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Portfolio (Quarterly) Guide ↗

BAXTER BROS INC

· CIK 0001096783
13F Portfolio $810.1B AUM 166 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 23 Added 81 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHF SCHWAB STRATEGIC TR 25,025.0 $619K 0.08% NEW $24.75 +8.6%
2 ISRG INTUITIVE SURGICAL INC Healthcare 1,290.0 $595K 0.07% NEW $460.99 -8.6%
3 APA APA CORPORATION Energy 6,930.0 $294K 0.04% NEW $42.44 -5.4%
4 SWK STANLEY BLACK & DECKER INC Industrials 3,914.0 $278K 0.03% NEW $71.06 +5.7%
5 DOCN DIGITALOCEAN HLDGS INC Technology 3,150.0 $270K 0.03% NEW $85.78 +80.5%
6 DOW DOW HLDGS INC Basic Materials 6,401.0 $267K 0.03% NEW $41.65 -7.0%
7 SLB SLB LIMITED Energy 3,920.0 $201K 0.03% NEW $51.39 +7.8%
8 WASH WASHINGTON TR BANCORP INC Financial Services 6,000.0 $201K 0.03% NEW $33.46 -7.6%
9 ABR ARBOR REALTY TRUST INC Real Estate 21,004.0 $162K 0.02% NEW $7.71 -21.7%
10 BLACKROCK TECH AND PRIVATE E 10,000.0 $66K 0.01% NEW $6.60

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%