Baxter Bros Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Baxter Bros Inc. reported 157 stock positions worth $764.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.5% of the portfolio, followed by Microsoft (MSFT, 7.6%) and Intuit (INTU, 5.0%). Compared with Q3 2024, it opened 5 new positions, sold out of 3, added to 39 and reduced 83. The biggest buy was Morgan Stanley (MS, shares +2%) and the biggest sale Comcast Class A (CMCSA, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- RIVERSIDE, CT
- CIK
- 0001096783
- Portfolio Value
- $764.5M (Q4 2024)
- SEC Filing
- 0001096783-25-000001 ↗ filed Feb 12, 2025
Holdings Value
Holdings 157 stocks · $764.5M
| BRK.B Berkshire Hathaway Inc. Class B | 8.45% | 142,524 | $64.6M | Reduce -1.6% |
| MSFT Microsoft Corp. | 7.61% | 138,091 | $58.2M | Reduce -1.7% |
| INTU Intuit Inc. | 4.95% | 60,270 | $37.9M | Add +1.1% |
| V Visa Inc. Class A | 4.20% | 101,584 | $32.1M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 3.93% | 279,560 | $30.1M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 3.76% | 150,893 | $28.7M | Reduce -0.9% |
| UNP Union Pacific Corp. | 3.15% | 105,644 | $24.1M | Reduce -0.1% |
| ADP Automatic Data Processing | 3.13% | 81,821 | $24.0M | Reduce -0.9% |
| AXP American Express Co. | 3.09% | 79,646 | $23.6M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 2.90% | 37,824 | $22.1M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 2.66% | 107,524 | $20.4M | Reduce -1.6% |
| QCOM Qualcomm Inc. | 2.48% | 123,567 | $19.0M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 2.46% | 78,407 | $18.8M | Reduce -2.3% |
| MA Mastercard Inc. Class A | 2.34% | 34,026 | $17.9M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 2.08% | 94,806 | $15.9M | Reduce -2.6% |
| TMO Thermo Fisher Scientific Inc. | 1.94% | 28,462 | $14.8M | Add +1.5% |
| PAYX Paychex Inc. | 1.88% | 102,747 | $14.4M | Reduce -1.3% |
| RTX RTX Corp. | 1.55% | 102,194 | $11.8M | Reduce -1.5% |
| NFLX Netflix Inc. | 1.40% | 12,005 | $10.7M | Reduce -0.8% |
| MS Morgan Stanley | 1.31% | 79,849 | $10.0M | Add +1.8% |
| HD Home Depot Inc. | 1.26% | 24,755 | $9.6M | Reduce -0.8% |
| CVX Chevron Corp. | 1.26% | 66,268 | $9.6M | Add +1.4% |
| GS Goldman Sachs Group Inc. | 1.16% | 15,506 | $8.9M | Add +1.0% |
| CMCSA Comcast Corp. Class A | 1.12% | 227,996 | $8.6M | Reduce -20.5% |
| SHW The Sherwin-Williams Co. | 1.03% | 23,070 | $7.8M | Reduce -1.6% |
| WFC Wells Fargo & Co. | 1.01% | 109,716 | $7.7M | Reduce -3.1% |
| HON Honeywell International Inc. | 0.97% | 32,986 | $7.5M | Add +3.5% |
| GE General Electric filed as GE AEROSPACE | 0.97% | 44,243 | $7.4M | Reduce -0.3% |
| FISV Fiserv Inc. | 0.93% | 34,445 | $7.1M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.92% | 48,624 | $7.0M | Reduce -4.7% |
| APD Air Products & Chemicals Inc. | 0.90% | 23,591 | $6.8M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 0.89% | 31,002 | $6.8M | Add +3.2% |
| AAPL Apple Inc. | 0.89% | 27,140 | $6.8M | Reduce -2.6% |
| KO The Coca-Cola Co. | 0.86% | 105,678 | $6.6M | Reduce -2.8% |
| TXN Texas Instruments Inc. | 0.85% | 34,680 | $6.5M | Reduce -3.1% |
| EW Edwards Lifesciences Corp. | 0.85% | 87,824 | $6.5M | Add +3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.69% | 47,138 | $5.2M | Reduce -7.0% |
| NSC Norfolk Southern Corp. | 0.64% | 20,769 | $4.9M | Reduce -6.8% |
| COST Costco Wholesale Corp. | 0.58% | 4,831 | $4.4M | Reduce -0.4% |
| LHX L3HARRIS Technologies Inc. | 0.57% | 20,555 | $4.3M | Reduce -1.6% |
| SCHW Schwab (charles) Corp. | 0.56% | 57,618 | $4.3M | Add +26.0% |
| GEV GE Vernova Inc. | 0.47% | 10,875 | $3.6M | Reduce -0.5% |
| MMM 3M Co. | 0.47% | 27,539 | $3.6M | Reduce -0.3% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.46% | 60,445 | $3.5M | Add +20.0% |
| MCD McDonald's Corp. | 0.44% | 11,609 | $3.4M | Reduce -18.5% |
| PSX Phillips 66 | 0.43% | 29,150 | $3.3M | Reduce -2.1% |
| TRP TC Energy Corp. | 0.43% | 70,673 | $3.3M | Reduce -0.3% |
| MAR Marriott International Class A | 0.42% | 11,566 | $3.2M | Reduce -0.0% |
| CSX CSX Corp. | 0.41% | 98,262 | $3.2M | Reduce -1.9% |
| LMT Lockheed Martin Corp. | 0.41% | 6,474 | $3.1M | Reduce -8.2% |
| FDX FedEx Corp. | 0.39% | 10,657 | $3.0M | Reduce -1.2% |
| PEP Pepsico Inc. | 0.38% | 19,140 | $2.9M | Reduce -8.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.36% | 35,991 | $2.8M | Reduce -0.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 4 | $2.7M | No change |
| SYY Sysco Corp. | 0.34% | 33,760 | $2.6M | Reduce -0.4% |
| TXT Textron Inc. | 0.32% | 31,690 | $2.4M | Reduce -22.3% |
| KMI Kinder Morgan Inc. | 0.31% | 87,621 | $2.4M | Reduce -1.7% |
| DHI D.R. Horton Inc. | 0.31% | 17,014 | $2.4M | Add +22.1% |
| UPS United Parcel Service Class B | 0.27% | 16,520 | $2.1M | Reduce -8.2% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.25% | 43,526 | $1.9M | Reduce -15.4% |
| CB Chubb Ltd. | 0.25% | 6,931 | $1.9M | Reduce -2.0% |
| UBER Uber Technologies Inc. | 0.25% | 31,571 | $1.9M | Add +570.3% |
| VIGI Vanguard Int Div App Indx FD | 0.25% | 23,761 | $1.9M | Add +6.3% |
| ETN Eaton Corp. PLC | 0.24% | 5,509 | $1.8M | Reduce -11.3% |
| EXPD Expeditors Intl Wash Inc. | 0.24% | 16,300 | $1.8M | Reduce -0.7% |
| GLD SPDR Gold Shares | 0.23% | 7,298 | $1.8M | Reduce -0.5% |
| CL Colgate-Palmolive Co. | 0.22% | 18,793 | $1.7M | Reduce -3.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 38,777 | $1.7M | Reduce -13.0% |
| TNET Trinet Group Inc. | 0.22% | 18,765 | $1.7M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.22% | 2,157 | $1.7M | Add +9.1% |
| PFE Pfizer Inc. | 0.22% | 62,510 | $1.7M | Reduce -2.2% |
| INTC Intel Corp. | 0.20% | 74,982 | $1.5M | Reduce -39.5% |
| BX Blackstone Inc. | 0.20% | 8,718 | $1.5M | Add +1.4% |
| ADBE Adobe Inc. | 0.19% | 3,265 | $1.5M | Add +5.7% |
| DE Deere & Co. | 0.18% | 3,330 | $1.4M | Reduce -3.7% |
| FCX Freeport-McMoran Inc. | 0.18% | 35,802 | $1.4M | Reduce -9.0% |
| MRK Merck & Co. Inc. | 0.18% | 13,564 | $1.3M | Reduce -10.3% |
| SYK Stryker Corp. | 0.15% | 3,238 | $1.2M | Reduce -3.6% |
| BLK BlackRock Inc. | 0.15% | 1,123 | $1.2M | Add +3.9% |
| GEHC GE Healthcare Technology | 0.15% | 14,522 | $1.1M | Reduce -0.5% |
| ALL Allstate Corp. | 0.15% | 5,884 | $1.1M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 2,126 | $1.1M | Reduce -3.2% |
| MKL Markel Group Inc. | 0.14% | 611 | $1.1M | Add +76.6% |
| CTVA Corteva Inc. | 0.11% | 15,012 | $855K | Add +1.6% |
| CNI Canadian Natl Railway Co. | 0.11% | 8,350 | $848K | No change |
| NVDA Nvidia Corp. | 0.11% | 6,239 | $838K | Add +13.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.11% | 21,280 | $816K | Add +11.6% |
| CHTR Charter Communications Inc. Class A | 0.11% | 2,350 | $806K | Reduce -5.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 2,743 | $795K | Add +0.1% |
| T AT&T Inc. | 0.10% | 33,847 | $771K | Reduce -7.4% |
| BMY Bristol-Myers Squibb Co. | 0.10% | 13,248 | $749K | Reduce -5.0% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 3,808 | $746K | Add +27.1% |
| CTAS Cintas Corp. | 0.10% | 4,000 | $731K | No change |
| IDXX Idexx Laboratories Inc. | 0.09% | 1,710 | $707K | No change |
| CHD Church & Dwight Co. Inc. | 0.09% | 6,480 | $679K | No change |
| AMGN Amgen Inc. | 0.09% | 2,546 | $664K | Reduce -1.6% |
| DVN Devon Energy Corp. | 0.09% | 19,890 | $651K | Reduce -15.6% |
| CRM Salesforce Inc. | 0.08% | 1,855 | $620K | Add +0.4% |
| NEM Newmont Corp. | 0.08% | 15,987 | $595K | Add +3.3% |
| MDY State Street SPDR S&P Midcap | 0.08% | 1,023 | $583K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CMCSA Comcast Corp. Class A | Reduce -20.5% | 1.12% | −0.44 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 3.93% | −0.33 |
| QCOM Qualcomm Inc. | Reduce -2.0% | 2.48% | −0.30 |
| MSFT Microsoft Corp. | Reduce -1.7% | 7.61% | −0.24 |
| UNP Union Pacific Corp. | Reduce -0.1% | 3.15% | −0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 8.45% | −0.21 |
| INTC Intel Corp. | Reduce -39.5% | 0.20% | −0.18 |
| JNJ Johnson & Johnson | Reduce -4.7% | 0.92% | −0.16 |
| KO The Coca-Cola Co. | Reduce -2.8% | 0.86% | −0.16 |
| TXT Textron Inc. | Reduce -22.3% | 0.32% | −0.15 |
| SHW The Sherwin-Williams Co. | Reduce -1.6% | 1.03% | −0.14 |
| LMT Lockheed Martin Corp. | Reduce -8.2% | 0.41% | −0.12 |
| MCD McDonald's Corp. | Reduce -18.5% | 0.44% | −0.12 |
| GE General Electric | Reduce -0.3% | 0.97% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -2.6% | 2.08% | −0.11 |
| TXN Texas Instruments Inc. | Reduce -3.1% | 0.85% | −0.11 |
| RTX RTX Corp. | Reduce -1.5% | 1.55% | −0.09 |
| PEP Pepsico Inc. | Reduce -8.7% | 0.38% | −0.08 |
| NSC Norfolk Southern Corp. | Reduce -6.8% | 0.64% | −0.08 |
| LHX L3HARRIS Technologies Inc. | Reduce -1.6% | 0.57% | −0.08 |
| FCX Freeport-McMoran Inc. | Reduce -9.0% | 0.18% | −0.08 |
| PSX Phillips 66 | Reduce -2.1% | 0.43% | −0.07 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -15.4% | 0.25% | −0.06 |
| HD Home Depot Inc. | Reduce -0.8% | 1.26% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -10.3% | 0.18% | −0.05 |
| UPS United Parcel Service Class B | Reduce -8.2% | 0.27% | −0.05 |
| EXPD Expeditors Intl Wash Inc. | Reduce -0.7% | 0.24% | −0.04 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -3.8% | 0.22% | −0.04 |
| DOW Dow Inc. | Reduce -35.2% | 0.04% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Reduce -42.5% | 0.04% | −0.04 |
| OLED Universal Display Corp. | Sold out | 0.00% | −0.04 |
| CSX CSX Corp. | Reduce -1.9% | 0.41% | −0.03 |
| DVN Devon Energy Corp. | Reduce -15.6% | 0.09% | −0.03 |
| ELV Elevance Health Inc. | Reduce -21.7% | 0.04% | −0.03 |
| GEHC GE Healthcare Technology | Reduce -0.5% | 0.15% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -11.3% | 0.24% | −0.03 |
| CE Celanese Corp. | Sold out | 0.00% | −0.03 |
| MMM 3M Co. | Reduce -0.3% | 0.47% | −0.03 |
| PFE Pfizer Inc. | Reduce -2.2% | 0.22% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -0.6% | 0.90% | −0.02 |
| AMGN Amgen Inc. | Reduce -1.6% | 0.09% | −0.02 |
| IBB iShares Biotechnology ETF | Reduce -31.9% | 0.03% | −0.02 |
| MDT Medtronic PLC | Reduce -14.9% | 0.05% | −0.02 |
| TNET Trinet Group Inc. | Reduce -0.7% | 0.22% | −0.02 |
| CB Chubb Ltd. | Reduce -2.0% | 0.25% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -13.1% | 0.05% | −0.01 |
| SOLV Solventum Corp. | Reduce -19.0% | 0.04% | −0.01 |
| OXY Occidental Petroleum Corp. | Reduce -24.2% | 0.03% | −0.01 |
| NKE Nike Inc. Class B | Reduce -2.8% | 0.05% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| MS Morgan Stanley | Add +1.8% | 1.31% | +0.25 |
| UBER Uber Technologies Inc. | Add +570.3% | 0.25% | +0.20 |
| GS Goldman Sachs Group Inc. | Add +1.0% | 1.16% | +0.17 |
| SCHW Schwab (charles) Corp. | Add +26.0% | 0.56% | +0.17 |
| AMZN Amazon.com Inc. | Add +3.2% | 0.89% | +0.16 |
| INTU Intuit Inc. | Add +1.1% | 4.95% | +0.14 |
| EW Edwards Lifesciences Corp. | Add +3.0% | 0.85% | +0.12 |
| HON Honeywell International Inc. | Add +3.5% | 0.97% | +0.12 |
| WRB WR Berkley Corp. | Add +20.0% | 0.46% | +0.09 |
| MKL Markel Group Inc. | Add +76.6% | 0.14% | +0.07 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.04% | +0.04 |
| BKR Baker Hughes Co. | New | 0.03% | +0.03 |
| KKR KKR & Co. Inc. | New | 0.03% | +0.03 |
| C Citigroup Inc. | New | 0.03% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.03% | +0.03 |
| BX Blackstone Inc. | Add +1.4% | 0.20% | +0.03 |
| NVDA Nvidia Corp. | Add +13.1% | 0.11% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +27.1% | 0.10% | +0.02 |
| AVGO Broadcom Inc. | Add +5.5% | 0.06% | +0.02 |
| BLK BlackRock Inc. | Add +3.9% | 0.15% | +0.02 |
| CRM Salesforce Inc. | Add +0.4% | 0.08% | +0.02 |
| NET Cloudflare Inc. Class A | Add +3.8% | 0.04% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.07% | +0.01 |
| WAB Wabtec Corp. | Add +6.1% | 0.04% | +0.00 |
| CVX Chevron Corp. | Add +1.4% | 1.26% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.10% | +0.00 |
| ORCL Oracle Corp. | Add +9.5% | 0.04% | +0.00 |
| SLB SLB Ltd. | Add +11.6% | 0.11% | +0.00 |
| AZO AutoZone Inc. | Add +0.6% | 0.08% | +0.00 |
| EOG EOG Resources Inc. | Add +3.8% | 0.05% | +0.00 |
| ESPR Esperion Therapeutics Inc. | Add +36.4% | 0.00% | +0.00 |
| PM Philip Morris International | Add +3.8% | 0.06% | +0.00 |
| SKYX SKYX Platforms Corp. | Add +12.5% | 0.00% | +0.00 |
| ABT Abbott Laboratories | Add +2.3% | 0.03% | +0.00 |
| NVCT Nuvectis Pharma Inc. | Add +20.0% | 0.01% | +0.00 |
| CTVA Corteva Inc. | Add +1.6% | 0.11% | −0.00 |
| CARR Carrier Global Corp. | Add +0.2% | 0.03% | −0.00 |
| VIGI Vanguard Int Div App Indx FD | Add +6.3% | 0.25% | −0.01 |
| LLY Eli Lilly & Co. | Add +9.1% | 0.22% | −0.01 |
| AMD Advanced Micro Devices | Add +5.4% | 0.04% | −0.01 |
| ADBE Adobe Inc. | Add +5.7% | 0.19% | −0.02 |
| NEM Newmont Corp. | Add +3.3% | 0.08% | −0.03 |
| DHI D.R. Horton Inc. | Add +22.1% | 0.31% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +1.5% | 1.94% | −0.32 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 172 | $864.3M | BRK.B, MSFT, GOOG, XOM, GOOGL |
| Q1 2026 | 166 | $810.1M | BRK.B, MSFT, XOM, GOOG, V |
| Q4 2025 | 165 | $864.2M | BRK.B, MSFT, INTU, GOOG, XOM |
| Q3 2025 | 163 | $865.1M | MSFT, BRK.B, INTU, GOOG, V |
| Q2 2025 | 151 | $817.6M | BRK.B, MSFT, INTU, V, XOM |
| Q1 2025 | 148 | $759.2M | BRK.B, MSFT, INTU, V, XOM |
| Q4 2024 | 157 | $764.5M | BRK.B, MSFT, INTU, V, XOM |
| Q3 2024 | 155 | $769.2M | BRK.B, MSFT, INTU, XOM, V |
| Q2 2024 | 156 | $764.0M | MSFT, BRK.B, INTU, XOM, GOOG |
| Q1 2024 | 154 | $779.5M | BRK.B, MSFT, INTU, XOM, V |