Baldwin Investment Management, LLC
CIK 1346378 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- BRK.A48.01%
- MSFT2.32%
- AAPL2.12%
- AVGO1.49%
- JPM1.33%
- LRCX1.21%
- BRK.B1.15%
- COST1.04%
- NVDA1.01%
- LIN0.87%
Share classes counted separately60.55%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $307.13M | 48.01% | 566 shares | — | ↗▾ | |
| 02 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $14.85M | 2.32% | 39.49K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INCCommon Stock View history and evidence | $13.58M | 2.12% | 70.54K shares | — | ↗▾ | |
| 04 | AVGOBROADCOM INCCommon Stock View history and evidence | $9.52M | 1.49% | 8.53K shares | — | ↗▾ | |
| 05 | JPMJPMORGAN CHASE & COCommon Stock View history and evidence | $8.50M | 1.33% | 49.98K shares | — | ↗▾ | |
| 06 | LRCXLAM RESEARCH CORPCommon Stock View history and evidence | $7.73M | 1.21% | 9.86K shares | — | ↗▾ | |
| 07 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B View history and evidence | $7.34M | 1.15% | 20.59K shares | — | ↗▾ | |
| 08 | COSTCOSTCO WHOLESALE CORPCommon Stock View history and evidence | $6.66M | 1.04% | 10.08K shares | — | ↗▾ | |
| 09 | NVDANVIDIA CORPCommon Stock View history and evidence | $6.45M | 1.01% | 13.02K shares | — | ↗▾ | |
| 10 | LINLINDE PLCSPONS ADR View history and evidence | $5.59M | 0.87% | 13.60K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CUBI CUSTOMERS BANCORP INC | Non-derivative | — | — | SEC filing ↗ | |
| YUMC YUM CHINA HOLDINGS INC | Non-derivative | — | — | SEC filing ↗ | |
| SEIC SEI INVESTMENTS COMPANY | Non-derivative | — | — | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1346378 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 639760919
}Research all 203 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.