$846 Million is the total value of Birch Hill Investment Advisors LLC's 166 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BXP | BOSTON PROPERTIES INC | $4,340,000 | +1.4% | 40,600 | 0.0% | 0.51% | -4.5% | |
| APC | ANADARKO PETE CORP | $2,587,000 | +8.2% | 27,824 | 0.0% | 0.31% | +2.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,193,000 | +1.1% | 7 | 0.0% | 0.14% | -4.7% | |
| PX | PRAXAIR INC | $849,000 | +4.3% | 7,066 | 0.0% | 0.10% | -2.0% | |
| ITW | ILLINOIS TOOL WKS INC | $786,000 | +10.2% | 10,310 | 0.0% | 0.09% | +4.5% | |
| IR | INGERSOLL-RAND PLC | $609,000 | +16.9% | 9,380 | 0.0% | 0.07% | +10.8% | |
| EFG | ISHARESeafe grwth etf | $558,000 | +10.3% | 8,189 | 0.0% | 0.07% | +4.8% | |
| DD | DU PONT E I DE NEMOURS & CO | $552,000 | +11.5% | 9,423 | 0.0% | 0.06% | +4.8% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $368,000 | +4.5% | 2,193 | 0.0% | 0.04% | 0.0% | |
| PPG | PPG INDS INC | $334,000 | +14.0% | 2,000 | 0.0% | 0.04% | +5.4% | |
| MAR | MARRIOTT INTL INC NEWcl a | $309,000 | +4.4% | 7,337 | 0.0% | 0.04% | 0.0% | |
| AVY | AVERY DENNISON CORP | $313,000 | +1.6% | 7,200 | 0.0% | 0.04% | -5.1% | |
| HP | HELMERICH & PAYNE INC | $310,000 | +10.3% | 4,500 | 0.0% | 0.04% | +5.7% | |
| BBT | BB&T CORP | $290,000 | -0.7% | 8,606 | 0.0% | 0.03% | -8.1% | |
| TXN | TEXAS INSTRS INC | $290,000 | +15.5% | 7,200 | 0.0% | 0.03% | +9.7% | |
| MSA | MINE SAFETY APPLIANCES CO | $263,000 | +11.0% | 5,100 | 0.0% | 0.03% | +3.3% | |
| DOW | DOW CHEM CO | $250,000 | +19.6% | 6,500 | 0.0% | 0.03% | +15.4% | |
| BP | BP PLCsponsored adr | $233,000 | +0.9% | 5,542 | 0.0% | 0.03% | -3.4% | |
| HAL | HALLIBURTON CO | $231,000 | +15.5% | 4,800 | 0.0% | 0.03% | +8.0% | |
| 4945SC | KINDER MORGAN ENERGY PARTNERut ltd partner | $202,000 | -6.5% | 2,534 | 0.0% | 0.02% | -11.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-12
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 42 | Q3 2023 | 6.4% |
| FISERV INC | 42 | Q3 2023 | 5.2% |
| MARSH & MCLENNAN COS INC | 42 | Q3 2023 | 5.0% |
| AMAZON.COM INC | 42 | Q3 2023 | 6.3% |
| TJX COS INC NEW | 42 | Q3 2023 | 4.3% |
| ECOLAB INC | 42 | Q3 2023 | 4.6% |
| GENTEX CORP | 42 | Q3 2023 | 4.5% |
| MERCK & CO INC NEW | 42 | Q3 2023 | 4.9% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 3.8% |
| APPLE INC | 42 | Q3 2023 | 4.3% |
View Birch Hill Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-02-02 |
View Birch Hill Investment Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.