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Baxter Bros Inc

SEC CIK
0001096783
Latest filing
Aug 6, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 6, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
172
+6 vs. Q1 2026
Portfolio value
$864.3M
+$54.2M (+6.7%) vs. Q1 2026
Filed
Aug 6, 2026
SEC
Holdings of Baxter Bros Inc in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock138,780$69.4M8.0%+2,838+2.1%AddedHistory
MSFTMicrosoft CorpStock131,367$49.0M5.7%+1,383+1.1%AddedHistory
GOOGAlphabet Inc.Stock114,457$40.4M4.7%−3,130−2.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM271,874$37.2M4.3%−1,146−0.4%ReducedHistory
GOOGLAlphabet Inc.Stock91,938$32.9M3.8%−1,220−1.3%ReducedHistory
VVisa Inc.Stock94,147$32.3M3.7%−194−0.2%ReducedHistory
AXPAmerican Express CoStock82,605$27.9M3.2%+2,613+3.3%AddedHistory
UNPUnion Pacific CorpStock92,873$25.3M2.9%−295−0.3%ReducedHistory
JPMJPMorgan Chase & CoStock76,917$25.2M2.9%+993+1.3%AddedHistory
METAMeta Platforms, Inc.Stock38,604$21.7M2.5%+636+1.7%AddedHistory
MSMorgan StanleyStock92,381$19.3M2.2%−827−0.9%ReducedHistory
AMZNAmazon Com IncStock78,464$18.7M2.2%+1,235+1.6%AddedHistory
QCOMQualcomm IncStock96,563$17.8M2.1%−1,600−1.6%ReducedHistory
ADPAutomatic Data Processing IncStock73,438$16.4M1.9%−5,197−6.6%ReducedHistory
RTXRTX CorpStock85,081$16.1M1.9%−765−0.9%ReducedHistory
MAMastercard IncStock31,319$16.1M1.9%+120.0%AddedHistory
GEGeneral Electric CoStock42,532$15.9M1.8%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock168,229$15.5M1.8%+17,458+11.6%AddedHistory
INTUIntuit Inc.Stock55,889$14.6M1.7%−2,416−4.1%ReducedHistory
GSGoldman Sachs Group IncStock14,177$14.3M1.7%−160−1.1%ReducedHistory
PGProcter & Gamble CoStock84,429$12.4M1.4%−930−1.1%ReducedHistory
GEVGE Vernova Inc.Stock10,385$12.2M1.4%00.0%UnchangedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF129,664$12.1M1.4%+23,052+21.6%Added–
CVXChevron CorpStock64,215$10.6M1.2%−895−1.4%ReducedHistory
JNJJohnson & JohnsonStock40,350$10.2M1.2%−459−1.1%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock18,827$9.44M1.1%+282+1.5%AddedHistory
NFLXNetflix IncStock128,040$9.14M1.1%−1,945−1.5%ReducedHistory
PAYXPaychex IncStock87,219$8.58M1.0%−2,925−3.2%ReducedHistory
WFCWells Fargo & CompanyStock102,252$8.45M1.0%−1,500−1.4%ReducedHistory
TXNTexas Instruments IncStock26,480$7.89M0.9%−290−1.1%ReducedHistory
AAPLApple Inc.Stock27,072$7.83M0.9%−214−0.8%ReducedHistory
KOCoca Cola CoStock91,308$7.42M0.9%−525−0.6%ReducedHistory
BXBlackstone Inc.COM61,650$7.25M0.8%+13,935+29.2%AddedHistory
HDHome Depot, Inc.Stock19,707$6.95M0.8%+1,041+5.6%AddedHistory
SHWSherwin Williams CoCOM19,352$6.66M0.8%−340−1.7%ReducedHistory
CBChubb LtdStock18,717$6.38M0.7%+839+4.7%AddedHistory
LLYEli Lilly & CoStock4,774$5.73M0.7%+131+2.8%AddedHistory
MKLMarkel Group Inc.COM2,633$5.14M0.6%+20+0.8%AddedHistory
WRBBerkley W R CorpCOM72,416$5.11M0.6%+202+0.3%AddedHistory
COSTCostco Wholesale CorpStock5,399$5.05M0.6%+7+0.1%AddedHistory
UBERUber Technologies, IncStock69,545$5.02M0.6%+3,811+5.8%AddedHistory
HONHoneywell International IncStock22,413$5.02M0.6%+22,413NewHistory
HONAHoneywell Aerospace Inc.COM22,374$4.95M0.6%+22,374NewHistory
NSCNorfolk Southern CorpStock15,705$4.94M0.6%−1,705−9.8%ReducedHistory
CSXCSX CorpStock98,301$4.67M0.5%+50.0%AddedHistory
BNYBank of New York Mellon CorpStock29,980$4.34M0.5%00.0%UnchangedHistory
TRPTC Energy CorpCOM63,355$4.20M0.5%−250−0.4%ReducedHistory
MARMarriott International IncStock11,047$4.09M0.5%−25−0.2%ReducedHistory
PSXPhillips 66Stock22,439$3.79M0.4%−407−1.8%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock12,962$3.77M0.4%−295−2.2%ReducedHistory
MMM3M CoStock23,041$3.73M0.4%−130−0.6%ReducedHistory
EWEdwards Lifesciences CorpStock39,184$3.54M0.4%−455−1.1%ReducedHistory
PANWPalo Alto Networks IncStock10,315$3.52M0.4%−101−1.0%ReducedHistory
BLKBlackRock, Inc.Stock3,633$3.49M0.4%+339+10.3%AddedHistory
TXTTextron IncCOM37,608$3.45M0.4%−980−2.5%ReducedHistory
DISWalt Disney CoStock35,585$3.43M0.4%−815−2.2%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,997$3.34M0.4%−93−1.3%ReducedHistory
KMIKinder Morgan, Inc.Stock104,031$3.33M0.4%−2,230−2.1%ReducedHistory
INTCIntel CorpStock22,701$3.17M0.4%−6,649−22.7%ReducedHistory
NVDANVIDIA CorpStock15,307$3.06M0.4%+5,220+51.7%AddedHistory
BRK.ABerkshire Hathaway IncCL A4$3.00M0.3%00.0%UnchangedHistory
LMTLockheed Martin CorpStock5,809$2.96M0.3%−31−0.5%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF12,280$2.91M0.3%+3,522+40.2%Added–
iShares Russell 2000 ETF464287655ETF8,759$2.63M0.3%00.0%Unchanged–
ETNEaton Corp plcStock6,066$2.58M0.3%+75+1.3%AddedHistory
EXPDExpeditors International of Washington IncCOM15,800$2.58M0.3%−75−0.5%ReducedHistory
APDAir Products & Chemicals, Inc.Stock8,640$2.53M0.3%−580−6.3%ReducedHistory
CMCSAComcast CorpStock94,683$2.32M0.3%−28,894−23.4%ReducedHistory
CHYMChime Financial, Inc.COM SHS CL A106,000$2.17M0.3%00.0%UnchangedHistory
TOSTToast, Inc.Stock72,110$2.01M0.2%+34,720+92.9%AddedHistory
DHIHorton D R IncCOM12,264$2.00M0.2%−4,100−25.1%ReducedHistory
SYYSysco CorpStock23,700$1.98M0.2%−2,320−8.9%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF2,606$1.95M0.2%+45+1.8%AddedHistory
BACBank of America CorpStock33,732$1.92M0.2%−530−1.5%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF26,043$1.86M0.2%00.0%Unchanged–
MCDMcDonalds CorpStock6,406$1.73M0.2%−75−1.2%ReducedHistory
GLDSPDR Gold TrustETF4,672$1.72M0.2%+325+7.5%AddedHistory
DEDeere & CoStock2,691$1.71M0.2%00.0%UnchangedHistory
SLMSLM CorpCOM64,570$1.67M0.2%+2,000+3.2%AddedHistory
PEPPepsiCo IncStock11,588$1.57M0.2%−30−0.3%ReducedHistory
FDXFedEx CorpStock4,919$1.54M0.2%−315−6.0%ReducedHistory
CTASCintas CorpStock8,800$1.50M0.2%−55−0.6%ReducedHistory
ALLAllstate CorpStock5,884$1.40M0.2%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock10,391$1.34M0.2%+824+8.6%AddedHistory
PFEPfizer IncStock54,137$1.30M0.2%00.0%UnchangedHistory
CLColgate Palmolive CoStock13,897$1.27M0.1%+82+0.6%AddedHistory
Invesco QQQ Trust Series I46090E103ETF1,726$1.27M0.1%−240−12.2%Reduced–
RKLBRocket Lab CorpCOM12,451$1.27M0.1%00.0%UnchangedHistory
BKRBaker Hughes CoCL A20,200$1.12M0.1%−40−0.2%ReducedHistory
PMPhilip Morris International Inc.Stock6,118$1.11M0.1%−20−0.3%ReducedHistory
CTVACorteva, Inc.Stock12,751$1.08M0.1%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF16,719$998.0K0.1%00.0%Unchanged–
Vanguard Morningstar Total Stock Market ETF922908769ETF2,572$951.8K0.1%+10.0%Added–
VVVValvoline IncCOM23,880$944.2K0.1%00.0%UnchangedHistory
iShares Tr464287556ISHARES BIOTECH4,949$941.3K0.1%+1,137+29.8%Added–
CSCOCisco Systems, Inc.Stock8,007$940.5K0.1%−743−8.5%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock14,432$923.8K0.1%00.0%UnchangedHistory
IDXXIDEXX Laboratories IncCOM1,723$907.1K0.1%+13+0.8%AddedHistory
SYKStryker CorpStock2,878$906.1K0.1%00.0%UnchangedHistory
SOLSSolstice Advanced Materials Inc.COM SHS10,070$892.2K0.1%−1,088−9.8%ReducedHistory

Sold out since Q1 2026 (13)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Baxter Bros Inc sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
HONHoneywell International IncCOM44,625$10.1M1.2%History
FISVFiserv IncStock10,230$570.8K0.1%History
ACNAccenture plcStock1,600$317.3K<0.1%History
CHTRCharter Communications, Inc.CL A1,365$294.7K<0.1%History
WBDWarner Bros. Discovery, Inc.Stock10,414$286.0K<0.1%History
DOCNDigitalOcean Holdings, Inc.COM3,150$270.2K<0.1%History
DOWDow Inc.Stock6,401$266.6K<0.1%History
BSXBoston Scientific CorpStock4,075$255.7K<0.1%History
AMTAmerican Tower CorpREIT1,400$241.6K<0.1%History
NKENIKE, Inc.Stock4,440$234.5K<0.1%History
KTOSKratos Defense & Security Solutions, Inc.COM NEW3,000$211.5K<0.1%History
CHKPCheck Point Software Technologies LtdORD1,475$210.7K<0.1%History
SLBSLB LimitedStock3,920$201.4K<0.1%History