BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders
Screener Research
Sign in Register
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 7 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EOG EOG RES INC Energy 3,000.0 $434K 0.05% $144.57 -2.2%
122 MCO MOODYS CORP Financial Services 949.0 $414K 0.05% -23.0 -2.4% $436.25 +1.8%
123 IWN ISHARES TR 2,135.0 $405K 0.05% -40.0 -1.8% $189.59 +9.7%
124 WAB WABTEC Industrials 1,602.0 $400K 0.05% $249.91 +4.2%
125 TNET TRINET GROUP INC Industrials 10,965.0 $399K 0.05% $36.43 +15.6%
126 VZ VERIZON COMMUNICATIONS INC Communication Services 7,795.0 $391K 0.05% -46.0 -0.6% $50.20 -5.1%
127 IVV ISHARES TR 585.0 $382K 0.05% -150.0 -20.4% $653.21 +13.7%
128 TJX TJX COS INC NEW Consumer Cyclical 2,301.0 $367K 0.04% $159.70 +0.1%
129 VEU VANGUARD INTL EQUITY INDEX F 4,585.0 $344K 0.04% +107.0 +2.4% $75.10 +9.1%
130 Q QNITY ELECTRONICS INC Technology 2,944.0 $340K 0.04% $115.38 +32.2%
131 JCI JOHNSON CONTROLS INTERNATION Industrials 2,541.0 $333K 0.04% +691.0 +37.4% $130.95 +5.5%
132 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,515.0 $328K 0.04% -25.0 -0.7% $93.32 +3.3%
133 ACN ACCENTURE PLC IRELAND Technology 1,600.0 $317K 0.04% -125.0 -7.2% $198.29 -9.9%
134 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,800.0 $310K 0.04% $64.61 +43.9%
135 CHTR CHARTER COMMUNICATIONS INC Communication Services 1,365.0 $295K 0.04% -168.0 -11.0% $215.88 -32.1%
136 APA APA CORPORATION Energy 6,930.0 $294K 0.04% NEW $42.44 -6.5%
137 LNT ALLIANT ENERGY CORP Utilities 4,007.0 $288K 0.04% $71.76 +1.5%
138 WBD WARNER BROS DISCOVERY INC Communication Services 10,414.0 $286K 0.04% -1K -9.0% $27.46 -0.9%
139 TRV TRAVELERS COMPANIES INC Financial Services 971.0 $283K 0.04% $291.72 +5.0%
140 IWO ISHARES TR 900.0 $282K 0.04% $313.81 +15.3%
Page 7 of 9  ·  166 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%