Sign In
test

Christina McCloy

Baldwin Investment Management, Llc

Assets Managed
$855.661M
Holdings
210
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-3.4%(2Q avg: -0.99%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Baldwin Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 210 positions.

Assets under management

The assets under management (AUM) of Baldwin Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 855.661M in assets, with a quarterly growth rate of -3.4% and a 2-quarter average growth rate of -0.99%. The portfolio is managed by Christina McCloy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
Decreased -0.17%
46.59%
$398.568M
555 shares@ $718140.0 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.8%
2.59%
$22.087M
71,361 shares@ $309.51 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.16%
2.33%
$19.93M
114,277 shares@ $174.4 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -9.72%
2.22%
$18.929M
88,594 shares@ $213.66 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.89%
2.1%
$17.91M
70,571 shares@ $253.79 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.13%
1.66%
$14.171M
48,174 shares@ $294.17 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.74%
1.43%
$12.206M
32,974 shares@ $370.18 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 1.99%
1.35%
$11.539M
11,581 shares@ $996.42 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -0.32%
1.18%
$10.063M
10,940 shares@ $919.81 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.52%
1.13%
$9.62M
33,454 shares@ $287.57 avg price

1-10 of 210