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: $817.6M151 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.9M	0.5%Prev: 0.4%	25,901 SH	Increased+2,730 SH
ABBOTT LABS	COM	$262K	0.0%	1,927 SH	New
ADOBE INC	COM	$600K	0.1%	1,551 SH	New
AIR PRODS & CHEMS INC	COM	$5.0M	0.6%	17,879 SH	New
ALLIANT ENERGY CORP	COM	$242K	0.0%Prev: 0.0%	4,007 SH	Decreased
ALLSTATE CORP	COM	$1.2M	0.1%Prev: 0.2%	5,884 SH	Decreased
ALPHABET INC	CAP STK CL A	$18.7M	2.3%Prev: 3.3%	105,988 SH	Decreased+12,830 SH
ALPHABET INC	CAP STK CL C	$25.2M	3.1%Prev: 4.2%	142,216 SH	Decreased+24,629 SH
ALTRIA GROUP INC	COM	$258K	0.0%Prev: 0.0%	4,400 SH	Increased+500 SH
AMAZON COM INC	COM	$14.4M	1.8%Prev: 2.0%	65,854 SH	Decreased-11,375 SH
AMERICAN EXPRESS CO	COM	$26.5M	3.2%Prev: 3.0%	83,173 SH	Increased+3,181 SH
AMGEN INC	COM	$641K	0.1%Prev: 0.1%	2,296 SH	Decreased+215 SH
APPLE INC	COM	$4.0M	0.5%Prev: 0.9%	19,642 SH	Decreased-7,644 SH
AT&T INC	COM	$830K	0.1%Prev: 0.1%	28,679 SH	Increased+2,370 SH
AUTOMATIC DATA PROCESSING IN	COM	$24.4M	3.0%Prev: 2.0%	79,114 SH	Increased+479 SH
AUTOZONE INC	COM	$742K	0.1%Prev: 0.1%	200 SH	Increased
BAKER HUGHES COMPANY	CL A	$1.7M	0.2%Prev: 0.2%	43,640 SH	Increased+23,400 SH
BANK AMERICA CORP	COM	$1.9M	0.2%Prev: 0.2%	40,376 SH	Increased+6,114 SH
BANK NEW YORK MELLON CORP	COM	$2.9M	0.4%Prev: 0.4%	31,862 SH	Decreased+1,882 SH
BERKLEY W R CORP	COM	$6.1M	0.7%Prev: 0.6%	82,961 SH	Increased+10,747 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	0.4%Prev: 0.4%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$67.1M	8.2%Prev: 8.0%	138,083 SH	Increased+2,141 SH
BLACKROCK INC	COM	$3.1M	0.4%Prev: 0.4%	2,921 SH	Decreased-373 SH
BLACKSTONE INC	COM	$2.7M	0.3%Prev: 0.7%	18,138 SH	Decreased-29,577 SH
BOSTON SCIENTIFIC CORP	COM	$441K	0.1%Prev: 0.0%	4,110 SH	Increased+35 SH
BP PLC	SPONSORED ADR	$436K	0.1%Prev: 0.1%	14,552 SH	Decreased+80 SH
BRISTOL-MYERS SQUIBB CO	COM	$551K	0.1%Prev: 0.1%	11,906 SH	Decreased+1,941 SH
BROADCOM INC	COM	$632K	0.1%Prev: 0.1%	2,291 SH	Increased+553 SH
CANADIAN NATL RY CO	COM	$728K	0.1%Prev: 0.1%	7,000 SH	Increased+79 SH
CAPITAL ONE FINL CORP	COM	$226K	0.0%	1,064 SH	New
CARRIER GLOBAL CORPORATION	COM	$213K	0.0%	2,913 SH	New
CATERPILLAR INC	COM	$260K	0.0%Prev: 0.1%	671 SH	Decreased+46 SH
CHARTER COMMUNICATIONS INC N	CL A	$766K	0.1%	1,873 SH	New
CHECK POINT SOFTWARE TECH LT	ORD	$326K	0.0%Prev: 0.0%	1,475 SH	Increased
CHEVRON CORP NEW	COM	$10.5M	1.3%	73,128 SH	New
CHUBB LIMITED	COM	$2.2M	0.3%	7,661 SH	New
CHURCH & DWIGHT CO INC	COM	$363K	0.0%Prev: 0.0%	3,780 SH	Increased+265 SH
CINTAS CORP	COM	$901K	0.1%Prev: 0.2%	4,042 SH	Decreased-4,813 SH
CISCO SYS INC	COM	$644K	0.1%Prev: 0.1%	9,288 SH	Decreased+538 SH
COCA COLA CO	COM	$7.3M	0.9%Prev: 0.9%	103,812 SH	Increased+11,979 SH
COLGATE PALMOLIVE CO	COM	$1.7M	0.2%Prev: 0.1%	18,430 SH	Increased+4,615 SH
COMCAST CORP NEW	CL A	$6.2M	0.8%Prev: 0.4%	175,049 SH	Increased+51,472 SH
CONOCOPHILLIPS	COM	$390K	0.0%Prev: 0.1%	4,347 SH	Decreased-1,886 SH
CORTEVA INC	COM	$995K	0.1%Prev: 0.1%	13,351 SH	Decreased+600 SH
COSTCO WHSL CORP NEW	COM	$4.7M	0.6%	4,741 SH	New
CROCS INC	COM	$303K	0.0%Prev: 0.0%	2,992 SH	Increased
CSX CORP	COM	$3.2M	0.4%Prev: 0.5%	98,276 SH	Decreased-20 SH
D R HORTON INC	COM	$2.9M	0.4%Prev: 0.3%	22,509 SH	Increased+6,145 SH
DEERE & CO	COM	$1.5M	0.2%Prev: 0.2%	3,035 SH	Increased+344 SH
DEVON ENERGY CORP NEW	COM	$564K	0.1%Prev: 0.1%	17,745 SH	Increased+9,029 SH
DISNEY WALT CO	COM	$5.3M	0.7%Prev: 0.4%	42,934 SH	Increased+6,534 SH
DOMINOS PIZZA INC	COM	$355K	0.0%Prev: 0.0%	787 SH	Increased
DUPONT DE NEMOURS INC	COM	$421K	0.1%Prev: 0.0%	6,139 SH	Increased+245 SH
EATON CORP PLC	SHS	$1.9M	0.2%Prev: 0.3%	5,281 SH	Decreased-710 SH
EDWARDS LIFESCIENCES CORP	COM	$3.8M	0.5%Prev: 0.4%	49,161 SH	Increased+9,522 SH
ELI LILLY & CO	COM	$962K	0.1%Prev: 0.5%	1,234 SH	Decreased-3,409 SH
EMERSON ELEC CO	COM	$553K	0.1%Prev: 0.1%	4,150 SH	Increased+50 SH
EOG RES INC	COM	$359K	0.0%Prev: 0.1%	3,000 SH	Decreased
EOS ENERGY ENTERPRISES INC	COM CL A	$51K	0.0%	10,000 SH	New
ESPERION THERAPEUTICS INC NE	COM	$10K	0.0%	10,000 SH	New
EXPEDITORS INTL WASH INC	COM	$1.9M	0.2%Prev: 0.3%	16,340 SH	Decreased+465 SH
EXXON MOBIL CORP	COM	$29.6M	3.6%Prev: 5.7%	274,608 SH	Decreased+1,588 SH
FEDEX CORP	COM	$2.2M	0.3%Prev: 0.2%	9,597 SH	Increased+4,363 SH
FISERV INC	COM	$6.2M	0.8%Prev: 0.1%	36,142 SH	Increased+25,912 SH
FREEPORT-MCMORAN INC	CL B	$1.0M	0.1%	23,852 SH	New
GE AEROSPACE	COM NEW	$11.1M	1.4%Prev: 1.5%	42,945 SH	Decreased+413 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.1M	0.1%Prev: 0.1%	14,495 SH	Increased+63 SH
GE VERNOVA INC	COM	$5.5M	0.7%Prev: 1.1%	10,390 SH	Decreased+5 SH
GOLDMAN SACHS GROUP INC	COM	$10.8M	1.3%Prev: 1.5%	15,322 SH	Decreased+985 SH
HOME DEPOT INC	COM	$8.7M	1.1%Prev: 0.8%	23,688 SH	Increased+5,022 SH
HONEYWELL INTL INC	COM	$8.3M	1.0%Prev: 1.2%	35,733 SH	Decreased-8,892 SH
I MAB	SPONSORED ADS	$24K	0.0%	10,000 SH	New
IDEXX LABS INC	COM	$917K	0.1%Prev: 0.1%	1,710 SH	Decreased
INTEL CORP	COM	$1.1M	0.1%Prev: 0.2%	50,550 SH	Decreased+21,200 SH
INTUIT	COM	$46.9M	5.7%Prev: 3.1%	59,609 SH	Increased+1,304 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$391K	0.0%Prev: 0.1%	2,154 SH	Decreased-400 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.1%Prev: 0.1%	2,068 SH	Increased+102 SH
ISHARES TR	CORE S&P500 ETF	$476K	0.1%Prev: 0.0%	766 SH	Increased+181 SH
ISHARES TR	RUS 1000 GRW ETF	$214K	0.0%Prev: 0.0%	505 SH	Decreased
ISHARES TR	RUS 2000 GRW ETF	$257K	0.0%Prev: 0.0%	900 SH	Decreased
ISHARES TR	RUS 2000 VAL ETF	$343K	0.0%Prev: 0.0%	2,175 SH	Decreased+40 SH
JOHNSON & JOHNSON	COM	$6.4M	0.8%Prev: 1.2%	42,199 SH	Decreased+1,390 SH
JPMORGAN CHASE & CO.	COM	$22.1M	2.7%	76,265 SH	New
KINDER MORGAN INC DEL	COM	$2.5M	0.3%Prev: 0.4%	85,046 SH	Decreased-21,215 SH
L3HARRIS TECHNOLOGIES INC	COM	$4.1M	0.5%Prev: 0.6%	16,515 SH	Decreased+3,258 SH
LOCKHEED MARTIN CORP	COM	$2.9M	0.4%Prev: 0.4%	6,199 SH	Decreased+359 SH
LOWES COS INC	COM	$379K	0.0%Prev: 0.1%	1,710 SH	Decreased-2,075 SH
MARKEL GROUP INC	COM	$1.3M	0.2%Prev: 0.6%	637 SH	Decreased-1,976 SH
MARRIOTT INTL INC NEW	CL A	$3.0M	0.4%Prev: 0.4%	10,968 SH	Decreased-104 SH
MASTERCARD INCORPORATED	CL A	$18.3M	2.2%Prev: 1.9%	32,553 SH	Increased+1,246 SH
MCDONALDS CORP	COM	$2.2M	0.3%Prev: 0.2%	7,392 SH	Increased+911 SH
MEDTRONIC PLC	SHS	$296K	0.0%Prev: 0.0%	3,390 SH	Increased+225 SH
MERCK & CO INC	COM	$837K	0.1%Prev: 0.1%	10,572 SH	Decreased+1,005 SH
META PLATFORMS INC	CL A	$27.9M	3.4%Prev: 2.7%	37,793 SH	Increased-175 SH
MICROSOFT CORP	COM	$67.0M	8.2%Prev: 5.9%	134,712 SH	Increased+4,728 SH
MOODYS CORP	COM	$481K	0.1%Prev: 0.1%	959 SH	Increased+10 SH
MORGAN STANLEY	COM NEW	$13.5M	1.6%Prev: 1.9%	95,664 SH	Decreased+2,456 SH
NETFLIX INC	COM	$16.7M	2.0%	12,443 SH	New
NEWMONT CORP	COM	$333K	0.0%Prev: 0.0%	5,720 SH	Increased+3,335 SH
NIKE INC	CL B	$315K	0.0%Prev: 0.0%	4,440 SH	Increased
NORFOLK SOUTHN CORP	COM	$4.9M	0.6%Prev: 0.6%	18,982 SH	Decreased+1,572 SH
NUVECTIS PHARMA INC	COM	$112K	0.0%	15,000 SH	New
NVIDIA CORPORATION	COM	$1.3M	0.2%Prev: 0.2%	7,922 SH	Decreased-2,165 SH
OCCIDENTAL PETE CORP	COM	$229K	0.0%	5,455 SH	New
ORACLE CORP	COM	$444K	0.1%Prev: 0.0%	2,030 SH	Increased+410 SH
PAYCHEX INC	COM	$14.5M	1.8%Prev: 1.0%	99,903 SH	Increased+9,759 SH
PEMBINA PIPELINE CORP	COM	$510K	0.1%Prev: 0.1%	13,600 SH	Decreased+400 SH
PEPSICO INC	COM	$1.7M	0.2%Prev: 0.2%	13,230 SH	Decreased+1,612 SH
PFIZER INC	COM	$1.3M	0.2%Prev: 0.2%	55,588 SH	Decreased+1,451 SH
PHILIP MORRIS INTL INC	COM	$644K	0.1%Prev: 0.1%	3,538 SH	Decreased-2,600 SH
PHILLIPS 66	COM	$3.1M	0.4%Prev: 0.5%	26,067 SH	Decreased+3,221 SH
PROCTER AND GAMBLE CO	COM	$14.4M	1.8%	90,593 SH	New
QUALCOMM INC	COM	$17.6M	2.1%Prev: 1.6%	110,257 SH	Increased+12,094 SH
ROCKET LAB CORP	COM	$358K	0.0%Prev: 0.1%	10,000 SH	Decreased-2,451 SH
RTX CORPORATION	COM	$14.3M	1.7%Prev: 2.0%	97,859 SH	Decreased+12,013 SH
SALESFORCE INC	COM	$631K	0.1%	2,314 SH	New
SCHLUMBERGER LTD	COM STK	$290K	0.0%	8,570 SH	New
SCHWAB CHARLES CORP	COM	$9.2M	1.1%Prev: 1.7%	101,004 SH	Decreased-49,767 SH
SEMPRA	COM	$212K	0.0%Prev: 0.0%	2,800 SH	Decreased+450 SH
SHERWIN WILLIAMS CO	COM	$7.3M	0.9%Prev: 0.8%	21,178 SH	Increased+1,486 SH
SKYX PLATFORMS CORP	COM	$24K	0.0%Prev: 0.0%	22,500 SH	Decreased
SOLVENTUM CORP	COM SHS	$344K	0.0%Prev: 0.0%	4,535 SH	Increased+296 SH
SPDR GOLD TR	GOLD SHS	$2.0M	0.2%Prev: 0.2%	6,506 SH	Increased+2,159 SH
SPDR S&P 500 ETF TR	TR UNIT	$971K	0.1%	1,571 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$580K	0.1%	1,023 SH	New
STRYKER CORPORATION	COM	$1.3M	0.2%Prev: 0.1%	3,186 SH	Increased+308 SH
SYSCO CORP	COM	$2.2M	0.3%Prev: 0.2%	28,430 SH	Increased+2,410 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.5M	0.2%	6,585 SH	New
TC ENERGY CORP	COM	$3.4M	0.4%Prev: 0.5%	69,505 SH	Decreased+5,900 SH
TEXAS INSTRS INC	COM	$6.3M	0.8%Prev: 0.6%	30,192 SH	Increased+3,422 SH
TEXTRON INC	COM	$2.2M	0.3%Prev: 0.4%	27,335 SH	Decreased-11,253 SH
THERMO FISHER SCIENTIFIC INC	COM	$8.5M	1.0%Prev: 1.1%	21,084 SH	Decreased+2,539 SH
TJX COS INC NEW	COM	$283K	0.0%Prev: 0.0%	2,290 SH	Decreased-11 SH
TRAVELERS COMPANIES INC	COM	$260K	0.0%Prev: 0.0%	971 SH	Decreased
TRINET GROUP INC	COM	$1.3M	0.2%Prev: 0.0%	18,065 SH	Increased+7,100 SH
UBER TECHNOLOGIES INC	COM	$3.8M	0.5%Prev: 0.6%	41,017 SH	Decreased-24,717 SH
UNION PAC CORP	COM	$23.6M	2.9%Prev: 2.8%	102,753 SH	Increased+9,585 SH
UNITED PARCEL SERVICE INC	CL B	$1.1M	0.1%	10,533 SH	New
UNIVERSAL DISPLAY CORP	COM	$201K	0.0%	1,300 SH	New
VALVOLINE INC	COM	$601K	0.1%Prev: 0.1%	15,880 SH	Decreased-8,000 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.1%	2,056 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	0.2%Prev: 0.1%	6,169 SH	Increased+3,598 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$306K	0.0%Prev: 0.0%	4,548 SH	Decreased-37 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	0.2%Prev: 0.2%	6,686 SH	Decreased-2,072 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$7.3M	0.9%Prev: 1.2%	81,140 SH	Decreased-25,472 SH
VERIZON COMMUNICATIONS INC	COM	$359K	0.0%Prev: 0.0%	8,303 SH	Decreased+508 SH
VERTEX PHARMACEUTICALS INC	COM	$642K	0.1%Prev: 0.1%	1,441 SH	Increased+8 SH
VISA INC	COM CL A	$34.9M	4.3%Prev: 3.5%	98,185 SH	Increased+3,844 SH
WABTEC	COM	$356K	0.0%Prev: 0.0%	1,702 SH	Decreased+100 SH
WARNER BROS DISCOVERY INC	COM SER A	$290K	0.0%Prev: 0.0%	25,280 SH	Increased+14,866 SH
WELLS FARGO CO NEW	COM	$8.6M	1.1%	107,832 SH	New

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $317K
ADVANCED MICRO DEVICES INC — $236K
AIR PRODUCTS AND CHEMICALS I — $2.7M
AMERICAN TOWER CORP — $242K
APA CORPORATION — $294K
ARBOR REALTY TRUST INC — $162K
BLACKROCK TECH AND PRIVATE E — $66K
CHARTER COMMUNICATIONS INC — $295K
CHEVRON CORPORATION — $13.5M
CHIME FINL INC — $2.0M
CHUBB LTD SWITZ — $5.8M
CITIGROUP INC — $282K
COSTCO WHOLESALE CORPORATION — $5.4M
DIGITALOCEAN HLDGS INC — $270K
DOW HLDGS INC — $267K
ILLUMINA INC — $207K
INTUITIVE SURGICAL INC — $595K
ISHARES TR — $644K
ISHARES TR — $2.2M
JOHNSON CONTROLS INTERNATION — $333K
… and 22 more

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