Baxter Bros Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Baxter Bros Inc. reported 148 stock positions worth $759.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.8% of the portfolio, followed by Microsoft (MSFT, 6.7%) and Intuit (INTU, 4.9%). Compared with Q4 2024, it opened 2 new positions, sold out of 11, added to 33 and reduced 94. The biggest buy was Schwab (charles) (SCHW, shares +43%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
RIVERSIDE, CT
CIK
0001096783
Portfolio Value
$759.2M (Q1 2025)
SEC Filing
0001096783-25-000003 ↗ filed Apr 9, 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 Q4 2024 Q1 2025: $759.2M $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 148 stocks · $759.2M

BRK.B Berkshire Hathaway Inc. Class B 9.84% 140,239 $74.7M Reduce -1.6%
MSFT Microsoft Corp. 6.72% 135,991 $51.0M Reduce -1.5%
INTU Intuit Inc. 4.88% 60,340 $37.0M Add +0.1%
V Visa Inc. Class A 4.60% 99,598 $34.9M Reduce -2.0%
XOM Exxon Mobil Corp. 4.35% 277,956 $33.1M Reduce -0.6%
UNP Union Pacific Corp. 3.25% 104,547 $24.7M Reduce -1.0%
ADP Automatic Data Processing 3.23% 80,353 $24.6M Reduce -1.8%
GOOG Alphabet Inc. Class C 2.98% 144,816 $22.6M Reduce -4.0%
META Meta Platforms Inc. Class A 2.79% 36,731 $21.2M Reduce -2.9%
AXP American Express Co. 2.79% 78,652 $21.2M Reduce -1.3%
JPM JPMorgan Chase & Co. 2.50% 77,370 $19.0M Reduce -1.3%
MA Mastercard Inc. Class A 2.40% 33,233 $18.2M Reduce -2.3%
QCOM Qualcomm Inc. 2.33% 115,041 $17.7M Reduce -6.9%
GOOGL Alphabet Inc. Class A 2.18% 107,090 $16.6M Reduce -0.4%
PG The Procter & Gamble Co. 2.09% 93,006 $15.9M Reduce -1.9%
PAYX Paychex Inc. 2.07% 101,668 $15.7M Reduce -1.1%
TMO Thermo Fisher Scientific Inc. 1.76% 26,856 $13.4M Reduce -5.6%
RTX RTX Corp. 1.71% 98,169 $13.0M Reduce -3.9%
NFLX Netflix Inc. 1.48% 12,026 $11.2M Add +0.2%
CVX Chevron Corp. 1.43% 64,864 $10.9M Reduce -2.1%
MS Morgan Stanley 1.38% 89,995 $10.5M Add +12.7%
HD Home Depot Inc. 1.18% 24,453 $9.0M Reduce -1.2%
GE General Electric filed as GE AEROSPACE 1.16% 44,016 $8.8M Reduce -0.5%
GS Goldman Sachs Group Inc. 1.08% 15,050 $8.2M Reduce -2.9%
WFC Wells Fargo & Co. 1.04% 109,472 $7.9M Reduce -0.2%
SHW The Sherwin-Williams Co. 1.00% 21,840 $7.6M Reduce -5.3%
JNJ Johnson & Johnson 1.00% 45,783 $7.6M Reduce -5.8%
FISV Fiserv Inc. 0.99% 33,872 $7.5M Reduce -1.7%
KO The Coca-Cola Co. 0.98% 103,767 $7.4M Reduce -1.8%
CMCSA Comcast Corp. Class A 0.90% 184,508 $6.8M Reduce -19.1%
AMZN Amazon.com Inc. 0.87% 34,805 $6.6M Add +12.3%
HON Honeywell International Inc. 0.87% 31,190 $6.6M Reduce -5.4%
SCHW Schwab (charles) Corp. 0.85% 82,494 $6.5M Add +43.2%
APD Air Products & Chemicals Inc. 0.81% 20,926 $6.2M Reduce -11.3%
TXN Texas Instruments Inc. 0.74% 31,387 $5.6M Reduce -9.5%
EW Edwards Lifesciences Corp. 0.74% 77,236 $5.6M Reduce -12.1%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.69% 73,458 $5.2M Add +21.5%
NSC Norfolk Southern Corp. 0.62% 19,857 $4.7M Reduce -4.4%
COST Costco Wholesale Corp. 0.62% 4,942 $4.7M Add +2.3%
AAPL Apple Inc. 0.59% 20,222 $4.5M Reduce -25.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.58% 44,590 $4.4M Reduce -5.4%
LHX L3HARRIS Technologies Inc. 0.56% 20,172 $4.2M Reduce -1.9%
MMM 3M Co. 0.51% 26,424 $3.9M Reduce -4.0%
PSX Phillips 66 0.48% 29,437 $3.6M Add +1.0%
MCD McDonald's Corp. 0.46% 11,251 $3.5M Reduce -3.1%
VIGI Vanguard Int Div App Indx FD 0.45% 41,611 $3.5M Add +75.1%
GEV GE Vernova Inc. 0.44% 10,847 $3.3M Reduce -0.3%
TRP TC Energy Corp. 0.43% 69,590 $3.3M Reduce -1.5%
BRK.A Berkshire Hathaway Inc. Class A 0.42% 4 $3.2M No change
CSX CSX Corp. 0.38% 98,269 $2.9M Add +0.0%
LMT Lockheed Martin Corp. 0.37% 6,225 $2.8M Reduce -3.9%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.36% 32,862 $2.8M Reduce -8.7%
MAR Marriott International Class A 0.35% 11,011 $2.6M Reduce -4.8%
UBER Uber Technologies Inc. 0.34% 35,656 $2.6M Add +12.9%
PEP Pepsico Inc. 0.34% 17,019 $2.6M Reduce -11.1%
FDX FedEx Corp. 0.32% 10,117 $2.5M Reduce -5.1%
DHI D.R. Horton Inc. 0.32% 19,094 $2.4M Add +12.2%
KMI Kinder Morgan Inc. 0.31% 82,496 $2.4M Reduce -5.8%
SYY Sysco Corp. 0.31% 31,040 $2.3M Reduce -8.1%
CB Chubb Ltd. 0.30% 7,533 $2.3M Add +8.7%
TXT Textron Inc. 0.30% 31,390 $2.3M Reduce -0.9%
BLK BlackRock Inc. 0.29% 2,327 $2.2M Add +107.2%
BX Blackstone Inc. 0.28% 14,948 $2.1M Add +71.5%
GLD SPDR Gold Shares 0.27% 7,210 $2.1M Reduce -1.2%
EXPD Expeditors Intl Wash Inc. 0.26% 16,300 $2.0M No change
CL Colgate-Palmolive Co. 0.24% 19,273 $1.8M Add +2.5%
LLY Eli Lilly & Co. 0.23% 2,154 $1.8M Reduce -0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.22% 40,007 $1.7M Add +3.2%
UPS United Parcel Service Class B 0.21% 14,838 $1.6M Reduce -10.2%
PFE Pfizer Inc. 0.20% 59,545 $1.5M Reduce -4.7%
INTC Intel Corp. 0.20% 66,367 $1.5M Reduce -11.5%
DE Deere & Co. 0.19% 3,135 $1.5M Reduce -5.9%
TNET Trinet Group Inc. 0.19% 18,165 $1.4M Reduce -3.2%
ETN Eaton Corp. PLC 0.19% 5,275 $1.4M Reduce -4.3%
ALL Allstate Corp. 0.16% 5,884 $1.2M No change
SYK Stryker Corp. 0.16% 3,228 $1.2M Reduce -0.3%
MKL Markel Group Inc. 0.16% 631 $1.2M Add +3.3%
GEHC GE Healthcare Technology 0.15% 14,502 $1.2M Reduce -0.1%
MRK Merck & Co. Inc. 0.14% 11,572 $1.0M Reduce -14.7%
VIG Vanguard Dividend Apprec ETF 0.14% 5,325 $1.0M Add +39.8%
FCX Freeport-McMoran Inc. 0.13% 26,802 $1.0M Reduce -25.1%
QQQ Invesco QQQ Trust Series 1 0.13% 2,068 $970K Reduce -2.7%
BKR Baker Hughes Co. 0.13% 21,825 $959K Add +252.9%
CTVA Corteva Inc. 0.12% 14,251 $897K Reduce -5.1%
T AT&T Inc. 0.12% 30,925 $875K Reduce -8.6%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.11% 20,765 $868K Reduce -2.4%
CTAS Cintas Corp. 0.11% 4,000 $822K No change
NVDA Nvidia Corp. 0.11% 7,458 $808K Add +19.5%
AMGN Amgen Inc. 0.10% 2,496 $778K Reduce -2.0%
CNI Canadian Natl Railway Co. 0.10% 7,950 $775K Reduce -4.8%
VTI VG Morningstar TS MKT ETF-US 0.10% 2,819 $775K Add +2.8%
CHTR Charter Communications Inc. Class A 0.10% 2,045 $754K Reduce -13.0%
BMY Bristol-Myers Squibb Co. 0.10% 12,240 $747K Reduce -7.6%
ADBE Adobe Inc. 0.10% 1,925 $738K Reduce -41.0%
IDXX Idexx Laboratories Inc. 0.09% 1,710 $718K No change
CHD Church & Dwight Co. Inc. 0.09% 6,380 $702K Reduce -1.5%
AZO AutoZone Inc. 0.09% 180 $686K Reduce -0.6%
DVN Devon Energy Corp. 0.09% 18,240 $682K Reduce -8.3%
CRM Salesforce Inc. 0.09% 2,502 $671K Add +34.9%
TSM Taiwan Semiconductor-SP ADR 0.08% 3,730 $619K Add +257.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.08% 1,096 $613K Add +36.8%
VRTX Vertex Pharmaceuticals Inc. 0.08% 1,228 $595K Add +20.2%
MU Micron Technology Inc. 0.08% 6,690 $581K New
CSCO Cisco Systems Inc. 0.07% 9,152 $565K Reduce -2.4%
PM Philip Morris International 0.07% 3,538 $562K Reduce -3.8%
PBA Pembina Pipeline Corp. 0.07% 13,700 $548K No change
MDY State Street SPDR S&P Midcap 0.07% 1,023 $546K No change
BP BP PLC-Spons ADR 0.06% 14,552 $492K Reduce -0.1%
COP Conocophillips 0.06% 4,527 $475K Reduce -7.5%
DD Dupont DE Nemours Inc. 0.06% 6,139 $458K Reduce -1.6%
EMR Emerson Electric Co. 0.06% 4,150 $455K No change
UNH Unitedhealth Group Inc. 0.06% 860 $450K Add +30.3%
MCO Moody's Corp. 0.06% 949 $442K No change
MDT Medtronic PLC 0.06% 4,830 $434K Reduce -0.4%
IVV iShares Core S&P 500 ETF 0.06% 766 $430K Add +3.4%
BSX Boston Scientific Corp. 0.05% 4,070 $411K No change
LOW Lowe's Cos Inc. 0.05% 1,710 $399K Reduce -0.9%
VZ Verizon Communications Inc. 0.05% 8,739 $396K Reduce -6.1%
AVGO Broadcom Inc. 0.05% 2,345 $393K Add +14.6%
NEM Newmont Corp. 0.05% 7,972 $385K Reduce -50.1%
EOG EOG Resources Inc. 0.05% 3,000 $385K Reduce -3.7%
WBD Warner Bros Discovery Inc. 0.05% 34,076 $366K Reduce -29.4%
IWN iShares Russell 2000 Value E 0.05% 2,350 $355K Reduce -1.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.05% 2,875 $350K Add +45.6%
SOLV Solventum Corp. 0.05% 4,565 $347K Reduce -9.0%
CHKP Check Point Software Tech 0.04% 1,475 $336K No change
CROX Crocs Inc. 0.04% 2,992 $318K No change
WAB Wabtec Corp. 0.04% 1,702 $309K Reduce -0.1%
NKE Nike Inc. Class B 0.04% 4,640 $295K Reduce -2.6%
VEU Vanguard Ftse All-World Ex-U 0.04% 4,848 $294K No change
ORCL Oracle Corp. 0.04% 2,030 $284K Add +13.7%
CALF PCR US SM CP CSH CWS ETF-Usd 0.04% 7,450 $279K Reduce -82.9%
DPZ Domino's Pizza Inc. 0.04% 580 $266K New
MO Altria Group Inc. 0.03% 4,400 $264K No change
LNT Alliant Energy Corp. 0.03% 4,007 $258K No change
TRV The Travelers Cos Inc. 0.03% 971 $257K Reduce -9.3%
ABT Abbott Laboratories 0.03% 1,927 $256K Reduce -2.2%
IBB iShares Biotechnology ETF 0.03% 1,989 $254K Add +23.1%
CAT Caterpillar Inc. 0.03% 746 $246K Reduce -2.6%
OXY Occidental Petroleum Corp. 0.03% 4,955 $245K Add +3.7%
DEO Diageo PLC-Sponsored ADR 0.03% 2,325 $244K Reduce -3.6%
DOW Dow Inc. 0.03% 6,911 $241K No change
SRE Sempra 0.03% 3,350 $239K Reduce -1.5%
IWO iShares Russell 2000 Growth 0.03% 900 $230K Reduce -4.6%
RKLB Rocket Lab USA Inc. 0.02% 10,000 $179K No change
NVCT Nuvectis Pharma Inc. 0.02% 15,000 $147K No change
SKYX SKYX Platforms Corp. 0.00% 22,500 $26K No change
ESPR Esperion Therapeutics Inc. 0.00% 10,000 $14K Reduce -33.3%

Portfolio Sells Q4 2024 → Q1 2025

MSFT Microsoft Corp. Reduce -1.5% 6.72% −0.89
GOOG Alphabet Inc. Class C Reduce -4.0% 2.98% −0.78
GOOGL Alphabet Inc. Class A Reduce -0.4% 2.18% −0.48
AXP American Express Co. Reduce -1.3% 2.79% −0.30
AAPL Apple Inc. Reduce -25.5% 0.59% −0.30
CMCSA Comcast Corp. Class A Reduce -19.1% 0.90% −0.22
CALF PCR US SM CP CSH CWS ETF-Usd Reduce -82.9% 0.04% −0.21
TMO Thermo Fisher Scientific Inc. Reduce -5.6% 1.76% −0.18
QCOM Qualcomm Inc. Reduce -6.9% 2.33% −0.16
EW Edwards Lifesciences Corp. Reduce -12.1% 0.74% −0.11
META Meta Platforms Inc. Class A Reduce -2.9% 2.79% −0.11
TXN Texas Instruments Inc. Reduce -9.5% 0.74% −0.11
DIS The Walt Disney Co. Reduce -5.4% 0.58% −0.11
HON Honeywell International Inc. Reduce -5.4% 0.87% −0.10
ADBE Adobe Inc. Reduce -41.0% 0.10% −0.09
APD Air Products & Chemicals Inc. Reduce -11.3% 0.81% −0.08
HD Home Depot Inc. Reduce -1.2% 1.18% −0.08
GS Goldman Sachs Group Inc. Reduce -2.9% 1.08% −0.08
MAR Marriott International Class A Reduce -4.8% 0.35% −0.08
FDX FedEx Corp. Reduce -5.1% 0.32% −0.07
UPS United Parcel Service Class B Reduce -10.2% 0.21% −0.06
ETN Eaton Corp. PLC Reduce -4.3% 0.19% −0.05
LMT Lockheed Martin Corp. Reduce -3.9% 0.37% −0.05
FCX Freeport-McMoran Inc. Reduce -25.1% 0.13% −0.04
PEP Pepsico Inc. Reduce -11.1% 0.34% −0.04
FPE FT-Preferred Secur & Inc. ETF Sold out 0.00% −0.04
ELV Elevance Health Inc. Sold out 0.00% −0.04
MRK Merck & Co. Inc. Reduce -14.7% 0.14% −0.04
AMD Advanced Micro Devices Sold out 0.00% −0.04
NET Cloudflare Inc. Class A Sold out 0.00% −0.04
BA The Boeing Co. Sold out 0.00% −0.04
TNET Trinet Group Inc. Reduce -3.2% 0.19% −0.03
GEV GE Vernova Inc. Reduce -0.3% 0.44% −0.03
SYY Sysco Corp. Reduce -8.1% 0.31% −0.03
KKR KKR & Co. Inc. Sold out 0.00% −0.03
LEN Lennar Corp. Class A Sold out 0.00% −0.03
ILMN Illumina Inc. Sold out 0.00% −0.03
C Citigroup Inc. Sold out 0.00% −0.03
CARR Carrier Global Corp. Sold out 0.00% −0.03
NEM Newmont Corp. Reduce -50.1% 0.05% −0.03
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.03
SHW The Sherwin-Williams Co. Reduce -5.3% 1.00% −0.02
WBD Warner Bros Discovery Inc. Reduce -29.4% 0.05% −0.02
TXT Textron Inc. Reduce -0.9% 0.30% −0.02
PFE Pfizer Inc. Reduce -4.7% 0.20% −0.02
NSC Norfolk Southern Corp. Reduce -4.4% 0.62% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -2.7% 0.13% −0.01
LHX L3HARRIS Technologies Inc. Reduce -1.9% 0.56% −0.01
CNI Canadian Natl Railway Co. Reduce -4.8% 0.10% −0.01
NKE Nike Inc. Class B Reduce -2.6% 0.04% −0.01

Portfolio Buys Q4 2024 → Q1 2025

SCHW Schwab (charles) Corp. Add +43.2% 0.85% +0.29
WRB WR Berkley Corp. Add +21.5% 0.69% +0.23
VIGI Vanguard Int Div App Indx FD Add +75.1% 0.45% +0.21
BLK BlackRock Inc. Add +107.2% 0.29% +0.14
BKR Baker Hughes Co. Add +252.9% 0.13% +0.09
UBER Uber Technologies Inc. Add +12.9% 0.34% +0.09
BX Blackstone Inc. Add +71.5% 0.28% +0.08
NFLX Netflix Inc. Add +0.2% 1.48% +0.08
MU Micron Technology Inc. New 0.08% +0.08
MS Morgan Stanley Add +12.7% 1.38% +0.07
TSM Taiwan Semiconductor-SP ADR Add +257.3% 0.08% +0.05
CB Chubb Ltd. Add +8.7% 0.30% +0.05
PSX Phillips 66 Add +1.0% 0.48% +0.04
VIG Vanguard Dividend Apprec ETF Add +39.8% 0.14% +0.04
COST Costco Wholesale Corp. Add +2.3% 0.62% +0.04
DPZ Domino's Pizza Inc. New 0.04% +0.04
VRTX Vertex Pharmaceuticals Inc. Add +20.2% 0.08% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +36.8% 0.08% +0.02
MKL Markel Group Inc. Add +3.3% 0.16% +0.02
UNH Unitedhealth Group Inc. Add +30.3% 0.06% +0.02
TJX TJX Companies Inc. Add +45.6% 0.05% +0.01
CL Colgate-Palmolive Co. Add +2.5% 0.24% +0.01
DHI D.R. Horton Inc. Add +12.2% 0.32% +0.01
CRM Salesforce Inc. Add +34.9% 0.09% +0.01
IBB iShares Biotechnology ETF Add +23.1% 0.03% +0.01
OXY Occidental Petroleum Corp. Add +3.7% 0.03% +0.00
IVV iShares Core S&P 500 ETF Add +3.4% 0.06% −0.00
ORCL Oracle Corp. Add +13.7% 0.04% −0.00
VTI VG Morningstar TS MKT ETF-US Add +2.8% 0.10% −0.00
BAC Bank of America Corp. Add +3.2% 0.22% −0.00
NVDA Nvidia Corp. Add +19.5% 0.11% −0.00
AVGO Broadcom Inc. Add +14.6% 0.05% −0.01
AMZN Amazon.com Inc. Add +12.3% 0.87% −0.02
CSX CSX Corp. Add +0.0% 0.38% −0.03
INTU Intuit Inc. Add +0.1% 4.88% −0.08

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