§ 13F · FUND PROFILE
BAXTER BROS INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $865M (13F)Positions · 163Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 136K | $65M | 8.0% | −1% |
| 2 | MSFT | MICROSOFT CORP | 130K | $48M | 5.9% | ±0% |
| 3 | XOM | EXXON MOBIL CORP | 273K | $46M | 5.7% | −1% |
| 4 | GOOG | ALPHABET INC | 118K | $34M | 4.2% | −3% |
| 5 | V | VISA INC | 94K | $29M | 3.5% | +1% |
| 6 | GOOGL | ALPHABET INC | 93K | $27M | 3.3% | −3% |
| 7 | INTU | INTUIT | 58K | $25M | 3.1% | −3% |
| 8 | AXP | AMERICAN EXPRESS CO | 80K | $24M | 3.0% | +2% |
| 9 | UNP | UNION PAC CORP | 93K | $23M | 2.8% | −2% |
| 10 | JPM | JPMORGAN CHASE & CO | 76K | $22M | 2.8% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAXTER SIGNAL
AC read
BAXTER BROS INC is a Other fund managing $865 million in assets. The fund runs a portfolio of 163 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed