286 is the total number of securities Birch Hill Investment Advisors LLC has owned. The longest Birch Hill Investment Advisors LLC has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MSFT | MICROSOFT CORP | 42 | 42 | 2.26% | 4.22% | 6.36% | Q2 2013 | Q3 2023 | 42 |
FISV | FISERV INC | 42 | 42 | 3.27% | 4.20% | 5.22% | Q2 2013 | Q3 2023 | 42 |
MMC | MARSH & MCLENNAN COS INC | 42 | 42 | 3.48% | 4.16% | 4.97% | Q2 2013 | Q3 2023 | 42 |
AMZN | AMAZON.COM INC | 42 | 42 | 1.89% | 4.04% | 6.33% | Q2 2013 | Q3 2023 | 42 |
TJX | TJX COS INC NEW | 42 | 42 | 2.67% | 3.53% | 4.26% | Q2 2013 | Q3 2023 | 42 |
ECL | ECOLAB INC | 42 | 42 | 2.64% | 3.46% | 4.60% | Q2 2013 | Q3 2023 | 42 |
GNTX | GENTEX CORP | 42 | 42 | 1.92% | 3.43% | 4.50% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO INC NEW | 42 | 42 | 0.45% | 2.90% | 4.93% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 1.78% | 2.74% | 3.84% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE INC | 42 | 42 | 0.75% | 2.57% | 4.30% | Q2 2013 | Q3 2023 | 42 |
BRKB | BERKSHIRE HATHAWAY INC... | 42 | 42 | 0.54% | 2.32% | 5.08% | Q2 2013 | Q3 2023 | 42 |
EW | EDWARDS LIFESCIENCES CORP | 42 | 42 | 1.58% | 2.19% | 2.65% | Q2 2013 | Q3 2023 | 42 |
UPS | UNITED PARCEL SERVICE INC | 42 | 42 | 0.91% | 2.08% | 2.74% | Q2 2013 | Q3 2023 | 42 |
COST | COSTCO WHSL CORP NEW | 42 | 42 | 0.17% | 1.90% | 2.89% | Q2 2013 | Q3 2023 | 42 |
CVS | CVS HEALTH CORP | 42 | 42 | 0.20% | 1.44% | 3.61% | Q2 2013 | Q3 2023 | 42 |
ZBH | ZIMMER HLDGS INC | 42 | 42 | 0.16% | 1.44% | 3.36% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO | 42 | 42 | 0.26% | 1.17% | 2.95% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC | 42 | 42 | 0.81% | 1.00% | 1.17% | Q2 2013 | Q3 2023 | 42 |
CL | COLGATE PALMOLIVE CO | 42 | 42 | 0.38% | 0.95% | 1.64% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO | 42 | 42 | 0.59% | 0.95% | 1.65% | Q2 2013 | Q3 2023 | 42 |
GWW | GRAINGER W W INC | 42 | 42 | 0.49% | 0.93% | 2.77% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORP | 42 | 42 | 0.21% | 0.90% | 2.39% | Q2 2013 | Q3 2023 | 42 |
ORCL | ORACLE CORP | 42 | 42 | 0.15% | 0.74% | 2.67% | Q2 2013 | Q3 2023 | 42 |
INTC | INTEL CORP | 42 | 42 | 0.07% | 0.70% | 2.72% | Q2 2013 | Q3 2023 | 42 |
IVV | ISHARES TR | 42 | 42 | 0.44% | 0.68% | 1.14% | Q2 2013 | Q3 2023 | 42 |
IBM | INTERNATIONAL BUSINESS... | 42 | 42 | 0.04% | 0.64% | 2.78% | Q2 2013 | Q3 2023 | 42 |
MKC | MCCORMICK & CO INC | 42 | 42 | 0.45% | 0.60% | 0.82% | Q2 2013 | Q3 2023 | 42 |
KO | COCA-COLA CO | 42 | 42 | 0.26% | 0.58% | 2.17% | Q2 2013 | Q3 2023 | 42 |
BXP | BOSTON PROPERTIES INC | 42 | 42 | 0.24% | 0.54% | 0.97% | Q2 2013 | Q3 2023 | 42 |
FDX | FEDEX CORP | 42 | 42 | 0.02% | 0.52% | 1.49% | Q2 2013 | Q3 2023 | 42 |
ACN | ACCENTURE PLC IRELAND | 42 | 42 | 0.27% | 0.40% | 0.60% | Q2 2013 | Q3 2023 | 42 |
EFA | ISHARES TR | 42 | 42 | 0.30% | 0.39% | 0.47% | Q2 2013 | Q3 2023 | 42 |
ADP | AUTOMATIC DATA PROCESS... | 42 | 42 | 0.30% | 0.38% | 0.57% | Q2 2013 | Q3 2023 | 42 |
USB | US BANCORP DEL | 42 | 42 | 0.14% | 0.36% | 0.79% | Q2 2013 | Q3 2023 | 42 |
VWO | VANGUARD INTL EQUITY I... | 42 | 42 | 0.06% | 0.29% | 0.54% | Q2 2013 | Q3 2023 | 42 |
APD | AIR PRODUCTS & CHEMICALS | 42 | 42 | 0.12% | 0.27% | 0.82% | Q2 2013 | Q3 2023 | 42 |
NEE | NEXTERA ENERGY INC | 42 | 42 | 0.16% | 0.25% | 0.36% | Q2 2013 | Q3 2023 | 42 |
UNP | UNION PACIFIC CORP | 42 | 42 | 0.06% | 0.23% | 0.48% | Q2 2013 | Q3 2023 | 42 |
EMR | EMERSON ELEC CO | 42 | 42 | 0.14% | 0.22% | 0.38% | Q2 2013 | Q3 2023 | 42 |
MMM | 3M CO | 42 | 42 | 0.04% | 0.21% | 0.39% | Q2 2013 | Q3 2023 | 42 |
TMO | THERMO FISHER SCIENTIF... | 42 | 42 | 0.06% | 0.21% | 0.75% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORP NEW | 42 | 42 | 0.09% | 0.21% | 0.49% | Q2 2013 | Q3 2023 | 42 |
ABBV | ABBVIE INC | 42 | 42 | 0.15% | 0.21% | 0.29% | Q2 2013 | Q3 2023 | 42 |
EEM | ISHARES TR | 42 | 42 | 0.10% | 0.20% | 0.40% | Q2 2013 | Q3 2023 | 42 |
HD | HOME DEPOT INC | 42 | 42 | 0.09% | 0.19% | 0.29% | Q2 2013 | Q3 2023 | 42 |
SYY | SYSCO CORPORATION | 42 | 42 | 0.02% | 0.19% | 1.12% | Q2 2013 | Q3 2023 | 42 |
IJH | ISHARES TR | 42 | 42 | 0.12% | 0.18% | 0.31% | Q2 2013 | Q3 2023 | 42 |
ABT | ABBOTT LABS | 42 | 42 | 0.08% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
DIS | WALT DISNEY CO | 42 | 42 | 0.06% | 0.17% | 0.46% | Q2 2013 | Q3 2023 | 42 |
IWM | ISHARES TR RUSSELL 200... | 42 | 42 | 0.08% | 0.17% | 0.29% | Q2 2013 | Q3 2023 | 42 |
VEA | VANGUARD TAX-MANAGED I... | 42 | 42 | 0.09% | 0.15% | 0.19% | Q2 2013 | Q3 2023 | 42 |
WM | WASTE MGMT INC DEL | 42 | 42 | 0.04% | 0.15% | 1.55% | Q2 2013 | Q3 2023 | 42 |
D | DOMINION RES INC VA NEW | 42 | 42 | 0.05% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INC | 42 | 42 | 0.06% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
ITW | ILLINOIS TOOL WORKS | 42 | 42 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
T | AT&T INC | 42 | 42 | 0.01% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CSL | CARLISLE COS INC | 42 | 42 | 0.06% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS... | 42 | 42 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ROP | ROPER TECHNOLOGIES, INC | 42 | 42 | 0.05% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
SPY | SPDR S&P 500 ETF TRUST | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
DUK | DUKE ENERGY CORP NEW | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DOV | DOVER CORP | 42 | 42 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MAR | MARRIOTT INTL INC NEW | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BDX | BECTON DICKINSON & CO | 42 | 42 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CAT | CATERPILLAR INC DEL | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
EFG | ISHARES TR | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
IDXX | IDEXX LABS INC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PPG | PPG INDS INC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AVY | AVERY DENNISON CORP | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ACGL | ARCH CAPITAL GROUP LTD... | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
POR | PORTLAND GEN ELEC CO | 41 | 41 | 0.02% | 0.08% | 0.41% | Q2 2013 | Q2 2023 | 41 |
BMY | BRISTOL-MYERS SQUIBB CO | 22 | 19 | 0.03% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 41 |
GMF | SPDR S&P EMERGING ASIA... | 37 | 4 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
AMGN | AMGEN INC | 41 | 41 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
CMCSA | COMCAST CORP NEW | 40 | 40 | 0.03% | 1.25% | 3.00% | Q4 2013 | Q3 2023 | 40 |
VO | VANGUARD MID-CAP ETF | 40 | 40 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q3 2023 | 40 |
ADBE | ADOBE SYSTEMS INCORPOR... | 29 | 10 | 0.02% | 0.08% | 0.25% | Q3 2013 | Q3 2023 | 39 |
NKE | NIKE INC CL B | 39 | 39 | 0.02% | 0.07% | 0.15% | Q1 2014 | Q3 2023 | 39 |
MA | MASTERCARD INCORPORATED | 37 | 37 | 0.15% | 1.21% | 1.88% | Q3 2014 | Q3 2023 | 37 |
DCI | DONALDSON INC | 36 | 36 | 0.09% | 2.19% | 3.44% | Q2 2013 | Q1 2022 | 36 |
AXP | AMERICAN EXPRESS CO | 14 | 11 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 36 |
IWV | ISHARES TR RUSSELL 300... | 36 | 36 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 36 |
SYF | SYNCHRONY FINL | 31 | 3 | 0.01% | 1.94% | 4.54% | Q3 2014 | Q1 2023 | 34 |
FB | META PLATFORMS INC | 34 | 34 | 0.02% | 0.54% | 2.56% | Q2 2015 | Q3 2023 | 34 |
BRKA | BERKSHIRE HATHAWAY INC... | 34 | 34 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q3 2021 | 34 |
RDSA | ROYAL DUTCH SHELL PLC | 29 | 5 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q4 2021 | 34 |
SLB | SCHLUMBERGER LTD | 30 | 1 | 0.01% | 1.70% | 4.32% | Q2 2013 | Q1 2022 | 33 |
GE | GENERAL ELECTRIC CO | 33 | 33 | 0.02% | 1.45% | 3.20% | Q2 2013 | Q2 2021 | 33 |
ACWX | ISHARES TR | 27 | 6 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q1 2022 | 33 |
GOOGL | ALPHABET INC-CL A | 32 | 32 | 2.59% | 3.41% | 4.45% | Q4 2015 | Q3 2023 | 32 |
GOOG | ALPHABET INC-CL C | 32 | 32 | 1.40% | 1.73% | 2.27% | Q4 2015 | Q3 2023 | 32 |
CDK | CDK GLOBAL INC | 32 | 32 | 0.04% | 1.25% | 2.26% | Q3 2014 | Q2 2022 | 32 |
MDLZ | MONDELEZ INTL INC | 31 | 31 | 0.03% | 1.14% | 2.34% | Q1 2016 | Q3 2023 | 31 |
QCOM | QUALCOMM INC | 14 | 1 | 0.01% | 0.77% | 3.15% | Q2 2013 | Q3 2023 | 31 |
ALLE | ALLEGION PUB LTD CO | 30 | 1 | 0.02% | 0.07% | 0.11% | Q4 2015 | Q3 2023 | 31 |
VOO | VANGUARD S&P 500 | 31 | 31 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 31 |
ILMN | ILLUMINA INC | 21 | 1 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2022 | 31 |
WFC | WELLS FARGO CO NEW | 30 | 30 | 0.07% | 1.57% | 3.34% | Q2 2013 | Q3 2020 | 30 |
LH | LABORATORY CORP OF AME... | 30 | 30 | 0.30% | 0.98% | 1.35% | Q2 2016 | Q3 2023 | 30 |
BA | BOEING CO | 27 | 1 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q2 2023 | 30 |
UN | UNILEVER NV -NY SHARES | 30 | 30 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2020 | 30 |
GIS | GENERAL MLS INC | 16 | 14 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 30 |
WAB | WABTEC CORP | 29 | 29 | 0.51% | 1.17% | 2.03% | Q3 2016 | Q3 2023 | 29 |
IJR | ISHARES TR | 29 | 29 | 0.02% | 0.31% | 0.82% | Q3 2016 | Q3 2023 | 29 |
COF | CAPITAL ONE FINL CORP | 28 | 28 | 0.03% | 1.87% | 3.30% | Q4 2013 | Q3 2020 | 28 |
UTX | UNITED TECHNOLOGIES CORP | 28 | 28 | 1.15% | 1.68% | 2.07% | Q2 2013 | Q1 2020 | 28 |
GS | GOLDMAN SACHS GROUP INC | 10 | 8 | 0.02% | 0.60% | 1.87% | Q2 2013 | Q1 2023 | 28 |
BAC | BK OF AMERICA CORP | 27 | 27 | 1.89% | 2.50% | 3.05% | Q1 2017 | Q3 2023 | 27 |
EBAY | EBAY INC | 26 | 1 | 0.02% | 1.47% | 2.12% | Q3 2013 | Q2 2020 | 27 |
CCL | CARNIVAL CORP | 27 | 27 | 0.05% | 0.60% | 0.83% | Q2 2013 | Q4 2019 | 27 |
IR | INGERSOLL-RAND PLC | 27 | 27 | 0.05% | 0.13% | 0.34% | Q2 2013 | Q4 2019 | 27 |
WMT | WAL-MART STORES INC | 23 | 4 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 27 |
MDY | SPDR S&P MIDCAP 400 ET... | 12 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2023 | 27 |
CELG | CELGENE CORP | 26 | 26 | 0.29% | 2.70% | 4.66% | Q2 2013 | Q3 2019 | 26 |
DE | DEERE & CO | 24 | 1 | 0.02% | 0.06% | 0.11% | Q1 2014 | Q3 2023 | 26 |
APC | ANADARKO PETE CORP | 25 | 25 | 0.06% | 0.17% | 0.32% | Q2 2013 | Q2 2019 | 25 |
BKNG | BOOKING HOLDINGS INC | 23 | 23 | 0.03% | 0.85% | 2.68% | Q1 2018 | Q3 2023 | 23 |
NTR | NUTRIEN LTD | 23 | 23 | 0.05% | 0.84% | 1.23% | Q1 2018 | Q3 2023 | 23 |
CRM | SALESFORCE INC | 23 | 23 | 0.05% | 0.16% | 0.25% | Q1 2018 | Q3 2023 | 23 |
FDS | FACTSET RESH SYS INC | 23 | 23 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
AVGO | BROADCOM INC | 22 | 22 | 0.07% | 0.12% | 0.20% | Q2 2018 | Q3 2023 | 22 |
PX | PRAXAIR INC | 22 | 22 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2018 | 22 |
VTI | VANGUARD US STOCK INDE... | 22 | 22 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q1 2023 | 22 |
PM | PHILIP MORRIS INTL INC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
MDT | MEDTRONICS PLC | 17 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2023 | 22 |
SPGI | S&P GLOBAL INC. | 21 | 21 | 0.03% | 0.28% | 0.49% | Q3 2018 | Q3 2023 | 21 |
APA | APACHE CORP | 19 | 2 | 0.02% | 0.26% | 1.26% | Q2 2013 | Q3 2018 | 21 |
WBA | WALGREENS BOOTS ALLIAN... | 21 | 21 | 0.02% | 0.10% | 0.18% | Q4 2014 | Q4 2019 | 21 |
APH | AMPHENOL CORP NEW | 19 | 1 | 0.01% | 0.40% | 1.51% | Q1 2017 | Q3 2023 | 20 |
EV | EATON VANCE CORP | 20 | 20 | 0.02% | 0.36% | 1.72% | Q2 2013 | Q1 2018 | 20 |
MCO | MOODY'S CORPORATION | 9 | 4 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 20 |
DHR | DANAHER CORPORATION | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
IWR | ISHARES TR RUSSELL MID... | 12 | 3 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 19 |
DEO | DIAGEO P L C SPON ADR NEW | 11 | 8 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q2 2023 | 19 |
STZ | CONSTELLATION BRANDS INC | 18 | 18 | 0.10% | 1.65% | 2.23% | Q2 2019 | Q3 2023 | 18 |
DD | DU PONT E I DE NEMOURS... | 17 | 17 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2017 | 17 |
HP | HELMERICH & PAYNE INC | 9 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2017 | 17 |
IEFA | ISHARES TR | 15 | 2 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 17 |
GLD | SPDR GOLD TRUST | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
CCI | CROWN CASTLE INTL CORP... | 17 | 17 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2023 | 17 |
WTS | WATTS WATER TECHNOLOGI... | 16 | 16 | 0.07% | 0.45% | 0.80% | Q4 2019 | Q3 2023 | 16 |
BSX | BOSTON SCIENTIFIC CORP. | 16 | 16 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q4 2021 | 16 |
WTR | AQUA AMERICA INC | 16 | 16 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2019 | 16 |
MSA | MSA SAFETY INC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 16 |
PAYX | PAYCHEX INC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 16 |
MON | MONSANTO CO NEW | 15 | 15 | 0.16% | 0.42% | 0.54% | Q2 2013 | Q4 2016 | 15 |
TT | TRANE TECHNOLOGIES PLC | 15 | 15 | 0.24% | 0.34% | 0.45% | Q1 2020 | Q3 2023 | 15 |
HON | HONEYWELL INTL INC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2023 | 15 |
WTRG | ESSENTIAL UTILS INC | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BAX | BAXTER INTL INC | 14 | 14 | 0.02% | 1.33% | 2.12% | Q2 2013 | Q3 2016 | 14 |
ROK | ROCKWELL AUTOMATION INC | 14 | 14 | 0.12% | 1.32% | 3.23% | Q2 2020 | Q3 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.19% | 0.34% | 0.54% | Q2 2020 | Q3 2023 | 14 |
OTIS | OTIS WORLDWIDE CORP | 14 | 14 | 0.06% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 14 |
CARR | CARRIER GLOBAL CORPORA... | 14 | 14 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
PBW | POWERSHARES ETF TRUST | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2016 | 14 |
BBT | BB&T CORP | 11 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2019 | 14 |
EMC | E M C CORP MASS | 13 | 13 | 0.48% | 1.22% | 1.57% | Q2 2013 | Q2 2016 | 13 |
POT | POTASH CORP SASK INC | 13 | 13 | 0.04% | 0.46% | 1.13% | Q4 2014 | Q4 2017 | 13 |
UBER | UBER TECHNOLOGIES INC | 13 | 13 | 0.09% | 0.29% | 0.58% | Q3 2020 | Q3 2023 | 13 |
LIN | LINDE PUBLIC LIMITED CO | 11 | 2 | 0.03% | 0.08% | 0.11% | Q4 2018 | Q4 2022 | 13 |
CI | CIGNA CORPORATION | 13 | 13 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q2 2016 | 13 |
TSLA | TESLA INC | 10 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
WEC | WEC ENERGY GROUP INC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 13 |
CAM | CAMERON INTERNATIONAL ... | 12 | 12 | 0.58% | 1.10% | 1.86% | Q2 2013 | Q1 2016 | 12 |
ALC | ALCON, INC | 12 | 12 | 0.02% | 0.29% | 0.83% | Q4 2020 | Q3 2023 | 12 |
XLE | SELECT SECTOR SPDR TR | 12 | 12 | 0.01% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
GILD | GILEAD SCIENCES INC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q1 2017 | 12 |
BP | BP PLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 12 |
UL | UNILEVER PLC ADR | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
IWB | ISHARES TR | 9 | 3 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q4 2021 | 12 |
MGK | VANGUARD WORLD FD | 9 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
MO | ALTRIA GROUP INC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
VRTX | VERTEX PHARMACEUTICALS... | 11 | 11 | 1.91% | 3.18% | 4.12% | Q1 2021 | Q3 2023 | 11 |
MAS | MASCO CORP | 11 | 11 | 0.67% | 1.17% | 1.63% | Q1 2021 | Q3 2023 | 11 |
BHI | BAKER HUGHES INC | 11 | 11 | 0.03% | 0.34% | 0.50% | Q2 2013 | Q4 2015 | 11 |
CB | CHUBB CORP | 11 | 11 | 0.06% | 0.18% | 0.42% | Q2 2013 | Q4 2015 | 11 |
NVDA | NVIDIA CORPORATION | 11 | 11 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
CB | CHUBB LIMITED | 7 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q1 2019 | 11 |
HUBB | HUBBELL INC | 10 | 1 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2018 | 11 |
XYL | XYLEM, INC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
AMRC | AMERESCO INC CL A | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 11 |
GOOGL | GOOGLE INC | 10 | 10 | 1.09% | 1.92% | 2.66% | Q2 2013 | Q3 2015 | 10 |
EBC | EASTERN BANKSHARES, INC | 10 | 10 | 0.46% | 1.81% | 2.38% | Q4 2020 | Q1 2023 | 10 |
SHPG | SHIRE PLC | 10 | 10 | 0.38% | 1.38% | 1.80% | Q2 2016 | Q3 2018 | 10 |
CMCSK | COMCAST CORP NEW | 10 | 10 | 0.34% | 0.47% | 0.67% | Q2 2013 | Q3 2015 | 10 |
IR | INGERSOLL-RAND INC | 9 | 1 | 0.07% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 10 |
HUBB | HUBBELL INC | 10 | 10 | 0.03% | 0.09% | 0.13% | Q2 2013 | Q3 2015 | 10 |
CLX | CLOROX CO DEL | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2015 | 10 |
SYK | STRYKER CORP | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2020 | 10 |
UNH | UNITEDHEALTH GROUP INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CSX | CSX CORP | 6 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
OEF | ISHARES TR | 9 | 9 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2015 | 9 |
VB | VANGUARD INDEX FDS SMA... | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
COP | CONOCOPHILLIPS | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2015 | 9 |
NSC | NORFOLK SOUTHN CORP | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
VUG | VANGUARD INDEX FDS | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 9 |
TD | TORONTO DOMINION BK ONT | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q3 2015 | 8 |
GENERAL ELECTRIC CO | 6 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 | |
HSY | THE HERSHEY COMPANY | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PCLN | PRICELINE GRP INC | 7 | 7 | 0.08% | 1.83% | 2.39% | Q2 2016 | Q4 2017 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q1 2019 | 7 |
VVC | VECTREN CORP | 6 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 7 |
SIVB | SVB FINANCIAL GROUP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
GOOG | GOOGLE INC | 6 | 6 | 1.10% | 1.22% | 1.46% | Q2 2014 | Q3 2015 | 6 |
PYPL | PAYPAL HOLDINGS INC | 3 | 3 | 0.01% | 0.21% | 0.86% | Q3 2015 | Q3 2021 | 6 |
WAG | WALGREEN CO | 6 | 6 | 0.13% | 0.16% | 0.18% | Q2 2013 | Q3 2014 | 6 |
BHP | BHP BILLITON LTD | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
VIG | VANGUARD SPECIALIZED F... | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2019 | 6 |
HAL | HALLIBURTON CO | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
HPQ | HEWLETT PACKARD CO | 5 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 6 |
SHELL PLC ADR | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 | |
DD | DUPONT DE NEMOURS INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2020 | 6 |
RTN | RAYTHEON CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 6 |
ADI | ANALOG DEVICES INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
MLPX | GLOBAL X FDS | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
KR | KROGER CO | 5 | 5 | 2.02% | 2.40% | 2.79% | Q3 2022 | Q3 2023 | 5 |
SNY | SANOFI | 5 | 5 | 0.64% | 0.85% | 1.04% | Q4 2013 | Q4 2014 | 5 |
C | CITIGROUP INC | 4 | 1 | 0.03% | 0.13% | 0.33% | Q3 2013 | Q4 2017 | 5 |
XLB | MATERIALS SELECT SECTO... | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q2 2022 | 5 |
TXN | TEXAS INSTRS INC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
4945SC | KINDER MORGAN ENERGY P... | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
DOW | DOW CHEM CO | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 5 |
FTGC | FIRST TRUST GLOBAL TAC... | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
ICLN | ISHARES TR | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
WAT | WATERS CORP | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 5 |
MS | MORGAN STANLEY | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 5 |
LECO | LINCOLN ELEC HLDGS INC | 4 | 4 | 0.19% | 1.47% | 1.99% | Q4 2022 | Q3 2023 | 4 |
EXPD | EXPEDITORS INTL WASH INC | 4 | 4 | 0.04% | 0.76% | 1.22% | Q2 2013 | Q1 2014 | 4 |
PCP | PRECISION CASTPARTS CORP | 4 | 4 | 0.06% | 0.09% | 0.10% | Q4 2014 | Q3 2015 | 4 |
IJS | ISHARES TR | 4 | 4 | 0.04% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
V | VISA INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
HPQ | HP INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
MET | METLIFE INC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 4 |
CNI | CANADIAN NATIONAL RAILWAY | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
CSCO | CISCO SYS INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2017 | 4 |
LPI | LAREDO PETROLEUM INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
INTU | INTUIT | 3 | 3 | 2.03% | 2.23% | 2.55% | Q1 2023 | Q3 2023 | 3 |
BXLT | BAXALTA INC | 3 | 3 | 0.93% | 1.03% | 1.09% | Q3 2015 | Q1 2016 | 3 |
VOD | VODAFONE GROUP PLC NEW | 3 | 3 | 0.68% | 0.80% | 0.96% | Q2 2013 | Q4 2013 | 3 |
OIH | MARKET VECTORS ETF TR | 3 | 3 | 0.44% | 0.46% | 0.49% | Q4 2014 | Q2 2015 | 3 |
KMI | KINDER MORGAN INC DEL | 3 | 3 | 0.08% | 0.40% | 0.82% | Q2 2013 | Q4 2013 | 3 |
LINDE PLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 | |
KMIWS | KINDER MORGAN INC DEL | 3 | 3 | 0.01% | 0.12% | 0.18% | Q2 2013 | Q4 2013 | 3 |
DGS | WISDOMTREE TRUST | 3 | 3 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q4 2013 | 3 |
HCC | HCC INS HLDGS INC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
OGN | ORGANON & CO | 3 | 3 | 0.03% | 0.07% | 0.12% | Q2 2021 | Q4 2021 | 3 |
KMX | CARMAX INC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
HLT | HILTON WORLDWIDE HLDGS... | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
IYE | ISHARES TR | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
MSA | MINE SAFETY APPLIANCES CO | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
EOG | EOG RES INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
COIN | COINBASE GLOBAL | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
NYT | NEW YORK TIMES CL A | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
DLN | WISDOMTREE US LARGE CA... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
BMYRT | BRISTOL-MYERS SQUIBB C... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
GCVRZ | SANOFI | 2 | 2 | 0.44% | 0.45% | 0.46% | Q2 2013 | Q3 2013 | 2 |
PRTC | PURETECH HEALTH PLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
PGF | POWERSHARES ETF TRUST | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
A | AGILENT TECHNOLOGIES INC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 2 |
FXEN | FX ENERGY INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2014 | 2 |
LLY | LILLY ELI & CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KENVUE INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 | |
FORTREA HLDGS INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 | |
ECA | ENCANA CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
VOD | VODAFONE GROUP PLC NEW | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
FRN | CLAYMORE EXCHANGE TRD ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
WASH | WASHINGTON TR BANCORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
AVGO | BROADCOM LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
IVZ | INVESCO LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
MCK | MCKESSON CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
SPHQ | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
APA | APA CORPORATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BK | BANK NEW YORK MELLON CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
VEU | VANGUARD INTL EQUITY I... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
BKI | BLACK KNIGHT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
ZTS | ZOETIS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
DAL | DELTA AIR LINES INC DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
MCHP | MICROCHIP TECHNOLOGY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
DSI | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PGF | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
DOW | DOW INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BC | BRUNSWICK CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ECON | COLUMBIA ETF TR II | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
LOW | LOWES COS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TER | TERADYNE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including MICROSOFT CORP, FISERV INC, and MARSH & MCLENNAN COS INC, are the highest-conviction holdings of Birch Hill Investment Advisors LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Birch Hill Investment Advisors LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Birch Hill Investment Advisors LLC owns currently or has owned in the past.