Fund Holdings

BAXTER BROS INC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP275,598273,020-2,57833,165,50646,320,6345.72%+13,155,128
CHEVRON CORPORATION(CVX)68,47065,110-3,36010,435,46213,471,1901.66%+3,035,728
GE VERNOVA INC(GEV)10,38610,385-16,787,9789,065,0661.12%+2,277,088
UBER TECHNOLOGIES INC(UBER)39,36465,734+26,3703,216,4324,728,2470.58%+1,511,815
JOHNSON & JOHNSON(JNJ)41,22940,809-4208,532,4189,975,4421.23%+1,443,024
HONEYWELL INTL INC(HON)44,30944,625+3168,644,16510,086,5121.25%+1,442,347
BLACKSTONE INC(BX)26,82947,715+20,8864,135,4225,486,7480.68%+1,351,326
PHILLIPS 66(PSX)24,33622,846-1,4903,140,3734,162,1630.51%+1,021,790
VANGUARD WHITEHALL FDS93,499106,612+13,1138,550,4799,430,9291.16%+880,450
COSTCO WHOLESALE CORPORATION(COST)5,5045,392-1124,746,3195,372,7510.66%+626,432
SCHWAB STRATEGIC TR025,025+25,0250619,3690.08%+619,369
LOCKHEED MARTIN CORP(LMT)6,0205,840-1802,911,6933,529,6380.44%+617,945
UNION PAC CORP(UNP)95,13193,168-1,96322,005,70322,604,4202.79%+598,717
CHUBB LTD SWITZ
COM
16,75717,878+1,1215,230,1955,826,9770.72%+596,782
INTUITIVE SURGICAL INC01,290+1,2900594,6770.07%+594,677
KINDER MORGAN INC DEL(KMI)108,211106,261-1,9502,974,7203,562,9310.44%+588,211
NVIDIA CORPORATION(NVDA)6,43510,087+3,6521,200,1281,759,1730.22%+559,045
TEXAS INSTRS INC(TXN)26,98526,770-2154,681,5535,197,0440.64%+515,491
CSX CORP(CSX)98,29098,296+63,563,0044,035,0570.50%+472,053
TC ENERGY CORP(TRP)64,90563,605-1,3003,570,4243,981,6730.49%+411,249
L3HARRIS TECHNOLOGIES INC(LHX)14,25413,257-9974,184,5474,575,6540.56%+391,107
BAKER HUGHES COMPANY(BKR)19,13020,240+1,110871,1801,235,6520.15%+364,472
EATON CORP PLC(ETN)5,6165,991+3751,788,7522,142,8010.26%+354,049
SCHWAB CHARLES CORP(SCHW)138,429150,771+12,34213,830,44114,169,4591.75%+339,018
FEDEX CORP(FDX)5,3495,234-1151,545,1121,864,2460.23%+319,134
APA CORPORATION(APA)06,930+6,9300294,1090.04%+294,109
VALVOLINE INC(VVV)17,58023,880+6,300510,875804,2780.10%+293,403
PALO ALTO NETWORKS INC(PANW)7,51810,416+2,8981,384,8161,669,8930.21%+285,077
COCA COLA CO(KO)95,87891,833-4,0456,702,8316,983,9000.86%+281,069
STANLEY BLACK & DECKER INC(SWK)03,914+3,9140278,1290.03%+278,129
NUCOR CORP(NUE)1,7333,282+1,549282,670554,9860.07%+272,316
DIGITALOCEAN HLDGS INC(DOCN)03,150+3,1500270,2070.03%+270,207
DOW HLDGS INC(DOW)06,401+6,4010266,6020.03%+266,602
DEERE & CO(DE)2,6912,69101,252,8491,515,8400.19%+262,991
VANGUARD SPECIALIZED FUNDS7,4938,758+1,2651,646,8121,883,4960.23%+236,684
AIR PRODUCTS AND CHEMICALS I9,9009,220-6802,445,4982,678,3180.33%+232,820
SOLSTICE ADVANCED MATLS INC(SOLS)12,70211,158-1,544617,063849,7930.10%+232,730
TOAST INC(TOST)21,39037,390+16,000759,559991,2090.12%+231,650
INTEL CORP(INTC)29,35029,35001,083,0151,295,2160.16%+212,201
TAIWAN SEMICONDUCTOR MANUFAC(TSM)7,1927,090-1022,185,5772,396,0660.30%+210,489
ISHARES TR2,6123,812+1,200440,832643,6640.08%+202,832
SLB LIMITED(SLB)03,920+3,9200201,4490.02%+201,449
WASHINGTON TR BANCORP INC06,000+6,0000200,7600.02%+200,760
CORTEVA INC(CTVA)13,05112,751-300874,8091,067,3860.13%+192,577
BP PLC(BP)14,47214,4720502,613680,1840.08%+177,571
PFIZER INC(PFE)54,43754,137-3001,355,4811,520,1670.19%+164,686
ARBOR REALTY TRUST INC021,004+21,0040161,9390.02%+161,939
PEPSICO INC(PEP)11,62811,618-101,668,8871,804,1990.22%+135,312
EOG RES INC(EOG)3,0003,0000315,030433,7100.05%+118,680
DEVON ENERGY CORP NEW(DVN)8,9078,716-191326,263438,5890.05%+112,326
MERCK & CO INC(MRK)9,8679,567-3001,038,5721,150,7820.14%+112,210
JOHNSON CONTROLS INTERNATION
SHS
1,8502,541+691221,538332,7440.04%+111,206
CONOCOPHILLIPS(COP)7,7016,233-1,468720,891822,7560.10%+101,865
QNITY ELECTRONICS INC(Q)2,9442,9440240,378339,6790.04%+99,301
PEMBINA PIPELINE CORP(PBA)13,20013,2000502,392590,8320.07%+88,440
AT&T INC(T)27,35726,309-1,048679,554762,6980.09%+83,144
VERIZON COMMUNICATIONS INC(VZ)7,8417,795-46319,372391,3300.05%+71,958
MARRIOTT INTL INC NEW(MAR)11,45711,072-3853,554,4203,621,3190.45%+66,899
BLACKROCK TECH AND PRIVATE E(BTX)010,000+10,000066,0000.01%+66,000
WABTEC(WAB)1,6021,6020341,947400,3560.05%+58,409
BRISTOL-MYERS SQUIBB CO(BMY)10,1319,965-166546,477604,3900.07%+57,913
CATERPILLAR INC(CAT)675625-50386,687442,7880.05%+56,101
AMGEN INC(AMGN)2,0812,0810681,132732,2000.09%+51,068
VANGUARD TAX-MANAGED FDS26,04326,04301,626,9061,668,8350.21%+41,929
DUPONT DE NEMOURS INC(DD)5,8945,8940236,939269,9450.03%+33,006
CHURCH & DWIGHT CO INC(CHD)3,5403,515-25296,829328,0200.04%+31,191
ALLIANT ENERGY CORP(LNT)4,0074,0070260,495287,5420.04%+27,047
ISHARES TR8,7598,75902,156,1152,172,2320.27%+16,117
VANGUARD INTL EQUITY INDEX F4,4784,585+107329,402344,3340.04%+14,932
TEXTRON INC(TXT)38,59038,588-23,363,8903,378,7650.42%+14,875
TJX COS INC NEW(TJX)2,3002,301+1353,303367,4700.05%+14,167
STATE STR SPDR S&P MIDCAP 40(MDY)1,0231,0230617,155630,9450.08%+13,790
ISHARES TR2,1752,135-40394,132404,7750.05%+10,643
BANK NEW YORK MELLON CORP30,58029,980-6003,550,0323,556,5270.44%+6,495
CISCO SYS INC(CSCO)8,7508,7500673,996678,8960.08%+4,900
MICROCHIP TECHNOLOGY INC.(MCHP)4,8004,8000305,856310,1280.04%+4,272
ALTRIA GROUP INC(MO)4,4003,900-500253,704257,3610.03%+3,657
TRAVELERS COMPANIES INC(TRV)9719710281,689283,2620.03%+1,573
AUTOZONE INC(AZO)2002000678,300675,5560.08%-2,744
AMERICAN TOWER CORP(AMT)1,4001,4000245,798241,6120.03%-4,186
MCDONALDS CORP(MCD)6,6066,481-1252,018,9922,014,2300.25%-4,762
ALLSTATE CORP(ALL)5,8845,88401,224,7551,219,9890.15%-4,766
EMERSON ELEC CO(EMR)4,1004,1000544,152537,1820.07%-6,970
CROCS INC(CROX)2,9922,9920255,876248,3960.03%-7,480
CITIGROUP INC(C)2,4862,4860290,121281,9660.03%-8,155
ISHARES TR9009000290,709282,4290.03%-8,280
PHILIP MORRIS INTL INC(PM)6,3886,138-2501,024,6351,014,8570.13%-9,778
SEMPRA(SRE)2,7002,350-350238,383228,3500.03%-10,033
ADVANCED MICRO DEVICES INC(AMD)1,1591,1590248,211235,7750.03%-12,436
ILLUMINA INC(ILMN)1,6801,6800220,349207,0770.03%-13,272
KRATOS DEFENSE & SEC SOLUTIO(KTOS)3,0003,0000227,730211,5300.03%-16,200
LOWES COS INC(LOW)3,7853,7850912,791894,3200.11%-18,471
SKYX PLATFORMS CORP22,50022,500048,82525,2000.00%-23,625
ISHARES TR5055050239,016215,3320.03%-23,684
VERTEX PHARMACEUTICALS INC(VRTX)1,4641,433-31663,719639,8920.08%-23,827
CHARTER COMMUNICATIONS INC(CHTR)1,5331,365-168320,014294,6760.04%-25,338
UNITED PARCEL SVCS INC(UPS)7,0986,858-240704,049674,6880.08%-29,361
MEDTRONIC PLC(MDT)3,1653,1650304,030274,2470.03%-29,783
WARNER BROS DISCOVERY INC(WBD)11,44910,414-1,035329,960285,9680.04%-43,992
DOMINOS PIZZA INC(DPZ)7877870328,037282,3680.03%-45,669
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