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| Baxter Brothers Inc
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| CRD # | 106548 |
| SEC # | 801-1939 |
| CIK # | 0001096783 |
| AUM | 1,165.6 M (2026-03-11) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 203-637-4559 |
| Address | 1030 East Putnam Avenue Riverside, CT 06878 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001096783 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 48.1 | ||
| Alphabet Inc | 33.7 | ||
| Visa Inc | 28.5 | ||
| Alphabet Inc | 26.8 | ||
| Intuit Inc | 25.2 | ||
| American Express Co | 24.2 | ||
| Union Pacific Corp | 22.6 | ||
| J P Morgan Chase & Co | 22.3 | ||
| Facebook Inc | 21.7 | ||
| United Technologies Corp /DE/ | 16.6 | ||
| Amazon Com Inc | 16.1 | ||
| Automatic Data Processing Inc | 16.0 | ||
| Mastercard Inc | 15.6 | ||
| Morgan Stanley | 15.3 | ||
| Schwab Charles Corp | 14.2 | ||
| Chevron Corp | 13.5 | ||
| Qualcomm Inc/DE | 12.6 | ||
| Netflix Inc | 12.5 | ||
| Procter & Gamble Co | 12.3 | ||
| Goldman Sachs Group Inc | 12.1 | ||
| General Electric Co | 12.1 | ||
| Honeywell International Inc | 10.1 | ||
| Johnson & Johnson | 10.0 | ||
| Thermo Fisher Scientific Inc | 9.1 | ||
| GE Vernova Inc | 9.1 | ||
| Paychex Inc | 8.3 | ||
| Wells Fargo & Co/MN | 8.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 66.2 |
| (b) Individuals (high net worth individuals) | 222 | 1,050.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 9.3 |
| (h) Charitable organizations | 5 | 22.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 17.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,057 | 1,165.6 |
| By Discretionary | ||
| Discretionary | 1,057 | 1,165.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,057 | 1,165.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,165.6 | |
| Total | 1,057 | 1,165.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001096783] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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