Stock | $28.4M | 75.2K | 2.7% | ▲+5.3% Added · +4K sh | |
| 5 | Nvidia Corp Common Stock | $27.0M | 134.9K | 2.6% | ▲+18% Added · +21K sh | |
| 6 | J.P. Morgan Chase & Co Common Stock | $20.0M | 61.2K | 1.9% | ▲+27% Added · +13K sh | |
| 7 | Microsoft Corp Common Stock | $16.6M | 44.4K | 1.6% | ▲+35% Added · +11K sh | |
| 8 | Alphabet Inc Class A Common Stock | $16.4M | 45.9K | 1.6% | ▲+37% Added · +12K sh | |
| 9 | Eli Lilly & Company Common Stock | $15.5M | 13.0K | 1.5% | ▲+18% Added · +2K sh | |
| 10 | Costco Wholesale Corp Common Stock | $13.9M | 14.9K | 1.3% | ▲+28% Added · +3K sh | |
| 11 | RTX Corp Common Stock | $11.8M | 62.0K | 1.1% | ▲+39% Added · +17K sh | |
| 12 | Amazon.com Inc Common Stock | $11.2M | 46.8K | 1.1% | ▲+12% Added · +5K sh | |
| 13 | Berkshire Hathaway Inc B CL B | $9.9M | 19.8K | 1.0% | ▲+1.9% Added · +365 sh | |
| 14 | Palo Alto Networks Common Stock | $9.7M | 28.6K | 0.9% | ▲+7.4% Added · +2K sh | |
| 15 | Exxon Mobil Corporation Common Stock | $9.3M | 67.7K | 0.9% | ▲New New position | |
| 16 | Caterpillar Inc Common Stock | $8.9M | 8.3K | 0.9% | ▲+3.6% Added · +287 sh | |
| 17 | Vertex Pharmaceuticals Common Stock | $8.4M | 16.9K | 0.8% | ▲+7.7% Added · +1K sh | |
| 18 | Visa Inc. Common Stock | $8.2M | 24.0K | 0.8% | ▲+12% Added · +3K sh | |
| 19 | Vertiv Holdings Co Common Stock | $8.0M | 23.8K | 0.8% | ▼−1.1% Reduced · −269 sh | |
| 20 | Abbvie Inc Common Stock | $7.9M | 31.3K | 0.8% | ▲+10% Added · +3K sh | |
| 21 | Taiwan Semiconductor Manufacturing ADR Sponsored ADR | $7.8M | 16.4K | 0.8% | ▼−1.7% Reduced · −277 sh | |
| 22 | Eaton Corp Common Stock | $7.4M | 17.4K | 0.7% | ▲+34% Added · +4K sh | |
| 23 | Goldman Sachs Group Inc Common Stock | $7.1M | 7.0K | 0.7% | ▲+12% Added · +752 sh | |
| 24 | Enterprise Products Partners Unit Ltd Partn | $7.0M | 191.3K | 0.7% | ▼−0.3% Reduced · −500 sh | |
| 25 | Johnson & Johnson Common Stock | $7.0M | 27.5K | 0.7% | ▲+56% Added · +10K sh | |
| 26 | Blackrock Inc Common Stock | $6.6M | 6.9K | 0.6% | ▲+49% Added · +2K sh | |
| 27 | Linde PLC SPONS ADR | $6.5M | 12.4K | 0.6% | ▲+11% Added · +1K sh | |
| 28 | Vanguard S&P 500 Etf Vang ETF | $6.4M | 9.3K | 0.6% | ▲+0.9% Added · +80 sh | |
| 29 | Dell Inc Common Stock | $5.7M | 13.2K | 0.6% | ▲+6.5% Added · +813 sh | |
| 30 | Nextera Energy Common Stock | $5.5M | 62.5K | 0.5% | ▲+66% Added · +25K sh | |
| 31 | Rockwell Automation Common Stock | $5.4M | 10.8K | 0.5% | ▲+4.5% Added · +466 sh | |
| 32 | Intuitive Surgical Common Stock | $5.1M | 12.8K | 0.5% | ▲+18% Added · +2K sh | |
| 33 | Thermo Fisher Scientific Common Stock | $5.0M | 10.0K | 0.5% | ▲+23% Added · +2K sh | |
| 34 | Alphabet Inc Class C Common Stock | $5.0M | 14.0K | 0.5% | ▼−6.1% Reduced · −910 sh | |
| 35 | TJX Inc Common Stock | $4.8M | 31.8K | 0.5% | ▲+74% Added · +14K sh | |
| 36 | Baker Hughes Co Common Stock | $4.8M | 86.7K | 0.5% | ▲+20% Added · +15K sh | |
| 37 | S&P Global Inc S&P Global | $4.7M | 11.4K | 0.4% | ▲+2.5% Added · +284 sh | |
| 38 | Mastercard Inc Common Stock | $4.6M | 8.9K | 0.4% | ▲+110% Added · +5K sh | |
| 39 | Home Depot Inc Common Stock | $4.3M | 12.3K | 0.4% | ▲+5.7% Added · +663 sh | |
| 40 | Capital One Financial Common Stock | $4.2M | 21.0K | 0.4% | ▲+32% Added · +5K sh | |
| 41 | Morgan Stanley & Co Common Stock | $4.2M | 20.1K | 0.4% | ▲+2.9% Added · +564 sh | |
| 42 | Lowes Companies Inc Common Stock | $3.8M | 17.2K | 0.4% | ▲+68% Added · +7K sh | |
| 43 | Vanguard Total Stock Market ETF Vang ETF | $3.7M | 10.0K | 0.4% | ▲+17% Added · +1K sh | |
| 44 | Darden Restaurants Inc Common Stock | $3.5M | 16.9K | 0.3% | ▲+41% Added · +5K sh | |
| 45 | Union Pacific Corp Common Stock | $3.5M | 12.8K | 0.3% | ▼−0.1% Reduced · −15 sh | |
| 46 | Abbott Laboratories Common Stock | $3.4M | 37.8K | 0.3% | ▼−5.0% Reduced · −2K sh | |
| 47 | Southern Company Common Stock | $3.2M | 33.2K | 0.3% | ▲+82% Added · +15K sh | |
| 48 | Crowdstrike Hldgs Inc Common Stock | $3.2M | 4.1K | 0.3% | ▲+296% Added · +3K sh | |
| 49 | Waste Management Inc Common Stock | $3.1M | 13.8K | 0.3% | ▲+28% Added · +3K sh | |
| 50 | Ulta Beauty Inc. Common Stock | $3.0M | 6.7K | 0.3% | ▲+97% Added · +3K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.