Baldwin Investment Management, LLC
•CIK: 1346378•Filing: Q4 2025
**Baldwin Investment Management, LLC** manages $886M across a diversified portfolio of 207 positions. The fund exhibits a significant concentration in Berkshire Hathaway Class A, holding $419.7M, representing over 47% of reported assets. Notable secondary allocations include substantial positions in AVGO ($25.4M), NVDA ($21.6M), and AAPL ($19.0M). This structure suggests a core conviction in established, high-quality industrial and technology leaders.
Total AUM
$885.8M
QoQ Performance
+1.4%
Positions
207
Top 10 Concentration
64.0%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/A
BRK/A47.4%
AVGO2.9%
NVDA2.4%
AAPL2.1%
LRCX1.9%
MSFT1.8%
JPM1.8%
LLY1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Financial53.6%
Other17.4%
Technology14.2%
Healthcare4.3%
Consumer3.8%
Industrial2.3%
ETF0.9%
Materials0.9%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW3 new positions
↑48 increased
↓104 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023