Investor
BAXTER BROS INC
CIK 0001096783 · filed 2026-04-28 · SEC filing
13F book
$810.1M
Positions
166
10 new · 9 sold
Largest name
8.0%
Berkshire Hathaway Inc Del
Est. mark
−$46.9M
Price effect on 156 names still held. Flow −$7.15M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 135.9K | $65.1M | 8.0% | −$3.19M | Cut−$3.55M |
| Microsoft Corp | MSFT | 130K | $48.1M | 5.9% | −$14.7M | Cut−$15M |
| Exxon Mobil Corp | — | 273K | $46.3M | 5.7% | $13.5M | Cut$13.2M |
| Alphabet Inc | — | 117.6K | $33.7M | 4.2% | −$3.17M | Cut−$4.23M |
| Visa Inc. | V | 94.3K | $28.5M | 3.5% | −$4.53M | Added−$4.3M |
| Alphabet Inc | — | 93.2K | $26.8M | 3.3% | −$2.37M | Cut−$3.41M |
| Intuit Inc. | INTU | 58.3K | $25.2M | 3.1% | −$13.4M | Cut−$14.6M |
| American Express Co | AXP | 80K | $24.2M | 3.0% | −$5.29M | Added−$4.8M |
| Union Pac Corp | — | 93.2K | $22.6M | 2.8% | $1.05M | Cut$598.7K |
| Jpmorgan Chase & Co. | — | 75.9K | $22.3M | 2.8% | −$2.13M | Cut−$2.8M |
| Meta Platforms, Inc. | META | 38K | $21.7M | 2.7% | −$3.34M | Cut−$3.4M |
| RTX Corp | RTX | 85.8K | $16.6M | 2.0% | $815.5K | Cut−$917.7K |
| Amazon Com Inc | AMZN | 77.2K | $16.1M | 2.0% | −$1.63M | Added−$584.2K |
| Automatic Data Processing In | — | 78.6K | $16M | 2.0% | −$4.25M | Cut−$4.55M |
| Mastercard Inc | MA | 31.3K | $15.6M | 1.9% | −$2.23M | Cut−$2.4M |
| Morgan Stanley | — | 93.2K | $15.3M | 1.9% | −$1.21M | Cut−$1.54M |
| Schwab Charles Corp | — | 150.8K | $14.2M | 1.7% | −$820.9K | Added$339K |
| Chevron Corp New | CVX | 65.1K | $13.5M | 1.7% | $3.55M | Cut$3.04M |
| Qualcomm Inc | — | 98.2K | $12.6M | 1.6% | −$4.15M | Cut−$4.72M |
| Netflix Inc | NFLX | 130K | $12.5M | 1.5% | $310.7K | Cut−$903.8K |
| Procter And Gamble Co | PG | 85.4K | $12.3M | 1.5% | $96.5K | Cut−$122.7K |
| Goldman Sachs Group Inc | — | 14.3K | $12.1M | 1.5% | −$473.3K | Cut−$943.5K |
| Ge Aerospace | — | 42.5K | $12.1M | 1.5% | −$1.03M | Cut−$1.05M |
| Honeywell Intl Inc | — | 44.6K | $10.1M | 1.2% | $1.37M | Added$1.44M |
| Johnson & Johnson | JNJ | 40.8K | $9.98M | 1.2% | $1.53M | Cut$1.44M |
| Vanguard Whitehall Fds | — | 106.6K | $9.43M | 1.2% | −$279.5K | Added$880.5K |
| Thermo Fisher Scientific Inc. | TMO | 18.5K | $9.12M | 1.1% | −$1.63M | Cut−$2.02M |
| GE Vernova Inc. | GEV | 10.4K | $9.07M | 1.1% | $2.28M | Cut$2.28M |
| Paychex Inc | PAYX | 90.1K | $8.3M | 1.0% | −$1.81M | Cut−$2.16M |
| Wells Fargo Co New | — | 103.8K | $8.26M | 1.0% | −$1.41M | Cut−$1.45M |
| Coca Cola Co | KO | 91.8K | $6.98M | 0.9% | $563.9K | Cut$281.1K |
| Apple Inc. | AAPL | 27.3K | $6.92M | 0.9% | −$493.1K | Cut−$598.8K |
| Sherwin Williams Co | SHW | 19.7K | $6.31M | 0.8% | −$68.5K | Cut−$161.2K |
| Home Depot, Inc. | HD | 18.7K | $6.14M | 0.8% | −$283.9K | Cut−$402.3K |
| Chubb Limited | — | 17.9K | $5.83M | 0.7% | $231.4K | Added$596.8K |
| Blackstone Inc. | BX | 47.7K | $5.49M | 0.7% | −$1.05M | Added$1.35M |
| Costco Whsl Corp New | — | 5.39K | $5.37M | 0.7% | $723K | Cut$626.4K |
| Texas Instrs Inc | — | 26.8K | $5.2M | 0.6% | $552.8K | Cut$515.5K |
| Markel Group Inc. | MKL | 2.61K | $5M | 0.6% | −$597.7K | Added−$452.2K |
| Norfolk Southn Corp | — | 17.4K | $5M | 0.6% | −$29.9K | Cut−$155.8K |
| Berkley W R Corp | — | 72.2K | $4.79M | 0.6% | −$277.3K | Cut−$629K |
| Uber Technologies, Inc | UBER | 65.7K | $4.73M | 0.6% | −$385K | Added$1.51M |
| L3harris Technologies Inc | — | 13.3K | $4.58M | 0.6% | $683.8K | Cut$391.1K |
| Eli Lilly & Co | LLY | 4.64K | $4.27M | 0.5% | −$719.2K | Cut−$948.2K |
| Phillips 66 | PSX | 22.8K | $4.16M | 0.5% | $1.21M | Cut$1.02M |
| Csx Corp | CSX | 98.3K | $4.04M | 0.5% | $471.8K | Added$472.1K |
| Tc Energy Corp | — | 63.6K | $3.98M | 0.5% | $482.8K | Cut$411.2K |
| Marriott Intl Inc New | — | 11.1K | $3.62M | 0.4% | $186.3K | Cut$66.9K |
| Kinder Morgan Inc Del | — | 106.3K | $3.56M | 0.4% | $641.8K | Cut$588.2K |
| Bank New York Mellon Corp | — | 30K | $3.56M | 0.4% | $76.1K | Cut$6.5K |
| Comcast Corp New | — | 123.6K | $3.55M | 0.4% | −$145.8K | Cut−$412.1K |
| Lockheed Martin Corp | LMT | 5.84K | $3.53M | 0.4% | $705K | Cut$617.9K |
| Disney Walt Co | — | 36.4K | $3.51M | 0.4% | −$633K | Cut−$710.4K |
| Textron Inc | TXT | 38.6K | $3.38M | 0.4% | $15K | Cut$14.9K |
| 3M CO | MMM | 23.2K | $3.37M | 0.4% | −$344.6K | Cut−$377.4K |
| Edwards Lifesciences Corp | EW | 39.6K | $3.17M | 0.4% | −$204.9K | Cut−$509.8K |
| BlackRock, Inc. | BLK | 3.29K | $3.17M | 0.4% | −$330K | Added−$83.8K |
| Berkshire Hathaway Inc Del | — | 4 | $2.87M | 0.4% | −$146.6K | Held |
| Air Prods & Chems Inc | — | 9.22K | $2.68M | 0.3% | $400.8K | Cut$232.8K |
| Taiwan Semiconductor Mfg Ltd | — | 7.09K | $2.4M | 0.3% | $241.5K | Cut$210.5K |
| Expeditors Intl Wash Inc | — | 15.9K | $2.27M | 0.3% | −$91.8K | Held |
| D R Horton Inc | — | 16.4K | $2.25M | 0.3% | −$111.4K | Cut−$1M |
| Ishares Tr | — | 8.76K | $2.17M | 0.3% | $16.1K | Held |
| Eaton Corp Plc | ETN | 5.99K | $2.14M | 0.3% | $219.9K | Added$354K |
| Mcdonalds Corp | MCD | 6.48K | $2.01M | 0.2% | $33.4K | Cut−$4.76K |
| Chime Finl Inc | — | 106K | $1.99M | 0.2% | −$682.6K | Cut−$813.5K |
| Vanguard Specialized Funds | — | 8.76K | $1.88M | 0.2% | −$35.4K | Added$236.7K |
| Spdr Gold Tr | — | 4.35K | $1.87M | 0.2% | $147.7K | Cut−$182K |
| Fedex Corp | FDX | 5.23K | $1.86M | 0.2% | $352.4K | Cut$319.1K |
| Sysco Corp | SYY | 26K | $1.86M | 0.2% | −$61.4K | Cut−$121.1K |
| Pepsico Inc | PEP | 11.6K | $1.8M | 0.2% | $136.7K | Cut$135.3K |
| Nvidia Corp | NVDA | 10.1K | $1.76M | 0.2% | −$77.9K | Added$559K |
| Bank America Corp | — | 34.3K | $1.67M | 0.2% | −$214.1K | Cut−$431.7K |
| Palo Alto Networks Inc | PANW | 10.4K | $1.67M | 0.2% | −$179.5K | Added$285.1K |
| Vanguard Tax-Managed Fds | — | 26K | $1.67M | 0.2% | $41.9K | Held |
| Spdr S&P 500 Etf Tr | — | 2.56K | $1.67M | 0.2% | −$80.9K | Cut−$217.3K |
| Pfizer Inc | PFE | 54.1K | $1.52M | 0.2% | $172.2K | Cut$164.7K |
| Deere & Co | DE | 2.69K | $1.52M | 0.2% | $263K | Held |
| Cintas Corp | CTAS | 8.86K | $1.5M | 0.2% | −$166.6K | Added−$157.3K |
| Slm Corp | — | 62.6K | $1.34M | 0.2% | −$353.5K | Cut−$615.1K |
| Intel Corp | INTC | 29.4K | $1.3M | 0.2% | $212.2K | Held |
| Baker Hughes Company | — | 20.2K | $1.24M | 0.2% | $296.7K | Added$364.5K |
| Allstate Corp | — | 5.88K | $1.22M | 0.2% | −$4.77K | Held |
| Colgate Palmolive Co | CL | 13.8K | $1.18M | 0.1% | $85.8K | Cut−$71.5K |
| Merck & Co., Inc. | MRK | 9.57K | $1.15M | 0.1% | $143.8K | Cut$112.2K |
| Invesco Qqq Tr | — | 1.97K | $1.13M | 0.1% | −$73K | Held |
| Corteva, Inc. | CTVA | 12.8K | $1.07M | 0.1% | $212.7K | Cut$192.6K |
| Ge Healthcare Technologies I | — | 14.4K | $1.03M | 0.1% | −$156.4K | Cut−$156.5K |
| Philip Morris Intl Inc | — | 6.14K | $1.01M | 0.1% | $30.3K | Cut−$9.78K |
| Toast, Inc. | TOST | 37.4K | $991.2K | 0.1% | −$192.5K | Added$231.7K |
| Idexx Labs Inc | — | 1.71K | $960.8K | 0.1% | −$196K | Held |
| Stryker Corp | SYK | 2.88K | $945.7K | 0.1% | −$65.8K | Held |
| Vanguard Intl Equity Index F | — | 16.7K | $903.7K | 0.1% | $4.85K | Cut−$48.6K |
| Lowes Cos Inc | — | 3.79K | $894.3K | 0.1% | −$18.5K | Held |
| Solstice Advanced Matls Inc | — | 11.2K | $849.8K | 0.1% | $307.7K | Cut$232.7K |
| Vanguard Index Fds | — | 2.57K | $824.8K | 0.1% | −$37.1K | Cut−$382.1K |
| Conocophillips | COP | 6.23K | $822.8K | 0.1% | $239.3K | Cut$101.9K |
| Valvoline Inc | VVV | 23.9K | $804.3K | 0.1% | $81.2K | Added$293.4K |
| Rocket Lab Corp | RKLB | 12.5K | $799.6K | 0.1% | −$69K | Added−$68.7K |
| At&T Inc | — | 26.3K | $762.7K | 0.1% | $109.2K | Cut$83.1K |
| Amgen Inc | AMGN | 2.08K | $732.2K | 0.1% | $51.1K | Held |
| Canadian Natl Ry Co | — | 6.92K | $711.3K | 0.1% | $27.1K | Cut−$52K |
| Bp Plc | — | 14.5K | $680.2K | 0.1% | $177.6K | Held |
| Cisco Sys Inc | — | 8.75K | $678.9K | 0.1% | $4.9K | Held |
| Autozone Inc | AZO | 200 | $675.6K | 0.1% | −$2.74K | Held |
| United Parcel Service Inc | UPS | 6.86K | $674.7K | 0.1% | −$5.56K | Cut−$29.4K |
| Ishares Tr | — | 3.81K | $643.7K | 0.1% | $210 | Added$202.8K |
| Vertex Pharmaceuticals Inc | — | 1.43K | $639.9K | 0.1% | −$9.77K | Cut−$23.8K |
| Spdr S&P Midcap 400 Etf Tr | — | 1.02K | $630.9K | 0.1% | $13.8K | Held |
| Schwab Strategic Tr | — | 25K | $619.4K | 0.1% | — | New |
| Bristol-Myers Squibb Co | — | 9.96K | $604.4K | 0.1% | $66.9K | Cut$57.9K |
| Intuitive Surgical Inc | ISRG | 1.29K | $594.7K | 0.1% | — | New |
| Pembina Pipeline Corp | — | 13.2K | $590.8K | 0.1% | $88.4K | Held |
| Fiserv Inc | FISV | 10.2K | $570.8K | 0.1% | −$116.3K | Cut−$353.1K |
| Nucor Corp | NUE | 3.28K | $555K | 0.1% | $10.4K | Added$272.3K |
| Broadcom Inc. | AVGO | 1.74K | $537.9K | 0.1% | −$63.6K | Held |
| Emerson Elec Co | — | 4.1K | $537.2K | 0.1% | −$6.97K | Held |
| Invesco Exchange Traded Fd T | — | 2.55K | $490.1K | 0.1% | $901 | Cut−$158.7K |
| Caterpillar Inc | CAT | 625 | $442.8K | 0.1% | $84.7K | Cut$56.1K |
| Devon Energy Corp New | — | 8.72K | $438.6K | 0.1% | $119.3K | Cut$112.3K |
| Eog Res Inc | — | 3K | $433.7K | 0.1% | $118.7K | Held |
| Moodys Corp | — | 949 | $414K | 0.1% | −$70.8K | Cut−$82.5K |
| Ishares Tr | — | 2.13K | $404.8K | 0.1% | $17.9K | Cut$10.6K |
| Wabtec | — | 1.6K | $400.4K | 0.0% | $58.4K | Held |
| Trinet Group, Inc. | TNET | 11K | $399.5K | 0.0% | −$248.9K | Held |
| Verizon Communications Inc | VZ | 7.79K | $391.3K | 0.0% | $73.8K | Cut$72K |
| Ishares Tr | — | 585 | $382.1K | 0.0% | −$18.6K | Cut−$121.3K |
| Tjx Cos Inc New | — | 2.3K | $367.5K | 0.0% | $14K | Added$14.2K |
| Vanguard Intl Equity Index F | — | 4.58K | $344.3K | 0.0% | $6.9K | Added$14.9K |
| Qnity Electronics, Inc. | Q | 2.94K | $339.7K | 0.0% | $99.3K | Held |
| Johnson Ctls Intl Plc | — | 2.54K | $332.7K | 0.0% | $20.7K | Added$111.2K |
| Church & Dwight Co Inc | — | 3.52K | $328K | 0.0% | $33.3K | Cut$31.2K |
| Accenture Plc Ireland | — | 1.6K | $317.3K | 0.0% | −$112K | Cut−$145.6K |
| Microchip Technology Inc. | — | 4.8K | $310.1K | 0.0% | $4.27K | Held |
| Charter Communications Inc N | — | 1.36K | $294.7K | 0.0% | $9.73K | Cut−$25.3K |
| APA Corp | APA | 6.93K | $294.1K | 0.0% | — | New |
| Alliant Energy Corp | LNT | 4.01K | $287.5K | 0.0% | $27K | Held |
| Warner Bros. Discovery, Inc. | WBD | 10.4K | $286K | 0.0% | −$14.2K | Cut−$44K |
| Travelers Companies, Inc. | TRV | 971 | $283.3K | 0.0% | $1.57K | Held |
| Ishares Tr | — | 900 | $282.4K | 0.0% | −$8.28K | Held |
| Dominos Pizza Inc | DPZ | 787 | $282.4K | 0.0% | −$45.7K | Held |
| Citigroup Inc | — | 2.49K | $282K | 0.0% | −$8.16K | Held |
| Stanley Black & Decker, Inc. | SWK | 3.91K | $278.1K | 0.0% | — | New |
| Solventum Corp | SOLV | 4.24K | $276.8K | 0.0% | −$59.1K | Cut−$63.5K |
| Medtronic Plc | MDT | 3.17K | $274.2K | 0.0% | −$29.8K | Held |
| Digitalocean Hldgs Inc | — | 3.15K | $270.2K | 0.0% | — | New |
| DuPont de Nemours, Inc. | DD | 5.89K | $269.9K | 0.0% | $33K | Held |
| Dow Inc. | DOW | 6.4K | $266.6K | 0.0% | — | New |
| Newmont Corp | — | 2.38K | $258.2K | 0.0% | $20K | Cut−$79.3K |
| Altria Group, Inc. | MO | 3.9K | $257.4K | 0.0% | $32.5K | Cut$3.66K |
| Boston Scientific Corp | BSX | 4.08K | $255.7K | 0.0% | −$132.8K | Cut−$136.2K |
| Crocs, Inc. | CROX | 2.99K | $248.4K | 0.0% | −$7.48K | Held |
| American Tower Corp New | — | 1.4K | $241.6K | 0.0% | −$4.19K | Held |
| Oracle Corp | — | 1.62K | $238.3K | 0.0% | −$77.4K | Held |
| Advanced Micro Devices Inc | AMD | 1.16K | $235.8K | 0.0% | −$12.4K | Held |
| NIKE, Inc. | NKE | 4.44K | $234.5K | 0.0% | −$48.4K | Held |
| Sempra | — | 2.35K | $228.3K | 0.0% | $20.9K | Cut−$10K |
| Ishares Tr | — | 505 | $215.3K | 0.0% | −$23.7K | Held |
| Kratos Defense & Sec Solutio | — | 3K | $211.5K | 0.0% | −$16.2K | Held |
| Check Point Software Tech Lt | — | 1.48K | $210.7K | 0.0% | −$63K | Held |
| Illumina, Inc. | ILMN | 1.68K | $207.1K | 0.0% | −$13.3K | Held |
| Slb Limited/Nv | SLB | 3.92K | $201.4K | 0.0% | — | New |
| Washington Tr Bancorp Inc | — | 6K | $200.8K | 0.0% | — | New |
| Arbor Realty Trust Inc | — | 21K | $161.9K | 0.0% | — | New |
| Blackrock Tech And Private E | — | 10K | $66K | 0.0% | — | New |
| SKYX Platforms Corp. | SKYX | 22.5K | $25.2K | 0.0% | −$23.6K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.