Baxter Bros Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Baxter Bros Inc. reported 151 stock positions worth $817.6 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.2% of the portfolio, followed by Microsoft (MSFT, 8.2%) and Intuit (INTU, 5.7%). Compared with Q1 2025, it opened 9 new positions, sold out of 6, added to 38 and reduced 79. The biggest buy was Amazon.com (AMZN, shares +89%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- RIVERSIDE, CT
- CIK
- 0001096783
- Portfolio Value
- $817.6M (Q2 2025)
- SEC Filing
- 0001096783-25-000004 ↗ filed Jul 24, 2025
Holdings Value
Holdings 151 stocks · $817.6M
| BRK.B Berkshire Hathaway Inc. Class B | 8.20% | 138,083 | $67.1M | Reduce -1.5% |
| MSFT Microsoft Corp. | 8.20% | 134,712 | $67.0M | Reduce -0.9% |
| INTU Intuit Inc. | 5.74% | 59,609 | $46.9M | Reduce -1.2% |
| V Visa Inc. Class A | 4.26% | 98,185 | $34.9M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 3.62% | 274,608 | $29.6M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 3.41% | 37,793 | $27.9M | Add +2.9% |
| AXP American Express Co. | 3.25% | 83,173 | $26.5M | Add +5.8% |
| GOOG Alphabet Inc. Class C | 3.09% | 142,216 | $25.2M | Reduce -1.8% |
| ADP Automatic Data Processing | 2.98% | 79,114 | $24.4M | Reduce -1.5% |
| UNP Union Pacific Corp. | 2.89% | 102,753 | $23.6M | Reduce -1.7% |
| JPM JPMorgan Chase & Co. | 2.70% | 76,265 | $22.1M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 2.28% | 105,988 | $18.7M | Reduce -1.0% |
| MA Mastercard Inc. Class A | 2.24% | 32,553 | $18.3M | Reduce -2.0% |
| QCOM Qualcomm Inc. | 2.15% | 110,257 | $17.6M | Reduce -4.2% |
| NFLX Netflix Inc. | 2.04% | 12,443 | $16.7M | Add +3.5% |
| PAYX Paychex Inc. | 1.78% | 99,903 | $14.5M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 1.77% | 65,854 | $14.4M | Add +89.2% |
| PG The Procter & Gamble Co. | 1.77% | 90,593 | $14.4M | Reduce -2.6% |
| RTX RTX Corp. | 1.75% | 97,859 | $14.3M | Reduce -0.3% |
| MS Morgan Stanley | 1.65% | 95,664 | $13.5M | Add +6.3% |
| GE General Electric filed as GE AEROSPACE | 1.35% | 42,945 | $11.1M | Reduce -2.4% |
| GS Goldman Sachs Group Inc. | 1.33% | 15,322 | $10.8M | Add +1.8% |
| CVX Chevron Corp. | 1.28% | 73,128 | $10.5M | Add +12.7% |
| SCHW Schwab (charles) Corp. | 1.13% | 101,004 | $9.2M | Add +22.4% |
| HD Home Depot Inc. | 1.06% | 23,688 | $8.7M | Reduce -3.1% |
| WFC Wells Fargo & Co. | 1.06% | 107,832 | $8.6M | Reduce -1.5% |
| TMO Thermo Fisher Scientific Inc. | 1.05% | 21,084 | $8.5M | Reduce -21.5% |
| HON Honeywell International Inc. | 1.02% | 35,733 | $8.3M | Add +14.6% |
| KO The Coca-Cola Co. | 0.90% | 103,812 | $7.3M | Add +0.0% |
| VIGI Vanguard Int Div App Indx FD | 0.89% | 81,140 | $7.3M | Add +95.0% |
| SHW The Sherwin-Williams Co. | 0.89% | 21,178 | $7.3M | Reduce -3.0% |
| JNJ Johnson & Johnson | 0.79% | 42,199 | $6.4M | Reduce -7.8% |
| TXN Texas Instruments Inc. | 0.77% | 30,192 | $6.3M | Reduce -3.8% |
| CMCSA Comcast Corp. Class A | 0.76% | 175,049 | $6.2M | Reduce -5.1% |
| FISV Fiserv Inc. | 0.76% | 36,142 | $6.2M | Add +6.7% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.75% | 82,961 | $6.1M | Add +12.9% |
| GEV GE Vernova Inc. | 0.67% | 10,390 | $5.5M | Reduce -4.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.65% | 42,934 | $5.3M | Reduce -3.7% |
| APD Air Products & Chemicals Inc. | 0.62% | 17,879 | $5.0M | Reduce -14.6% |
| NSC Norfolk Southern Corp. | 0.59% | 18,982 | $4.9M | Reduce -4.4% |
| COST Costco Wholesale Corp. | 0.57% | 4,741 | $4.7M | Reduce -4.1% |
| LHX L3HARRIS Technologies Inc. | 0.51% | 16,515 | $4.1M | Reduce -18.1% |
| AAPL Apple Inc. | 0.49% | 19,642 | $4.0M | Reduce -2.9% |
| MMM 3M Co. | 0.48% | 25,901 | $3.9M | Reduce -2.0% |
| EW Edwards Lifesciences Corp. | 0.47% | 49,161 | $3.8M | Reduce -36.4% |
| UBER Uber Technologies Inc. | 0.47% | 41,017 | $3.8M | Add +15.0% |
| TRP TC Energy Corp. | 0.41% | 69,505 | $3.4M | Reduce -0.1% |
| CSX CSX Corp. | 0.39% | 98,276 | $3.2M | Add +0.0% |
| PSX Phillips 66 | 0.38% | 26,067 | $3.1M | Reduce -11.4% |
| BLK BlackRock Inc. | 0.37% | 2,921 | $3.1M | Add +25.5% |
| MAR Marriott International Class A | 0.37% | 10,968 | $3.0M | Reduce -0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 4 | $2.9M | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.36% | 31,862 | $2.9M | Reduce -3.0% |
| DHI D.R. Horton Inc. | 0.35% | 22,509 | $2.9M | Add +17.9% |
| LMT Lockheed Martin Corp. | 0.35% | 6,199 | $2.9M | Reduce -0.4% |
| BX Blackstone Inc. | 0.33% | 18,138 | $2.7M | Add +21.3% |
| KMI Kinder Morgan Inc. | 0.31% | 85,046 | $2.5M | Add +3.1% |
| CB Chubb Ltd. | 0.27% | 7,661 | $2.2M | Add +1.7% |
| TXT Textron Inc. | 0.27% | 27,335 | $2.2M | Reduce -12.9% |
| FDX FedEx Corp. | 0.27% | 9,597 | $2.2M | Reduce -5.1% |
| MCD McDonald's Corp. | 0.26% | 7,392 | $2.2M | Reduce -34.3% |
| SYY Sysco Corp. | 0.26% | 28,430 | $2.2M | Reduce -8.4% |
| GLD SPDR Gold Shares | 0.24% | 6,506 | $2.0M | Reduce -9.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 40,376 | $1.9M | Add +0.9% |
| ETN Eaton Corp. PLC | 0.23% | 5,281 | $1.9M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 6,169 | $1.9M | Add +118.8% |
| EXPD Expeditors Intl Wash Inc. | 0.23% | 16,340 | $1.9M | Add +0.3% |
| PEP Pepsico Inc. | 0.21% | 13,230 | $1.7M | Reduce -22.3% |
| CL Colgate-Palmolive Co. | 0.20% | 18,430 | $1.7M | Reduce -4.4% |
| BKR Baker Hughes Co. | 0.20% | 43,640 | $1.7M | Add +100.0% |
| DE Deere & Co. | 0.19% | 3,035 | $1.5M | Reduce -3.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 6,585 | $1.5M | Add +76.5% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 6,686 | $1.4M | Add +25.6% |
| PFE Pfizer Inc. | 0.16% | 55,588 | $1.3M | Reduce -6.7% |
| TNET Trinet Group Inc. | 0.16% | 18,065 | $1.3M | Reduce -0.6% |
| MKL Markel Group Inc. | 0.16% | 637 | $1.3M | Add +0.9% |
| SYK Stryker Corp. | 0.15% | 3,186 | $1.3M | Reduce -1.3% |
| NVDA Nvidia Corp. | 0.15% | 7,922 | $1.3M | Add +6.2% |
| ALL Allstate Corp. | 0.14% | 5,884 | $1.2M | No change |
| VOO Vanguard S&P 500 ETF | 0.14% | 2,056 | $1.2M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 2,068 | $1.1M | No change |
| INTC Intel Corp. | 0.14% | 50,550 | $1.1M | Reduce -23.8% |
| GEHC GE Healthcare Technology | 0.13% | 14,495 | $1.1M | Reduce -0.1% |
| UPS United Parcel Service Class B | 0.13% | 10,533 | $1.1M | Reduce -29.0% |
| FCX Freeport-McMoran Inc. | 0.13% | 23,852 | $1.0M | Reduce -11.0% |
| CTVA Corteva Inc. | 0.12% | 13,351 | $995K | Reduce -6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 1,571 | $971K | Add +43.3% |
| LLY Eli Lilly & Co. | 0.12% | 1,234 | $962K | Reduce -42.7% |
| IDXX Idexx Laboratories Inc. | 0.11% | 1,710 | $917K | No change |
| CTAS Cintas Corp. | 0.11% | 4,042 | $901K | Add +1.1% |
| MRK Merck & Co. Inc. | 0.10% | 10,572 | $837K | Reduce -8.6% |
| T AT&T Inc. | 0.10% | 28,679 | $830K | Reduce -7.3% |
| CHTR Charter Communications Inc. Class A | 0.09% | 1,873 | $766K | Reduce -8.4% |
| AZO AutoZone Inc. | 0.09% | 200 | $742K | Add +11.1% |
| CNI Canadian Natl Railway Co. | 0.09% | 7,000 | $728K | Reduce -11.9% |
| CSCO Cisco Systems Inc. | 0.08% | 9,288 | $644K | Add +1.5% |
| PM Philip Morris International | 0.08% | 3,538 | $644K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.08% | 1,441 | $642K | Add +17.4% |
| AMGN Amgen Inc. | 0.08% | 2,296 | $641K | Reduce -8.0% |
| AVGO Broadcom Inc. | 0.08% | 2,291 | $632K | Reduce -2.3% |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 8.20% | −1.63 |
| XOM Exxon Mobil Corp. | Reduce -1.2% | 3.62% | −0.73 |
| TMO Thermo Fisher Scientific Inc. | Reduce -21.5% | 1.05% | −0.71 |
| UNP Union Pacific Corp. | Reduce -1.7% | 2.89% | −0.36 |
| V Visa Inc. Class A | Reduce -1.4% | 4.26% | −0.33 |
| PG The Procter & Gamble Co. | Reduce -2.6% | 1.77% | −0.32 |
| PAYX Paychex Inc. | Reduce -1.7% | 1.78% | −0.29 |
| EW Edwards Lifesciences Corp. | Reduce -36.4% | 0.47% | −0.27 |
| ADP Automatic Data Processing | Reduce -1.5% | 2.98% | −0.25 |
| JNJ Johnson & Johnson | Reduce -7.8% | 0.79% | −0.21 |
| MCD McDonald's Corp. | Reduce -34.3% | 0.26% | −0.20 |
| APD Air Products & Chemicals Inc. | Reduce -14.6% | 0.62% | −0.20 |
| QCOM Qualcomm Inc. | Reduce -4.2% | 2.15% | −0.18 |
| MA Mastercard Inc. Class A | Reduce -2.0% | 2.24% | −0.16 |
| CMCSA Comcast Corp. Class A | Reduce -5.1% | 0.76% | −0.13 |
| PEP Pepsico Inc. | Reduce -22.3% | 0.21% | −0.12 |
| HD Home Depot Inc. | Reduce -3.1% | 1.06% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -42.7% | 0.12% | −0.12 |
| SHW The Sherwin-Williams Co. | Reduce -3.0% | 0.89% | −0.12 |
| AAPL Apple Inc. | Reduce -2.9% | 0.49% | −0.10 |
| PSX Phillips 66 | Reduce -11.4% | 0.38% | −0.10 |
| UPS United Parcel Service Class B | Reduce -29.0% | 0.13% | −0.08 |
| SLB SLB Ltd. | Reduce -58.7% | 0.04% | −0.08 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.08 |
| INTC Intel Corp. | Reduce -23.8% | 0.14% | −0.06 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.06 |
| FDX FedEx Corp. | Reduce -5.1% | 0.27% | −0.06 |
| LHX L3HARRIS Technologies Inc. | Reduce -18.1% | 0.51% | −0.05 |
| CHD Church & Dwight Co. Inc. | Reduce -40.8% | 0.04% | −0.05 |
| SYY Sysco Corp. | Reduce -8.4% | 0.26% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -4.1% | 0.57% | −0.04 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -8.6% | 0.10% | −0.03 |
| PFE Pfizer Inc. | Reduce -6.7% | 0.16% | −0.03 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -4.4% | 0.20% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.03 |
| DOW Dow Inc. | Sold out | 0.00% | −0.03 |
| GLD SPDR Gold Shares | Reduce -9.8% | 0.24% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.7% | 0.07% | −0.03 |
| TXT Textron Inc. | Reduce -12.9% | 0.27% | −0.03 |
| MMM 3M Co. | Reduce -2.0% | 0.48% | −0.03 |
| TNET Trinet Group Inc. | Reduce -0.6% | 0.16% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -4.4% | 0.59% | −0.03 |
| AMGN Amgen Inc. | Reduce -8.0% | 0.08% | −0.02 |
| ADBE Adobe Inc. | Reduce -19.4% | 0.07% | −0.02 |
| GEHC GE Healthcare Technology | Reduce -0.1% | 0.13% | −0.02 |
| MDT Medtronic PLC | Reduce -29.8% | 0.04% | −0.02 |
| DVN Devon Energy Corp. | Reduce -2.7% | 0.07% | −0.02 |
| TRP TC Energy Corp. | Reduce -0.1% | 0.41% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| AMZN Amazon.com Inc. | Add +89.2% | 1.77% | +0.90 |
| META Meta Platforms Inc. Class A | Add +2.9% | 3.41% | +0.62 |
| NFLX Netflix Inc. | Add +3.5% | 2.04% | +0.56 |
| AXP American Express Co. | Add +5.8% | 3.25% | +0.46 |
| VIGI Vanguard Int Div App Indx FD | Add +95.0% | 0.89% | +0.44 |
| SCHW Schwab (charles) Corp. | Add +22.4% | 1.13% | +0.28 |
| MS Morgan Stanley | Add +6.3% | 1.65% | +0.27 |
| GS Goldman Sachs Group Inc. | Add +1.8% | 1.33% | +0.24 |
| HON Honeywell International Inc. | Add +14.6% | 1.02% | +0.15 |
| VOO Vanguard S&P 500 ETF | New | 0.14% | +0.14 |
| VTI VG Morningstar TS MKT ETF-US | Add +118.8% | 0.23% | +0.13 |
| UBER Uber Technologies Inc. | Add +15.0% | 0.47% | +0.13 |
| TSM Taiwan Semiconductor-SP ADR | Add +76.5% | 0.18% | +0.10 |
| BLK BlackRock Inc. | Add +25.5% | 0.37% | +0.08 |
| BKR Baker Hughes Co. | Add +100.0% | 0.20% | +0.08 |
| VVV Valvoline Inc. | New | 0.07% | +0.07 |
| WRB WR Berkley Corp. | Add +12.9% | 0.75% | +0.06 |
| BX Blackstone Inc. | Add +21.3% | 0.33% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | New | 0.05% | +0.05 |
| NVDA Nvidia Corp. | Add +6.2% | 0.15% | +0.05 |
| ETN Eaton Corp. PLC | Add +0.1% | 0.23% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +43.3% | 0.12% | +0.04 |
| DHI D.R. Horton Inc. | Add +17.9% | 0.35% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +25.6% | 0.17% | +0.03 |
| COF Capital One Financial Corp. | New | 0.03% | +0.03 |
| IWF iShares Russell 1000 Growth | New | 0.03% | +0.03 |
| CARR Carrier Global Corp. | New | 0.03% | +0.03 |
| OLED Universal Display Corp. | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +0.9% | 0.23% | +0.01 |
| CSX CSX Corp. | Add +0.0% | 0.39% | +0.01 |
| DPZ Domino's Pizza Inc. | Add +35.7% | 0.04% | +0.01 |
| EOSE Eos Energy Enterprises Inc. | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.5% | 0.08% | +0.00 |
| NBP Novabridge Biosciences | New | 0.00% | +0.00 |
| CTAS Cintas Corp. | Add +1.1% | 0.11% | +0.00 |
| MCO Moody's Corp. | Add +1.1% | 0.06% | +0.00 |
| AZO AutoZone Inc. | Add +11.1% | 0.09% | +0.00 |
| MKL Markel Group Inc. | Add +0.9% | 0.16% | +0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Add +17.4% | 0.08% | +0.00 |
| BSX Boston Scientific Corp. | Add +1.0% | 0.05% | −0.00 |
| KMI Kinder Morgan Inc. | Add +3.1% | 0.31% | −0.00 |
| OXY Occidental Petroleum Corp. | Add +10.1% | 0.03% | −0.00 |
| CB Chubb Ltd. | Add +1.7% | 0.27% | −0.03 |
| EXPD Expeditors Intl Wash Inc. | Add +0.3% | 0.23% | −0.03 |
| KO The Coca-Cola Co. | Add +0.0% | 0.90% | −0.08 |
| CVX Chevron Corp. | Add +12.7% | 1.28% | −0.15 |
| FISV Fiserv Inc. | Add +6.7% | 0.76% | −0.22 |
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 |