Baxter Bros Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Baxter Bros Inc. reported 163 stock positions worth $865.1 million. Its top holding was Microsoft (MSFT) at 8.0% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 7.9%) and Intuit (INTU, 4.7%). Compared with Q2 2025, it opened 20 new positions, sold out of 8, added to 38 and reduced 78. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale Visa Class A (V, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- RIVERSIDE, CT
- CIK
- 0001096783
- Portfolio Value
- $865.1M (Q3 2025)
- SEC Filing
- 0001096783-25-000005 ↗ filed Oct 14, 2025
Holdings Value
Holdings 163 stocks · $865.1M
| MSFT Microsoft Corp. | 7.97% | 133,161 | $69.0M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 7.92% | 136,344 | $68.5M | Reduce -1.3% |
| INTU Intuit Inc. | 4.73% | 59,859 | $40.9M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 3.88% | 137,719 | $33.5M | Reduce -3.2% |
| V Visa Inc. Class A | 3.79% | 96,062 | $32.8M | Reduce -2.2% |
| XOM Exxon Mobil Corp. | 3.61% | 277,058 | $31.2M | Add +0.9% |
| META Meta Platforms Inc. Class A | 3.28% | 38,587 | $28.3M | Add +2.1% |
| AXP American Express Co. | 3.11% | 81,038 | $26.9M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 3.00% | 106,835 | $26.0M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 2.88% | 79,111 | $25.0M | Add +3.7% |
| ADP Automatic Data Processing | 2.82% | 83,049 | $24.4M | Add +5.0% |
| UNP Union Pacific Corp. | 2.65% | 96,924 | $22.9M | Reduce -5.7% |
| MA Mastercard Inc. Class A | 2.10% | 31,877 | $18.1M | Reduce -2.1% |
| QCOM Qualcomm Inc. | 2.03% | 105,734 | $17.6M | Reduce -4.1% |
| RTX RTX Corp. | 1.92% | 99,123 | $16.6M | Add +1.3% |
| AMZN Amazon.com Inc. | 1.79% | 70,378 | $15.5M | Add +6.9% |
| MS Morgan Stanley | 1.78% | 96,778 | $15.4M | Add +1.2% |
| NFLX Netflix Inc. | 1.75% | 12,599 | $15.1M | Add +1.3% |
| PG The Procter & Gamble Co. | 1.57% | 88,263 | $13.6M | Reduce -2.6% |
| GE General Electric filed as GE AEROSPACE | 1.49% | 42,845 | $12.9M | Reduce -0.2% |
| PAYX Paychex Inc. | 1.45% | 98,691 | $12.5M | Reduce -1.2% |
| GS Goldman Sachs Group Inc. | 1.40% | 15,192 | $12.1M | Reduce -0.8% |
| CVX Chevron Corp. | 1.32% | 73,472 | $11.4M | Add +0.5% |
| SCHW Schwab (charles) Corp. | 1.31% | 119,036 | $11.4M | Add +17.9% |
| TMO Thermo Fisher Scientific Inc. | 1.16% | 20,637 | $10.0M | Reduce -2.1% |
| HON Honeywell International Inc. | 1.04% | 42,750 | $9.0M | Add +19.6% |
| WFC Wells Fargo & Co. | 1.02% | 105,187 | $8.8M | Reduce -2.5% |
| VIGI Vanguard Int Div App Indx FD | 0.98% | 94,939 | $8.5M | Add +17.0% |
| JNJ Johnson & Johnson | 0.91% | 42,519 | $7.9M | Add +0.8% |
| HD Home Depot Inc. | 0.89% | 18,905 | $7.7M | Reduce -20.2% |
| SHW The Sherwin-Williams Co. | 0.83% | 20,845 | $7.2M | Reduce -1.6% |
| AAPL Apple Inc. | 0.80% | 27,277 | $6.9M | Add +38.9% |
| KO The Coca-Cola Co. | 0.77% | 100,508 | $6.7M | Reduce -3.2% |
| GEV GE Vernova Inc. | 0.74% | 10,376 | $6.4M | Reduce -0.1% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.71% | 80,144 | $6.1M | Reduce -3.4% |
| NSC Norfolk Southern Corp. | 0.64% | 18,425 | $5.5M | Reduce -2.9% |
| TXN Texas Instruments Inc. | 0.62% | 29,100 | $5.3M | Reduce -3.6% |
| COST Costco Wholesale Corp. | 0.59% | 5,512 | $5.1M | Add +16.3% |
| CMCSA Comcast Corp. Class A | 0.56% | 154,485 | $4.9M | Reduce -11.8% |
| LHX L3HARRIS Technologies Inc. | 0.56% | 15,798 | $4.8M | Reduce -4.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 38,197 | $4.4M | Reduce -11.0% |
| FISV Fiserv Inc. | 0.50% | 33,824 | $4.4M | Reduce -6.4% |
| APD Air Products & Chemicals Inc. | 0.46% | 14,691 | $4.0M | Reduce -17.8% |
| BX Blackstone Inc. | 0.46% | 23,342 | $4.0M | Add +28.7% |
| LLY Eli Lilly & Co. | 0.46% | 5,176 | $3.9M | Add +319.4% |
| CB Chubb Ltd. | 0.45% | 13,880 | $3.9M | Add +81.2% |
| UBER Uber Technologies Inc. | 0.45% | 39,887 | $3.9M | Reduce -2.8% |
| DHI D.R. Horton Inc. | 0.45% | 22,928 | $3.9M | Add +1.9% |
| BLK BlackRock Inc. | 0.45% | 3,309 | $3.9M | Add +13.3% |
| MMM 3M Co. | 0.43% | 24,036 | $3.7M | Reduce -7.2% |
| TRP TC Energy Corp. | 0.42% | 66,155 | $3.6M | Reduce -4.8% |
| EW Edwards Lifesciences Corp. | 0.41% | 45,536 | $3.5M | Reduce -7.4% |
| CSX CSX Corp. | 0.40% | 98,284 | $3.5M | Add +0.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.40% | 31,405 | $3.4M | Reduce -1.4% |
| TXT Textron Inc. | 0.39% | 39,865 | $3.4M | Add +45.8% |
| MKL Markel Group Inc. | 0.39% | 1,758 | $3.4M | Add +176.0% |
| PSX Phillips 66 | 0.39% | 24,665 | $3.4M | Reduce -5.4% |
| LMT Lockheed Martin Corp. | 0.36% | 6,177 | $3.1M | Reduce -0.3% |
| MAR Marriott International Class A | 0.35% | 11,712 | $3.1M | Add +6.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.35% | 4 | $3.0M | No change |
| KMI Kinder Morgan Inc. | 0.28% | 86,371 | $2.4M | Add +1.6% |
| SYY Sysco Corp. | 0.26% | 27,540 | $2.3M | Reduce -3.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 7,962 | $2.2M | Add +20.9% |
| GLD SPDR Gold Shares | 0.25% | 6,080 | $2.2M | Reduce -6.5% |
| IWM iShares Russell 2000 ETF | 0.25% | 8,774 | $2.1M | New |
| MCD McDonald's Corp. | 0.24% | 6,906 | $2.1M | Reduce -6.6% |
| FDX FedEx Corp. | 0.24% | 8,887 | $2.1M | Reduce -7.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 39,229 | $2.0M | Reduce -2.8% |
| EXPD Expeditors Intl Wash Inc. | 0.23% | 15,875 | $1.9M | Reduce -2.9% |
| ETN Eaton Corp. PLC | 0.22% | 5,181 | $1.9M | Reduce -1.9% |
| PEP Pepsico Inc. | 0.21% | 12,940 | $1.8M | Reduce -2.2% |
| CTAS Cintas Corp. | 0.21% | 8,842 | $1.8M | Add +118.8% |
| BKR Baker Hughes Co. | 0.20% | 35,805 | $1.7M | Reduce -17.9% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 7,308 | $1.6M | Add +9.3% |
| PANW Palo Alto Networks Inc. | 0.17% | 7,352 | $1.5M | New |
| VEA Vanguard Ftse Developed ETF | 0.17% | 24,518 | $1.5M | New |
| NVDA Nvidia Corp. | 0.16% | 7,511 | $1.4M | Reduce -5.2% |
| PFE Pfizer Inc. | 0.16% | 54,437 | $1.4M | Reduce -2.1% |
| CL Colgate-Palmolive Co. | 0.15% | 16,559 | $1.3M | Reduce -10.2% |
| ALL Allstate Corp. | 0.15% | 5,884 | $1.3M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 2,066 | $1.2M | Reduce -0.1% |
| DE Deere & Co. | 0.14% | 2,685 | $1.2M | Reduce -11.5% |
| TNET Trinet Group Inc. | 0.14% | 18,065 | $1.2M | No change |
| SYK Stryker Corp. | 0.13% | 2,978 | $1.1M | Reduce -6.5% |
| IDXX Idexx Laboratories Inc. | 0.13% | 1,710 | $1.1M | No change |
| GEHC GE Healthcare Technology | 0.13% | 14,420 | $1.1M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 1,571 | $1.0M | No change |
| PM Philip Morris International | 0.12% | 6,388 | $1.0M | Add +80.5% |
| SLM SLM Corp. | 0.12% | 35,980 | $996K | New |
| INTC Intel Corp. | 0.11% | 29,350 | $985K | Reduce -41.9% |
| LOW Lowe's Cos Inc. | 0.11% | 3,785 | $951K | Add +121.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 2,801 | $919K | Reduce -54.6% |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 16,719 | $906K | New |
| CTVA Corteva Inc. | 0.10% | 13,284 | $898K | Reduce -0.5% |
| AZO AutoZone Inc. | 0.10% | 200 | $858K | No change |
| MRK Merck & Co. Inc. | 0.10% | 9,927 | $833K | Reduce -6.1% |
| T AT&T Inc. | 0.09% | 27,826 | $786K | Reduce -3.0% |
| FCX Freeport-McMoran Inc. | 0.09% | 19,852 | $779K | Reduce -16.8% |
| COP Conocophillips | 0.09% | 8,152 | $771K | Add +87.5% |
| CNI Canadian Natl Railway Co. | 0.09% | 7,821 | $738K | Add +11.7% |
Portfolio Sells Q2 2025 → Q3 2025
| V Visa Inc. Class A | Reduce -2.2% | 3.79% | −0.47 |
| PAYX Paychex Inc. | Reduce -1.2% | 1.45% | −0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 7.92% | −0.28 |
| FISV Fiserv Inc. | Reduce -6.4% | 0.50% | −0.26 |
| UNP Union Pacific Corp. | Reduce -5.7% | 2.65% | −0.24 |
| MSFT Microsoft Corp. | Reduce -1.1% | 7.97% | −0.22 |
| CMCSA Comcast Corp. Class A | Reduce -11.8% | 0.56% | −0.20 |
| PG The Procter & Gamble Co. | Reduce -2.6% | 1.57% | −0.20 |
| HD Home Depot Inc. | Reduce -20.2% | 0.89% | −0.18 |
| APD Air Products & Chemicals Inc. | Reduce -17.8% | 0.46% | −0.15 |
| TXN Texas Instruments Inc. | Reduce -3.6% | 0.62% | −0.15 |
| DIS The Walt Disney Co. | Reduce -11.0% | 0.51% | −0.15 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -2.1% | 2.10% | −0.14 |
| AXP American Express Co. | Reduce -2.6% | 3.11% | −0.13 |
| KO The Coca-Cola Co. | Reduce -3.2% | 0.77% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -54.6% | 0.11% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -4.1% | 2.03% | −0.11 |
| EW Edwards Lifesciences Corp. | Reduce -7.4% | 0.41% | −0.06 |
| SHW The Sherwin-Williams Co. | Reduce -1.6% | 0.83% | −0.06 |
| CL Colgate-Palmolive Co. | Reduce -10.2% | 0.15% | −0.05 |
| MMM 3M Co. | Reduce -7.2% | 0.43% | −0.05 |
| ADBE Adobe Inc. | Reduce -60.6% | 0.02% | −0.05 |
| DE Deere & Co. | Reduce -11.5% | 0.14% | −0.05 |
| UPS United Parcel Service Class B | Reduce -16.6% | 0.08% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -2.5% | 1.02% | −0.04 |
| CRM Salesforce Inc. | Reduce -37.1% | 0.04% | −0.04 |
| FCX Freeport-McMoran Inc. | Reduce -16.8% | 0.09% | −0.04 |
| WRB WR Berkley Corp. | Reduce -3.4% | 0.71% | −0.04 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.04 |
| SYK Stryker Corp. | Reduce -6.5% | 0.13% | −0.03 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.03 |
| INTC Intel Corp. | Reduce -41.9% | 0.11% | −0.02 |
| FDX FedEx Corp. | Reduce -7.4% | 0.24% | −0.02 |
| OLED Universal Display Corp. | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Reduce -6.6% | 0.24% | −0.02 |
| DVN Devon Energy Corp. | Reduce -32.3% | 0.05% | −0.02 |
| CTVA Corteva Inc. | Reduce -0.5% | 0.10% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -2.8% | 0.45% | −0.02 |
| NVCT Nuvectis Pharma Inc. | Sold out | 0.00% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -12.6% | 0.05% | −0.01 |
| T AT&T Inc. | Reduce -3.0% | 0.09% | −0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -6.3% | 0.04% | −0.01 |
| AMGN Amgen Inc. | Reduce -4.4% | 0.07% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -1.9% | 0.07% | −0.01 |
| MCO Moody's Corp. | Reduce -1.0% | 0.05% | −0.01 |
| WAB Wabtec Corp. | Reduce -5.9% | 0.04% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -1.9% | 0.22% | −0.01 |
| EOSE Eos Energy Enterprises Inc. | Sold out | 0.00% | −0.01 |
| GEHC GE Healthcare Technology | Reduce -0.5% | 0.13% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +0.8% | 3.00% | +0.72 |
| LLY Eli Lilly & Co. | Add +319.4% | 0.46% | +0.34 |
| AAPL Apple Inc. | Add +38.9% | 0.80% | +0.31 |
| IWM iShares Russell 2000 ETF | New | 0.25% | +0.25 |
| MKL Markel Group Inc. | Add +176.0% | 0.39% | +0.23 |
| SCHW Schwab (charles) Corp. | Add +17.9% | 1.31% | +0.19 |
| CB Chubb Ltd. | Add +81.2% | 0.45% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +3.7% | 2.88% | +0.18 |
| PANW Palo Alto Networks Inc. | New | 0.17% | +0.17 |
| VEA Vanguard Ftse Developed ETF | New | 0.17% | +0.17 |
| RTX RTX Corp. | Add +1.3% | 1.92% | +0.17 |
| MS Morgan Stanley | Add +1.2% | 1.78% | +0.13 |
| BX Blackstone Inc. | Add +28.7% | 0.46% | +0.13 |
| JNJ Johnson & Johnson | Add +0.8% | 0.91% | +0.12 |
| TXT Textron Inc. | Add +45.8% | 0.39% | +0.12 |
| SLM SLM Corp. | New | 0.12% | +0.12 |
| VWO Vanguard Ftse Emerging Marke | New | 0.10% | +0.10 |
| CTAS Cintas Corp. | Add +118.8% | 0.21% | +0.10 |
| DHI D.R. Horton Inc. | Add +1.9% | 0.45% | +0.09 |
| VIGI Vanguard Int Div App Indx FD | Add +17.0% | 0.98% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | Add +20.9% | 0.26% | +0.07 |
| BLK BlackRock Inc. | Add +13.3% | 0.45% | +0.07 |
| LOW Lowe's Cos Inc. | Add +121.3% | 0.11% | +0.06 |
| TOST Toast Inc. Class A | New | 0.06% | +0.06 |
| EWBC East West Bancorp Inc. | New | 0.05% | +0.05 |
| ACN Accenture PLC Class A | New | 0.05% | +0.05 |
| COP Conocophillips | Add +87.5% | 0.09% | +0.04 |
| PM Philip Morris International | Add +80.5% | 0.12% | +0.04 |
| IBB iShares Biotechnology ETF | New | 0.04% | +0.04 |
| AMT American Tower Corp. | New | 0.04% | +0.04 |
| MCHP Microchip Technology Inc. | New | 0.04% | +0.04 |
| CVX Chevron Corp. | Add +0.5% | 1.32% | +0.04 |
| UNH Unitedhealth Group Inc. | New | 0.04% | +0.04 |
| ELV Elevance Health Inc. | New | 0.03% | +0.03 |
| KTOS Kratos Defense & Security | New | 0.03% | +0.03 |
| AEM Agnico Eagle Mines Ltd. | New | 0.03% | +0.03 |
| RKLB Rocket Lab Corp. | Add +24.4% | 0.07% | +0.03 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| SCHG Schwab US Large-Cap Growth | New | 0.02% | +0.02 |
| LEN Lennar Corp. Class A | New | 0.02% | +0.02 |
| IGV iShares Expanded Tech-Softwa | New | 0.02% | +0.02 |
| HON Honeywell International Inc. | Add +19.6% | 1.04% | +0.02 |
| AMZN Amazon.com Inc. | Add +6.9% | 1.79% | +0.02 |
| COST Costco Wholesale Corp. | Add +16.3% | 0.59% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +9.3% | 0.18% | +0.01 |
| CSX CSX Corp. | Add +0.0% | 0.40% | +0.01 |
| STEX Streamex Corp. | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | Add +10.8% | 0.05% | +0.00 |
| CNI Canadian Natl Railway Co. | Add +11.7% | 0.09% | −0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Add +7.5% | 0.07% | −0.01 |
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 |