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Baxter Bros Inc

SEC CIK
0001096783
Latest filing
Aug 6, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
157
+2 vs. Q3 2024
Portfolio value
$764.5M
−$4.67M (−0.6%) vs. Q3 2024
Filed
Feb 12, 2025
SEC
Holdings of Baxter Bros Inc in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock142,524$64.6M8.5%−2,288−1.6%ReducedHistory
MSFTMicrosoft CorpStock138,091$58.2M7.6%−2,365−1.7%ReducedHistory
INTUIntuit Inc.Stock60,270$37.9M5.0%+649+1.1%AddedHistory
VVisa Inc.Stock101,584$32.1M4.2%−1,085−1.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM279,560$30.1M3.9%−474−0.2%ReducedHistory
GOOGAlphabet Inc.Stock150,893$28.7M3.8%−1,421−0.9%ReducedHistory
UNPUnion Pacific CorpStock105,644$24.1M3.2%−59−0.1%ReducedHistory
ADPAutomatic Data Processing IncStock81,821$24.0M3.1%−750−0.9%ReducedHistory
AXPAmerican Express CoStock79,646$23.6M3.1%−181−0.2%ReducedHistory
METAMeta Platforms, Inc.Stock37,824$22.1M2.9%−301−0.8%ReducedHistory
GOOGLAlphabet Inc.Stock107,524$20.4M2.7%−1,754−1.6%ReducedHistory
QCOMQualcomm IncStock123,567$19.0M2.5%−2,517−2.0%ReducedHistory
JPMJPMorgan Chase & CoStock78,407$18.8M2.5%−1,824−2.3%ReducedHistory
MAMastercard IncStock34,026$17.9M2.3%−97−0.3%ReducedHistory
PGProcter & Gamble CoStock94,806$15.9M2.1%−2,577−2.6%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock28,462$14.8M1.9%+432+1.5%AddedHistory
PAYXPaychex IncStock102,747$14.4M1.9%−1,303−1.3%ReducedHistory
RTXRTX CorpStock102,194$11.8M1.5%−1,596−1.5%ReducedHistory
NFLXNetflix IncStock12,005$10.7M1.4%−97−0.8%ReducedHistory
MSMorgan StanleyStock79,849$10.0M1.3%+1,432+1.8%AddedHistory
HDHome Depot, Inc.Stock24,755$9.63M1.3%−194−0.8%ReducedHistory
CVXChevron CorpStock66,268$9.60M1.3%+881+1.3%AddedHistory
GSGoldman Sachs Group IncStock15,506$8.88M1.2%+151+1.0%AddedHistory
CMCSAComcast CorpStock227,996$8.56M1.1%−58,855−20.5%ReducedHistory
SHWSherwin Williams CoCOM23,070$7.84M1.0%−387−1.6%ReducedHistory
WFCWells Fargo & CompanyStock109,716$7.71M1.0%−3,550−3.1%ReducedHistory
HONHoneywell International IncCOM32,986$7.45M1.0%+1,114+3.5%AddedHistory
GEGeneral Electric CoStock44,243$7.38M1.0%−150−0.3%ReducedHistory
FISVFiserv IncStock34,445$7.08M0.9%−373−1.1%ReducedHistory
JNJJohnson & JohnsonStock48,624$7.03M0.9%−2,419−4.7%ReducedHistory
APDAir Products & Chemicals, Inc.Stock23,591$6.84M0.9%−137−0.6%ReducedHistory
AMZNAmazon Com IncStock31,002$6.80M0.9%+971+3.2%AddedHistory
AAPLApple Inc.Stock27,140$6.80M0.9%−736−2.6%ReducedHistory
KOCoca Cola CoStock105,678$6.58M0.9%−3,075−2.8%ReducedHistory
TXNTexas Instruments IncStock34,680$6.50M0.9%−1,124−3.1%ReducedHistory
EWEdwards Lifesciences CorpStock87,824$6.50M0.9%+2,556+3.0%AddedHistory
DISWalt Disney CoStock47,138$5.25M0.7%−3,564−7.0%ReducedHistory
NSCNorfolk Southern CorpStock20,769$4.87M0.6%−1,514−6.8%ReducedHistory
COSTCostco Wholesale CorpStock4,831$4.43M0.6%−20−0.4%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock20,555$4.32M0.6%−329−1.6%ReducedHistory
SCHWSchwab Charles CorpStock57,618$4.26M0.6%+11,904+26.0%AddedHistory
GEVGE Vernova Inc.Stock10,875$3.58M0.5%−54−0.5%ReducedHistory
MMM3M CoStock27,539$3.56M0.5%−77−0.3%ReducedHistory
WRBBerkley W R CorpCOM60,445$3.54M0.5%+10,091+20.0%AddedHistory
MCDMcDonalds CorpStock11,609$3.37M0.4%−2,632−18.5%ReducedHistory
PSXPhillips 66Stock29,150$3.32M0.4%−637−2.1%ReducedHistory
TRPTC Energy CorpCOM70,673$3.29M0.4%−196−0.3%ReducedHistory
MARMarriott International IncStock11,566$3.23M0.4%−20.0%ReducedHistory
CSXCSX CorpStock98,262$3.17M0.4%−1,893−1.9%ReducedHistory
LMTLockheed Martin CorpStock6,474$3.15M0.4%−575−8.2%ReducedHistory
FDXFedEx CorpStock10,657$3.00M0.4%−125−1.2%ReducedHistory
PEPPepsiCo IncStock19,140$2.91M0.4%−1,830−8.7%ReducedHistory
BNYBank of New York Mellon CorpStock35,991$2.77M0.4%−226−0.6%ReducedHistory
BRK.ABerkshire Hathaway IncCL A4$2.72M0.4%00.0%UnchangedHistory
SYYSysco CorpStock33,760$2.58M0.3%−145−0.4%ReducedHistory
TXTTextron IncCOM31,690$2.42M0.3%−9,095−22.3%ReducedHistory
KMIKinder Morgan, Inc.Stock87,621$2.40M0.3%−1,540−1.7%ReducedHistory
DHIHorton D R IncCOM17,014$2.38M0.3%+3,074+22.1%AddedHistory
UPSUnited Parcel Service IncStock16,520$2.08M0.3%−1,483−8.2%ReducedHistory
Pacer US Small Cap Cash Cows ETF69374H857ETF43,526$1.92M0.3%−7,903−15.4%Reduced–
CBChubb LtdStock6,931$1.92M0.3%−140−2.0%ReducedHistory
UBERUber Technologies, IncStock31,571$1.90M0.2%+26,861+570.3%AddedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF23,761$1.90M0.2%+1,409+6.3%Added–
ETNEaton Corp plcStock5,509$1.83M0.2%−699−11.3%ReducedHistory
EXPDExpeditors International of Washington IncCOM16,300$1.81M0.2%−120−0.7%ReducedHistory
GLDSPDR Gold TrustETF7,298$1.77M0.2%−35−0.5%ReducedHistory
CLColgate Palmolive CoStock18,793$1.71M0.2%−738−3.8%ReducedHistory
BACBank of America CorpStock38,777$1.70M0.2%−5,783−13.0%ReducedHistory
TNETTrinet Group, Inc.COM18,765$1.70M0.2%−135−0.7%ReducedHistory
LLYEli Lilly & CoStock2,157$1.67M0.2%+179+9.0%AddedHistory
PFEPfizer IncStock62,510$1.66M0.2%−1,409−2.2%ReducedHistory
INTCIntel CorpStock74,982$1.50M0.2%−48,908−39.5%ReducedHistory
BXBlackstone Inc.COM8,718$1.50M0.2%+124+1.4%AddedHistory
ADBEAdobe Inc.Stock3,265$1.45M0.2%+176+5.7%AddedHistory
DEDeere & CoStock3,330$1.41M0.2%−128−3.7%ReducedHistory
FCXFreeport-McMoran IncStock35,802$1.36M0.2%−3,554−9.0%ReducedHistory
MRKMerck & Co., Inc.Stock13,564$1.35M0.2%−1,556−10.3%ReducedHistory
SYKStryker CorpStock3,238$1.17M0.2%−120−3.6%ReducedHistory
BLKBlackRock, Inc.Stock1,123$1.15M0.2%+42+3.9%AddedHistory
GEHCGE HealthCare Technologies Inc.Stock14,522$1.14M0.1%−73−0.5%ReducedHistory
ALLAllstate CorpStock5,884$1.13M0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF2,126$1.09M0.1%−70−3.2%Reduced–
MKLMarkel Group Inc.COM611$1.05M0.1%+265+76.6%AddedHistory
CTVACorteva, Inc.Stock15,012$855.1K0.1%+236+1.6%AddedHistory
CNICanadian National Railway CoStock8,350$847.6K0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock6,239$837.8K0.1%+723+13.1%AddedHistory
SLBSLB LimitedStock21,280$815.9K0.1%+2,210+11.6%AddedHistory
CHTRCharter Communications, Inc.CL A2,350$805.5K0.1%−133−5.4%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF2,743$794.9K0.1%+2+0.1%Added–
TAT&T Inc.Stock33,847$770.7K0.1%−2,714−7.4%ReducedHistory
BMYBristol Myers Squibb CoStock13,248$749.3K0.1%−702−5.0%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF3,808$745.7K0.1%+813+27.1%Added–
CTASCintas CorpStock4,000$730.8K0.1%00.0%UnchangedHistory
IDXXIDEXX Laboratories IncCOM1,710$707.0K0.1%00.0%UnchangedHistory
CHDChurch & Dwight Co IncCOM6,480$678.5K0.1%00.0%UnchangedHistory
AMGNAmgen IncStock2,546$663.6K0.1%−42−1.6%ReducedHistory
DVNDevon Energy CorpStock19,890$651.0K0.1%−3,680−15.6%ReducedHistory
CRMSalesforce, Inc.Stock1,855$620.2K0.1%+8+0.4%AddedHistory
NEMNEWMONT CorpStock15,987$595.0K0.1%+510+3.3%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF1,023$582.7K0.1%00.0%UnchangedHistory

Sold out since Q3 2024 (3)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Baxter Bros Inc sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
SHELShell plcADR4,785$315.6K<0.1%History
OLEDUniversal Display CorpCOM1,300$272.9K<0.1%History
CECelanese CorpStock1,600$217.5K<0.1%History