Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BAXTER BROS INC (CIK 1096783) reported $810.1M across 164 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($65.1M, 8.04%), MSFT ($48.1M, 5.94%), XOM ($46.3M, 5.72%), GOOG ($33.7M, 4.16%), V ($28.5M, 3.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.1M | 8.04% | 135,942 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $48.1M | 5.94% | 129,984 | Trimmed |
| 3 | XOM | EXXON MOBIL CORP | $46.3M | 5.72% | 273,020 | Trimmed |
| 4 | GOOG | ALPHABET INC | $33.7M | 4.16% | 117,587 | Trimmed |
| 5 | V | VISA INC | $28.5M | 3.52% | 94,341 | Added |
| 6 | GOOGL | ALPHABET INC | $26.8M | 3.31% | 93,158 | Trimmed |
| 7 | INTU | INTUIT | $25.2M | 3.11% | 58,305 | Trimmed |
| 8 | AXP | AMERICAN EXPRESS CO | $24.2M | 2.99% | 79,992 | Added |
| 9 | UNP | UNION PAC CORP | $22.6M | 2.79% | 93,168 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $22.3M | 2.76% | 75,924 | Trimmed |
| 11 | META | META PLATFORMS INC | $21.7M | 2.68% | 37,968 | Trimmed |
| 12 | RTX | RTX CORPORATION | $16.6M | 2.04% | 85,846 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $16.1M | 1.99% | 77,229 | Added |
| 14 | ADP | AUTOMATIC DATA PROCESSING IN | $16.0M | 1.97% | 78,635 | Trimmed |
| 15 | MA | MASTERCARD INCORPORATED | $15.6M | 1.93% | 31,307 | Trimmed |
| 16 | MS | MORGAN STANLEY | $15.3M | 1.89% | 93,208 | Trimmed |
| 17 | SCHW | SCHWAB CHARLES CORP | $14.2M | 1.75% | 150,771 | Added |
| 18 | CVX | CHEVRON CORPORATION | $13.5M | 1.66% | 65,110 | Trimmed |
| 19 | QCOM | QUALCOMM INC | $12.6M | 1.56% | 98,163 | Trimmed |
| 20 | NFLX | NETFLIX INC. | $12.5M | 1.54% | 129,985 | Trimmed |
| 21 | PG | PROCTER & GAMBLE CO | $12.3M | 1.52% | 85,359 | Trimmed |
| 22 | GS | GOLDMAN SACHS GROUP INC | $12.1M | 1.50% | 14,337 | Trimmed |
| 23 | GE | GE AEROSPACE | $12.1M | 1.49% | 42,532 | Trimmed |
| 24 | HON | HONEYWELL INTL INC | $10.1M | 1.25% | 44,625 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $10.0M | 1.23% | 40,809 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31