BAXTER BROS INC

CIK 0001096783 • 6 13F filings • Apr 9, 2025 – Aug 6, 2026

Import this data to Google Sheets with:

=jivedata("baxter-bros-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: BAXTER BROS INC, Director of Operations
Address: 1030 EAST PUTNAM AVE, RIVERSIDE, CT, 06878
Phone: 203-774-7076
AUM: $864.2M

AUM over time

$864.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $864.2M165 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.7M	0.4%Prev: 0.4%	23,376 SH	Increased-660 SH
ABBOTT LABS	COM	$229K	0.0%Prev: 0.0%	1,827 SH	Decreased-100 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$463K	0.1%Prev: 0.0%	1,725 SH	Increased
ADOBE INC	COM	$441K	0.1%Prev: 0.0%	1,260 SH	Increased+649 SH
ADVANCED MICRO DEVICES INC	COM	$248K	0.0%	1,159 SH	New
AGNICO EAGLE MINES LTD	COM	$238K	0.0%Prev: 0.0%	1,405 SH	Decreased-10 SH
AIR PRODS & CHEMS INC	COM	$2.4M	0.3%Prev: 0.5%	9,900 SH	Decreased-4,791 SH
ALLIANT ENERGY CORP	COM	$260K	0.0%Prev: 0.0%	4,007 SH	Decreased
ALLSTATE CORP	COM	$1.2M	0.1%Prev: 0.1%	5,884 SH	Decreased
ALPHABET INC	CAP STK CL A	$30.2M	3.5%Prev: 3.0%	96,495 SH	Increased-10,340 SH
ALPHABET INC	CAP STK CL C	$38.0M	4.4%Prev: 3.9%	120,985 SH	Increased-16,734 SH
ALTRIA GROUP INC	COM	$254K	0.0%Prev: 0.0%	4,400 SH	Decreased
AMAZON COM INC	COM	$16.7M	1.9%Prev: 1.8%	72,215 SH	Increased+1,837 SH
AMERICAN EXPRESS CO	COM	$29.0M	3.4%Prev: 3.1%	78,373 SH	Increased-2,665 SH
AMERICAN TOWER CORP NEW	COM	$246K	0.0%Prev: 0.0%	1,400 SH	Decreased-350 SH
AMGEN INC	COM	$681K	0.1%Prev: 0.1%	2,081 SH	Increased-115 SH
APPLE INC	COM	$7.5M	0.9%Prev: 0.8%	27,675 SH	Increased+398 SH
AT&T INC	COM	$680K	0.1%Prev: 0.1%	27,357 SH	Decreased-469 SH
AUTOMATIC DATA PROCESSING IN	COM	$20.5M	2.4%Prev: 2.8%	79,805 SH	Decreased-3,244 SH
AUTOZONE INC	COM	$678K	0.1%Prev: 0.1%	200 SH	Decreased
BAKER HUGHES COMPANY	CL A	$871K	0.1%Prev: 0.2%	19,130 SH	Decreased-16,675 SH
BANK AMERICA CORP	COM	$2.1M	0.2%Prev: 0.2%	38,217 SH	Increased-1,012 SH
BANK NEW YORK MELLON CORP	COM	$3.6M	0.4%Prev: 0.4%	30,580 SH	Increased-825 SH
BERKLEY W R CORP	COM	$5.4M	0.6%Prev: 0.7%	77,229 SH	Decreased-2,915 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$3.0M	0.3%Prev: 0.3%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$68.7M	7.9%Prev: 7.9%	136,655 SH	Increased+311 SH
BLACKROCK INC	COM	$3.3M	0.4%Prev: 0.4%	3,038 SH	Decreased-271 SH
BLACKSTONE INC	COM	$4.1M	0.5%Prev: 0.5%	26,829 SH	Increased+3,487 SH
BOSTON SCIENTIFIC CORP	COM	$392K	0.0%Prev: 0.0%	4,110 SH	Decreased
BP PLC	SPONSORED ADR	$503K	0.1%Prev: 0.1%	14,472 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$546K	0.1%Prev: 0.1%	10,131 SH	Increased-270 SH
BROADCOM INC	COM	$602K	0.1%Prev: 0.1%	1,738 SH	Decreased-248 SH
CANADIAN NATL RY CO	COM	$763K	0.1%Prev: 0.1%	7,721 SH	Increased-100 SH
CAPITAL ONE FINL CORP	COM	$258K	0.0%Prev: 0.0%	1,064 SH	Increased
CATERPILLAR INC	COM	$387K	0.0%Prev: 0.0%	675 SH	Increased+5 SH
CHARTER COMMUNICATIONS INC N	CL A	$320K	0.0%Prev: 0.1%	1,533 SH	Decreased-449 SH
CHECK POINT SOFTWARE TECH LT	ORD	$274K	0.0%Prev: 0.0%	1,475 SH	Decreased
CHEVRON CORP NEW	COM	$10.4M	1.2%Prev: 1.3%	68,470 SH	Decreased-5,002 SH
CHIME FINL INC	COM SHS CL A	$2.8M	0.3%	111,200 SH	New
CHUBB LIMITED	COM	$5.2M	0.6%Prev: 0.5%	16,757 SH	Increased+2,877 SH
CHURCH & DWIGHT CO INC	COM	$297K	0.0%Prev: 0.0%	3,540 SH	Decreased
CINTAS CORP	COM	$1.7M	0.2%Prev: 0.2%	8,800 SH	Decreased-42 SH
CISCO SYS INC	COM	$674K	0.1%Prev: 0.1%	8,750 SH	Increased-358 SH
CITIGROUP INC	COM NEW	$290K	0.0%Prev: 0.0%	2,486 SH	Increased+400 SH
COCA COLA CO	COM	$6.7M	0.8%Prev: 0.8%	95,878 SH	Increased-4,630 SH
COLGATE PALMOLIVE CO	COM	$1.2M	0.1%Prev: 0.2%	15,805 SH	Decreased-754 SH
COMCAST CORP NEW	CL A	$4.0M	0.5%Prev: 0.6%	132,487 SH	Decreased-21,998 SH
CONOCOPHILLIPS	COM	$721K	0.1%Prev: 0.1%	7,701 SH	Decreased-451 SH
CORTEVA INC	COM	$875K	0.1%Prev: 0.1%	13,051 SH	Decreased-233 SH
COSTCO WHSL CORP NEW	COM	$4.7M	0.5%Prev: 0.6%	5,504 SH	Decreased-8 SH
CROCS INC	COM	$256K	0.0%Prev: 0.0%	2,992 SH	Increased
CSX CORP	COM	$3.6M	0.4%Prev: 0.4%	98,290 SH	Increased+6 SH
D R HORTON INC	COM	$3.2M	0.4%Prev: 0.4%	22,553 SH	Decreased-375 SH
DEERE & CO	COM	$1.3M	0.1%Prev: 0.1%	2,691 SH	Increased+6 SH
DEVON ENERGY CORP NEW	COM	$326K	0.0%Prev: 0.0%	8,907 SH	Decreased-3,108 SH
DISNEY WALT CO	COM	$4.2M	0.5%Prev: 0.5%	37,080 SH	Decreased-1,117 SH
DOMINOS PIZZA INC	COM	$328K	0.0%Prev: 0.0%	787 SH	Decreased
DUPONT DE NEMOURS INC	COM	$237K	0.0%Prev: 0.1%	5,894 SH	Decreased
EATON CORP PLC	SHS	$1.8M	0.2%Prev: 0.2%	5,616 SH	Decreased+435 SH
EDWARDS LIFESCIENCES CORP	COM	$3.7M	0.4%Prev: 0.4%	43,215 SH	Increased-2,321 SH
ELEVANCE HEALTH INC FORMERLY	COM	$323K	0.0%Prev: 0.0%	921 SH	Increased
ELI LILLY & CO	COM	$5.2M	0.6%Prev: 0.5%	4,856 SH	Increased-320 SH
EMERSON ELEC CO	COM	$544K	0.1%Prev: 0.1%	4,100 SH	Decreased-50 SH
EOG RES INC	COM	$315K	0.0%Prev: 0.0%	3,000 SH	Decreased
EXPEDITORS INTL WASH INC	COM	$2.4M	0.3%Prev: 0.2%	15,875 SH	Increased
EXXON MOBIL CORP	COM	$33.2M	3.8%Prev: 3.6%	275,598 SH	Increased-1,460 SH
FEDEX CORP	COM	$1.5M	0.2%Prev: 0.2%	5,349 SH	Decreased-3,538 SH
FISERV INC	COM	$924K	0.1%Prev: 0.5%	13,755 SH	Decreased-20,069 SH
FREEPORT-MCMORAN INC	CL B	$764K	0.1%Prev: 0.1%	15,042 SH	Decreased-4,810 SH
GE AEROSPACE	COM NEW	$13.1M	1.5%Prev: 1.5%	42,587 SH	Increased-258 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.2M	0.1%Prev: 0.1%	14,433 SH	Increased+13 SH
GE VERNOVA INC	COM	$6.8M	0.8%Prev: 0.7%	10,386 SH	Increased+10 SH
GOLDMAN SACHS GROUP INC	COM	$13.1M	1.5%Prev: 1.4%	14,872 SH	Increased-320 SH
HOME DEPOT INC	COM	$6.5M	0.8%Prev: 0.9%	19,010 SH	Decreased+105 SH
HONEYWELL INTL INC	COM	$8.6M	1.0%Prev: 1.0%	44,309 SH	Decreased+1,559 SH
IDEXX LABS INC	COM	$1.2M	0.1%Prev: 0.1%	1,710 SH	Increased
ILLUMINA INC	COM	$220K	0.0%	1,680 SH	New
INTEL CORP	COM	$1.1M	0.1%Prev: 0.1%	29,350 SH	Increased
INTUIT	COM	$39.8M	4.6%Prev: 4.7%	60,133 SH	Decreased+274 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$649K	0.1%Prev: 0.0%	3,387 SH	Increased+1,233 SH
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.1%Prev: 0.1%	1,966 SH	Decreased-100 SH
ISHARES TR	CORE S&P500 ETF	$503K	0.1%Prev: 0.1%	735 SH	Increased
ISHARES TR	ISHARES BIOTECH	$441K	0.1%Prev: 0.0%	2,612 SH	Increased+240 SH
ISHARES TR	RUS 1000 GRW ETF	$239K	0.0%Prev: 0.0%	505 SH	Increased
ISHARES TR	RUS 2000 GRW ETF	$291K	0.0%Prev: 0.0%	900 SH	Increased
ISHARES TR	RUS 2000 VAL ETF	$394K	0.0%Prev: 0.0%	2,175 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$2.2M	0.2%Prev: 0.2%	8,759 SH	Increased-15 SH
JOHNSON & JOHNSON	COM	$8.5M	1.0%Prev: 0.9%	41,229 SH	Increased-1,290 SH
JOHNSON CTLS INTL PLC	SHS	$222K	0.0%	1,850 SH	New
JPMORGAN CHASE & CO.	COM	$25.1M	2.9%Prev: 2.9%	78,005 SH	Increased-1,106 SH
KINDER MORGAN INC DEL	COM	$3.0M	0.3%Prev: 0.3%	108,211 SH	Increased+21,840 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$228K	0.0%Prev: 0.0%	3,000 SH	Decreased
L3HARRIS TECHNOLOGIES INC	COM	$4.2M	0.5%Prev: 0.6%	14,254 SH	Decreased-1,544 SH
LOCKHEED MARTIN CORP	COM	$2.9M	0.3%Prev: 0.4%	6,020 SH	Decreased-157 SH
LOWES COS INC	COM	$913K	0.1%Prev: 0.1%	3,785 SH	Decreased
MARKEL GROUP INC	COM	$5.5M	0.6%Prev: 0.4%	2,537 SH	Increased+779 SH
MARRIOTT INTL INC NEW	CL A	$3.6M	0.4%Prev: 0.4%	11,457 SH	Increased-255 SH
MASTERCARD INCORPORATED	CL A	$18.0M	2.1%Prev: 2.1%	31,602 SH	Decreased-275 SH
MCDONALDS CORP	COM	$2.0M	0.2%Prev: 0.2%	6,606 SH	Decreased-300 SH
MEDTRONIC PLC	SHS	$304K	0.0%Prev: 0.0%	3,165 SH	Decreased-160 SH
MERCK & CO INC	COM	$1.0M	0.1%Prev: 0.1%	9,867 SH	Increased-60 SH
META PLATFORMS INC	CL A	$25.1M	2.9%Prev: 3.3%	38,054 SH	Decreased-533 SH
MICROCHIP TECHNOLOGY INC.	COM	$306K	0.0%Prev: 0.0%	4,800 SH	Decreased-400 SH
MICROSOFT CORP	COM	$63.1M	7.3%Prev: 8.0%	130,566 SH	Decreased-2,595 SH
MOODYS CORP	COM	$497K	0.1%Prev: 0.1%	972 SH	Increased+23 SH
MORGAN STANLEY	COM NEW	$16.9M	2.0%Prev: 1.8%	95,101 SH	Increased-1,677 SH
NETFLIX INC	COM	$13.4M	1.6%Prev: 1.7%	142,938 SH	Decreased+130,339 SH
NEWMONT CORP	COM	$337K	0.0%Prev: 0.1%	3,380 SH	Decreased-2,305 SH
NIKE INC	CL B	$283K	0.0%Prev: 0.0%	4,440 SH	Decreased
NORFOLK SOUTHN CORP	COM	$5.2M	0.6%Prev: 0.6%	17,846 SH	Decreased-579 SH
NUCOR CORP	COM	$283K	0.0%	1,733 SH	New
NVIDIA CORPORATION	COM	$1.2M	0.1%Prev: 0.2%	6,435 SH	Decreased-1,076 SH
ORACLE CORP	COM	$316K	0.0%Prev: 0.1%	1,620 SH	Decreased-40 SH
PALO ALTO NETWORKS INC	COM	$1.4M	0.2%Prev: 0.2%	7,518 SH	Decreased+166 SH
PAYCHEX INC	COM	$10.5M	1.2%Prev: 1.4%	93,319 SH	Decreased-5,372 SH
PEMBINA PIPELINE CORP	COM	$502K	0.1%Prev: 0.1%	13,200 SH	Decreased-400 SH
PEPSICO INC	COM	$1.7M	0.2%Prev: 0.2%	11,628 SH	Decreased-1,312 SH
PFIZER INC	COM	$1.4M	0.2%Prev: 0.2%	54,437 SH	Decreased
PHILIP MORRIS INTL INC	COM	$1.0M	0.1%Prev: 0.1%	6,388 SH	Decreased
PHILLIPS 66	COM	$3.1M	0.4%Prev: 0.4%	24,336 SH	Decreased-329 SH
PROCTER AND GAMBLE CO	COM	$12.5M	1.4%Prev: 1.6%	86,888 SH	Decreased-1,375 SH
QNITY ELECTRONICS INC	COMMON STOCK	$240K	0.0%	2,944 SH	New
QUALCOMM INC	COM	$17.4M	2.0%Prev: 2.0%	101,498 SH	Decreased-4,236 SH
ROCKET LAB CORP	COM	$868K	0.1%Prev: 0.1%	12,447 SH	Increased+9 SH
RTX CORPORATION	COM	$17.5M	2.0%Prev: 1.9%	95,296 SH	Increased-3,827 SH
SALESFORCE INC	COM	$358K	0.0%Prev: 0.0%	1,351 SH	Increased-105 SH
SCHWAB CHARLES CORP	COM	$13.8M	1.6%Prev: 1.3%	138,429 SH	Increased+19,393 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$203K	0.0%Prev: 0.0%	6,225 SH	Decreased-275 SH
SEMPRA	COM	$238K	0.0%Prev: 0.0%	2,700 SH	Decreased
SHERWIN WILLIAMS CO	COM	$6.5M	0.7%Prev: 0.8%	19,978 SH	Decreased-867 SH
SKYX PLATFORMS CORP	COM	$49K	0.0%Prev: 0.0%	22,500 SH	Increased
SLM CORP	COM	$2.0M	0.2%Prev: 0.1%	72,235 SH	Increased+36,255 SH
SOLSTICE ADVANCED MATLS INC	COM SHS	$617K	0.1%	12,702 SH	New
SOLVENTUM CORP	COM SHS	$340K	0.0%Prev: 0.0%	4,294 SH	Increased-50 SH
SPDR GOLD TR	GOLD SHS	$2.1M	0.2%Prev: 0.2%	5,179 SH	Decreased-901 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.9M	0.2%Prev: 0.1%	2,761 SH	Increased+1,190 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$617K	0.1%Prev: 0.1%	1,023 SH	Increased
STRYKER CORPORATION	COM	$1.0M	0.1%Prev: 0.1%	2,878 SH	Decreased-100 SH
SYSCO CORP	COM	$2.0M	0.2%Prev: 0.3%	26,830 SH	Decreased-710 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.2M	0.3%Prev: 0.3%	7,192 SH	Decreased-770 SH
TC ENERGY CORP	COM	$3.6M	0.4%Prev: 0.4%	64,905 SH	Decreased-1,250 SH
TEXAS INSTRS INC	COM	$4.7M	0.5%Prev: 0.6%	26,985 SH	Decreased-2,115 SH
TEXTRON INC	COM	$3.4M	0.4%Prev: 0.4%	38,590 SH	Decreased-1,275 SH
THERMO FISHER SCIENTIFIC INC	COM	$11.1M	1.3%Prev: 1.2%	19,223 SH	Increased-1,414 SH
TJX COS INC NEW	COM	$353K	0.0%Prev: 0.0%	2,300 SH	Increased+10 SH
TOAST INC	CL A	$760K	0.1%Prev: 0.1%	21,390 SH	Increased+6,895 SH
TRAVELERS COMPANIES INC	COM	$282K	0.0%Prev: 0.0%	971 SH	Increased
TRINET GROUP INC	COM	$648K	0.1%Prev: 0.1%	10,965 SH	Decreased-7,100 SH
UBER TECHNOLOGIES INC	COM	$3.2M	0.4%Prev: 0.5%	39,364 SH	Decreased-523 SH
UNION PAC CORP	COM	$22.0M	2.5%Prev: 2.6%	95,131 SH	Decreased-1,793 SH
UNITED PARCEL SERVICE INC	CL B	$704K	0.1%Prev: 0.1%	7,098 SH	Decreased-1,685 SH
UNITEDHEALTH GROUP INC	COM	$278K	0.0%Prev: 0.0%	843 SH	Decreased-52 SH
VALVOLINE INC	COM	$511K	0.1%Prev: 0.1%	17,580 SH	Decreased+1,700 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.1%Prev: 0.1%	3,600 SH	Increased+799 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$329K	0.0%Prev: 0.0%	4,478 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$952K	0.1%Prev: 0.1%	17,713 SH	Increased+994 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.6M	0.2%Prev: 0.2%	7,493 SH	Increased+185 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	0.2%Prev: 0.2%	26,043 SH	Increased+1,525 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$8.6M	1.0%Prev: 1.0%	93,499 SH	Increased-1,440 SH
VERIZON COMMUNICATIONS INC	COM	$319K	0.0%Prev: 0.0%	7,841 SH	Decreased-1,357 SH
VERTEX PHARMACEUTICALS INC	COM	$664K	0.1%Prev: 0.1%	1,464 SH	Increased-85 SH
VISA INC	COM CL A	$32.8M	3.8%Prev: 3.8%	93,552 SH	Increased-2,510 SH
WABTEC	COM	$342K	0.0%Prev: 0.0%	1,602 SH	Increased
WARNER BROS DISCOVERY INC	COM SER A	$330K	0.0%Prev: 0.0%	11,449 SH	Increased-1,941 SH
WELLS FARGO CO NEW	COM	$9.7M	1.1%Prev: 1.0%	104,167 SH	Increased-1,020 SH

Sold (vs prior filing)

EAST WEST BANCORP INC — $468K
ISHARES TR — $200K
LENNAR CORP — $202K
OCCIDENTAL PETE CORP — $244K
STREAMEX CORP — $72K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0001096783-26-000001	$864.2M	View
Oct 14, 2025	Q3 2025	13F-HR	0001096783-25-000005	$865.1M	View
Aug 6, 2026	Q2 2026