Baxter Bros Inc

13F filer · CIK 0001096783

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$864MU.S. long equity reported on 13F

Positions15311 new · 12 closed

Net flow last quarter+$444KBuys minus sells

Top 10 positions weight41.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026153 positions
BRK.BBerkshire Hathaway Inc	$69.4M	8.03%	Not reported	+2.1%	Q3 2023
MSFTMicrosoft Corp	$49M	5.67%	0.00%	+1.1%	Q2 2013
GOOGAlphabet Inc.	$40.4M	4.68%	Not reported	-2.7%	Q3 2021
XOMExxonMobil Holdings Corp	$37.2M	4.30%	0.01%	-0.4%	Q3 2021
GOOGLAlphabet Inc.	$32.9M	3.80%	0.00%	-1.3%	Q3 2021
VVisa Inc.	$32.3M	3.74%	0.01%	-0.2%	Q2 2013
AXPAmerican Express Co	$27.9M	3.23%	0.01%	+3.3%	Q2 2013
UNPUnion Pacific Corp	$25.3M	2.92%	0.02%	-0.3%	Q2 2013
JPMJPMorgan Chase & Co	$25.2M	2.91%	0.00%	+1.3%	Q3 2021
METAMeta Platforms, Inc.	$21.7M	2.52%	Not reported	+1.7%	Q4 2015
MSMorgan Stanley	$19.3M	2.23%	0.01%	-0.9%	Q3 2016
AMZNAmazon Com Inc	$18.7M	2.16%	0.00%	+1.6%	Q4 2016
QCOMQualcomm Inc	$17.8M	2.06%	0.01%	-1.6%	Q2 2013
ADPAutomatic Data Processing Inc	$16.4M	1.90%	0.02%	-6.6%	Q2 2013
RTXRTX Corp	$16.1M	1.87%	0.01%	-0.9%	Q2 2020
MAMastercard Inc	$16.1M	1.86%	0.00%	0.0%	Q4 2014
GEGeneral Electric Co	$15.9M	1.84%	0.00%	Not reported	Q3 2021
SCHWSchwab Charles Corp	$15.5M	1.80%	0.01%	+11.6%	Q2 2022
INTUIntuit Inc.	$14.6M	1.69%	0.02%	-4.1%	Q2 2013
GSGoldman Sachs Group Inc	$14.3M	1.66%	0.00%	-1.1%	Q1 2014
PGPROCTER & GAMBLE Co	$12.4M	1.43%	0.00%	-1.1%	Q2 2013
GEVGE Vernova Inc.	$12.2M	1.41%	0.00%	Not reported	Q2 2024
CVXChevron Corp	$10.6M	1.23%	0.00%	-1.4%	Q2 2013
JNJJohnson & Johnson	$10.2M	1.19%	0.00%	-1.1%	Q2 2013
TMOThermo Fisher Scientific Inc.	$9.44M	1.09%	0.01%	+1.5%	Q2 2013
NFLXNetflix Inc	$9.14M	1.06%	0.00%	-1.5%	Q3 2017
PAYXPaychex Inc	$8.58M	0.99%	0.02%	-3.2%	Q2 2013
WFCWells Fargo & Company	$8.45M	0.98%	0.00%	-1.5%	Q2 2013
TXNTexas Instruments Inc	$7.89M	0.91%	0.00%	-1.1%	Q4 2017
AAPLApple Inc.	$7.83M	0.91%	0.00%	-0.8%	Q2 2013
KOCoca Cola Co	$7.42M	0.86%	0.00%	-0.6%	Q2 2013
BXBlackstone Inc.	$7.25M	0.84%	0.01%	+29.2%	Q3 2022
HDHome Depot, Inc.	$6.95M	0.80%	0.00%	+5.6%	Q3 2014
SHWSherwin Williams Co	$6.66M	0.77%	0.01%	-1.7%	Q1 2017
CBChubb Ltd	$6.38M	0.74%	0.00%	+4.7%	Q2 2013
LLYELI LILLY & Co	$5.73M	0.66%	0.00%	+2.8%	Q4 2020
MKLMarkel Group Inc.	$5.14M	0.59%	0.02%	+0.8%	Q3 2021
WRBBerkley W R Corp	$5.11M	0.59%	0.02%	+0.3%	Q1 2024
COSTCostco Wholesale Corp	$5.05M	0.58%	0.00%	+0.1%	Q1 2014
UBERUber Technologies, Inc	$5.02M	0.58%	0.00%	+5.8%	Q3 2024
HONHoneywell International Inc	$5.02M	0.58%	0.01%	+0.5%	Q2 2013
HONAHoneywell Aerospace Inc.	$4.95M	0.57%	Not reported	+0.3%	Q2 2026
NSCNorfolk Southern Corp	$4.94M	0.57%	0.01%	-9.8%	Q2 2013
CSXCSX Corp	$4.67M	0.54%	0.01%	0.0%	Q3 2014
BNYBank of New York Mellon Corp	$4.34M	0.50%	0.00%	Not reported	Q3 2021
TRPTC Energy Corp	$4.2M	0.49%	Not reported	-0.4%	Q3 2021
MARMarriott International Inc	$4.09M	0.47%	0.00%	-0.2%	Q3 2016
PSXPhillips 66	$3.79M	0.44%	0.01%	-1.8%	Q2 2013
LHXL3harris Technologies, Inc.	$3.77M	0.44%	0.01%	-2.2%	Q2 2020
MMM3m Co	$3.73M	0.43%	0.00%	-0.6%	Q3 2021

Q1 2026Reported Apr 28, 2026152 positions
BRK.BBerkshire Hathaway Inc	$65.1M	8.04%	Not reported	-0.5%	Q3 2023
MSFTMicrosoft Corp	$48.1M	5.94%	0.00%	-0.5%	Q2 2013
XOMExxonMobil Holdings Corp	$46.3M	5.72%	0.01%	-0.9%	Q3 2021
GOOGAlphabet Inc.	$33.7M	4.16%	Not reported	-2.8%	Q3 2021
VVisa Inc.	$28.5M	3.52%	0.01%	+0.8%	Q2 2013
GOOGLAlphabet Inc.	$26.8M	3.31%	0.00%	-3.5%	Q3 2021
INTUIntuit Inc.	$25.2M	3.11%	0.02%	-3.0%	Q2 2013
AXPAmerican Express Co	$24.2M	2.99%	0.01%	+2.1%	Q2 2013
UNPUnion Pacific Corp	$22.6M	2.79%	0.02%	-2.1%	Q2 2013
JPMJPMorgan Chase & Co	$22.3M	2.76%	0.00%	-2.7%	Q3 2021
METAMeta Platforms, Inc.	$21.7M	2.68%	Not reported	-0.2%	Q4 2015
RTXRTX Corp	$16.6M	2.04%	0.01%	-9.9%	Q2 2020
AMZNAmazon Com Inc	$16.1M	1.99%	0.00%	+6.9%	Q4 2016
ADPAutomatic Data Processing Inc	$16M	1.97%	0.02%	-1.5%	Q2 2013
MAMastercard Inc	$15.6M	1.93%	0.00%	-0.9%	Q4 2014
MSMorgan Stanley	$15.3M	1.89%	0.01%	-2.0%	Q3 2016
SCHWSchwab Charles Corp	$14.2M	1.75%	0.01%	+8.9%	Q2 2022
CVXChevron Corp	$13.5M	1.66%	0.00%	-4.9%	Q2 2013
QCOMQualcomm Inc	$12.6M	1.56%	0.01%	-3.3%	Q2 2013
NFLXNetflix Inc	$12.5M	1.54%	0.00%	-9.1%	Q3 2017
PGPROCTER & GAMBLE Co	$12.3M	1.52%	0.00%	-1.8%	Q2 2013
GSGoldman Sachs Group Inc	$12.1M	1.50%	0.00%	-3.6%	Q1 2014
GEGeneral Electric Co	$12.1M	1.49%	0.00%	-0.1%	Q3 2021
HONHoneywell International Inc	$10.1M	1.25%	0.01%	+0.7%	Q2 2013
JNJJohnson & Johnson	$9.98M	1.23%	0.00%	-1.0%	Q2 2013
TMOThermo Fisher Scientific Inc.	$9.12M	1.13%	0.01%	-3.5%	Q2 2013
GEVGE Vernova Inc.	$9.07M	1.12%	0.00%	0.0%	Q2 2024
PAYXPaychex Inc	$8.3M	1.03%	0.03%	-3.4%	Q2 2013
WFCWells Fargo & Company	$8.26M	1.02%	0.00%	-0.4%	Q2 2013
KOCoca Cola Co	$6.98M	0.86%	0.00%	-4.2%	Q2 2013
AAPLApple Inc.	$6.92M	0.85%	0.00%	-1.4%	Q2 2013
SHWSherwin Williams Co	$6.31M	0.78%	0.01%	-1.4%	Q1 2017
HDHome Depot, Inc.	$6.14M	0.76%	0.00%	-1.8%	Q3 2014
CBChubb Ltd	$5.83M	0.72%	0.00%	+6.7%	Q2 2013
BXBlackstone Inc.	$5.49M	0.68%	0.01%	+77.9%	Q3 2022
COSTCostco Wholesale Corp	$5.37M	0.66%	0.00%	-2.0%	Q1 2014
TXNTexas Instruments Inc	$5.2M	0.64%	0.00%	-0.8%	Q4 2017
MKLMarkel Group Inc.	$5M	0.62%	0.02%	+3.0%	Q3 2021
NSCNorfolk Southern Corp	$5M	0.62%	0.01%	-2.4%	Q2 2013
WRBBerkley W R Corp	$4.79M	0.59%	0.02%	-6.5%	Q1 2024
UBERUber Technologies, Inc	$4.73M	0.58%	0.00%	+67.0%	Q3 2024
LHXL3harris Technologies, Inc.	$4.58M	0.56%	0.01%	-7.0%	Q2 2020
LLYELI LILLY & Co	$4.27M	0.53%	0.00%	-4.4%	Q4 2020
PSXPhillips 66	$4.16M	0.51%	0.01%	-6.1%	Q2 2013
CSXCSX Corp	$4.04M	0.50%	0.01%	0.0%	Q3 2014
TRPTC Energy Corp	$3.98M	0.49%	Not reported	-2.0%	Q3 2021
MARMarriott International Inc	$3.62M	0.45%	0.00%	-3.4%	Q3 2016
KMIKinder Morgan, Inc.	$3.56M	0.44%	0.00%	-1.8%	Q2 2015
BNYBank of New York Mellon Corp	$3.56M	0.44%	0.00%	-2.0%	Q3 2021
CMCSAComcast Corp	$3.55M	0.44%	0.00%	-6.7%	Q2 2013

Q4 2025Reported Jan 26, 2026151 positions
BRK.BBerkshire Hathaway Inc	$68.7M	7.95%	Not reported	+0.2%	Q3 2023
MSFTMicrosoft Corp	$63.1M	7.31%	0.00%	-2.0%	Q2 2013
INTUIntuit Inc.	$39.8M	4.61%	0.02%	+0.5%	Q2 2013
GOOGAlphabet Inc.	$38M	4.39%	Not reported	-12.2%	Q3 2021
XOMExxonMobil Holdings Corp	$33.2M	3.84%	0.01%	-0.5%	Q3 2021
VVisa Inc.	$32.8M	3.80%	0.01%	-2.6%	Q2 2013
GOOGLAlphabet Inc.	$30.2M	3.49%	0.00%	-9.7%	Q3 2021
AXPAmerican Express Co	$29M	3.36%	0.01%	-3.3%	Q2 2013
JPMJPMorgan Chase & Co	$25.1M	2.91%	0.00%	-1.4%	Q3 2021
METAMeta Platforms, Inc.	$25.1M	2.91%	Not reported	-1.4%	Q4 2015
UNPUnion Pacific Corp	$22M	2.55%	0.02%	-1.9%	Q2 2013
ADPAutomatic Data Processing Inc	$20.5M	2.38%	0.02%	-3.9%	Q2 2013
MAMastercard Inc	$18M	2.09%	0.00%	-0.9%	Q4 2014
RTXRTX Corp	$17.5M	2.02%	0.01%	-3.9%	Q2 2020
QCOMQualcomm Inc	$17.4M	2.01%	0.01%	-4.0%	Q2 2013
MSMorgan Stanley	$16.9M	1.95%	0.01%	-1.7%	Q3 2016
AMZNAmazon Com Inc	$16.7M	1.93%	0.00%	+2.6%	Q4 2016
SCHWSchwab Charles Corp	$13.8M	1.60%	0.01%	+16.3%	Q2 2022
NFLXNetflix Inc	$13.4M	1.55%	0.00%	+13.5%	Q3 2017
GEGeneral Electric Co	$13.1M	1.52%	0.00%	-0.6%	Q3 2021
GSGoldman Sachs Group Inc	$13.1M	1.51%	0.01%	-2.1%	Q1 2014
PGPROCTER & GAMBLE Co	$12.5M	1.44%	0.00%	-1.6%	Q2 2013
TMOThermo Fisher Scientific Inc.	$11.1M	1.29%	0.01%	-6.9%	Q2 2013
PAYXPaychex Inc	$10.5M	1.21%	0.03%	-5.4%	Q2 2013
CVXChevron Corp	$10.4M	1.21%	0.00%	-6.8%	Q2 2013
WFCWells Fargo & Company	$9.71M	1.12%	0.00%	-1.0%	Q2 2013
HONHoneywell International Inc	$8.64M	1.00%	0.01%	+3.7%	Q2 2013
JNJJohnson & Johnson	$8.53M	0.99%	0.00%	-3.0%	Q2 2013
AAPLApple Inc.	$7.52M	0.87%	0.00%	+1.5%	Q2 2013
GEVGE Vernova Inc.	$6.79M	0.79%	0.00%	+0.1%	Q2 2024
KOCoca Cola Co	$6.7M	0.78%	0.00%	-4.6%	Q2 2013
HDHome Depot, Inc.	$6.54M	0.76%	0.00%	+0.6%	Q3 2014
SHWSherwin Williams Co	$6.47M	0.75%	0.01%	-4.2%	Q1 2017
MKLMarkel Group Inc.	$5.45M	0.63%	0.02%	+44.3%	Q3 2021
WRBBerkley W R Corp	$5.42M	0.63%	0.02%	-3.6%	Q1 2024
CBChubb Ltd	$5.23M	0.61%	0.00%	+20.7%	Q2 2013
LLYELI LILLY & Co	$5.22M	0.60%	0.00%	-6.2%	Q4 2020
NSCNorfolk Southern Corp	$5.15M	0.60%	0.01%	-3.1%	Q2 2013
COSTCostco Wholesale Corp	$4.75M	0.55%	0.00%	-0.2%	Q1 2014
TXNTexas Instruments Inc	$4.68M	0.54%	0.00%	-7.3%	Q4 2017
DISWalt Disney Co	$4.22M	0.49%	0.00%	-2.9%	Q2 2013
LHXL3harris Technologies, Inc.	$4.18M	0.48%	0.01%	-9.8%	Q2 2020
BXBlackstone Inc.	$4.14M	0.48%	0.00%	+14.9%	Q3 2022
CMCSAComcast Corp	$3.96M	0.46%	0.00%	-14.2%	Q2 2013
MMM3m Co	$3.74M	0.43%	0.00%	-2.8%	Q3 2021
EWEdwards Lifesciences Corp	$3.68M	0.43%	0.01%	-5.1%	Q1 2017
TRPTC Energy Corp	$3.57M	0.41%	Not reported	-1.9%	Q3 2021
CSXCSX Corp	$3.56M	0.41%	0.01%	0.0%	Q3 2014
MARMarriott International Inc	$3.55M	0.41%	0.00%	-2.2%	Q3 2016
BNYBank of New York Mellon Corp	$3.55M	0.41%	0.00%	-2.6%	Q3 2021

Q3 2025Reported Oct 14, 2025148 positions
MSFTMicrosoft Corp	$69M	7.97%	0.00%	-1.2%	Q2 2013
BRK.BBerkshire Hathaway Inc	$68.5M	7.92%	Not reported	-1.3%	Q3 2023
INTUIntuit Inc.	$40.9M	4.73%	0.02%	+0.4%	Q2 2013
GOOGAlphabet Inc.	$33.5M	3.88%	Not reported	-3.2%	Q3 2021
VVisa Inc.	$32.8M	3.79%	0.01%	-2.2%	Q2 2013
XOMExxonMobil Holdings Corp	$31.2M	3.61%	0.01%	+0.9%	Q3 2021
METAMeta Platforms, Inc.	$28.3M	3.28%	Not reported	+2.1%	Q4 2015
AXPAmerican Express Co	$26.9M	3.11%	0.01%	-2.6%	Q2 2013
GOOGLAlphabet Inc.	$26M	3.00%	0.00%	+0.8%	Q3 2021
JPMJPMorgan Chase & Co	$25M	2.88%	0.00%	+3.7%	Q3 2021
ADPAutomatic Data Processing Inc	$24.4M	2.82%	0.02%	+5.0%	Q2 2013
UNPUnion Pacific Corp	$22.9M	2.65%	0.02%	-5.7%	Q2 2013
MAMastercard Inc	$18.1M	2.10%	0.00%	-2.1%	Q4 2014
QCOMQualcomm Inc	$17.6M	2.03%	0.01%	-4.1%	Q2 2013
RTXRTX Corp	$16.6M	1.92%	0.01%	+1.3%	Q2 2020
AMZNAmazon Com Inc	$15.5M	1.79%	0.00%	+6.9%	Q4 2016
MSMorgan Stanley	$15.4M	1.78%	0.01%	+1.2%	Q3 2016
NFLXNetflix Inc	$15.1M	1.75%	0.00%	+1.3%	Q3 2017
PGPROCTER & GAMBLE Co	$13.6M	1.57%	0.00%	-2.6%	Q2 2013
GEGeneral Electric Co	$12.9M	1.49%	0.00%	-0.2%	Q3 2021
PAYXPaychex Inc	$12.5M	1.45%	0.03%	-1.2%	Q2 2013
GSGoldman Sachs Group Inc	$12.1M	1.40%	0.01%	-0.9%	Q1 2014
CVXChevron Corp	$11.4M	1.32%	0.00%	+0.5%	Q2 2013
SCHWSchwab Charles Corp	$11.4M	1.31%	0.01%	+17.9%	Q2 2022
TMOThermo Fisher Scientific Inc.	$10M	1.16%	0.01%	-2.1%	Q2 2013
HONHoneywell International Inc	$9M	1.04%	0.01%	+19.6%	Q2 2013
WFCWells Fargo & Company	$8.82M	1.02%	0.00%	-2.5%	Q2 2013
JNJJohnson & Johnson	$7.88M	0.91%	0.00%	+0.8%	Q2 2013
HDHome Depot, Inc.	$7.66M	0.89%	0.00%	-20.2%	Q3 2014
SHWSherwin Williams Co	$7.22M	0.83%	0.01%	-1.6%	Q1 2017
AAPLApple Inc.	$6.95M	0.80%	0.00%	+38.9%	Q2 2013
KOCoca Cola Co	$6.67M	0.77%	0.00%	-3.2%	Q2 2013
GEVGE Vernova Inc.	$6.38M	0.74%	0.00%	-0.1%	Q2 2024
WRBBerkley W R Corp	$6.14M	0.71%	0.02%	-3.4%	Q1 2024
NSCNorfolk Southern Corp	$5.54M	0.64%	0.01%	-2.9%	Q2 2013
TXNTexas Instruments Inc	$5.35M	0.62%	0.00%	-3.6%	Q4 2017
COSTCostco Wholesale Corp	$5.1M	0.59%	0.00%	+16.3%	Q1 2014
CMCSAComcast Corp	$4.85M	0.56%	0.00%	-11.8%	Q2 2013
LHXL3harris Technologies, Inc.	$4.82M	0.56%	0.01%	-4.3%	Q2 2020
DISWalt Disney Co	$4.37M	0.51%	0.00%	-11.0%	Q2 2013
FISVFiserv Inc	$4.36M	0.50%	0.01%	-6.4%	Q4 2020
APDAir Products & Chemicals, Inc.	$4.01M	0.46%	0.01%	-17.8%	Q4 2015
BXBlackstone Inc.	$3.99M	0.46%	0.00%	+28.7%	Q3 2022
LLYELI LILLY & Co	$3.95M	0.46%	0.00%	+319.5%	Q4 2020
CBChubb Ltd	$3.92M	0.45%	0.00%	+81.2%	Q2 2013
UBERUber Technologies, Inc	$3.91M	0.45%	0.00%	-2.8%	Q3 2024
DHIHorton D R Inc	$3.89M	0.45%	0.01%	+1.9%	Q1 2021
BLKBlackRock, Inc.	$3.86M	0.45%	0.00%	+13.3%	Q4 2023
MMM3m Co	$3.73M	0.43%	0.00%	-7.2%	Q3 2021
TRPTC Energy Corp	$3.6M	0.42%	Not reported	-4.8%	Q3 2021

Premium opens every quarter this fund has filed