EdgeMarket › What Baxter Bros Inc reported owning

What Baxter Bros Inc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

810.1M

Positions

166

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
unmapped CUSIP 08467070265.1M8.0%135.9K
MSFT
MICROSOFT CORP
48.1M5.9%130.0K483.24-4.4%
XOM
ExxonMobil Holdings Corp
46.3M5.7%273.0K165.11+52.1%
GOOG
Alphabet Inc.
33.7M4.2%117.6K341.75+70.7%
V
VISA INC.
28.5M3.5%94.3K371.04+7.9%
GOOGL
Alphabet Inc.
26.8M3.3%93.2K344.82+73.0%
INTU
INTUIT INC.
25.2M3.1%58.3K367.00-47.5%
AXP
AMERICAN EXPRESS CO
24.2M3.0%80.0K336.00+8.9%
UNP
UNION PACIFIC CORP
22.6M2.8%93.2K308.05+36.5%
JPM
JPMORGAN CHASE & CO
22.3M2.8%75.9K351.58+20.3%
META
Meta Platforms, Inc.
21.7M2.7%38.0K549.90-26.5%
RTX
RTX Corp
16.6M2.0%85.8K209.91+34.1%
AMZN
AMAZON COM INC
16.1M2.0%77.2K258.63+15.6%
ADP
AUTOMATIC DATA PROCESSING INC
16.0M2.0%78.6K280.81-9.1%
MA
Mastercard Inc
15.6M1.9%31.3K580.63-2.0%
MS
MORGAN STANLEY
15.3M1.9%93.2K214.20+48.6%
SCHW
SCHWAB CHARLES CORP
14.2M1.7%150.8K112.30+17.6%
CVX
CHEVRON CORP
13.5M1.7%65.1K205.27+34.0%
QCOM
QUALCOMM INC/DE
12.6M1.6%98.2K160.75+3.4%
NFLX
NETFLIX INC
12.5M1.5%130.0K79.59-34.4%
PG
PROCTER & GAMBLE Co
12.3M1.5%85.4K144.68-9.3%
GS
GOLDMAN SACHS GROUP INC
12.1M1.5%14.3K1,039.28+44.2%
GE
GENERAL ELECTRIC CO
12.1M1.5%42.5K348.37+30.7%
HON
HONEYWELL INTERNATIONAL INC
10.1M1.2%44.6K215.90-50.3%
JNJ
JOHNSON & JOHNSON
10.0M1.2%40.8K270.24+51.1%
VIGI
Vanguard International Dividend Appreciation E
9.4M1.2%106.6K98.61+9.6%
TMO
THERMO FISHER SCIENTIFIC INC.
9.1M1.1%18.5K629.27+27.2%
GEV
GE Vernova Inc.
9.1M1.1%10.4K956.85+58.3%
PAYX
PAYCHEX INC
8.3M1.0%90.1K124.47-10.4%
WFC
WELLS FARGO & COMPANY/MN
8.3M1.0%103.8K83.84+7.3%
KO
COCA COLA CO
7.0M0.9%91.8K91.10+28.9%
AAPL
Apple Inc.
6.9M0.9%27.3K309.35+36.9%
SHW
SHERWIN WILLIAMS CO
6.3M0.8%19.7K346.59-5.6%
HD
HOME DEPOT, INC.
6.1M0.8%18.7K335.61-16.5%
CB
Chubb Ltd
5.8M0.7%17.9K340.99+21.9%
BX
Blackstone Inc.
5.5M0.7%47.7K143.38-12.8%
COST
COSTCO WHOLESALE CORP /NEW
5.4M0.7%5.4K947.74-4.7%
TXN
TEXAS INSTRUMENTS INC
5.2M0.6%26.8K264.36+31.7%
MKL
MARKEL GROUP INC.
5.0M0.6%2.6K1,795.62-8.9%
NSC
NORFOLK SOUTHERN CORP
5.0M0.6%17.4K350.72+22.8%
WRB
BERKLEY W R CORP
4.8M0.6%72.2K68.60-5.6%
UBER
Uber Technologies, Inc
4.7M0.6%65.7K78.80-15.9%
LHX
L3HARRIS TECHNOLOGIES, INC. /DE/
4.6M0.6%13.3K266.73-3.4%
LLY
ELI LILLY & Co
4.3M0.5%4.6K1,255.40+78.0%
PSX
Phillips 66
4.2M0.5%22.8K242.87+96.5%
CSX
CSX CORP
4.0M0.5%98.3K51.59+43.3%
TRP
TC ENERGY CORP
4.0M0.5%63.6K62.02+19.6%
MAR
MARRIOTT INTERNATIONAL INC /MD/
3.6M0.4%11.1K356.39+35.2%
KMI
KINDER MORGAN, INC.
3.6M0.4%106.3K30.98+16.6%
BNY
Bank of New York Mellon Corp
3.6M0.4%30.0K158.49+56.5%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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