Baxter Bros Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Baxter Bros Inc. reported 166 stock positions worth $810.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.0% of the portfolio, followed by Microsoft (MSFT, 5.9%) and Exxon Mobil (XOM, 5.7%). Compared with Q4 2025, it opened 10 new positions, sold out of 9, added to 26 and reduced 89. The biggest buy was Honeywell International (HON, shares +1%) and the biggest sale Intuit (INTU, shares −3%).

Most Recent 13F
Q2 2026
Location
RIVERSIDE, CT
CIK
0001096783
Portfolio Value
$810.1M (Q1 2026)
SEC Filing
0001096783-26-000002 ↗ filed Apr 28, 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 Q4 2025 Q1 2026: $810.1M $810.1M Q1 2026 Q2 2026: $864.3M Q2 2026

Holdings 166 stocks · $810.1M
BRK.B Berkshire Hathaway Inc. Class B 8.04% 135,942 $65.1M Reduce -0.5%
MSFT Microsoft Corp. 5.94% 129,984 $48.1M Reduce -0.5%
XOM Exxon Mobil Corp. 5.72% 273,020 $46.3M Reduce -0.9%
GOOG Alphabet Inc. Class C 4.16% 117,587 $33.7M Reduce -2.8%
V Visa Inc. Class A 3.52% 94,341 $28.5M Add +0.8%
GOOGL Alphabet Inc. Class A 3.31% 93,158 $26.8M Reduce -3.5%
INTU Intuit Inc. 3.11% 58,305 $25.2M Reduce -3.0%
AXP American Express Co. 2.99% 79,992 $24.2M Add +2.1%
UNP Union Pacific Corp. 2.79% 93,168 $22.6M Reduce -2.1%
JPM JPMorgan Chase & Co. 2.76% 75,924 $22.3M Reduce -2.7%
META Meta Platforms Inc. Class A 2.68% 37,968 $21.7M Reduce -0.2%
RTX RTX Corp. 2.04% 85,846 $16.6M Reduce -9.9%
AMZN Amazon.com Inc. 1.99% 77,229 $16.1M Add +6.9%
ADP Automatic Data Processing 1.97% 78,635 $16.0M Reduce -1.5%
MA Mastercard Inc. Class A 1.93% 31,307 $15.6M Reduce -0.9%
MS Morgan Stanley 1.89% 93,208 $15.3M Reduce -2.0%
SCHW Schwab (charles) Corp. 1.75% 150,771 $14.2M Add +8.9%
CVX Chevron Corp. 1.66% 65,110 $13.5M Reduce -4.9%
QCOM Qualcomm Inc. 1.56% 98,163 $12.6M Reduce -3.3%
NFLX Netflix Inc. 1.54% 129,985 $12.5M Reduce -9.1%
PG The Procter & Gamble Co. 1.52% 85,359 $12.3M Reduce -1.8%
GS Goldman Sachs Group Inc. 1.50% 14,337 $12.1M Reduce -3.6%
GE General Electric filed as GE AEROSPACE 1.49% 42,532 $12.1M Reduce -0.1%
HON Honeywell International Inc. 1.25% 44,625 $10.1M Add +0.7%
JNJ Johnson & Johnson 1.23% 40,809 $10.0M Reduce -1.0%
VIGI Vanguard Int Div App Indx FD 1.16% 106,612 $9.4M Add +14.0%
TMO Thermo Fisher Scientific Inc. 1.13% 18,545 $9.1M Reduce -3.5%
GEV GE Vernova Inc. 1.12% 10,385 $9.1M Reduce -0.0%
PAYX Paychex Inc. 1.03% 90,144 $8.3M Reduce -3.4%
WFC Wells Fargo & Co. 1.02% 103,752 $8.3M Reduce -0.4%
KO The Coca-Cola Co. 0.86% 91,833 $7.0M Reduce -4.2%
AAPL Apple Inc. 0.85% 27,286 $6.9M Reduce -1.4%
SHW The Sherwin-Williams Co. 0.78% 19,692 $6.3M Reduce -1.4%
HD Home Depot Inc. 0.76% 18,666 $6.1M Reduce -1.8%
CB Chubb Ltd. 0.72% 17,878 $5.8M Add +6.7%
BX Blackstone Inc. 0.68% 47,715 $5.5M Add +77.8%
COST Costco Wholesale Corp. 0.66% 5,392 $5.4M Reduce -2.0%
TXN Texas Instruments Inc. 0.64% 26,770 $5.2M Reduce -0.8%
MKL Markel Group Inc. 0.62% 2,613 $5.0M Add +3.0%
NSC Norfolk Southern Corp. 0.62% 17,410 $5.0M Reduce -2.4%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.59% 72,214 $4.8M Reduce -6.5%
UBER Uber Technologies Inc. 0.58% 65,734 $4.7M Add +67.0%
LHX L3HARRIS Technologies Inc. 0.56% 13,257 $4.6M Reduce -7.0%
LLY Eli Lilly & Co. 0.53% 4,643 $4.3M Reduce -4.4%
PSX Phillips 66 0.51% 22,846 $4.2M Reduce -6.1%
CSX CSX Corp. 0.50% 98,296 $4.0M Add +0.0%
TRP TC Energy Corp. 0.49% 63,605 $4.0M Reduce -2.0%
MAR Marriott International Class A 0.45% 11,072 $3.6M Reduce -3.4%
KMI Kinder Morgan Inc. 0.44% 106,261 $3.6M Reduce -1.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.44% 29,980 $3.6M Reduce -2.0%
CMCSA Comcast Corp. Class A 0.44% 123,577 $3.5M Reduce -6.7%
LMT Lockheed Martin Corp. 0.44% 5,840 $3.5M Reduce -3.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.43% 36,400 $3.5M Reduce -1.8%
TXT Textron Inc. 0.42% 38,588 $3.4M Reduce -0.0%
MMM 3M Co. 0.42% 23,171 $3.4M Reduce -0.9%
EW Edwards Lifesciences Corp. 0.39% 39,639 $3.2M Reduce -8.3%
BLK BlackRock Inc. 0.39% 3,294 $3.2M Add +8.4%
BRK.A Berkshire Hathaway Inc. Class A 0.35% 4 $2.9M No change
APD Air Products & Chemicals Inc. 0.33% 9,220 $2.7M Reduce -6.9%
TSM Taiwan Semiconductor-SP ADR 0.30% 7,090 $2.4M Reduce -1.4%
EXPD Expeditors Intl Wash Inc. 0.28% 15,875 $2.3M No change
DHI D.R. Horton Inc. 0.28% 16,364 $2.2M Reduce -27.4%
IWM iShares Russell 2000 ETF 0.27% 8,759 $2.2M No change
ETN Eaton Corp. PLC 0.26% 5,991 $2.1M Add +6.7%
MCD McDonald's Corp. 0.25% 6,481 $2.0M Reduce -1.9%
CHYM Chime Financial Inc. Class A 0.25% 106,000 $2.0M Reduce -4.7%
VIG Vanguard Dividend Apprec ETF 0.23% 8,758 $1.9M Add +16.9%
GLD SPDR Gold Shares 0.23% 4,347 $1.9M Reduce -16.1%
FDX FedEx Corp. 0.23% 5,234 $1.9M Reduce -2.1%
SYY Sysco Corp. 0.23% 26,020 $1.9M Reduce -3.0%
PEP Pepsico Inc. 0.22% 11,618 $1.8M Reduce -0.1%
NVDA Nvidia Corp. 0.22% 10,087 $1.8M Add +56.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.21% 34,262 $1.7M Reduce -10.3%
PANW Palo Alto Networks Inc. 0.21% 10,416 $1.7M Add +38.5%
VEA Vanguard Ftse Developed ETF 0.21% 26,043 $1.7M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 2,561 $1.7M Reduce -7.2%
PFE Pfizer Inc. 0.19% 54,137 $1.5M Reduce -0.6%
DE Deere & Co. 0.19% 2,691 $1.5M No change
CTAS Cintas Corp. 0.18% 8,855 $1.5M Add +0.6%
SLM SLM Corp. 0.17% 62,570 $1.3M Reduce -13.4%
INTC Intel Corp. 0.16% 29,350 $1.3M No change
BKR Baker Hughes Co. 0.15% 20,240 $1.2M Add +5.8%
ALL Allstate Corp. 0.15% 5,884 $1.2M No change
CL Colgate-Palmolive Co. 0.15% 13,815 $1.2M Reduce -12.6%
MRK Merck & Co. Inc. 0.14% 9,567 $1.2M Reduce -3.0%
QQQ Invesco QQQ Trust Series 1 0.14% 1,966 $1.1M No change
CTVA Corteva Inc. 0.13% 12,751 $1.1M Reduce -2.3%
GEHC GE Healthcare Technology 0.13% 14,432 $1.0M Reduce -0.0%
PM Philip Morris International 0.13% 6,138 $1.0M Reduce -3.9%
TOST Toast Inc. Class A 0.12% 37,390 $991K Add +74.8%
IDXX Idexx Laboratories Inc. 0.12% 1,710 $961K No change
SYK Stryker Corp. 0.12% 2,878 $946K No change
VWO Vanguard Ftse Emerging Marke 0.11% 16,719 $904K Reduce -5.6%
LOW Lowe's Cos Inc. 0.11% 3,785 $894K No change
SOLS Solstice Adv Materials Inc. 0.10% 11,158 $850K Reduce -12.2%
VTI VG Morningstar TS MKT ETF-US 0.10% 2,571 $825K Reduce -28.6%
COP Conocophillips 0.10% 6,233 $823K Reduce -19.1%
VVV Valvoline Inc. 0.10% 23,880 $804K Add +35.8%
RKLB Rocket Lab Corp. 0.10% 12,451 $800K Add +0.0%
T AT&T Inc. 0.09% 26,309 $763K Reduce -3.8%
AMGN Amgen Inc. 0.09% 2,081 $732K No change
CNI Canadian Natl Railway Co. 0.09% 6,921 $711K Reduce -10.4%
BP BP PLC-Spons ADR 0.08% 14,472 $680K No change
CSCO Cisco Systems Inc. 0.08% 8,750 $679K No change
AZO AutoZone Inc. 0.08% 200 $676K No change
UPS United Parcel Service Class B 0.08% 6,858 $675K Reduce -3.4%
IBB iShares Biotechnology ETF 0.08% 3,812 $644K Add +45.9%
VRTX Vertex Pharmaceuticals Inc. 0.08% 1,433 $640K Reduce -2.1%
MDY State Street SPDR S&P Midcap 0.08% 1,023 $631K No change
SCHF Schwab Intl Equity ETF 0.08% 25,025 $619K New
BMY Bristol-Myers Squibb Co. 0.07% 9,965 $604K Reduce -1.6%
ISRG Intuitive Surgical Inc. 0.07% 1,290 $595K New
PBA Pembina Pipeline Corp. 0.07% 13,200 $591K No change
FISV Fiserv Inc. 0.07% 10,230 $571K Reduce -25.6%
NUE Nucor Corp. 0.07% 3,282 $555K Add +89.4%
AVGO Broadcom Inc. 0.07% 1,738 $538K No change
EMR Emerson Electric Co. 0.07% 4,100 $537K No change
RSP Invesco S&P 500 Equal Weight 0.06% 2,554 $490K Reduce -24.6%
CAT Caterpillar Inc. 0.05% 625 $443K Reduce -7.4%
DVN Devon Energy Corp. 0.05% 8,716 $439K Reduce -2.1%
EOG EOG Resources Inc. 0.05% 3,000 $434K No change
MCO Moody's Corp. 0.05% 949 $414K Reduce -2.4%
IWN iShares Russell 2000 Value E 0.05% 2,135 $405K Reduce -1.8%
WAB Wabtec Corp. 0.05% 1,602 $400K No change
TNET Trinet Group Inc. 0.05% 10,965 $399K No change
VZ Verizon Communications Inc. 0.05% 7,795 $391K Reduce -0.6%
IVV iShares Core S&P 500 ETF 0.05% 585 $382K Reduce -20.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.05% 2,301 $367K Add +0.0%
VEU Vanguard Ftse All-World Ex-U 0.04% 4,585 $344K Add +2.4%
Q Qnity Electronics Inc. 0.04% 2,944 $340K No change
JCI Johnson Controls Internation 0.04% 2,541 $333K Add +37.4%
CHD Church & Dwight Co. Inc. 0.04% 3,515 $328K Reduce -0.7%
ACN Accenture PLC Class A 0.04% 1,600 $317K Reduce -7.3%
MCHP Microchip Technology Inc. 0.04% 4,800 $310K No change
CHTR Charter Communications Inc. Class A 0.04% 1,365 $295K Reduce -11.0%
APA Apa Corp. 0.04% 6,930 $294K New
LNT Alliant Energy Corp. 0.04% 4,007 $288K No change
WBD Warner Bros Discovery Inc. 0.04% 10,414 $286K Reduce -9.0%
TRV The Travelers Cos Inc. 0.04% 971 $283K No change
IWO iShares Russell 2000 Growth 0.03% 900 $282K No change
DPZ Domino's Pizza Inc. 0.03% 787 $282K No change
C Citigroup Inc. 0.03% 2,486 $282K No change
SWK Stanley Black & Decker Inc. 0.03% 3,914 $278K New
SOLV Solventum Corp. 0.03% 4,239 $277K Reduce -1.3%
MDT Medtronic PLC 0.03% 3,165 $274K No change
DOCN Digitalocean Holdings Inc. 0.03% 3,150 $270K New
DD Dupont DE Nemours Inc. 0.03% 5,894 $270K No change
DOW Dow Inc. filed as DOW HLDGS INC 0.03% 6,401 $267K New
NEM Newmont Corp. 0.03% 2,385 $258K Reduce -29.4%
MO Altria Group Inc. 0.03% 3,900 $257K Reduce -11.4%
BSX Boston Scientific Corp. 0.03% 4,075 $256K Reduce -0.8%
CROX Crocs Inc. 0.03% 2,992 $248K No change
AMT American Tower Corp. 0.03% 1,400 $242K No change
ORCL Oracle Corp. 0.03% 1,620 $238K No change
AMD Advanced Micro Devices 0.03% 1,159 $236K No change
NKE Nike Inc. Class B 0.03% 4,440 $235K No change
SRE Sempra 0.03% 2,350 $228K Reduce -13.0%
IWF iShares Russell 1000 Growth 0.03% 505 $215K No change
KTOS Kratos Defense & Security 0.03% 3,000 $212K No change
CHKP Check Point Software Tech 0.03% 1,475 $211K No change
ILMN Illumina Inc. 0.03% 1,680 $207K No change
SLB SLB Ltd. filed as SLB LIMITED 0.02% 3,920 $201K New
WASH Washington Trust Bancorp 0.02% 6,000 $201K New
ABR Arbor Realty Trust Inc. 0.02% 21,004 $162K New
BTX BlackRock Tech & Priv Eqty 0.01% 10,000 $66K New
SKYX SKYX Platforms Corp. 0.00% 22,500 $25K No change

Portfolio Sells Q4 2025 → Q1 2026
INTU Intuit Inc. Reduce -3.0% 3.11% −1.50
MSFT Microsoft Corp. Reduce -0.5% 5.94% −1.37
QCOM Qualcomm Inc. Reduce -3.3% 1.56% −0.45
ADP Automatic Data Processing Reduce -1.5% 1.97% −0.40
GOOG Alphabet Inc. Class C Reduce -2.8% 4.16% −0.23
META Meta Platforms Inc. Class A Reduce -0.2% 2.68% −0.23
GOOGL Alphabet Inc. Class A Reduce -3.5% 3.31% −0.19
PAYX Paychex Inc. Reduce -3.4% 1.03% −0.19
TMO Thermo Fisher Scientific Inc. Reduce -3.5% 1.13% −0.16
MA Mastercard Inc. Class A Reduce -0.9% 1.93% −0.16
JPM JPMorgan Chase & Co. Reduce -2.7% 2.76% −0.15
WFC Wells Fargo & Co. Reduce -0.4% 1.02% −0.10
DHI D.R. Horton Inc. Reduce -27.4% 0.28% −0.10
FCX Freeport-McMoran Inc. Sold out 0.00% −0.09
CHYM Chime Financial Inc. Class A Reduce -4.7% 0.25% −0.08
LLY Eli Lilly & Co. Reduce -4.4% 0.53% −0.08
SLM SLM Corp. Reduce -13.4% 0.17% −0.06
MS Morgan Stanley Reduce -2.0% 1.89% −0.06
DIS The Walt Disney Co. Reduce -1.8% 0.43% −0.06
ADBE Adobe Inc. Sold out 0.00% −0.05
CRM Salesforce Inc. Sold out 0.00% −0.04
VTI VG Morningstar TS MKT ETF-US Reduce -28.6% 0.10% −0.04
ELV Elevance Health Inc. Sold out 0.00% −0.04
BAC Bank of America Corp. Reduce -10.3% 0.21% −0.04
FISV Fiserv Inc. Reduce -25.6% 0.07% −0.04
WRB WR Berkley Corp. Reduce -6.5% 0.59% −0.04
EW Edwards Lifesciences Corp. Reduce -8.3% 0.39% −0.03
UNH Unitedhealth Group Inc. Sold out 0.00% −0.03
COF Capital One Financial Corp. Sold out 0.00% −0.03
GE General Electric Reduce -0.1% 1.49% −0.03
AEM Agnico Eagle Mines Ltd. Sold out 0.00% −0.03
ABT Abbott Laboratories Sold out 0.00% −0.03
SCHG Schwab US Large-Cap Growth Sold out 0.00% −0.02
CMCSA Comcast Corp. Class A Reduce -6.7% 0.44% −0.02
MMM 3M Co. Reduce -0.9% 0.42% −0.02
AAPL Apple Inc. Reduce -1.4% 0.85% −0.02
GS Goldman Sachs Group Inc. Reduce -3.6% 1.50% −0.02
RSP Invesco S&P 500 Equal Weight Reduce -24.6% 0.06% −0.01
ACN Accenture PLC Class A Reduce -7.3% 0.04% −0.01
BSX Boston Scientific Corp. Reduce -0.8% 0.03% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -7.2% 0.21% −0.01
IVV iShares Core S&P 500 ETF Reduce -20.4% 0.05% −0.01
GEHC GE Healthcare Technology Reduce -0.0% 0.13% −0.01
NFLX Netflix Inc. Reduce -9.1% 1.54% −0.01
NEM Newmont Corp. Reduce -29.4% 0.03% −0.01
GLD SPDR Gold Shares Reduce -16.1% 0.23% −0.01
MCO Moody's Corp. Reduce -2.4% 0.05% −0.01
SOLV Solventum Corp. Reduce -1.3% 0.03% −0.01
WBD Warner Bros Discovery Inc. Reduce -9.0% 0.04% −0.00
CHTR Charter Communications Inc. Class A Reduce -11.0% 0.04% −0.00

Portfolio Buys Q4 2025 → Q1 2026
HON Honeywell International Inc. Add +0.7% 1.25% +0.24
UBER Uber Technologies Inc. Add +67.0% 0.58% +0.21
BX Blackstone Inc. Add +77.8% 0.68% +0.20
VIGI Vanguard Int Div App Indx FD Add +14.0% 1.16% +0.17
SCHW Schwab (charles) Corp. Add +8.9% 1.75% +0.15
CB Chubb Ltd. Add +6.7% 0.72% +0.11
CSX CSX Corp. Add +0.0% 0.50% +0.09
NVDA Nvidia Corp. Add +56.8% 0.22% +0.08
SCHF Schwab Intl Equity ETF New 0.08% +0.08
ISRG Intuitive Surgical Inc. New 0.07% +0.07
ETN Eaton Corp. PLC Add +6.7% 0.26% +0.06
AMZN Amazon.com Inc. Add +6.9% 1.99% +0.06
BKR Baker Hughes Co. Add +5.8% 0.15% +0.05
PANW Palo Alto Networks Inc. Add +38.5% 0.21% +0.05
VIG Vanguard Dividend Apprec ETF Add +16.9% 0.23% +0.04
VVV Valvoline Inc. Add +35.8% 0.10% +0.04
APA Apa Corp. New 0.04% +0.04
NUE Nucor Corp. Add +89.4% 0.07% +0.04
TOST Toast Inc. Class A Add +74.8% 0.12% +0.03
SWK Stanley Black & Decker Inc. New 0.03% +0.03
DOCN Digitalocean Holdings Inc. New 0.03% +0.03
DOW Dow Inc. New 0.03% +0.03
IBB iShares Biotechnology ETF Add +45.9% 0.08% +0.03
SLB SLB Ltd. New 0.02% +0.02
WASH Washington Trust Bancorp New 0.02% +0.02
ABR Arbor Realty Trust Inc. New 0.02% +0.02
JCI Johnson Controls Internation Add +37.4% 0.04% +0.02
BLK BlackRock Inc. Add +8.4% 0.39% +0.01
BTX BlackRock Tech & Priv Eqty New 0.01% +0.01
TJX TJX Companies Inc. Add +0.0% 0.05% +0.00
VEU Vanguard Ftse All-World Ex-U Add +2.4% 0.04% +0.00
RKLB Rocket Lab Corp. Add +0.0% 0.10% −0.00
CTAS Cintas Corp. Add +0.6% 0.18% −0.01
MKL Markel Group Inc. Add +3.0% 0.62% −0.01
V Visa Inc. Class A Add +0.8% 3.52% −0.28
AXP American Express Co. Add +2.1% 2.99% −0.37

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