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Baxter Bros Inc

Portfolio Manager
Baxter Bros Inc
Performance
-9.48% (2026 Q1)
AUM (13F)
$810.11M
# of Holdings
166
Performance Rank
Allocation (Top 20)
61.35%

Baxter Bros Inc Holdings Map

Top 50 Baxter Bros Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
8.04%135.9K$65.1M
-0.52%(-713)
2025-Q1: 140.2K shares2025-Q2: 138.1K shares2025-Q3: 136.3K shares2025-Q4: 136.7K shares2026-Q1: 135.9K shares
$83.95(+478.35%)
2026-03-31
MSFT
MICROSOFT CORP
5.94%130.0K$48.1M
-0.45%(-582)
2025-Q1: 136.0K shares2025-Q2: 134.7K shares2025-Q3: 133.2K shares2025-Q4: 130.6K shares2026-Q1: 130.0K shares
$46.08(+779.32%)
2026-03-31
XOM
EXXON MOBIL CORP
5.72%273.0K$46.3M
-0.94%(-2.58K)
2025-Q1: 278.0K shares2025-Q2: 274.6K shares2025-Q3: 277.1K shares2025-Q4: 275.6K shares2026-Q1: 273.0K shares
$80.27(+88.82%)
2026-03-31
GOOG
ALPHABET INC
4.16%117.6K$33.7M
-2.81%(-3.40K)
2025-Q1: 144.8K shares2025-Q2: 142.2K shares2025-Q3: 137.7K shares2025-Q4: 121.0K shares2026-Q1: 117.6K shares
$45.65(+774.12%)
2026-03-31
V
VISA INC
3.52%94.3K$28.5M
+0.84%(+789)
2025-Q1: 99.6K shares2025-Q2: 98.2K shares2025-Q3: 96.1K shares2025-Q4: 93.6K shares2026-Q1: 94.3K shares
$149.95(+113.61%)
2026-03-31
GOOGL
ALPHABET INC
3.31%93.2K$26.8M
-3.46%(-3.34K)
2025-Q1: 107.1K shares2025-Q2: 106.0K shares2025-Q3: 106.8K shares2025-Q4: 96.5K shares2026-Q1: 93.2K shares
$58.47(+588.62%)
2026-03-31
INTU
INTUIT
3.11%58.3K$25.2M
-3.04%(-1.83K)
2025-Q1: 60.3K shares2025-Q2: 59.6K shares2025-Q3: 59.9K shares2025-Q4: 60.1K shares2026-Q1: 58.3K shares
$112.69(+229.87%)
2026-03-31
AXP
AMERICAN EXPRESS CO
2.99%80.0K$24.2M
+2.07%(+1.62K)
2025-Q1: 78.7K shares2025-Q2: 83.2K shares2025-Q3: 81.0K shares2025-Q4: 78.4K shares2026-Q1: 80.0K shares
$152.61(+102.87%)
2026-03-31
UNP
UNION PAC CORP
2.79%93.2K$22.6M
-2.06%(-1.96K)
2025-Q1: 104.5K shares2025-Q2: 102.8K shares2025-Q3: 96.9K shares2025-Q4: 95.1K shares2026-Q1: 93.2K shares
$127.13(+108.17%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.76%75.9K$22.3M
-2.67%(-2.08K)
2025-Q1: 77.4K shares2025-Q2: 76.3K shares2025-Q3: 79.1K shares2025-Q4: 78.0K shares2026-Q1: 75.9K shares
$163.69(+83.43%)
2026-03-31

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