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Baxter Bros Inc

SEC CIK
0001096783
Latest filing
Aug 6, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 15, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
156
+1 vs. Q1 2024
Portfolio value
$764.0M
−$15.7M (−2.0%) vs. Q1 2024
Filed
Jul 15, 2024
SEC
Holdings of Baxter Bros Inc in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock145,745$65.1M8.5%−3,903−2.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock150,057$61.0M8.0%−3,019−2.0%ReducedHistory
INTUIntuit Inc.Stock61,310$40.3M5.3%−1,699−2.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM280,069$32.2M4.2%−842−0.3%ReducedHistory
GOOGAlphabet Inc.Stock158,256$29.0M3.8%−8,413−5.0%ReducedHistory
VVisa Inc.Stock105,389$27.7M3.6%−2,058−1.9%ReducedHistory
QCOMQualcomm IncStock131,693$26.2M3.4%−3,518−2.6%ReducedHistory
UNPUnion Pacific CorpStock108,189$24.5M3.2%−720−0.7%ReducedHistory
GOOGLAlphabet Inc.Stock112,264$20.4M2.7%−4,934−4.2%ReducedHistory
ADPAutomatic Data Processing IncStock84,048$20.1M2.6%−415−0.5%ReducedHistory
METAMeta Platforms, Inc.Stock38,729$19.5M2.6%−817−2.1%ReducedHistory
AXPAmerican Express CoStock81,125$18.8M2.5%−172−0.2%ReducedHistory
JPMJPMorgan Chase & CoStock89,388$18.1M2.4%−4,044−4.3%ReducedHistory
PGProcter & Gamble CoStock101,451$16.7M2.2%−2,753−2.6%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock28,548$15.8M2.1%−595−2.0%ReducedHistory
MAMastercard IncStock35,171$15.5M2.0%−271−0.8%ReducedHistory
PAYXPaychex IncStock106,099$12.6M1.6%−3,193−2.9%ReducedHistory
CMCSAComcast CorpStock315,603$12.4M1.6%−21,789−6.5%ReducedHistory
RTXRTX CorpStock104,968$10.5M1.4%+2,402+2.3%AddedHistory
CVXChevron CorpStock65,270$10.2M1.3%−1,165−1.8%ReducedHistory
HDHome Depot, Inc.Stock26,067$8.97M1.2%+113+0.4%AddedHistory
NFLXNetflix IncStock12,903$8.71M1.1%+40.0%AddedHistory
AAPLApple Inc.Stock40,924$8.62M1.1%−3,135−7.1%ReducedHistory
SHWSherwin Williams CoCOM27,197$8.12M1.1%−1,760−6.1%ReducedHistory
EWEdwards Lifesciences CorpStock83,758$7.74M1.0%−3,261−3.7%ReducedHistory
JNJJohnson & JohnsonStock52,857$7.73M1.0%−4,295−7.5%ReducedHistory
APDAir Products & Chemicals, Inc.Stock28,665$7.40M1.0%−94−0.3%ReducedHistory
GSGoldman Sachs Group IncStock16,053$7.26M1.0%−715−4.3%ReducedHistory
KOCoca Cola CoStock112,875$7.18M0.9%−6,469−5.4%ReducedHistory
TXNTexas Instruments IncStock36,794$7.16M0.9%−1,372−3.6%ReducedHistory
MSMorgan StanleyStock73,224$7.12M0.9%+4,502+6.6%AddedHistory
GEGeneral Electric CoStock44,402$7.06M0.9%−296−0.7%ReducedHistory
WFCWells Fargo & CompanyStock118,236$7.02M0.9%−661−0.6%ReducedHistory
HONHoneywell International IncCOM32,405$6.92M0.9%−1,217−3.6%ReducedHistory
FISVFiserv IncStock37,926$5.65M0.7%−31−0.1%ReducedHistory
AMZNAmazon Com IncStock28,882$5.58M0.7%+281+1.0%AddedHistory
DISWalt Disney CoStock55,829$5.54M0.7%−5,426−8.9%ReducedHistory
NSCNorfolk Southern CorpStock24,989$5.36M0.7%−2,420−8.8%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock21,566$4.84M0.6%−283−1.3%ReducedHistory
BACBank of America CorpStock114,630$4.56M0.6%−551−0.5%ReducedHistory
INTCIntel CorpStock144,126$4.46M0.6%−12,625−8.1%ReducedHistory
PSXPhillips 66Stock30,852$4.36M0.6%−156−0.5%ReducedHistory
MCDMcDonalds CorpStock16,576$4.22M0.6%−1,201−6.8%ReducedHistory
COSTCostco Wholesale CorpStock4,926$4.19M0.5%+12+0.2%AddedHistory
TXTTextron IncCOM42,795$3.67M0.5%+2,205+5.4%AddedHistory
PEPPepsiCo IncStock21,134$3.49M0.5%+1,261+6.3%AddedHistory
LMTLockheed Martin CorpStock7,431$3.47M0.5%−438−5.6%ReducedHistory
CSXCSX CorpStock100,149$3.35M0.4%−94−0.1%ReducedHistory
FDXFedEx CorpStock10,980$3.29M0.4%−565−4.9%ReducedHistory
SCHWSchwab Charles CorpStock44,265$3.26M0.4%−3,038−6.4%ReducedHistory
UPSUnited Parcel Service IncStock22,430$3.07M0.4%−767−3.3%ReducedHistory
MARMarriott International IncStock12,644$3.06M0.4%−454−3.5%ReducedHistory
MMM3M CoStock28,024$2.86M0.4%−1,436−4.9%ReducedHistory
TRPTC Energy CorpCOM71,530$2.71M0.4%−2,100−2.9%ReducedHistory
SYYSysco CorpStock35,895$2.56M0.3%−100−0.3%ReducedHistory
BRK.ABerkshire Hathaway IncCL A4$2.46M0.3%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock40,055$2.40M0.3%−1,472−3.5%ReducedHistory
Pacer US Small Cap Cash Cows ETF69374H857ETF51,310$2.24M0.3%+7,764+17.8%Added–
FCXFreeport-McMoran IncStock46,006$2.22M0.3%−825−1.8%ReducedHistory
ETNEaton Corp plcStock6,913$2.17M0.3%−20−0.3%ReducedHistory
CLColgate Palmolive CoStock21,581$2.09M0.3%−420−1.9%ReducedHistory
DHIHorton D R IncCOM14,681$2.07M0.3%+333+2.3%AddedHistory
EXPDExpeditors International of Washington IncCOM16,420$2.05M0.3%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock16,534$2.05M0.3%−1,013−5.8%ReducedHistory
TNETTrinet Group, Inc.COM20,415$2.04M0.3%−150−0.7%ReducedHistory
GEVGE Vernova Inc.Stock11,079$1.90M0.2%+11,079NewHistory
ADBEAdobe Inc.Stock3,264$1.81M0.2%+1,065+48.4%AddedHistory
PFEPfizer IncStock64,675$1.81M0.2%−1,081−1.6%ReducedHistory
LLYEli Lilly & CoStock1,958$1.77M0.2%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock87,774$1.74M0.2%−4,335−4.7%ReducedHistory
GLDSPDR Gold TrustETF7,807$1.68M0.2%−610−7.2%ReducedHistory
WRBBerkley W R CorpCOM20,992$1.65M0.2%+10,460+99.3%AddedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF19,785$1.61M0.2%−2,813−12.4%Reduced–
DEDeere & CoStock4,053$1.51M0.2%−352−8.0%ReducedHistory
SYKStryker CorpStock4,357$1.48M0.2%00.0%UnchangedHistory
DVNDevon Energy CorpStock24,345$1.15M0.2%−300−1.2%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF2,377$1.14M0.1%+492+26.1%Added–
GEHCGE HealthCare Technologies Inc.Stock14,605$1.14M0.1%−10.0%ReducedHistory
BXBlackstone Inc.COM8,959$1.11M0.1%+98+1.1%AddedHistory
CNICanadian National Railway CoStock8,775$1.04M0.1%00.0%UnchangedHistory
ALLAllstate CorpStock5,884$939.4K0.1%00.0%UnchangedHistory
IDXXIDEXX Laboratories IncCOM1,710$833.1K0.1%−570−25.0%ReducedHistory
BLKBlackRock, Inc.COM1,052$828.3K0.1%+644+157.8%AddedHistory
CTVACorteva, Inc.Stock15,326$826.7K0.1%−1,500−8.9%ReducedHistory
CHTRCharter Communications, Inc.CL A2,705$808.7K0.1%−54−2.0%ReducedHistory
AMGNAmgen IncStock2,588$808.6K0.1%−365−12.4%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF2,741$733.2K0.1%−17−0.6%Reduced–
NEMNEWMONT CorpStock17,185$719.5K0.1%−550−3.1%ReducedHistory
TAT&T Inc.Stock36,805$703.3K0.1%−1,898−4.9%ReducedHistory
CTASCintas CorpStock1,000$700.3K0.1%−244−19.6%ReducedHistory
CHDChurch & Dwight Co IncCOM6,520$676.0K0.1%−1,100−14.4%ReducedHistory
BMYBristol Myers Squibb CoStock16,204$673.0K0.1%−1,254−7.2%ReducedHistory
NVDANVIDIA CorpStock5,215$646.6K0.1%+55+1.1%AddedConverted for a 10-for-1 splitHistory
ELVElevance Health, Inc.Stock1,109$600.9K0.1%−200−15.3%ReducedHistory
COPConocoPhillipsStock5,117$585.3K0.1%−111−2.1%ReducedHistory
MKLMarkel Group Inc.COM366$576.7K0.1%−50−12.0%ReducedHistory
WBDWarner Bros. Discovery, Inc.Stock76,454$568.8K0.1%−25,051−24.7%ReducedHistory
OXYOccidental Petroleum CorpStock8,980$566.0K0.1%+365+4.2%AddedHistory
DOWDow Inc.Stock10,658$565.4K0.1%−219−2.0%ReducedHistory
PBAPembina Pipeline CorpCOM15,200$563.6K0.1%−400−2.6%ReducedHistory

Sold out since Q1 2024 (6)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Baxter Bros Inc sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
GISGeneral Mills IncStock3,900$272.9K<0.1%History
ALBAlbemarle CorpStock1,835$241.7K<0.1%History
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM4,142$239.7K<0.1%–
ILMNIllumina, Inc.COM1,680$230.7K<0.1%History
HUMHumana IncStock623$216.0K<0.1%History
WFC.PLWells Fargo & CompanyPERP PFD CNV A165$201.6K<0.1%History