Baxter-Bros

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PBA",
  "MU",
  "MMM",
  "ABT",
  "ADBE",
  "APD",
  "TNET",
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "WRB",
  "BSX",
  "EOG",
  "EXPD",
  "FCX",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "EMR",
  "META",
  "NVCT",
  "SKYX",
  "KMI",
  "LHX",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "ESPR",
  "GE",
  "OXY",
  "BX",
  "ORCL",
  "PAYX",
  "PEP",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "SHW",
  "SLB",
  "SRE",
  "RTX",
  "GLD",
  "BP",
  "SYK",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UPS",
  "NEM",
  "RKLB",
  "SCHW",
  "VIG",
  null,
  "TXT",
  "IWO",
  "IWN",
  "TSM",
  "DD",
  "VRTX",
  "EW",
  "FI",
  "WAB",
  "DEO",
  "BKR",
  "IDXX",
  "DHI",
  "VIGI",
  "AMZN",
  "VEU",
  "V",
  "WBD",
  "WFC",
  "SOLV",
  "LNT",
  "CHKP",
  "NSC",
  "MKL",
  "TRP",
  "PSX",
  "CRM",
  "SYY",
  "GEV",
  "FDX",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CNI",
  "CVX",
  "CHTR",
  "CB",
  "CHD",
  "CTAS",
  "CSCO",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "CTVA",
  "CROX",
  "CSX",
  "DE",
  "DVN",
  "DPZ",
  "MCO",
  "NKE",
  "MAR",
  "QQQ",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 148
Total Value: 759235530
Accession Number: 0001096783-25-000003
Form Type: 13F-HR
CIK: baxter-bros
Manager Name: Baxter-Bros

Data Enrichment

99% identified

146 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

148 positions • $759.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:140.2K

Value:$74.7M

% of Portfolio:9.8% ($74.7M/$759.2M)

MICROSOFT CORP

MSFT|594918104

Shares:136.0K

Value:$51.0M

% of Portfolio:6.7% ($51.0M/$759.2M)

INTUIT INC.

INTU|461202103

Shares:60.3K

Value:$37.0M

% of Portfolio:4.9% ($37.0M/$759.2M)

VISA INC.

V|92826C839

Shares:99.6K

Value:$34.9M

% of Portfolio:4.6% ($34.9M/$759.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:278.0K

Value:$33.1M

% of Portfolio:4.4% ($33.1M/$759.2M)

UNION PACIFIC CORP

UNP|907818108

Shares:104.5K

Value:$24.7M

% of Portfolio:3.3% ($24.7M/$759.2M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:80.4K

Value:$24.6M

% of Portfolio:3.2% ($24.6M/$759.2M)

Alphabet Inc.

GOOG|02079K107

Shares:144.8K

Value:$22.6M

% of Portfolio:3.0% ($22.6M/$759.2M)

Meta Platforms, Inc.

META|30303M102

Shares:36.7K

Value:$21.2M

% of Portfolio:2.8% ($21.2M/$759.2M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:78.7K

Value:$21.2M

% of Portfolio:2.8% ($21.2M/$759.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:77.4K

Value:$19.0M

% of Portfolio:2.5% ($19.0M/$759.2M)

Mastercard Inc

MA|57636Q104

Shares:33.2K

Value:$18.2M

% of Portfolio:2.4% ($18.2M/$759.2M)

QUALCOMM INC/DE

QCOM|747525103

Shares:115.0K

Value:$17.7M

% of Portfolio:2.3% ($17.7M/$759.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:107.1K

Value:$16.6M

% of Portfolio:2.2% ($16.6M/$759.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:93.0K

Value:$15.9M

% of Portfolio:2.1% ($15.9M/$759.2M)

PAYCHEX INC

PAYX|704326107

Shares:101.7K

Value:$15.7M

% of Portfolio:2.1% ($15.7M/$759.2M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:26.9K

Value:$13.4M

% of Portfolio:1.8% ($13.4M/$759.2M)

RTX Corp

RTX|75513E101

Shares:98.2K

Value:$13.0M

% of Portfolio:1.7% ($13.0M/$759.2M)

NETFLIX INC

NFLX|64110L106

Shares:12.0K

Value:$11.2M

% of Portfolio:1.5% ($11.2M/$759.2M)

CHEVRON CORP

CVX|166764100

Shares:64.9K

Value:$10.9M

% of Portfolio:1.4% ($10.9M/$759.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	140.2K	QoQ -1.60% (-2.3K) YoY -8.38% (-12.8K)	All Managers (Combined)	$74.7M	9.8% ($74.7M/$759.2M)	QoQ +15.61% (-$10.1M) YoY +16.02% (-$10.3M)
MICROSOFT CORP(MSFTcusip594918104)	136.0K	QoQ -1.52% (-2.1K) YoY -9.12% (-13.7K)	All Managers (Combined)	$51.0M	6.7% ($51.0M/$759.2M)	QoQ -12.29% (-$7.2M) YoY -18.91% (-$11.9M)
INTUIT INC.(INTUcusip461202103)	60.3K	QoQ +0.11% (-70) YoY -4.23% (-2.7K)	All Managers (Combined)	$37.0M	4.9% ($37.0M/$759.2M)	QoQ -2.19% (-$831.7K) YoY -9.54% (-$3.9M)
VISA INC.(Vcusip92826C839)	99.6K	QoQ -1.95% (-2.0K) YoY -7.30% (-7.8K)	All Managers (Combined)	$34.9M	4.6% ($34.9M/$759.2M)	QoQ +8.72% (-$2.8M) YoY +16.40% (-$4.9M)
EXXON MOBIL CORP(XOMcusip30231G102)	278.0K	QoQ -0.57% (-1.6K) YoY -1.05% (-3.0K)	All Managers (Combined)	$33.1M	4.4% ($33.1M/$759.2M)	QoQ +9.92% (-$3.0M) YoY +1.23% (-$404.2K)
UNION PACIFIC CORP(UNPcusip907818108)	104.5K	QoQ -1.03% (-1.1K) YoY -4.00% (-4.4K)	All Managers (Combined)	$24.7M	3.3% ($24.7M/$759.2M)	QoQ +2.51% (-$607.0K) YoY -7.78% (-$2.1M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	80.4K	QoQ -1.79% (-1.5K) YoY -4.86% (-4.1K)	All Managers (Combined)	$24.6M	3.2% ($24.6M/$759.2M)	QoQ +2.49% (-$598.8K) YoY +16.38% (-$3.5M)
Alphabet Inc.(GOOGcusip02079K107)	144.8K	QoQ -4.02% (-6.1K) YoY -13.11% (-21.9K)	All Managers (Combined)	$22.6M	3.0% ($22.6M/$759.2M)	QoQ -21.26% (-$6.1M) YoY -10.84% (-$2.8M)
Meta Platforms, Inc.(METAcusip30303M102)	36.7K	QoQ -2.88% (-1.1K) YoY -7.11% (-2.8K)	All Managers (Combined)	$21.2M	2.8% ($21.2M/$759.2M)	QoQ -4.40% (-$976.0K) YoY +10.24% (-$2.0M)
AMERICAN EXPRESS CO(AXPcusip025816109)	78.7K	QoQ -1.24% (-994) YoY -3.25% (-2.6K)	All Managers (Combined)	$21.2M	2.8% ($21.2M/$759.2M)	QoQ -10.47% (-$2.5M) YoY +14.32% (-$2.7M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	77.4K	QoQ -1.32% (-1.0K) YoY -17.19% (-16.1K)	All Managers (Combined)	$19.0M	2.5% ($19.0M/$759.2M)	QoQ +0.97% (-$183.8K) YoY +1.41% (-$264.4K)
Mastercard Inc(MAcusip57636Q104)	33.2K	QoQ -2.33% (-793) YoY -6.23% (-2.2K)	All Managers (Combined)	$18.2M	2.4% ($18.2M/$759.2M)	QoQ +1.66% (-$298.6K) YoY +6.72% (-$1.1M)
QUALCOMM INC/DE(QCOMcusip747525103)	115.0K	QoQ -6.89% (-8.5K) YoY -14.91% (-20.2K)	All Managers (Combined)	$17.7M	2.3% ($17.7M/$759.2M)	QoQ -6.90% (-$1.3M) YoY -22.80% (-$5.2M)
Alphabet Inc.(GOOGLcusip02079K305)	107.1K	QoQ -0.40% (-434) YoY -8.62% (-10.1K)	All Managers (Combined)	$16.6M	2.2% ($16.6M/$759.2M)	QoQ -18.63% (-$3.8M) YoY -6.37% (-$1.1M)
PROCTER & GAMBLE Co(PGcusip742718109)	93.0K	QoQ -1.89% (-1.8K) YoY -10.74% (-11.2K)	All Managers (Combined)	$15.9M	2.1% ($15.9M/$759.2M)	QoQ -0.27% (-$44.1K) YoY -6.25% (-$1.1M)
PAYCHEX INC(PAYXcusip704326107)	101.7K	QoQ -1.05% (-1.1K) YoY -6.97% (-7.6K)	All Managers (Combined)	$15.7M	2.1% ($15.7M/$759.2M)	QoQ +8.87% (-$1.3M) YoY +16.87% (-$2.3M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	26.9K	QoQ -5.64% (-1.6K) YoY -7.84% (-2.3K)	All Managers (Combined)	$13.4M	1.8% ($13.4M/$759.2M)	QoQ -9.74% (-$1.4M) YoY -21.10% (-$3.6M)
RTX Corp(RTXcusip75513E101)	98.2K	QoQ -3.93% (-4.0K) YoY -4.28% (-4.4K)	All Managers (Combined)	$13.0M	1.7% ($13.0M/$759.2M)	QoQ +9.95% (-$1.2M) YoY +29.99% (-$3.0M)
NETFLIX INC(NFLXcusip64110L106)	12.0K	QoQ +0.17% (+21) YoY -6.76% (-873)	All Managers (Combined)	$11.2M	1.5% ($11.2M/$759.2M)	QoQ +4.80% (+$514.3K) YoY +43.15% (-$3.4M)
CHEVRON CORP(CVXcusip166764100)	64.9K	QoQ -2.11% (-1.4K) YoY -2.36% (-1.6K)	All Managers (Combined)	$10.9M	1.4% ($10.9M/$759.2M)	QoQ +13.05% (-$1.3M) YoY +3.54% (-$371.6K)