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CIK: 0001096783
Total reported value
$864.3M
$864.3M
148 檔
26.7%
As reported in its official Q1 2025 Form 13F filing, Baxter Bros Inc's tracked investment portfolio stood at $864.3M with 148 total positions.
In Q1 2025, Baxter Bros Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, INTU) accounted for 26.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.84% | -0.01% | -1.60% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.72% | -0.27% | -1.52% | |
| 3 | INTU | Intuit Inc | Stock-Tech | 4.88% | -1.42% | +0.12% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.60% | +0.22% | -1.96% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 4.35% | -1.42% | -0.57% | |
| 6 | UNP | Union Pacific CORP | Stock-Industrials | 3.25% | +0.13% | -1.04% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 3.23% | -0.07% | -1.79% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.98% | +0.52% | -4.03% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.79% | -0.16% | -2.89% | |
| 10 | AXP | American Express Co | Stock-Financials | 2.79% | +0.24% | -1.25% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.50% | +0.15% | -1.32% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 2.40% | -0.07% | -2.33% | |
| 13 | QCOM | Qualcomm Inc | Stock-Tech | 2.33% | +0.50% | -6.90% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.18% | +0.49% | -0.40% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.09% | -0.09% | -1.90% | |
| 16 | PAYX | Paychex Inc | Stock-Tech | 2.07% | -0.04% | -1.05% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.76% | -0.04% | -5.64% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.71% | -0.17% | -3.94% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.48% | -0.48% | +0.17% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.43% | -0.43% | -2.12% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 1.38% | +0.34% | +12.71% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.18% | +0.04% | -1.22% | |
| 23 | GE | General Electric | Stock-Industrials | 1.16% | +0.35% | -0.51% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.08% | +0.16% | -2.94% | |
| 25 | WFC | Wells Fargo & Co | Stock-Financials | 1.04% | -0.04% | -0.22% | |
| 26 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.00% | -0.01% | -5.33% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.04% | -5.84% | |
| 28 | FISV | Fiserv Inc | Stock-Other | 0.99% | -0.07% | EXIT | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.98% | — | -1.81% | |
| 30 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.90% | -0.17% | -19.07% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.17% | +12.27% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.87% | -1.25% | EXIT | |
| 33 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.85% | +0.05% | +43.17% | |
| 34 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.81% | -0.04% | -11.30% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.74% | +0.27% | -9.50% | |
| 36 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.74% | +0.02% | -12.06% | |
| 37 | WRB | Wr Berkley CORP | Stock-Financials | 0.69% | — | +21.53% | |
| 38 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.62% | -0.05% | -4.39% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.08% | +2.30% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.59% | +0.06% | -25.49% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | -0.03% | -5.41% | |
| 42 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.56% | -0.12% | -1.86% | |
| 43 | MMM | 3m Co | Stock-Industrials | 0.51% | +0.01% | -4.05% | |
| 44 | PSX | Phillips 66 | Stock-Energy | 0.48% | -0.07% | +0.98% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.05% | -3.08% | |
| 46 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.45% | +0.24% | +75.12% | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.44% | +0.29% | -0.26% | |
| 48 | TRP | Tc Energy CORP | Stock-Energy | 0.43% | — | -1.53% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | — | — | |
| 50 | CSX | Csx CORP | Stock-Industrials | 0.38% | +0.04% | +0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | INTU | Intuit Inc | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 6 | UNP | Union Pacific CORP | — | NEW | New buy |
| 7 | ADP | Automatic Data Processing | — | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 9 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 10 | AXP | American Express Co | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | MA | Mastercard Inc - A | — | NEW | New buy |
| 13 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 14 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 15 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 16 | PAYX | Paychex Inc | — | NEW | New buy |
| 17 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 18 | RTX | Rtx CORP | — | NEW | New buy |
| 19 | NFLX | Netflix Inc | — | NEW | New buy |
| 20 | CVX | Chevron CORP | — | NEW | New buy |
| 21 | MS | Morgan Stanley | — | NEW | New buy |
| 22 | HD | Home Depot Inc | — | NEW | New buy |
| 23 | GE | General Electric | — | NEW | New buy |
| 24 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 25 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 26 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 28 | FISV | Fiserv Inc | — | NEW | New buy |
| 29 | KO | Coca-cola Co/the | — | NEW | New buy |
| 30 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 31 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 32 | HON | Honeywell International Inc | — | NEW | New buy |
| 33 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 34 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 35 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 36 | EW | Edwards Lifesciences CORP | — | NEW | New buy |
| 37 | WRB | Wr Berkley CORP | — | NEW | New buy |
| 38 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 39 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 40 | AAPL | Apple Inc | — | NEW | New buy |
| 41 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 42 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 43 | MMM | 3m Co | — | NEW | New buy |
| 44 | PSX | Phillips 66 | — | NEW | New buy |
| 45 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 46 | VIGI | Vanguard Int Div App Indx Fd | — | NEW | New buy |
| 47 | GEV | GE Vernova Inc | — | NEW | New buy |
| 48 | TRP | Tc Energy CORP | — | NEW | New buy |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 50 | CSX | Csx CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Baxter Bros Inc reported a total U.S. public equity portfolio value of $864.3M across 148 disclosed positions in Q1 2025.
During Q1 2025, Baxter Bros Inc's top holdings by market value included BRK-B (9.8%)、MSFT (6.7%)、INTU (4.9%). The largest single position, BRK-B, represented 9.8% of total portfolio value.
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Top New Position Initiated
BRK-B
市值: $74.7M
In Q1 2025, Baxter Bros Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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