StockDriftsStockDriftsTop 50 Baxter Bros INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.03% | 138.8K | $69.4M | +2.09%(+2.84K) | $92.20(+443.74%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.67% | 131.4K | $49.0M | +1.06%(+1.38K) | $49.45(+882.95%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.68% | 114.5K | $40.4M | -2.66%(-3.13K) | $45.65(+650.60%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 4.3% | 271.9K | $37.2M | -0.42%(-1.15K) | $80.27(+100.36%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.8% | 91.9K | $32.9M | -1.31%(-1.22K) | $58.47(+489.59%) | 2026-06-30 | |
| V | VISA INC | 3.74% | 94.1K | $32.3M | -0.21%(-194) | $149.95(+141.38%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 3.23% | 82.6K | $27.9M | +3.27%(+2.61K) | $134.03(+153.52%) | 2026-06-30 | |
| UNP | UNION PAC CORP | 2.92% | 92.9K | $25.3M | -0.32%(-295) | $127.13(+135.35%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.91% | 76.9K | $25.2M | +1.31%(+993) | $165.52(+120.35%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.52% | 38.6K | $21.7M | +1.68%(+636) | $274.28(+111.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.65% | +39.20% | +6.33% | +35.91% |
| Top 20 Holdings Unweighted | +12.90% | +43.92% | +6.09% | +34.42% |
Baxter Bros INC reports $864.32M in US-listed equity holdings across 172 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (8.0%), MSFT (5.7%) and GOOG (4.7%). The top 20 holdings account for 60.87% of reported assets. Its disclosed equity book has returned +39.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baxter Bros INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1096783). View Baxter Bros INC’s 13F filings on SEC