13F HOLDINGS REPORT
BAXTER BROS INC
Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001096783-26-000001
Total Value
$864.2M
Positions
165
Other Managers
0
Confidential Omitted
No
Holdings (165)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 136,655 | $68.7M | 7.95% |
| 2 | MICROSOFT CORP | MSFT | 130,566 | $63.1M | 7.31% |
| 3 | INTUIT | INTU | 60,133 | $39.8M | 4.61% |
| 4 | ALPHABET INC | GOOG | 120,985 | $38.0M | 4.39% |
| 5 | EXXON MOBIL CORP | XOM | 275,598 | $33.2M | 3.84% |
| 6 | VISA INC | V | 93,552 | $32.8M | 3.80% |
| 7 | ALPHABET INC | GOOG | 96,495 | $30.2M | 3.49% |
| 8 | AMERICAN EXPRESS CO | AXP | 78,373 | $29.0M | 3.36% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 78,005 | $25.1M | 2.91% |
| 10 | META PLATFORMS INC | META | 38,054 | $25.1M | 2.91% |
| 11 | UNION PAC CORP | UNP | 95,131 | $22.0M | 2.55% |
| 12 | AUTOMATIC DATA PROCESSING IN | ADP | 79,805 | $20.5M | 2.38% |
| 13 | MASTERCARD INCORPORATED | MA | 31,602 | $18.0M | 2.09% |
| 14 | RTX CORPORATION | RTX | 95,296 | $17.5M | 2.02% |
| 15 | QUALCOMM INC | QCOM | 101,498 | $17.4M | 2.01% |
| 16 | MORGAN STANLEY | MS-PQ | 95,101 | $16.9M | 1.95% |
| 17 | AMAZON COM INC | AMZN | 72,215 | $16.7M | 1.93% |
| 18 | SCHWAB CHARLES CORP | SCHW-PJ | 138,429 | $13.8M | 1.60% |
| 19 | NETFLIX INC | NFLX | 142,938 | $13.4M | 1.55% |
| 20 | GE AEROSPACE | 369604301 | 42,587 | $13.1M | 1.52% |
| 21 | GOLDMAN SACHS GROUP INC | GSCE | 14,872 | $13.1M | 1.51% |
| 22 | PROCTER AND GAMBLE CO | 742718109 | 86,888 | $12.5M | 1.44% |
| 23 | THERMO FISHER SCIENTIFIC INC | TMO | 19,223 | $11.1M | 1.29% |
| 24 | PAYCHEX INC | PAYX | 93,319 | $10.5M | 1.21% |
| 25 | CHEVRON CORP NEW | CVX | 68,470 | $10.4M | 1.21% |
| 26 | WELLS FARGO CO NEW | 949746101 | 104,167 | $9.7M | 1.12% |
| 27 | HONEYWELL INTL INC | 438516106 | 44,309 | $8.6M | 1.00% |
| 28 | VANGUARD WHITEHALL FDS | 921946810 | 93,499 | $8.6M | 0.99% |
| 29 | JOHNSON & JOHNSON | JNJ | 41,229 | $8.5M | 0.99% |
| 30 | APPLE INC | AAPL | 27,675 | $7.5M | 0.87% |
| 31 | GE VERNOVA INC | GEV | 10,386 | $6.8M | 0.79% |
| 32 | COCA COLA CO | KO | 95,878 | $6.7M | 0.78% |
| 33 | HOME DEPOT INC | HD | 19,010 | $6.5M | 0.76% |
| 34 | SHERWIN WILLIAMS CO | SHW | 19,978 | $6.5M | 0.75% |
| 35 | MARKEL GROUP INC | MKL | 2,537 | $5.5M | 0.63% |
| 36 | BERKLEY W R CORP | WRB-PH | 77,229 | $5.4M | 0.63% |
| 37 | CHUBB LIMITED | CB | 16,757 | $5.2M | 0.61% |
| 38 | ELI LILLY & CO | LLY | 4,856 | $5.2M | 0.60% |
| 39 | NORFOLK SOUTHN CORP | 655844108 | 17,846 | $5.2M | 0.60% |
| 40 | COSTCO WHSL CORP NEW | 22160K105 | 5,504 | $4.7M | 0.55% |
| 41 | TEXAS INSTRS INC | 882508104 | 26,985 | $4.7M | 0.54% |
| 42 | DISNEY WALT CO | 254687106 | 37,080 | $4.2M | 0.49% |
| 43 | L3HARRIS TECHNOLOGIES INC | LHX | 14,254 | $4.2M | 0.48% |
| 44 | BLACKSTONE INC | BX | 26,829 | $4.1M | 0.48% |
| 45 | COMCAST CORP NEW | CCZ | 132,487 | $4.0M | 0.46% |
| 46 | 3M CO | MMM | 23,376 | $3.7M | 0.43% |
| 47 | EDWARDS LIFESCIENCES CORP | EW | 43,215 | $3.7M | 0.43% |
| 48 | TC ENERGY CORP | TRPRF | 64,905 | $3.6M | 0.41% |
| 49 | CSX CORP | CSX | 98,290 | $3.6M | 0.41% |
| 50 | MARRIOTT INTL INC NEW | 571903202 | 11,457 | $3.6M | 0.41% |
| 51 | BANK NEW YORK MELLON CORP | 064058100 | 30,580 | $3.6M | 0.41% |
| 52 | TEXTRON INC | TXT | 38,590 | $3.4M | 0.39% |
| 53 | BLACKROCK INC | BLK | 3,038 | $3.3M | 0.38% |
| 54 | D R HORTON INC | 23331A109 | 22,553 | $3.2M | 0.38% |
| 55 | UBER TECHNOLOGIES INC | UBER | 39,364 | $3.2M | 0.37% |
| 56 | PHILLIPS 66 | PSX | 24,336 | $3.1M | 0.36% |
| 57 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $3.0M | 0.35% |
| 58 | KINDER MORGAN INC DEL | EP-PC | 108,211 | $3.0M | 0.34% |
| 59 | LOCKHEED MARTIN CORP | LMT | 6,020 | $2.9M | 0.34% |
| 60 | CHIME FINL INC | 16935C109 | 111,200 | $2.8M | 0.32% |
| 61 | AIR PRODS & CHEMS INC | AIIR | 9,900 | $2.4M | 0.28% |
| 62 | EXPEDITORS INTL WASH INC | 302130109 | 15,875 | $2.4M | 0.27% |
| 63 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 7,192 | $2.2M | 0.25% |
| 64 | ISHARES TR | 464287655 | 8,759 | $2.2M | 0.25% |
| 65 | BANK AMERICA CORP | 060505104 | 38,217 | $2.1M | 0.24% |
| 66 | SPDR GOLD TR | GLD | 5,179 | $2.1M | 0.24% |
| 67 | MCDONALDS CORP | MCD | 6,606 | $2.0M | 0.23% |
| 68 | SYSCO CORP | SYY | 26,830 | $2.0M | 0.23% |
| 69 | SLM CORP | SLMBP | 72,235 | $2.0M | 0.23% |
| 70 | SPDR S&P 500 ETF TR | SPY | 2,761 | $1.9M | 0.22% |
| 71 | EATON CORP PLC | ETN | 5,616 | $1.8M | 0.21% |
| 72 | PEPSICO INC | PEP | 11,628 | $1.7M | 0.19% |
| 73 | CINTAS CORP | CTAS | 8,800 | $1.7M | 0.19% |
| 74 | VANGUARD SPECIALIZED FUNDS | 921908844 | 7,493 | $1.6M | 0.19% |
| 75 | VANGUARD TAX-MANAGED FDS | 921943858 | 26,043 | $1.6M | 0.19% |
| 76 | FEDEX CORP | FDX | 5,349 | $1.5M | 0.18% |
| 77 | PALO ALTO NETWORKS INC | PANW | 7,518 | $1.4M | 0.16% |
| 78 | PFIZER INC | PFE | 54,437 | $1.4M | 0.16% |
| 79 | DEERE & CO | DE | 2,691 | $1.3M | 0.14% |
| 80 | COLGATE PALMOLIVE CO | CL | 15,805 | $1.2M | 0.14% |
| 81 | ALLSTATE CORP | ALL-PJ | 5,884 | $1.2M | 0.14% |
| 82 | INVESCO QQQ TR | IVZ | 1,966 | $1.2M | 0.14% |
| 83 | VANGUARD INDEX FDS | 922908769 | 3,600 | $1.2M | 0.14% |
| 84 | NVIDIA CORPORATION | NVDA | 6,435 | $1.2M | 0.14% |
| 85 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 14,433 | $1.2M | 0.14% |
| 86 | IDEXX LABS INC | 45168D104 | 1,710 | $1.2M | 0.13% |
| 87 | INTEL CORP | INTC | 29,350 | $1.1M | 0.13% |
| 88 | MERCK & CO INC | MRK | 9,867 | $1.0M | 0.12% |
| 89 | PHILIP MORRIS INTL INC | 718172109 | 6,388 | $1.0M | 0.12% |
| 90 | STRYKER CORPORATION | SYK | 2,878 | $1.0M | 0.12% |
| 91 | VANGUARD INTL EQUITY INDEX F | 922042858 | 17,713 | $952,251 | 0.11% |
| 92 | FISERV INC | FISV | 13,755 | $923,923 | 0.11% |
| 93 | LOWES COS INC | 548661107 | 3,785 | $912,791 | 0.11% |
| 94 | CORTEVA INC | CTVA | 13,051 | $874,809 | 0.10% |
| 95 | BAKER HUGHES COMPANY | BKR | 19,130 | $871,180 | 0.10% |
| 96 | ROCKET LAB CORP | RKLB | 12,447 | $868,303 | 0.10% |
| 97 | FREEPORT-MCMORAN INC | FCX | 15,042 | $763,983 | 0.09% |
| 98 | CANADIAN NATL RY CO | 136375102 | 7,721 | $763,221 | 0.09% |
| 99 | TOAST INC | TOST | 21,390 | $759,559 | 0.09% |
| 100 | CONOCOPHILLIPS | COP | 7,701 | $720,891 | 0.08% |
| 101 | UNITED PARCEL SERVICE INC | UPS | 7,098 | $704,049 | 0.08% |
| 102 | AMGEN INC | AMGN | 2,081 | $681,132 | 0.08% |
| 103 | AT&T INC | T-PC | 27,357 | $679,554 | 0.08% |
| 104 | AUTOZONE INC | AZO | 200 | $678,300 | 0.08% |
| 105 | CISCO SYS INC | CSCO | 8,750 | $673,996 | 0.08% |
| 106 | VERTEX PHARMACEUTICALS INC | VRTX | 1,464 | $663,719 | 0.08% |
| 107 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,387 | $648,742 | 0.08% |
| 108 | TRINET GROUP INC | TNET | 10,965 | $648,360 | 0.08% |
| 109 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,023 | $617,155 | 0.07% |
| 110 | SOLSTICE ADVANCED MATLS INC | 83443Q103 | 12,702 | $617,063 | 0.07% |
| 111 | BROADCOM INC | AVGO | 1,738 | $601,522 | 0.07% |
| 112 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 10,131 | $546,477 | 0.06% |
| 113 | EMERSON ELEC CO | EMR | 4,100 | $544,152 | 0.06% |
| 114 | VALVOLINE INC | VVV | 17,580 | $510,875 | 0.06% |
| 115 | ISHARES TR | 464287200 | 735 | $503,431 | 0.06% |
| 116 | BP PLC | BPPFF | 14,472 | $502,613 | 0.06% |
| 117 | PEMBINA PIPELINE CORP | PPLOF | 13,200 | $502,392 | 0.06% |
| 118 | MOODYS CORP | MCO | 972 | $496,546 | 0.06% |
| 119 | ACCENTURE PLC IRELAND | ACN | 1,725 | $462,818 | 0.05% |
| 120 | ADOBE INC | ADBE | 1,260 | $440,987 | 0.05% |
| 121 | ISHARES TR | 464287556 | 2,612 | $440,832 | 0.05% |
| 122 | ISHARES TR | 464287630 | 2,175 | $394,132 | 0.05% |
| 123 | BOSTON SCIENTIFIC CORP | BSX | 4,110 | $391,888 | 0.05% |
| 124 | CATERPILLAR INC | CAT | 675 | $386,687 | 0.04% |
| 125 | SALESFORCE INC | CRM | 1,351 | $357,895 | 0.04% |
| 126 | TJX COS INC NEW | 872540109 | 2,300 | $353,303 | 0.04% |
| 127 | WABTEC | 929740108 | 1,602 | $341,947 | 0.04% |
| 128 | SOLVENTUM CORP | SOLV | 4,294 | $340,257 | 0.04% |
| 129 | NEWMONT CORP | NEMCL | 3,380 | $337,493 | 0.04% |
| 130 | WARNER BROS DISCOVERY INC | WBD | 11,449 | $329,960 | 0.04% |
| 131 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,478 | $329,402 | 0.04% |
| 132 | DOMINOS PIZZA INC | DPZ | 787 | $328,037 | 0.04% |
| 133 | DEVON ENERGY CORP NEW | 25179M103 | 8,907 | $326,263 | 0.04% |
| 134 | ELEVANCE HEALTH INC FORMERLY | ELV | 921 | $322,857 | 0.04% |
| 135 | CHARTER COMMUNICATIONS INC N | 16119P108 | 1,533 | $320,014 | 0.04% |
| 136 | VERIZON COMMUNICATIONS INC | VZ | 7,841 | $319,372 | 0.04% |
| 137 | ORACLE CORP | ORCL-PD | 1,620 | $315,754 | 0.04% |
| 138 | EOG RES INC | EOG | 3,000 | $315,030 | 0.04% |
| 139 | MICROCHIP TECHNOLOGY INC. | MCHPP | 4,800 | $305,856 | 0.04% |
| 140 | MEDTRONIC PLC | MDT | 3,165 | $304,030 | 0.04% |
| 141 | CHURCH & DWIGHT CO INC | CHD | 3,540 | $296,829 | 0.03% |
| 142 | ISHARES TR | 464287648 | 900 | $290,709 | 0.03% |
| 143 | CITIGROUP INC | C-PR | 2,486 | $290,121 | 0.03% |
| 144 | NIKE INC | NKE | 4,440 | $282,872 | 0.03% |
| 145 | NUCOR CORP | NUE | 1,733 | $282,670 | 0.03% |
| 146 | TRAVELERS COMPANIES INC | TRV | 971 | $281,689 | 0.03% |
| 147 | UNITEDHEALTH GROUP INC | UNH | 843 | $278,283 | 0.03% |
| 148 | CHECK POINT SOFTWARE TECH LT | M22465104 | 1,475 | $273,701 | 0.03% |
| 149 | ALLIANT ENERGY CORP | LNT | 4,007 | $260,495 | 0.03% |
| 150 | CAPITAL ONE FINL CORP | 14040H105 | 1,064 | $257,842 | 0.03% |
| 151 | CROCS INC | CROX | 2,992 | $255,876 | 0.03% |
| 152 | ALTRIA GROUP INC | MO | 4,400 | $253,704 | 0.03% |
| 153 | ADVANCED MICRO DEVICES INC | AMD | 1,159 | $248,211 | 0.03% |
| 154 | AMERICAN TOWER CORP NEW | 03027X100 | 1,400 | $245,798 | 0.03% |
| 155 | QNITY ELECTRONICS INC | Q | 2,944 | $240,378 | 0.03% |
| 156 | ISHARES TR | 464287614 | 505 | $239,016 | 0.03% |
| 157 | SEMPRA | SREA | 2,700 | $238,383 | 0.03% |
| 158 | AGNICO EAGLE MINES LTD | AEM | 1,405 | $238,190 | 0.03% |
| 159 | DUPONT DE NEMOURS INC | DD | 5,894 | $236,939 | 0.03% |
| 160 | ABBOTT LABS | ABLZF | 1,827 | $228,905 | 0.03% |
| 161 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 3,000 | $227,730 | 0.03% |
| 162 | JOHNSON CTLS INTL PLC | G51502105 | 1,850 | $221,538 | 0.03% |
| 163 | ILLUMINA INC | ILMN | 1,680 | $220,349 | 0.03% |
| 164 | SCHWAB STRATEGIC TR | 808524300 | 6,225 | $203,060 | 0.02% |
| 165 | SKYX PLATFORMS CORP | SKYX | 22,500 | $48,825 | 0.01% |