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Portfolio (Quarterly) Guide ↗

BAXTER BROS INC

· CIK 0001096783
13F Portfolio $864M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New
Page 9 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 3,000.0 $228K 0.03% NEW $75.91 -28.5%
162 JCI JOHNSON CTLS INTL PLC Industrials 1,850.0 $222K 0.03% NEW $119.75 +12.5%
163 ILMN ILLUMINA INC Healthcare 1,680.0 $220K 0.03% NEW $131.16 +6.8%
164 SCHG SCHWAB STRATEGIC TR 6,225.0 $203K 0.02% NEW $32.62 +4.4%
165 SKYX SKYX PLATFORMS CORP Industrials 22,500.0 $49K 0.01% NEW $2.17 -50.9%
Page 9 of 9  ·  165 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 26.0%
Technology 19.0%
Industrials 16.6%
Communication Services 15.1%
Energy 7.4%
Healthcare 5.0%
Consumer Cyclical 4.5%
Consumer Defensive 3.9%
Basic Materials 1.6%
Utilities 0.9%