Baldwin Investment Management, LLC holds a focused book of 231 reported positions worth $1.0B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Lam Research Corp. Their largest long position is Berkshire Hathaway Inc-CL A at 40% of the reported non-option book. Cloning the disclosed picks since 2025 would be +6% (+7.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Baldwin Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with 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.
96% mapped to company sectors
+5 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Baldwin Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| BlueSpruce Investments, LP | 12 / 80 | $643.0M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 80 | $454.3M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.1M |
| Mirae Asset Global Investments Co., Ltd. | 74 / 80 | $281.8B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ketron Financial | 22 / 80 | $285.5M |
| Farley Capital L.P. | 8 / 80 | $113.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Baldwin Investment Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.