Institutional Fund
Baxter Bros Inc
Riverside, CTCIK 10967835 filings on record
Portfolio Value
$810.11M
Q1 2026
Holdings
166
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-6.3%
from $864.18M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del8.0%
- Microsoft Corp5.9%
- Exxon Mobil Corp5.7%
- Alphabet Inc4.2%
- Visa Inc3.5%
- Alphabet Inc3.3%
- Other69.3%
Portfolio Holdings
166 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 135.9K | $65.14M | 8.0% | −713 | Reduced |
| 2 | Microsoft Corp | 130.0K | $48.12M | 5.9% | −582 | Reduced |
| 3 | Exxon Mobil Corp | 273.0K | $46.32M | 5.7% | −2.6K | Reduced |
| 4 | Alphabet Inc | 117.6K | $33.73M | 4.2% | −3.4K | Reduced |
| 5 | Visa Inc | 94.3K | $28.51M | 3.5% | +789 | Added |
| 6 | Alphabet Inc | 93.2K | $26.79M | 3.3% | −3.3K | Reduced |
| 7 | Intuit | 58.3K | $25.21M | 3.1% | −1.8K | Reduced |
| 8 | American Express Co | 80.0K | $24.20M | 3.0% | +1.6K | Added |
| 9 | Union Pac Corp | 93.2K | $22.60M | 2.8% | −2.0K | Reduced |
| 10 | Jpmorgan Chase & Co. | 75.9K | $22.33M | 2.8% | −2.1K | Reduced |
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