Fund Holdings

BAXTER BROS INC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ALPHABET INC(GOOG)142,216137,719-4,49725,227,69633,541,4623.88%+8,313,766
ALPHABET INC(GOOG)105,988106,835+84718,678,27725,971,6053.00%+7,293,328
ELI LILLY & CO(LLY)1,2345,176+3,942961,9403,949,2880.46%+2,987,348
APPLE INC(AAPL)19,64227,277+7,6354,029,9496,945,5430.80%+2,915,594
JPMORGAN CHASE & CO.(JPM)76,26579,111+2,84622,109,87824,953,8652.88%+2,843,987
RTX CORPORATION(RTX)97,85999,123+1,26414,289,43616,586,3261.92%+2,296,890
SCHWAB CHARLES CORP(SCHW)101,004119,036+18,0329,215,60511,364,3671.31%+2,148,762
ISHARES TR08,774+8,77402,122,9570.25%+2,122,957
MARKEL GROUP INC(MKL)6371,758+1,1211,272,3183,360,1710.39%+2,087,853
MICROSOFT CORP(MSFT)134,712133,161-1,55167,007,21568,970,8647.97%+1,963,649
MORGAN STANLEY(MS)95,66496,778+1,11413,475,23115,383,8311.78%+1,908,600
GE AEROSPACE(GE)42,94542,845-10011,053,59112,888,6061.49%+1,835,015
CHUBB LIMITED7,66113,880+6,2192,219,5453,917,6300.45%+1,698,085
EXXON MOBIL CORP274,608277,058+2,45029,602,78131,238,3303.61%+1,635,549
PALO ALTO NETWORKS INC(PANW)07,352+7,35201,497,0140.17%+1,497,014
VANGUARD TAX-MANAGED FDS024,518+24,51801,469,1190.17%+1,469,119
BERKSHIRE HATHAWAY INC DEL138,083136,344-1,73967,076,57968,545,5837.92%+1,469,004
THERMO FISHER SCIENTIFIC INC(TMO)21,08420,637-4478,548,71810,009,3571.16%+1,460,639
JOHNSON & JOHNSON(JNJ)42,19942,519+3206,445,9547,883,9420.91%+1,437,988
BLACKSTONE INC(BX)18,13823,342+5,2042,713,0823,987,9810.46%+1,274,899
GOLDMAN SACHS GROUP INC(GS)15,32215,192-13010,844,14612,098,1491.40%+1,254,003
VANGUARD WHITEHALL FDS81,14094,939+13,7997,312,3348,503,6490.98%+1,191,315
TEXTRON INC(TXT)27,33539,865+12,5302,194,7273,368,1940.39%+1,173,467
AMAZON COM INC(AMZN)65,85470,378+4,52414,447,70915,452,8971.79%+1,005,188
SLM CORP(SLM)035,980+35,9800995,9260.12%+995,926
D R HORTON INC(DHI)22,50922,928+4192,901,8603,885,6080.45%+983,748
CHEVRON CORP NEW(CVX)73,12873,472+34410,471,15111,409,4151.32%+938,264
CINTAS CORP(CTAS)4,0428,842+4,800900,8411,814,9090.21%+914,068
VANGUARD INTL EQUITY INDEX F016,719+16,7190905,8350.10%+905,835
GE VERNOVA INC(GEV)10,39010,376-145,497,8686,380,2020.74%+882,334
BLACKROCK INC(BLK)2,9213,309+3883,064,8593,857,8640.45%+793,005
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,5857,962+1,3771,491,4372,223,7070.26%+732,270
L3HARRIS TECHNOLOGIES INC(LHX)16,51515,798-7174,142,6234,824,8670.56%+682,244
HONEYWELL INTL INC(HON)35,73342,750+7,0178,321,4088,998,7911.04%+677,383
NORFOLK SOUTHN CORP(NSC)18,98218,425-5574,858,8235,535,0540.64%+676,231
LOWES COS INC(LOW)1,7103,785+2,075379,398951,2080.11%+571,810
TOAST INC(TOST)014,495+14,4950529,2120.06%+529,212
BANK NEW YORK MELLON CORP31,86231,405-4572,902,9473,421,8890.40%+518,942
EAST WEST BANCORP INC(EWBC)04,400+4,4000468,3800.05%+468,380
META PLATFORMS INC(META)37,79338,587+79427,894,63528,337,5213.28%+442,886
ACCENTURE PLC IRELAND01,725+1,7250425,3850.05%+425,385
COSTCO WHSL CORP NEW(COST)4,7415,512+7714,693,3065,102,0730.59%+408,767
PHILIP MORRIS INTL INC(PM)3,5386,388+2,850644,3761,036,1340.12%+391,758
AMERICAN EXPRESS CO(AXP)83,17381,038-2,13526,530,52426,917,5823.11%+387,058
CONOCOPHILLIPS(COP)4,3478,152+3,805390,100771,0980.09%+380,998
ISHARES TR02,372+2,3720342,4460.04%+342,446
AMERICAN TOWER CORP NEW(AMT)01,750+1,7500336,5600.04%+336,560
MICROCHIP TECHNOLOGY INC.(MCHP)05,200+5,2000333,9440.04%+333,944
UNITEDHEALTH GROUP INC(UNH)0895+8950309,0440.04%+309,044
ELEVANCE HEALTH INC FORMERLY(ELV)0921+9210297,5940.03%+297,594
CSX CORP(CSX)98,27698,284+83,206,7613,490,0480.40%+283,287
KRATOS DEFENSE & SEC SOLUTIO(KTOS)03,000+3,0000274,1100.03%+274,110
PHILLIPS 66(PSX)26,06724,665-1,4023,109,8453,354,9920.39%+245,147
AGNICO EAGLE MINES LTD(AEM)01,415+1,4150238,5120.03%+238,512
ROCKET LAB CORP(RKLB)10,00012,438+2,438357,700595,9050.07%+238,205
LOCKHEED MARTIN CORP(LMT)6,1996,177-222,871,0053,083,6200.36%+212,615
CITIGROUP INC(C)02,086+2,0860211,7550.02%+211,755
VANGUARD SPECIALIZED FUNDS6,6867,308+6221,368,5191,576,9940.18%+208,475
TC ENERGY CORP(TRP)69,50566,155-3,3503,391,1493,599,4940.42%+208,345
SCHWAB STRATEGIC TR06,500+6,5000207,4150.02%+207,415
LENNAR CORP(LEN)01,601+1,6010201,7900.02%+201,790
ISHARES TR01,740+1,7400200,1170.02%+200,117
SPDR GOLD TR(GLD)6,5066,080-4261,983,2242,161,2580.25%+178,034
WELLS FARGO CO NEW(WFC)107,832105,187-2,6458,639,5008,816,7741.02%+177,274
IDEXX LABS INC(IDXX)1,7101,7100917,1411,092,5020.13%+175,361
NVIDIA CORPORATION(NVDA)7,9227,511-4111,251,5971,401,4020.16%+149,805
NEWMONT CORP(NEM)5,7205,685-35333,247479,3020.06%+146,055
AUTOZONE INC(AZO)2002000742,446858,0480.10%+115,602
SYSCO CORP(SYY)28,43027,540-8902,153,2882,267,6440.26%+114,356
BANK AMERICA CORP40,37639,229-1,1471,910,5882,023,8200.23%+113,232
BERKSHIRE HATHAWAY INC DEL4402,915,2003,016,8000.35%+101,600
INVESCO QQQ TR2,0682,066-21,140,7921,240,3640.14%+99,572
UBER TECHNOLOGIES INC(UBER)41,01739,887-1,1303,826,8863,907,7290.45%+80,843
EXPEDITORS INTL WASH INC(EXPD)16,34015,875-4651,866,8451,946,1160.22%+79,271
ALLSTATE CORP(ALL)5,8845,88401,184,5081,263,0010.15%+78,493
SPDR S&P 500 ETF TR(SPY)1,5711,5710970,8371,046,7780.12%+75,941
STREAMEX CORP012,500+12,500072,0000.01%+72,000
BAKER HUGHES COMPANY(BKR)43,64035,805-7,8351,673,1581,744,4200.20%+71,262
PEPSICO INC(PEP)13,23012,940-2901,746,9231,817,3290.21%+70,406
BP PLC(BP)14,55214,472-80435,541498,7050.06%+63,164
CATERPILLAR INC(CAT)671670-1260,489319,6900.04%+59,201
EATON CORP PLC(ETN)5,2815,181-1001,885,2641,938,9890.22%+53,725
MARRIOTT INTL INC NEW(MAR)10,96811,712+7442,996,5673,050,2730.35%+53,706
TJX COS INC NEW(TJX)2,2902,2900282,792330,9970.04%+48,205
BERKLEY W R CORP82,96180,144-2,8176,095,1456,140,6330.71%+45,488
VERIZON COMMUNICATIONS INC(VZ)8,3039,198+895359,289404,2700.05%+44,981
ISHARES TR2,1752,1750343,128384,5620.04%+41,434
PEMBINA PIPELINE CORP(PBA)13,60013,6000510,136550,2560.06%+40,120
PFIZER INC(PFE)55,58854,437-1,1511,347,4581,387,0550.16%+39,597
DUPONT DE NEMOURS INC(DD)6,1395,894-245421,074459,1430.05%+38,069
ALTRIA GROUP INC(MO)4,4004,4000257,972290,6640.03%+32,692
SEMPRA(SRE)2,8002,700-100212,156242,9460.03%+30,790
ISHARES TR9009000257,274288,0360.03%+30,762
QUALCOMM INC(QCOM)110,257105,734-4,52317,559,51417,589,8912.03%+30,377
SPDR S&P MIDCAP 400 ETF TR(MDY)1,0231,0230579,509609,7390.07%+30,230
ALLIANT ENERGY CORP(LNT)4,0074,0070242,303270,1120.03%+27,809
BROADCOM INC(AVGO)2,2911,986-305631,514655,2010.08%+23,687
ORACLE CORP(ORCL)2,0301,660-370443,819466,8580.05%+23,039
ISHARES TR5055050214,413236,5470.03%+22,134
MEDTRONIC PLC(MDT)3,3903,325-65295,506316,6730.04%+21,167
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