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Baxter Bros Inc

SEC CIK
0001096783
Latest filing
Aug 6, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Oct 29, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
155
−1 vs. Q2 2024
Portfolio value
$769.2M
+$5.18M (+0.7%) vs. Q2 2024
Filed
Oct 29, 2024
SEC
Holdings of Baxter Bros Inc in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock144,812$66.7M8.7%−5,245−3.5%ReducedHistory
MSFTMicrosoft CorpStock140,456$60.4M7.9%−5,289−3.6%ReducedHistory
INTUIntuit Inc.Stock59,621$37.0M4.8%−1,689−2.8%ReducedHistory
XOMExxonMobil Holdings CorpCOM280,034$32.8M4.3%−350.0%ReducedHistory
VVisa Inc.Stock102,669$28.2M3.7%−2,720−2.6%ReducedHistory
UNPUnion Pacific CorpStock105,703$26.1M3.4%−2,486−2.3%ReducedHistory
GOOGAlphabet Inc.Stock152,314$25.5M3.3%−5,942−3.8%ReducedHistory
ADPAutomatic Data Processing IncStock82,571$22.8M3.0%−1,477−1.8%ReducedHistory
METAMeta Platforms, Inc.Stock38,125$21.8M2.8%−604−1.6%ReducedHistory
AXPAmerican Express CoStock79,827$21.6M2.8%−1,298−1.6%ReducedHistory
QCOMQualcomm IncStock126,084$21.4M2.8%−5,609−4.3%ReducedHistory
GOOGLAlphabet Inc.Stock109,278$18.1M2.4%−2,986−2.7%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock28,030$17.3M2.3%−518−1.8%ReducedHistory
JPMJPMorgan Chase & CoStock80,231$16.9M2.2%−9,157−10.2%ReducedHistory
PGProcter & Gamble CoStock97,383$16.9M2.2%−4,068−4.0%ReducedHistory
MAMastercard IncStock34,123$16.8M2.2%−1,048−3.0%ReducedHistory
PAYXPaychex IncStock104,050$14.0M1.8%−2,049−1.9%ReducedHistory
RTXRTX CorpStock103,790$12.6M1.6%−1,178−1.1%ReducedHistory
CMCSAComcast CorpStock286,851$12.0M1.6%−28,752−9.1%ReducedHistory
HDHome Depot, Inc.Stock24,949$10.1M1.3%−1,118−4.3%ReducedHistory
CVXChevron CorpStock65,387$9.63M1.3%+117+0.2%AddedHistory
SHWSherwin Williams CoCOM23,457$8.95M1.2%−3,740−13.8%ReducedHistory
NFLXNetflix IncStock12,102$8.58M1.1%−801−6.2%ReducedHistory
GEGeneral Electric CoStock44,393$8.37M1.1%−90.0%ReducedHistory
JNJJohnson & JohnsonStock51,043$8.27M1.1%−1,814−3.4%ReducedHistory
MSMorgan StanleyStock78,417$8.17M1.1%+5,193+7.1%AddedHistory
KOCoca Cola CoStock108,753$7.81M1.0%−4,122−3.7%ReducedHistory
GSGoldman Sachs Group IncStock15,355$7.60M1.0%−698−4.3%ReducedHistory
TXNTexas Instruments IncStock35,804$7.40M1.0%−990−2.7%ReducedHistory
APDAir Products & Chemicals, Inc.Stock23,728$7.06M0.9%−4,937−17.2%ReducedHistory
HONHoneywell International IncCOM31,872$6.59M0.9%−533−1.6%ReducedHistory
AAPLApple Inc.Stock27,876$6.50M0.8%−13,048−31.9%ReducedHistory
WFCWells Fargo & CompanyStock113,266$6.40M0.8%−4,970−4.2%ReducedHistory
FISVFiserv IncStock34,818$6.26M0.8%−3,108−8.2%ReducedHistory
EWEdwards Lifesciences CorpStock85,268$5.63M0.7%+1,510+1.8%AddedHistory
AMZNAmazon Com IncStock30,031$5.60M0.7%+1,149+4.0%AddedHistory
NSCNorfolk Southern CorpStock22,283$5.54M0.7%−2,706−10.8%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock20,884$4.97M0.6%−682−3.2%ReducedHistory
DISWalt Disney CoStock50,702$4.88M0.6%−5,127−9.2%ReducedHistory
MCDMcDonalds CorpStock14,241$4.34M0.6%−2,335−14.1%ReducedHistory
COSTCostco Wholesale CorpStock4,851$4.30M0.6%−75−1.5%ReducedHistory
LMTLockheed Martin CorpStock7,049$4.12M0.5%−382−5.1%ReducedHistory
PSXPhillips 66Stock29,787$3.92M0.5%−1,065−3.5%ReducedHistory
MMM3M CoStock27,616$3.78M0.5%−408−1.5%ReducedHistory
TXTTextron IncCOM40,785$3.61M0.5%−2,010−4.7%ReducedHistory
PEPPepsiCo IncStock20,970$3.57M0.5%−164−0.8%ReducedHistory
CSXCSX CorpStock100,155$3.46M0.4%+60.0%AddedHistory
TRPTC Energy CorpCOM70,869$3.37M0.4%−661−0.9%ReducedHistory
SCHWSchwab Charles CorpStock45,714$2.96M0.4%+1,449+3.3%AddedHistory
FDXFedEx CorpStock10,782$2.95M0.4%−198−1.8%ReducedHistory
INTCIntel CorpStock123,890$2.91M0.4%−20,236−14.0%ReducedHistory
MARMarriott International IncStock11,568$2.88M0.4%−1,076−8.5%ReducedHistory
WRBBerkley W R CorpCOM50,354$2.86M0.4%+29,362+139.9%AddedHistory
GEVGE Vernova Inc.Stock10,929$2.79M0.4%−150−1.4%ReducedHistory
BRK.ABerkshire Hathaway IncCL A4$2.76M0.4%00.0%UnchangedHistory
DHIHorton D R IncCOM13,940$2.66M0.3%−741−5.0%ReducedHistory
SYYSysco CorpStock33,905$2.65M0.3%−1,990−5.5%ReducedHistory
BNYBank of New York Mellon CorpStock36,217$2.60M0.3%−3,838−9.6%ReducedHistory
UPSUnited Parcel Service IncStock18,003$2.45M0.3%−4,427−19.7%ReducedHistory
Pacer US Small Cap Cash Cows ETF69374H857ETF51,429$2.39M0.3%+119+0.2%Added–
EXPDExpeditors International of Washington IncCOM16,420$2.16M0.3%00.0%UnchangedHistory
ETNEaton Corp plcStock6,208$2.06M0.3%−705−10.2%ReducedHistory
CBChubb LtdStock7,071$2.04M0.3%+5,081+255.3%AddedHistory
CLColgate Palmolive CoStock19,531$2.03M0.3%−2,050−9.5%ReducedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF22,352$1.97M0.3%+2,567+13.0%Added–
KMIKinder Morgan, Inc.Stock89,161$1.97M0.3%+1,387+1.6%AddedHistory
FCXFreeport-McMoran IncStock39,356$1.96M0.3%−6,650−14.5%ReducedHistory
PFEPfizer IncStock63,919$1.85M0.2%−756−1.2%ReducedHistory
TNETTrinet Group, Inc.COM18,900$1.83M0.2%−1,515−7.4%ReducedHistory
GLDSPDR Gold TrustETF7,333$1.78M0.2%−474−6.1%ReducedHistory
BACBank of America CorpStock44,560$1.77M0.2%−70,070−61.1%ReducedHistory
LLYEli Lilly & CoStock1,978$1.75M0.2%+20+1.0%AddedHistory
MRKMerck & Co., Inc.Stock15,120$1.72M0.2%−1,414−8.6%ReducedHistory
ADBEAdobe Inc.Stock3,089$1.60M0.2%−175−5.4%ReducedHistory
DEDeere & CoStock3,458$1.44M0.2%−595−14.7%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock14,595$1.37M0.2%−10−0.1%ReducedHistory
BXBlackstone Inc.COM8,594$1.32M0.2%−365−4.1%ReducedHistory
SYKStryker CorpStock3,358$1.21M0.2%−999−22.9%ReducedHistory
ALLAllstate CorpStock5,884$1.12M0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF2,196$1.07M0.1%−181−7.6%Reduced–
BLKBlackRock, Inc.COM1,081$1.03M0.1%+29+2.8%AddedHistory
CNICanadian National Railway CoStock8,350$978.2K0.1%−425−4.8%ReducedHistory
DVNDevon Energy CorpStock23,570$922.1K0.1%−775−3.2%ReducedHistory
CTVACorteva, Inc.Stock14,776$868.7K0.1%−550−3.6%ReducedHistory
IDXXIDEXX Laboratories IncCOM1,710$863.9K0.1%00.0%UnchangedHistory
AMGNAmgen IncStock2,588$833.9K0.1%00.0%UnchangedHistory
NEMNEWMONT CorpStock15,477$827.2K0.1%−1,708−9.9%ReducedHistory
CTASCintas CorpStock4,000$823.5K0.1%00.0%UnchangedConverted for a 4-for-1 splitHistory
CHTRCharter Communications, Inc.CL A2,483$804.7K0.1%−222−8.2%ReducedHistory
TAT&T Inc.Stock36,561$804.3K0.1%−244−0.7%ReducedHistory
SLBSLB LimitedStock19,070$800.0K0.1%+19,070NewHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF2,741$776.3K0.1%00.0%Unchanged–
BMYBristol Myers Squibb CoStock13,950$721.8K0.1%−2,254−13.9%ReducedHistory
CHDChurch & Dwight Co IncCOM6,480$678.6K0.1%−40−0.6%ReducedHistory
NVDANVIDIA CorpStock5,516$669.9K0.1%+301+5.8%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF2,995$593.3K0.1%+90+3.1%Added–
DEODiageo PLCSPON ADR NEW4,200$589.4K0.1%00.0%UnchangedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF1,023$582.8K0.1%00.0%UnchangedHistory
DOWDow Inc.Stock10,658$582.2K0.1%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock1,108$576.2K0.1%−1−0.1%ReducedHistory

Sold out since Q2 2024 (5)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Baxter Bros Inc sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
iShares Tr46436E7180-3 MTH TREASURY2,655$267.3K<0.1%–
KMBKimberly Clark CorpStock1,910$264.0K<0.1%History
CCitigroup IncStock3,510$222.7K<0.1%History
Vanguard Morningstar Small-Cap ETF922908751ETF940$205.0K<0.1%–
APAAPA CorpStock6,930$204.0K<0.1%History