Baxter Bros Inc
- SEC CIK
- 0001096783
- Latest filing
- Aug 6, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 23, 2021. Long positions only.
- Positions
- 125
- No 13F data for Q4 2020
- Portfolio value
- $582.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 58,293 | $7.12M | 1.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 25,262 | $7.71M | 1.3% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 92,205 | $7.71M | 1.3% | – | – | History |
| JNJJohnson & Johnson | Stock | 50,362 | $8.28M | 1.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 29,526 | $8.70M | 1.5% | – | – | History |
| TXNTexas Instruments Inc | Stock | 46,871 | $8.86M | 1.5% | – | – | History |
| SHWSherwin Williams Co | COM | 12,394 | $9.15M | 1.6% | – | – | History |
| AXPAmerican Express Co | Stock | 71,346 | $10.1M | 1.7% | – | – | History |
| PAYXPaychex Inc | Stock | 105,356 | $10.3M | 1.8% | – | – | History |
| MAMastercard Inc | Stock | 33,433 | $11.9M | 2.0% | – | – | History |
| Google Inc38259P508 | COM | 5,893 | $12.2M | 2.1% | – | – | – |
| INTCIntel Corp | Stock | 201,294 | $12.9M | 2.2% | – | – | History |
| DISWalt Disney Co | Stock | 79,591 | $14.7M | 2.5% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 33,207 | $15.2M | 2.6% | – | – | History |
| JPMorgan Chase & Co616880100 | COM | 102,872 | $15.7M | 2.7% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 88,530 | $16.7M | 2.9% | – | – | History |
| CMCSAComcast Corp | Stock | 333,127 | $18.0M | 3.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 143,107 | $19.0M | 3.3% | – | – | History |
| Alphabet Class C38259P706 | COM | 9,534 | $19.7M | 3.4% | – | – | – |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 465,495 | $20.2M | 3.5% | – | – | History |
| UNPUnion Pacific Corp | Stock | 103,409 | $22.8M | 3.9% | – | – | History |
| VVisa Inc. | Stock | 116,888 | $24.7M | 4.3% | – | – | History |
| INTUIntuit Inc. | Stock | 71,947 | $27.6M | 4.7% | – | – | History |
| Berkshire Hathaway Cl B084670207 | COM | 159,421 | $40.7M | 7.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 178,660 | $42.1M | 7.2% | – | – | History |