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Portfolio (Quarterly) Guide ↗

BAXTER BROS INC

· CIK 0001096783
13F Portfolio $810M AUM 166 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 23 Added 81 Reduced 9 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NUE NUCOR CORP Basic Materials 3,282.0 $555K 0.07% +2K +89.4% $169.10 +33.9%
22 VEU VANGUARD INTL EQUITY INDEX F 4,585.0 $344K 0.04% +107.0 +2.4% $75.10 +7.5%
23 JCI JOHNSON CONTROLS INTERNATION Industrials 2,541.0 $333K 0.04% +691.0 +37.4% $130.95 +4.9%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.1%
Industrials 17.1%
Technology 15.9%
Communication Services 14.3%
Energy 10.7%
Healthcare 4.9%
Consumer Cyclical 4.5%
Consumer Defensive 4.3%
Basic Materials 1.7%
Utilities 1.3%