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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $779.5M Q1 2024 Q2 2024: $764.0M Q2 2024 Q3 2024: $769.2M Q3 2024 Q4 2024: $764.5M $764.5M Q4 2024 Q1 2025: $759.2M Q1 2025 Q2 2025: $817.6M Q2 2025 Q3 2025: $865.1M Q3 2025 Q4 2025: $864.2M Q4 2025 Q1 2026: $810.1M Q1 2026 Q2 2026: $864.3M Q2 2026

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
AZO AutoZone Inc. 0.08% 181 $580K Add +0.6%
CSCO Cisco Systems Inc. 0.07% 9,372 $555K Add +0.1%
EMR Emerson Electric Co. 0.07% 4,150 $514K No change
WBD Warner Bros Discovery Inc. 0.07% 48,263 $510K Reduce -13.0%
PBA Pembina Pipeline Corp. 0.07% 13,700 $506K No change
COP Conocophillips 0.06% 4,893 $485K Reduce -3.2%
DD Dupont DE Nemours Inc. 0.06% 6,239 $476K No change
AVGO Broadcom Inc. 0.06% 2,047 $475K Add +5.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 801 $470K No change
MCO Moody's Corp. 0.06% 949 $449K No change
PM Philip Morris International 0.06% 3,677 $443K Add +3.8%
IVV iShares Core S&P 500 ETF 0.06% 741 $436K No change
BP BP PLC-Spons ADR 0.06% 14,572 $431K No change
LOW Lowe's Cos Inc. 0.06% 1,725 $426K No change
VRTX Vertex Pharmaceuticals Inc. 0.05% 1,022 $412K Reduce -1.0%
IWN iShares Russell 2000 Value E 0.05% 2,375 $390K No change
MDT Medtronic PLC 0.05% 4,850 $387K Reduce -14.9%
EOG EOG Resources Inc. 0.05% 3,115 $382K Add +3.8%
VZ Verizon Communications Inc. 0.05% 9,311 $372K Reduce -13.1%
BSX Boston Scientific Corp. 0.05% 4,070 $364K No change
NKE Nike Inc. Class B 0.05% 4,765 $361K Reduce -2.8%
UNH Unitedhealth Group Inc. 0.04% 660 $334K Reduce -2.6%
SOLV Solventum Corp. 0.04% 5,016 $331K Reduce -19.0%
CROX Crocs Inc. 0.04% 2,992 $328K No change
FPE FT-Preferred Secur & Inc. ETF 0.04% 18,477 $327K New
WAB Wabtec Corp. 0.04% 1,703 $323K Add +6.1%
ELV Elevance Health Inc. 0.04% 868 $320K Reduce -21.7%
DEO Diageo PLC-Sponsored ADR 0.04% 2,413 $307K Reduce -42.5%
SRE Sempra 0.04% 3,400 $298K Reduce -5.6%
ORCL Oracle Corp. 0.04% 1,785 $297K Add +9.5%
AMD Advanced Micro Devices 0.04% 2,452 $296K Add +5.4%
NET Cloudflare Inc. Class A 0.04% 2,750 $296K Add +3.8%
VEU Vanguard Ftse All-World Ex-U 0.04% 4,848 $278K No change
CAT Caterpillar Inc. 0.04% 766 $278K No change
DOW Dow Inc. 0.04% 6,911 $277K Reduce -35.2%
CHKP Check Point Software Tech 0.04% 1,475 $275K No change
IWO iShares Russell 2000 Growth 0.04% 943 $271K No change
BA The Boeing Co. 0.04% 1,520 $269K Reduce -20.4%
TRV The Travelers Cos Inc. 0.03% 1,071 $258K No change
RKLB Rocket Lab USA Inc. 0.03% 10,000 $255K No change
BKR Baker Hughes Co. 0.03% 6,184 $254K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 1,975 $239K No change
LNT Alliant Energy Corp. 0.03% 4,007 $237K No change
OXY Occidental Petroleum Corp. 0.03% 4,780 $236K Reduce -24.2%
LEN Lennar Corp. Class A 0.03% 1,711 $233K No change
KKR KKR & Co. Inc. 0.03% 1,574 $233K New
MO Altria Group Inc. 0.03% 4,400 $230K No change
ILMN Illumina Inc. 0.03% 1,680 $224K No change
ABT Abbott Laboratories 0.03% 1,971 $223K Add +2.3%
C Citigroup Inc. 0.03% 3,116 $219K New
CARR Carrier Global Corp. 0.03% 3,135 $214K Add +0.2%
IBB iShares Biotechnology ETF 0.03% 1,616 $214K Reduce -31.9%
TSM Taiwan Semiconductor-SP ADR 0.03% 1,044 $206K New
STZ Constellation Brands Inc. Class A 0.03% 925 $204K No change
NVCT Nuvectis Pharma Inc. 0.01% 15,000 $81K Add +20.0%
ESPR Esperion Therapeutics Inc. 0.00% 15,000 $33K Add +36.4%
SKYX SKYX Platforms Corp. 0.00% 22,500 $26K Add +12.5%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 172$864.3MBRK.B, MSFT, GOOG, XOM, GOOGL
Q1 2026 166$810.1MBRK.B, MSFT, XOM, GOOG, V
Q4 2025 165$864.2MBRK.B, MSFT, INTU, GOOG, XOM
Q3 2025 163$865.1MMSFT, BRK.B, INTU, GOOG, V
Q2 2025 151$817.6MBRK.B, MSFT, INTU, V, XOM
Q1 2025 148$759.2MBRK.B, MSFT, INTU, V, XOM
Q4 2024 157$764.5MBRK.B, MSFT, INTU, V, XOM
Q3 2024 155$769.2MBRK.B, MSFT, INTU, XOM, V
Q2 2024 156$764.0MMSFT, BRK.B, INTU, XOM, GOOG
Q1 2024 154$779.5MBRK.B, MSFT, INTU, XOM, V