BAXTER BROS INC

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

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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: $810.1M166 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.4M	0.4%Prev: 0.5%	23,171 SH	Decreased-3,253 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$317K	0.0%	1,600 SH	New
ADVANCED MICRO DEVICES INC	COM	$236K	0.0%	1,159 SH	New
AIR PRODUCTS AND CHEMICALS I	COM	$2.7M	0.3%	9,220 SH	New
ALLIANT ENERGY CORP	COM	$288K	0.0%Prev: 0.0%	4,007 SH	Increased
ALLSTATE CORP	COM	$1.2M	0.2%Prev: 0.2%	5,884 SH	Increased
ALPHABET INC	CAP STK CL A	$26.8M	3.3%Prev: 2.2%	93,158 SH	Increased-13,932 SH
ALPHABET INC	CAP STK CL C	$33.7M	4.2%Prev: 3.0%	117,587 SH	Increased-27,229 SH
ALTRIA GROUP INC	COM	$257K	0.0%Prev: 0.0%	3,900 SH	Decreased-500 SH
AMAZON COM INC	COM	$16.1M	2.0%Prev: 0.9%	77,229 SH	Increased+42,424 SH
AMERICAN EXPRESS CO	COM	$24.2M	3.0%Prev: 2.8%	79,992 SH	Increased+1,340 SH
AMERICAN TOWER CORP	COM	$242K	0.0%	1,400 SH	New
AMGEN INC	COM	$732K	0.1%Prev: 0.1%	2,081 SH	Decreased-415 SH
APA CORPORATION	COM	$294K	0.0%	6,930 SH	New
APPLE INC	COM	$6.9M	0.9%Prev: 0.6%	27,286 SH	Increased+7,064 SH
ARBOR REALTY TRUST INC	COM	$162K	0.0%	21,004 SH	New
AT&T INC	COM	$763K	0.1%Prev: 0.1%	26,309 SH	Decreased-4,616 SH
AUTOMATIC DATA PROCESSING IN	COM	$16.0M	2.0%Prev: 3.2%	78,635 SH	Decreased-1,718 SH
AUTOZONE INC	COM	$676K	0.1%Prev: 0.1%	200 SH	Decreased+20 SH
BAKER HUGHES COMPANY	CL A	$1.2M	0.2%Prev: 0.1%	20,240 SH	Increased-1,585 SH
BANK AMERICA CORP	COM	$1.7M	0.2%Prev: 0.2%	34,262 SH	Increased-5,745 SH
BANK NEW YORK MELLON CORP	COM	$3.6M	0.4%Prev: 0.4%	29,980 SH	Increased-2,882 SH
BERKLEY W R CORP	COM	$4.8M	0.6%Prev: 0.7%	72,214 SH	Decreased-1,244 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	0.4%Prev: 0.4%	4 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$65.1M	8.0%Prev: 9.8%	135,942 SH	Decreased-4,297 SH
BLACKROCK INC	COM	$3.2M	0.4%Prev: 0.3%	3,294 SH	Increased+967 SH
BLACKROCK TECH AND PRIVATE E	SHS BEN INT	$66K	0.0%	10,000 SH	New
BLACKSTONE INC	COM	$5.5M	0.7%Prev: 0.3%	47,715 SH	Increased+32,767 SH
BOSTON SCIENTIFIC CORP	COM	$256K	0.0%Prev: 0.1%	4,075 SH	Decreased+5 SH
BP PLC	SPONSORED ADR	$680K	0.1%Prev: 0.1%	14,472 SH	Increased-80 SH
BRISTOL-MYERS SQUIBB CO	COM	$604K	0.1%Prev: 0.1%	9,965 SH	Decreased-2,275 SH
BROADCOM INC	COM	$538K	0.1%Prev: 0.1%	1,738 SH	Increased-607 SH
CANADIAN NATL RY CO	COM	$711K	0.1%Prev: 0.1%	6,921 SH	Decreased-1,029 SH
CATERPILLAR INC	COM	$443K	0.1%Prev: 0.0%	625 SH	Increased-121 SH
CHARTER COMMUNICATIONS INC	CL A	$295K	0.0%	1,365 SH	New
CHECK POINT SOFTWARE TECH LT	ORD	$211K	0.0%Prev: 0.0%	1,475 SH	Decreased
CHEVRON CORPORATION	COM	$13.5M	1.7%	65,110 SH	New
CHIME FINL INC	COM SHS CL A	$2.0M	0.2%	106,000 SH	New
CHUBB LTD SWITZ	COM	$5.8M	0.7%	17,878 SH	New
CHURCH & DWIGHT CO INC	COM	$328K	0.0%Prev: 0.1%	3,515 SH	Decreased-2,865 SH
CINTAS CORP	COM	$1.5M	0.2%Prev: 0.1%	8,855 SH	Increased+4,855 SH
CISCO SYS INC	COM	$679K	0.1%Prev: 0.1%	8,750 SH	Increased-402 SH
CITIGROUP INC	COM NEW	$282K	0.0%	2,486 SH	New
COCA COLA CO	COM	$7.0M	0.9%Prev: 1.0%	91,833 SH	Decreased-11,934 SH
COLGATE PALMOLIVE CO	COM	$1.2M	0.1%Prev: 0.2%	13,815 SH	Decreased-5,458 SH
COMCAST CORP NEW	CL A	$3.5M	0.4%Prev: 0.9%	123,577 SH	Decreased-60,931 SH
CONOCOPHILLIPS	COM	$823K	0.1%Prev: 0.1%	6,233 SH	Increased+1,706 SH
CORTEVA INC	COM	$1.1M	0.1%Prev: 0.1%	12,751 SH	Increased-1,500 SH
COSTCO WHOLESALE CORPORATION	COM	$5.4M	0.7%	5,392 SH	New
CROCS INC	COM	$248K	0.0%Prev: 0.0%	2,992 SH	Decreased
CSX CORP	COM	$4.0M	0.5%Prev: 0.4%	98,296 SH	Increased+27 SH
D R HORTON INC	COM	$2.2M	0.3%Prev: 0.3%	16,364 SH	Decreased-2,730 SH
DEERE & CO	COM	$1.5M	0.2%Prev: 0.2%	2,691 SH	Increased-444 SH
DEVON ENERGY CORP NEW	COM	$439K	0.1%Prev: 0.1%	8,716 SH	Decreased-9,524 SH
DIGITALOCEAN HLDGS INC	COM	$270K	0.0%	3,150 SH	New
DISNEY WALT CO	COM	$3.5M	0.4%Prev: 0.6%	36,400 SH	Decreased-8,190 SH
DOMINOS PIZZA INC	COM	$282K	0.0%Prev: 0.0%	787 SH	Increased+207 SH
DOW HLDGS INC	COM	$267K	0.0%	6,401 SH	New
DUPONT DE NEMOURS INC	COM	$270K	0.0%Prev: 0.1%	5,894 SH	Decreased-245 SH
EATON CORP PLC	SHS	$2.1M	0.3%Prev: 0.2%	5,991 SH	Increased+716 SH
EDWARDS LIFESCIENCES CORP	COM	$3.2M	0.4%Prev: 0.7%	39,639 SH	Decreased-37,597 SH
ELI LILLY & CO	COM	$4.3M	0.5%Prev: 0.2%	4,643 SH	Increased+2,489 SH
EMERSON ELEC CO	COM	$537K	0.1%Prev: 0.1%	4,100 SH	Increased-50 SH
EOG RES INC	COM	$434K	0.1%Prev: 0.1%	3,000 SH	Increased
EXPEDITORS INTL WASH INC	COM	$2.3M	0.3%Prev: 0.3%	15,875 SH	Increased-425 SH
EXXON MOBIL CORP	COM	$46.3M	5.7%Prev: 4.4%	273,020 SH	Increased-4,936 SH
FEDEX CORP	COM	$1.9M	0.2%Prev: 0.3%	5,234 SH	Decreased-4,883 SH
FISERV INC	COM	$571K	0.1%Prev: 1.0%	10,230 SH	Decreased-23,642 SH
GE AEROSPACE	COM NEW	$12.1M	1.5%Prev: 1.2%	42,532 SH	Increased-1,484 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.0M	0.1%Prev: 0.2%	14,432 SH	Decreased-70 SH
GE VERNOVA INC	COM	$9.1M	1.1%Prev: 0.4%	10,385 SH	Increased-462 SH
GOLDMAN SACHS GROUP INC	COM	$12.1M	1.5%Prev: 1.1%	14,337 SH	Increased-713 SH
HOME DEPOT INC	COM	$6.1M	0.8%Prev: 1.2%	18,666 SH	Decreased-5,787 SH
HONEYWELL INTL INC	COM	$10.1M	1.2%Prev: 0.9%	44,625 SH	Increased+13,435 SH
IDEXX LABS INC	COM	$961K	0.1%Prev: 0.1%	1,710 SH	Increased
ILLUMINA INC	COM	$207K	0.0%	1,680 SH	New
INTEL CORP	COM	$1.3M	0.2%Prev: 0.2%	29,350 SH	Decreased-37,017 SH
INTUIT	COM	$25.2M	3.1%Prev: 4.9%	58,305 SH	Decreased-2,035 SH
INTUITIVE SURGICAL INC	COM NEW	$595K	0.1%	1,290 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$490K	0.1%	2,554 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.1%Prev: 0.1%	1,966 SH	Increased-102 SH
ISHARES TR	CORE S&P500 ETF	$382K	0.0%Prev: 0.1%	585 SH	Decreased-181 SH
ISHARES TR	ISHARES BIOTECH	$644K	0.1%Prev: 0.0%	3,812 SH	Increased+1,823 SH
ISHARES TR	RUS 1000 GRW ETF	$215K	0.0%	505 SH	New
ISHARES TR	RUS 2000 GRW ETF	$282K	0.0%Prev: 0.0%	900 SH	Increased
ISHARES TR	RUS 2000 VAL ETF	$405K	0.0%Prev: 0.0%	2,135 SH	Increased-215 SH
ISHARES TR	RUSSELL 2000 ETF	$2.2M	0.3%	8,759 SH	New
JOHNSON & JOHNSON	COM	$10.0M	1.2%Prev: 1.0%	40,809 SH	Increased-4,974 SH
JOHNSON CONTROLS INTERNATION	SHS	$333K	0.0%	2,541 SH	New
JPMORGAN CHASE & CO	COM	$22.3M	2.8%	75,924 SH	New
KINDER MORGAN INC DEL	COM	$3.6M	0.4%Prev: 0.3%	106,261 SH	Increased+23,765 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$212K	0.0%	3,000 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$4.6M	0.6%Prev: 0.6%	13,257 SH	Increased-6,915 SH
LOCKHEED MARTIN CORP	COM	$3.5M	0.4%Prev: 0.4%	5,840 SH	Increased-385 SH
LOWES COS INC	COM	$894K	0.1%Prev: 0.1%	3,785 SH	Increased+2,075 SH
MARKEL GROUP INC	COM	$5.0M	0.6%Prev: 0.2%	2,613 SH	Increased+1,982 SH
MARRIOTT INTL INC NEW	CL A	$3.6M	0.4%Prev: 0.3%	11,072 SH	Increased+61 SH
MASTERCARD INCORPORATED	CL A	$15.6M	1.9%Prev: 2.4%	31,307 SH	Decreased-1,926 SH
MCDONALDS CORP	COM	$2.0M	0.2%Prev: 0.5%	6,481 SH	Decreased-4,770 SH
MEDTRONIC PLC	SHS	$274K	0.0%Prev: 0.1%	3,165 SH	Decreased-1,665 SH
MERCK & CO INC	COM	$1.2M	0.1%Prev: 0.1%	9,567 SH	Increased-2,005 SH
META PLATFORMS INC	CL A	$21.7M	2.7%Prev: 2.8%	37,968 SH	Increased+1,237 SH
MICROCHIP TECHNOLOGY INC.	COM	$310K	0.0%	4,800 SH	New
MICROSOFT CORP	COM	$48.1M	5.9%Prev: 6.7%	129,984 SH	Decreased-6,007 SH
MOODYS CORP	COM	$414K	0.1%Prev: 0.1%	949 SH	Decreased
MORGAN STANLEY	COM NEW	$15.3M	1.9%Prev: 1.4%	93,208 SH	Increased+3,213 SH
NETFLIX INC.	COM	$12.5M	1.5%	129,985 SH	New
NEWMONT CORP	COM	$258K	0.0%Prev: 0.1%	2,385 SH	Decreased-5,587 SH
NIKE INC	CL B	$235K	0.0%Prev: 0.0%	4,440 SH	Decreased-200 SH
NORFOLK SOUTHN CORP	COM	$5.0M	0.6%Prev: 0.6%	17,410 SH	Increased-2,447 SH
NUCOR CORP	COM	$555K	0.1%	3,282 SH	New
NVIDIA CORPORATION	COM	$1.8M	0.2%Prev: 0.1%	10,087 SH	Increased+2,629 SH
ORACLE CORP	COM	$238K	0.0%Prev: 0.0%	1,620 SH	Decreased-410 SH
PALO ALTO NETWORKS INC	COM	$1.7M	0.2%	10,416 SH	New
PAYCHEX INC	COM	$8.3M	1.0%Prev: 2.1%	90,144 SH	Decreased-11,524 SH
PEMBINA PIPELINE CORP	COM	$591K	0.1%Prev: 0.1%	13,200 SH	Increased-500 SH
PEPSICO INC	COM	$1.8M	0.2%Prev: 0.3%	11,618 SH	Decreased-5,401 SH
PFIZER INC	COM	$1.5M	0.2%Prev: 0.2%	54,137 SH	Increased-5,408 SH
PHILIP MORRIS INTL INC	COM	$1.0M	0.1%Prev: 0.1%	6,138 SH	Increased+2,600 SH
PHILLIPS 66	COM	$4.2M	0.5%Prev: 0.5%	22,846 SH	Increased-6,591 SH
PROCTER & GAMBLE CO	COM	$12.3M	1.5%	85,359 SH	New
QNITY ELECTRONICS INC	COMMON STOCK	$340K	0.0%	2,944 SH	New
QUALCOMM INC	COM	$12.6M	1.6%Prev: 2.3%	98,163 SH	Decreased-16,878 SH
ROCKET LAB CORP	COM	$800K	0.1%	12,451 SH	New
RTX CORPORATION	COM	$16.6M	2.0%Prev: 1.7%	85,846 SH	Increased-12,323 SH
SCHWAB CHARLES CORP	COM	$14.2M	1.7%Prev: 0.9%	150,771 SH	Increased+68,277 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$619K	0.1%	25,025 SH	New
SEMPRA	COM	$228K	0.0%Prev: 0.0%	2,350 SH	Decreased-1,000 SH
SHERWIN WILLIAMS CO	COM	$6.3M	0.8%Prev: 1.0%	19,692 SH	Decreased-2,148 SH
SKYX PLATFORMS CORP	COM	$25K	0.0%Prev: 0.0%	22,500 SH	Decreased
SLB LIMITED	COM STK	$201K	0.0%	3,920 SH	New
SLM CORP	COM	$1.3M	0.2%	62,570 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$850K	0.1%	11,158 SH	New
SOLVENTUM CORP	COM SHS	$277K	0.0%Prev: 0.0%	4,239 SH	Decreased-326 SH
SPDR GOLD TR	GOLD SHS	$1.9M	0.2%Prev: 0.3%	4,347 SH	Decreased-2,863 SH
STANLEY BLACK & DECKER INC	COM	$278K	0.0%	3,914 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.7M	0.2%	2,561 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$631K	0.1%	1,023 SH	New
STRYKER CORPORATION	COM	$946K	0.1%Prev: 0.2%	2,878 SH	Decreased-350 SH
SYSCO CORP	COM	$1.9M	0.2%Prev: 0.3%	26,020 SH	Decreased-5,020 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.4M	0.3%	7,090 SH	New
TC ENERGY CORP	COM	$4.0M	0.5%Prev: 0.4%	63,605 SH	Increased-5,985 SH
TEXAS INSTRS INC	COM	$5.2M	0.6%Prev: 0.7%	26,770 SH	Decreased-4,617 SH
TEXTRON INC	COM	$3.4M	0.4%Prev: 0.3%	38,588 SH	Increased+7,198 SH
THERMO FISHER SCIENTIFIC INC	COM	$9.1M	1.1%Prev: 1.8%	18,545 SH	Decreased-8,311 SH
TJX COS INC NEW	COM	$367K	0.0%Prev: 0.0%	2,301 SH	Increased-574 SH
TOAST INC	CL A	$991K	0.1%	37,390 SH	New
TRAVELERS COMPANIES INC	COM	$283K	0.0%Prev: 0.0%	971 SH	Increased
TRINET GROUP INC	COM	$399K	0.0%Prev: 0.2%	10,965 SH	Decreased-7,200 SH
UBER TECHNOLOGIES INC	COM	$4.7M	0.6%Prev: 0.3%	65,734 SH	Increased+30,078 SH
UNION PAC CORP	COM	$22.6M	2.8%Prev: 3.3%	93,168 SH	Decreased-11,379 SH
UNITED PARCEL SVCS INC	CL B	$675K	0.1%	6,858 SH	New
VALVOLINE INC	COM	$804K	0.1%	23,880 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$825K	0.1%Prev: 0.1%	2,571 SH	Increased-248 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$344K	0.0%Prev: 0.0%	4,585 SH	Increased-263 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$904K	0.1%	16,719 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	0.2%Prev: 0.1%	8,758 SH	Increased+3,433 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.7M	0.2%	26,043 SH	New
VANGUARD WHITEHALL FDS	INTL DVD ETF	$9.4M	1.2%Prev: 0.5%	106,612 SH	Increased+65,001 SH
VERIZON COMMUNICATIONS INC	COM	$391K	0.0%Prev: 0.1%	7,795 SH	Decreased-944 SH
VERTEX PHARMACEUTICALS INC	COM	$640K	0.1%Prev: 0.1%	1,433 SH	Increased+205 SH
VISA INC	COM CL A	$28.5M	3.5%Prev: 4.6%	94,341 SH	Decreased-5,257 SH
WABTEC	COM	$400K	0.0%Prev: 0.0%	1,602 SH	Increased-100 SH
WARNER BROS DISCOVERY INC	COM SER A	$286K	0.0%Prev: 0.0%	10,414 SH	Decreased-23,662 SH
WASHINGTON TR BANCORP INC	COM	$201K	0.0%	6,000 SH	New
WELLS FARGO & CO	COM	$8.3M	1.0%	103,752 SH	New

Sold (vs prior filing)

ABBOTT LABS — $256K
ADOBE INC — $738K
AIR PRODS & CHEMS INC — $6.2M
CHARTER COMMUNICATIONS INC N — $754K
CHEVRON CORP NEW — $10.9M
CHUBB LIMITED — $2.3M
COSTCO WHSL CORP NEW — $4.7M
DIAGEO PLC — $244K
DOW INC — $241K
ESPERION THERAPEUTICS INC NE — $14K
FREEPORT-MCMORAN INC — $1.0M
JPMORGAN CHASE & CO. — $19.0M
MICRON TECHNOLOGY INC — $581K
NETFLIX INC — $11.2M
NUVECTIS PHARMA INC — $147K
OCCIDENTAL PETE CORP — $245K
PACER FDS TR — $279K
PROCTER AND GAMBLE CO — $15.9M
ROCKET LAB USA INC — $179K
SALESFORCE INC — $671K
… and 7 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