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Baxter Bros Inc.
Baxter Bros Inc, also known as Baxter Investment Management, is an SEC-registered investment advisory firm headquartered in Riverside, Connecticut. Founded in 1924, the firm has spanned four generations of the Baxter family. Baxter Bros Inc provides disciplined financial planning and asset management services, primarily serving families and individual investors. The firm is known for its independent, unbiased advice and a long-standing reputation in New England.
Investment Strategy
Baxter Bros Inc follows a disciplined, risk-managed approach focused on consistent, tax-efficient, long-term growth. The firm builds diversified portfolios across equities and other asset classes, emphasizing quality holdings and proactive asset allocation. Their multi-generational philosophy prioritizes independent solutions and unbiased advice tailored to each client's goals, maintaining a tradition of adapting to changing market conditions over nearly a century of investment management.
Latest 13F Filing Activity
Baxter Bros Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 163 equity positions with a total 13F market value of $865M. The fund increased holdings in Alphabet Inc., Alphabet Inc., Eli Lilly & Co. among other positions. Baxter Bros Inc. reduced exposure to Intuit, Visa Inc., Paychex Inc. among others.
Top Holdings
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.97% | $69.0M | 133,161 | $52.80 | $517.95 | +$2.0M |
| BERKSHIRE HATHAWAY INC DEL | 7.92% | $68.5M | 136,344 | $350.30 | $502.74 | +$1.5M | |
I INTU | INTUIT | 4.73% | $40.9M | 59,859 | $130.87 | $682.91 | -$6.1M |
G GOOG | ALPHABET INC | 3.88% | $33.5M | 137,719 | $132.88 | $243.55 | +$8.3M |
V V | VISA INC | 3.79% | $32.8M | 96,062 | $85.55 | $341.38 | -$2.1M |
Industry Allocation
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