Baxter Bros Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Baxter Bros Inc. reported 165 stock positions worth $864.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.9% of the portfolio, followed by Microsoft (MSFT, 7.3%) and Intuit (INTU, 4.6%). Compared with Q3 2025, it opened 5 new positions, sold out of 5, added to 35 and reduced 91. The biggest buy was a new position in Chime Financial Class A (CHYM) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
RIVERSIDE, CT
CIK
0001096783
Portfolio Value
$864.2M (Q4 2025)
SEC Filing
0001096783-26-000001 ↗ filed Jan 26, 2026

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 Q1 2025 Q2 2025: $817.6M Q2 2025 Q3 2025: $865.1M Q3 2025 Q4 2025: $864.2M $864.2M Q4 2025 Q1 2026: $810.1M Q1 2026 Q2 2026: $864.3M Q2 2026

Holdings 165 stocks · $864.2M
BRK.B Berkshire Hathaway Inc. Class B 7.95% 136,655 $68.7M Add +0.2%
MSFT Microsoft Corp. 7.31% 130,566 $63.1M Reduce -1.9%
INTU Intuit Inc. 4.61% 60,133 $39.8M Add +0.5%
GOOG Alphabet Inc. Class C 4.39% 120,985 $38.0M Reduce -12.2%
XOM Exxon Mobil Corp. 3.84% 275,598 $33.2M Reduce -0.5%
V Visa Inc. Class A 3.80% 93,552 $32.8M Reduce -2.6%
GOOGL Alphabet Inc. Class A 3.50% 96,495 $30.2M Reduce -9.7%
AXP American Express Co. 3.36% 78,373 $29.0M Reduce -3.3%
JPM JPMorgan Chase & Co. 2.91% 78,005 $25.1M Reduce -1.4%
META Meta Platforms Inc. Class A 2.91% 38,054 $25.1M Reduce -1.4%
UNP Union Pacific Corp. 2.55% 95,131 $22.0M Reduce -1.9%
ADP Automatic Data Processing 2.38% 79,805 $20.5M Reduce -3.9%
MA Mastercard Inc. Class A 2.09% 31,602 $18.0M Reduce -0.9%
RTX RTX Corp. 2.02% 95,296 $17.5M Reduce -3.9%
QCOM Qualcomm Inc. 2.01% 101,498 $17.4M Reduce -4.0%
MS Morgan Stanley 1.95% 95,101 $16.9M Reduce -1.7%
AMZN Amazon.com Inc. 1.93% 72,215 $16.7M Add +2.6%
SCHW Schwab (charles) Corp. 1.60% 138,429 $13.8M Add +16.3%
NFLX Netflix Inc. 1.55% 142,938 $13.4M Add +13.4%
GE General Electric filed as GE AEROSPACE 1.52% 42,587 $13.1M Reduce -0.6%
GS Goldman Sachs Group Inc. 1.51% 14,872 $13.1M Reduce -2.1%
PG The Procter & Gamble Co. 1.44% 86,888 $12.5M Reduce -1.6%
TMO Thermo Fisher Scientific Inc. 1.29% 19,223 $11.1M Reduce -6.8%
PAYX Paychex Inc. 1.21% 93,319 $10.5M Reduce -5.4%
CVX Chevron Corp. 1.21% 68,470 $10.4M Reduce -6.8%
WFC Wells Fargo & Co. 1.12% 104,167 $9.7M Reduce -1.0%
HON Honeywell International Inc. 1.00% 44,309 $8.6M Add +3.6%
VIGI Vanguard Int Div App Indx FD 0.99% 93,499 $8.6M Reduce -1.5%
JNJ Johnson & Johnson 0.99% 41,229 $8.5M Reduce -3.0%
AAPL Apple Inc. 0.87% 27,675 $7.5M Add +1.5%
GEV GE Vernova Inc. 0.79% 10,386 $6.8M Add +0.1%
KO The Coca-Cola Co. 0.78% 95,878 $6.7M Reduce -4.6%
HD Home Depot Inc. 0.76% 19,010 $6.5M Add +0.6%
SHW The Sherwin-Williams Co. 0.75% 19,978 $6.5M Reduce -4.2%
MKL Markel Group Inc. 0.63% 2,537 $5.5M Add +44.3%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.63% 77,229 $5.4M Reduce -3.6%
CB Chubb Ltd. 0.61% 16,757 $5.2M Add +20.7%
LLY Eli Lilly & Co. 0.60% 4,856 $5.2M Reduce -6.2%
NSC Norfolk Southern Corp. 0.60% 17,846 $5.2M Reduce -3.1%
COST Costco Wholesale Corp. 0.55% 5,504 $4.7M Reduce -0.1%
TXN Texas Instruments Inc. 0.54% 26,985 $4.7M Reduce -7.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.49% 37,080 $4.2M Reduce -2.9%
LHX L3HARRIS Technologies Inc. 0.48% 14,254 $4.2M Reduce -9.8%
BX Blackstone Inc. 0.48% 26,829 $4.1M Add +14.9%
CMCSA Comcast Corp. Class A 0.46% 132,487 $4.0M Reduce -14.2%
MMM 3M Co. 0.43% 23,376 $3.7M Reduce -2.8%
EW Edwards Lifesciences Corp. 0.43% 43,215 $3.7M Reduce -5.1%
TRP TC Energy Corp. 0.41% 64,905 $3.6M Reduce -1.9%
CSX CSX Corp. 0.41% 98,290 $3.6M Add +0.0%
MAR Marriott International Class A 0.41% 11,457 $3.6M Reduce -2.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.41% 30,580 $3.6M Reduce -2.6%
TXT Textron Inc. 0.39% 38,590 $3.4M Reduce -3.2%
BLK BlackRock Inc. 0.38% 3,038 $3.3M Reduce -8.2%
DHI D.R. Horton Inc. 0.38% 22,553 $3.2M Reduce -1.6%
UBER Uber Technologies Inc. 0.37% 39,364 $3.2M Reduce -1.3%
PSX Phillips 66 0.36% 24,336 $3.1M Reduce -1.3%
BRK.A Berkshire Hathaway Inc. Class A 0.35% 4 $3.0M No change
KMI Kinder Morgan Inc. 0.34% 108,211 $3.0M Add +25.3%
LMT Lockheed Martin Corp. 0.34% 6,020 $2.9M Reduce -2.5%
CHYM Chime Financial Inc. Class A 0.32% 111,200 $2.8M New
APD Air Products & Chemicals Inc. 0.28% 9,900 $2.4M Reduce -32.6%
EXPD Expeditors Intl Wash Inc. 0.27% 15,875 $2.4M No change
TSM Taiwan Semiconductor-SP ADR 0.25% 7,192 $2.2M Reduce -9.7%
IWM iShares Russell 2000 ETF 0.25% 8,759 $2.2M Reduce -0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.24% 38,217 $2.1M Reduce -2.6%
GLD SPDR Gold Shares 0.24% 5,179 $2.1M Reduce -14.8%
MCD McDonald's Corp. 0.23% 6,606 $2.0M Reduce -4.3%
SYY Sysco Corp. 0.23% 26,830 $2.0M Reduce -2.6%
SLM SLM Corp. 0.23% 72,235 $2.0M Add +100.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.22% 2,761 $1.9M Add +75.8%
ETN Eaton Corp. PLC 0.21% 5,616 $1.8M Add +8.4%
PEP Pepsico Inc. 0.19% 11,628 $1.7M Reduce -10.1%
CTAS Cintas Corp. 0.19% 8,800 $1.7M Reduce -0.5%
VIG Vanguard Dividend Apprec ETF 0.19% 7,493 $1.6M Add +2.5%
VEA Vanguard Ftse Developed ETF 0.19% 26,043 $1.6M Add +6.2%
FDX FedEx Corp. 0.18% 5,349 $1.5M Reduce -39.8%
PANW Palo Alto Networks Inc. 0.16% 7,518 $1.4M Add +2.3%
PFE Pfizer Inc. 0.16% 54,437 $1.4M No change
DE Deere & Co. 0.14% 2,691 $1.3M Add +0.2%
CL Colgate-Palmolive Co. 0.14% 15,805 $1.2M Reduce -4.5%
ALL Allstate Corp. 0.14% 5,884 $1.2M No change
QQQ Invesco QQQ Trust Series 1 0.14% 1,966 $1.2M Reduce -4.8%
VTI VG Morningstar TS MKT ETF-US 0.14% 3,600 $1.2M Add +28.5%
NVDA Nvidia Corp. 0.14% 6,435 $1.2M Reduce -14.3%
GEHC GE Healthcare Technology 0.14% 14,433 $1.2M Add +0.1%
IDXX Idexx Laboratories Inc. 0.13% 1,710 $1.2M No change
INTC Intel Corp. 0.13% 29,350 $1.1M No change
MRK Merck & Co. Inc. 0.12% 9,867 $1.0M Reduce -0.6%
PM Philip Morris International 0.12% 6,388 $1.0M No change
SYK Stryker Corp. 0.12% 2,878 $1.0M Reduce -3.4%
VWO Vanguard Ftse Emerging Marke 0.11% 17,713 $952K Add +6.0%
FISV Fiserv Inc. 0.11% 13,755 $924K Reduce -59.3%
LOW Lowe's Cos Inc. 0.11% 3,785 $913K No change
CTVA Corteva Inc. 0.10% 13,051 $875K Reduce -1.8%
BKR Baker Hughes Co. 0.10% 19,130 $871K Reduce -46.6%
RKLB Rocket Lab Corp. 0.10% 12,447 $868K Add +0.1%
FCX Freeport-McMoran Inc. 0.09% 15,042 $764K Reduce -24.2%
CNI Canadian Natl Railway Co. 0.09% 7,721 $763K Reduce -1.3%
TOST Toast Inc. Class A 0.09% 21,390 $760K Add +47.6%
COP Conocophillips 0.08% 7,701 $721K Reduce -5.5%
UPS United Parcel Service Class B 0.08% 7,098 $704K Reduce -19.2%
AMGN Amgen Inc. 0.08% 2,081 $681K Reduce -5.2%
T AT&T Inc. 0.08% 27,357 $680K Reduce -1.7%
AZO AutoZone Inc. 0.08% 200 $678K No change
CSCO Cisco Systems Inc. 0.08% 8,750 $674K Reduce -3.9%
VRTX Vertex Pharmaceuticals Inc. 0.08% 1,464 $664K Reduce -5.5%
RSP Invesco S&P 500 Equal Weight 0.08% 3,387 $649K Add +57.2%
TNET Trinet Group Inc. 0.07% 10,965 $648K Reduce -39.3%
MDY State Street SPDR S&P Midcap 0.07% 1,023 $617K No change
SOLS Solstice Adv Materials Inc. 0.07% 12,702 $617K Add +18.9%
AVGO Broadcom Inc. 0.07% 1,738 $602K Reduce -12.5%
BMY Bristol-Myers Squibb Co. 0.06% 10,131 $546K Reduce -2.6%
EMR Emerson Electric Co. 0.06% 4,100 $544K Reduce -1.2%
VVV Valvoline Inc. 0.06% 17,580 $511K Add +10.7%
IVV iShares Core S&P 500 ETF 0.06% 735 $503K No change
BP BP PLC-Spons ADR 0.06% 14,472 $503K No change
PBA Pembina Pipeline Corp. 0.06% 13,200 $502K Reduce -2.9%
MCO Moody's Corp. 0.06% 972 $497K Add +2.4%
ACN Accenture PLC Class A 0.05% 1,725 $463K No change
ADBE Adobe Inc. 0.05% 1,260 $441K Add +106.2%
IBB iShares Biotechnology ETF 0.05% 2,612 $441K Add +10.1%
IWN iShares Russell 2000 Value E 0.05% 2,175 $394K No change
BSX Boston Scientific Corp. 0.05% 4,110 $392K No change
CAT Caterpillar Inc. 0.04% 675 $387K Add +0.8%
CRM Salesforce Inc. 0.04% 1,351 $358K Reduce -7.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 2,300 $353K Add +0.4%
WAB Wabtec Corp. 0.04% 1,602 $342K No change
SOLV Solventum Corp. 0.04% 4,294 $340K Reduce -1.1%
NEM Newmont Corp. 0.04% 3,380 $337K Reduce -40.5%
WBD Warner Bros Discovery Inc. 0.04% 11,449 $330K Reduce -14.5%
VEU Vanguard Ftse All-World Ex-U 0.04% 4,478 $329K No change
DPZ Domino's Pizza Inc. 0.04% 787 $328K No change
DVN Devon Energy Corp. 0.04% 8,907 $326K Reduce -25.9%
ELV Elevance Health Inc. 0.04% 921 $323K No change
CHTR Charter Communications Inc. Class A 0.04% 1,533 $320K Reduce -22.6%
VZ Verizon Communications Inc. 0.04% 7,841 $319K Reduce -14.8%
ORCL Oracle Corp. 0.04% 1,620 $316K Reduce -2.4%
EOG EOG Resources Inc. 0.04% 3,000 $315K No change
MCHP Microchip Technology Inc. 0.04% 4,800 $306K Reduce -7.7%
MDT Medtronic PLC 0.04% 3,165 $304K Reduce -4.8%
CHD Church & Dwight Co. Inc. 0.03% 3,540 $297K No change
IWO iShares Russell 2000 Growth 0.03% 900 $291K No change
C Citigroup Inc. 0.03% 2,486 $290K Add +19.2%
NKE Nike Inc. Class B 0.03% 4,440 $283K No change
NUE Nucor Corp. 0.03% 1,733 $283K New
TRV The Travelers Cos Inc. 0.03% 971 $282K No change
UNH Unitedhealth Group Inc. 0.03% 843 $278K Reduce -5.8%
CHKP Check Point Software Tech 0.03% 1,475 $274K No change
LNT Alliant Energy Corp. 0.03% 4,007 $260K No change
COF Capital One Financial Corp. 0.03% 1,064 $258K No change
CROX Crocs Inc. 0.03% 2,992 $256K No change
MO Altria Group Inc. 0.03% 4,400 $254K No change
AMD Advanced Micro Devices 0.03% 1,159 $248K New
AMT American Tower Corp. 0.03% 1,400 $246K Reduce -20.0%
Q Qnity Electronics Inc. 0.03% 2,944 $240K Reduce -0.1%
IWF iShares Russell 1000 Growth 0.03% 505 $239K No change
SRE Sempra 0.03% 2,700 $238K No change
AEM Agnico Eagle Mines Ltd. 0.03% 1,405 $238K Reduce -0.7%
DD Dupont DE Nemours Inc. 0.03% 5,894 $237K No change
ABT Abbott Laboratories 0.03% 1,827 $229K Reduce -5.2%
KTOS Kratos Defense & Security 0.03% 3,000 $228K No change
JCI Johnson Controls Internation 0.03% 1,850 $222K New
ILMN Illumina Inc. 0.03% 1,680 $220K New
SCHG Schwab US Large-Cap Growth 0.02% 6,225 $203K Reduce -4.2%
SKYX SKYX Platforms Corp. 0.01% 22,500 $49K No change

Portfolio Sells Q3 2025 → Q4 2025
MSFT Microsoft Corp. Reduce -1.9% 7.31% −0.67
ADP Automatic Data Processing Reduce -3.9% 2.38% −0.44
FISV Fiserv Inc. Reduce -59.3% 0.11% −0.40
META Meta Platforms Inc. Class A Reduce -1.4% 2.91% −0.37
PAYX Paychex Inc. Reduce -5.4% 1.21% −0.23
APD Air Products & Chemicals Inc. Reduce -32.6% 0.28% −0.18
PG The Procter & Gamble Co. Reduce -1.6% 1.44% −0.13
CVX Chevron Corp. Reduce -6.8% 1.21% −0.11
CMCSA Comcast Corp. Class A Reduce -14.2% 0.46% −0.10
UNP Union Pacific Corp. Reduce -1.9% 2.55% −0.10
BKR Baker Hughes Co. Reduce -46.6% 0.10% −0.10
SHW The Sherwin-Williams Co. Reduce -4.2% 0.75% −0.09
WRB WR Berkley Corp. Reduce -3.6% 0.63% −0.08
UBER Uber Technologies Inc. Reduce -1.3% 0.37% −0.08
TXN Texas Instruments Inc. Reduce -7.3% 0.54% −0.08
LHX L3HARRIS Technologies Inc. Reduce -9.8% 0.48% −0.07
DHI D.R. Horton Inc. Reduce -1.6% 0.38% −0.07
BLK BlackRock Inc. Reduce -8.2% 0.38% −0.07
TNET Trinet Group Inc. Reduce -39.3% 0.07% −0.06
FDX FedEx Corp. Reduce -39.8% 0.18% −0.06
EWBC East West Bancorp Inc. Sold out 0.00% −0.05
NSC Norfolk Southern Corp. Reduce -3.1% 0.60% −0.04
COST Costco Wholesale Corp. Reduce -0.1% 0.55% −0.04
SYY Sysco Corp. Reduce -2.6% 0.23% −0.03
OXY Occidental Petroleum Corp. Sold out 0.00% −0.03
CHTR Charter Communications Inc. Class A Reduce -22.6% 0.04% −0.03
PSX Phillips 66 Reduce -1.3% 0.36% −0.02
QCOM Qualcomm Inc. Reduce -4.0% 2.01% −0.02
LEN Lennar Corp. Class A Sold out 0.00% −0.02
IGV iShares Expanded Tech-Softwa Sold out 0.00% −0.02
NVDA Nvidia Corp. Reduce -14.3% 0.14% −0.02
LMT Lockheed Martin Corp. Reduce -2.5% 0.34% −0.02
CTAS Cintas Corp. Reduce -0.5% 0.19% −0.02
DIS The Walt Disney Co. Reduce -2.9% 0.49% −0.02
ORCL Oracle Corp. Reduce -2.4% 0.04% −0.02
PEP Pepsico Inc. Reduce -10.1% 0.19% −0.02
NEM Newmont Corp. Reduce -40.5% 0.04% −0.02
GLD SPDR Gold Shares Reduce -14.8% 0.24% −0.01
T AT&T Inc. Reduce -1.7% 0.08% −0.01
DVN Devon Energy Corp. Reduce -25.9% 0.04% −0.01
AMT American Tower Corp. Reduce -20.0% 0.03% −0.01
SYK Stryker Corp. Reduce -3.4% 0.12% −0.01
VZ Verizon Communications Inc. Reduce -14.8% 0.04% −0.01
MCD McDonald's Corp. Reduce -4.3% 0.23% −0.01
CL Colgate-Palmolive Co. Reduce -4.5% 0.14% −0.01
STEX Streamex Corp. Sold out 0.00% −0.01
MA Mastercard Inc. Class A Reduce -0.9% 2.09% −0.01
AVGO Broadcom Inc. Reduce -12.5% 0.07% −0.01
COP Conocophillips Reduce -5.5% 0.08% −0.01
PBA Pembina Pipeline Corp. Reduce -2.9% 0.06% −0.01

Portfolio Buys Q3 2025 → Q4 2025
CHYM Chime Financial Inc. Class A New 0.32% +0.32
SCHW Schwab (charles) Corp. Add +16.3% 1.60% +0.29
MKL Markel Group Inc. Add +44.3% 0.63% +0.24
CB Chubb Ltd. Add +20.7% 0.61% +0.15
AMZN Amazon.com Inc. Add +2.6% 1.93% +0.14
SLM SLM Corp. Add +100.8% 0.23% +0.11
SPY SS SPDR S&P 500 ETF Trust-US Add +75.8% 0.22% +0.10
AAPL Apple Inc. Add +1.5% 0.87% +0.07
KMI Kinder Morgan Inc. Add +25.3% 0.34% +0.06
GEV GE Vernova Inc. Add +0.1% 0.79% +0.05
VTI VG Morningstar TS MKT ETF-US Add +28.5% 0.14% +0.03
NUE Nucor Corp. New 0.03% +0.03
RKLB Rocket Lab Corp. Add +0.1% 0.10% +0.03
AMD Advanced Micro Devices New 0.03% +0.03
RSP Invesco S&P 500 Equal Weight Add +57.2% 0.08% +0.03
TOST Toast Inc. Class A Add +47.6% 0.09% +0.03
ADBE Adobe Inc. Add +106.2% 0.05% +0.03
JCI Johnson Controls Internation New 0.03% +0.03
ILMN Illumina Inc. New 0.03% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +0.2% 7.95% +0.03
VEA Vanguard Ftse Developed ETF Add +6.2% 0.19% +0.02
BX Blackstone Inc. Add +14.9% 0.48% +0.02
GEHC GE Healthcare Technology Add +0.1% 0.14% +0.01
IBB iShares Biotechnology ETF Add +10.1% 0.05% +0.01
SOLS Solstice Adv Materials Inc. Add +18.9% 0.07% +0.01
C Citigroup Inc. Add +19.2% 0.03% +0.01
CSX CSX Corp. Add +0.0% 0.41% +0.01
VIG Vanguard Dividend Apprec ETF Add +2.5% 0.19% +0.01
CAT Caterpillar Inc. Add +0.8% 0.04% +0.01
VWO Vanguard Ftse Emerging Marke Add +6.0% 0.11% +0.01
MCO Moody's Corp. Add +2.4% 0.06% +0.01
DE Deere & Co. Add +0.2% 0.14% +0.00
TJX TJX Companies Inc. Add +0.4% 0.04% +0.00
VVV Valvoline Inc. Add +10.7% 0.06% −0.01
PANW Palo Alto Networks Inc. Add +2.3% 0.16% −0.01
ETN Eaton Corp. PLC Add +8.4% 0.21% −0.02
HON Honeywell International Inc. Add +3.6% 1.00% −0.04
INTU Intuit Inc. Add +0.5% 4.61% −0.12
HD Home Depot Inc. Add +0.6% 0.76% −0.13
NFLX Netflix Inc. Add +13.4% 1.55% −0.20

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