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Baxter Bros Inc

SEC CIK
0001096783
Latest filing
Aug 6, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 24, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
151
+3 vs. Q1 2025
Portfolio value
$817.6M
+$58.3M (+7.7%) vs. Q1 2025
Filed
Jul 24, 2025
SEC
Holdings of Baxter Bros Inc in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock138,083$67.1M8.2%−2,156−1.5%ReducedHistory
MSFTMicrosoft CorpStock134,712$67.0M8.2%−1,279−0.9%ReducedHistory
INTUIntuit Inc.Stock59,609$46.9M5.7%−731−1.2%ReducedHistory
VVisa Inc.Stock98,185$34.9M4.3%−1,413−1.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM274,608$29.6M3.6%−3,348−1.2%ReducedHistory
METAMeta Platforms, Inc.Stock37,793$27.9M3.4%+1,062+2.9%AddedHistory
AXPAmerican Express CoStock83,173$26.5M3.2%+4,521+5.7%AddedHistory
GOOGAlphabet Inc.Stock142,216$25.2M3.1%−2,600−1.8%ReducedHistory
ADPAutomatic Data Processing IncStock79,114$24.4M3.0%−1,239−1.5%ReducedHistory
UNPUnion Pacific CorpStock102,753$23.6M2.9%−1,794−1.7%ReducedHistory
JPMJPMorgan Chase & CoStock76,265$22.1M2.7%−1,105−1.4%ReducedHistory
GOOGLAlphabet Inc.Stock105,988$18.7M2.3%−1,102−1.0%ReducedHistory
MAMastercard IncStock32,553$18.3M2.2%−680−2.0%ReducedHistory
QCOMQualcomm IncStock110,257$17.6M2.1%−4,784−4.2%ReducedHistory
NFLXNetflix IncStock12,443$16.7M2.0%+417+3.5%AddedHistory
PAYXPaychex IncStock99,903$14.5M1.8%−1,765−1.7%ReducedHistory
AMZNAmazon Com IncStock65,854$14.4M1.8%+31,049+89.2%AddedHistory
PGProcter & Gamble CoStock90,593$14.4M1.8%−2,413−2.6%ReducedHistory
RTXRTX CorpStock97,859$14.3M1.7%−310−0.3%ReducedHistory
MSMorgan StanleyStock95,664$13.5M1.6%+5,669+6.3%AddedHistory
GEGeneral Electric CoStock42,945$11.1M1.4%−1,071−2.4%ReducedHistory
GSGoldman Sachs Group IncStock15,322$10.8M1.3%+272+1.8%AddedHistory
CVXChevron CorpStock73,128$10.5M1.3%+8,264+12.7%AddedHistory
SCHWSchwab Charles CorpStock101,004$9.22M1.1%+18,510+22.4%AddedHistory
HDHome Depot, Inc.Stock23,688$8.68M1.1%−765−3.1%ReducedHistory
WFCWells Fargo & CompanyStock107,832$8.64M1.1%−1,640−1.5%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock21,084$8.55M1.0%−5,772−21.5%ReducedHistory
HONHoneywell International IncCOM35,733$8.32M1.0%+4,543+14.6%AddedHistory
KOCoca Cola CoStock103,812$7.34M0.9%+450.0%AddedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF81,140$7.31M0.9%+39,529+95.0%Added–
SHWSherwin Williams CoCOM21,178$7.27M0.9%−662−3.0%ReducedHistory
JNJJohnson & JohnsonStock42,199$6.45M0.8%−3,584−7.8%ReducedHistory
TXNTexas Instruments IncStock30,192$6.27M0.8%−1,195−3.8%ReducedHistory
CMCSAComcast CorpStock175,049$6.25M0.8%−9,459−5.1%ReducedHistory
FISVFiserv IncStock36,142$6.23M0.8%+2,270+6.7%AddedHistory
WRBBerkley W R CorpCOM82,961$6.10M0.7%+9,503+12.9%AddedHistory
GEVGE Vernova Inc.Stock10,390$5.50M0.7%−457−4.2%ReducedHistory
DISWalt Disney CoStock42,934$5.32M0.7%−1,656−3.7%ReducedHistory
APDAir Products & Chemicals, Inc.Stock17,879$5.04M0.6%−3,047−14.6%ReducedHistory
NSCNorfolk Southern CorpStock18,982$4.86M0.6%−875−4.4%ReducedHistory
COSTCostco Wholesale CorpStock4,741$4.69M0.6%−201−4.1%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock16,515$4.14M0.5%−3,657−18.1%ReducedHistory
AAPLApple Inc.Stock19,642$4.03M0.5%−580−2.9%ReducedHistory
MMM3M CoStock25,901$3.94M0.5%−523−2.0%ReducedHistory
EWEdwards Lifesciences CorpStock49,161$3.84M0.5%−28,075−36.3%ReducedHistory
UBERUber Technologies, IncStock41,017$3.83M0.5%+5,361+15.0%AddedHistory
TRPTC Energy CorpCOM69,505$3.39M0.4%−85−0.1%ReducedHistory
CSXCSX CorpStock98,276$3.21M0.4%+70.0%AddedHistory
PSXPhillips 66Stock26,067$3.11M0.4%−3,370−11.4%ReducedHistory
BLKBlackRock, Inc.Stock2,921$3.06M0.4%+594+25.5%AddedHistory
MARMarriott International IncStock10,968$3.00M0.4%−43−0.4%ReducedHistory
BRK.ABerkshire Hathaway IncCL A4$2.92M0.4%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock31,862$2.90M0.4%−1,000−3.0%ReducedHistory
DHIHorton D R IncCOM22,509$2.90M0.4%+3,415+17.9%AddedHistory
LMTLockheed Martin CorpStock6,199$2.87M0.4%−26−0.4%ReducedHistory
BXBlackstone Inc.COM18,138$2.71M0.3%+3,190+21.3%AddedHistory
KMIKinder Morgan, Inc.Stock85,046$2.50M0.3%+2,550+3.1%AddedHistory
CBChubb LtdStock7,661$2.22M0.3%+128+1.7%AddedHistory
TXTTextron IncCOM27,335$2.19M0.3%−4,055−12.9%ReducedHistory
FDXFedEx CorpStock9,597$2.18M0.3%−520−5.1%ReducedHistory
MCDMcDonalds CorpStock7,392$2.16M0.3%−3,859−34.3%ReducedHistory
SYYSysco CorpStock28,430$2.15M0.3%−2,610−8.4%ReducedHistory
GLDSPDR Gold TrustETF6,506$1.98M0.2%−704−9.8%ReducedHistory
BACBank of America CorpStock40,376$1.91M0.2%+369+0.9%AddedHistory
ETNEaton Corp plcStock5,281$1.89M0.2%+6+0.1%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF6,169$1.87M0.2%+3,350+118.8%Added–
EXPDExpeditors International of Washington IncCOM16,340$1.87M0.2%+40+0.2%AddedHistory
PEPPepsiCo IncStock13,230$1.75M0.2%−3,789−22.3%ReducedHistory
CLColgate Palmolive CoStock18,430$1.68M0.2%−843−4.4%ReducedHistory
BKRBaker Hughes CoCL A43,640$1.67M0.2%+21,815+100.0%AddedHistory
DEDeere & CoStock3,035$1.54M0.2%−100−3.2%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,585$1.49M0.2%+2,855+76.5%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF6,686$1.37M0.2%+1,361+25.6%Added–
PFEPfizer IncStock55,588$1.35M0.2%−3,957−6.6%ReducedHistory
TNETTrinet Group, Inc.COM18,065$1.32M0.2%−100−0.6%ReducedHistory
MKLMarkel Group Inc.COM637$1.27M0.2%+6+1.0%AddedHistory
SYKStryker CorpStock3,186$1.26M0.2%−42−1.3%ReducedHistory
NVDANVIDIA CorpStock7,922$1.25M0.2%+464+6.2%AddedHistory
ALLAllstate CorpStock5,884$1.18M0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF2,056$1.17M0.1%+2,056New–
Invesco QQQ Trust Series I46090E103ETF2,068$1.14M0.1%00.0%Unchanged–
INTCIntel CorpStock50,550$1.13M0.1%−15,817−23.8%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock14,495$1.07M0.1%−70.0%ReducedHistory
UPSUnited Parcel Service IncStock10,533$1.06M0.1%−4,305−29.0%ReducedHistory
FCXFreeport-McMoran IncStock23,852$1.03M0.1%−2,950−11.0%ReducedHistory
CTVACorteva, Inc.Stock13,351$995.0K0.1%−900−6.3%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,571$970.8K0.1%+475+43.3%AddedHistory
LLYEli Lilly & CoStock1,234$961.9K0.1%−920−42.7%ReducedHistory
IDXXIDEXX Laboratories IncCOM1,710$917.1K0.1%00.0%UnchangedHistory
CTASCintas CorpStock4,042$900.8K0.1%+42+1.1%AddedHistory
MRKMerck & Co., Inc.Stock10,572$836.9K0.1%−1,000−8.6%ReducedHistory
TAT&T Inc.Stock28,679$830.0K0.1%−2,246−7.3%ReducedHistory
CHTRCharter Communications, Inc.CL A1,873$765.7K0.1%−172−8.4%ReducedHistory
AZOAutoZone IncCOM200$742.4K0.1%+20+11.1%AddedHistory
CNICanadian National Railway CoStock7,000$728.3K0.1%−950−11.9%ReducedHistory
CSCOCisco Systems, Inc.Stock9,288$644.4K0.1%+136+1.5%AddedHistory
PMPhilip Morris International Inc.Stock3,538$644.4K0.1%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock1,441$641.5K0.1%+213+17.3%AddedHistory
AMGNAmgen IncStock2,296$641.1K0.1%−200−8.0%ReducedHistory
AVGOBroadcom Inc.Stock2,291$631.5K0.1%−54−2.3%ReducedHistory

Sold out since Q1 2025 (6)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Baxter Bros Inc sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
MUMicron Technology IncStock6,690$581.3K0.1%History
UNHUnitedHealth Group IncStock860$450.4K0.1%History
Pacer US Small Cap Cash Cows ETF69374H857ETF7,450$279.4K<0.1%–
iShares Tr464287556ISHARES BIOTECH1,989$254.4K<0.1%–
DEODiageo PLCSPON ADR NEW2,325$243.6K<0.1%History
DOWDow Inc.Stock6,911$241.3K<0.1%History