$1.21 Billion is the total value of Birch Hill Investment Advisors LLC's 173 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $960,000 | – | 6,996 | +100.0% | 0.08% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $356,000 | – | 3,488 | +100.0% | 0.03% | – |
| HP | New | HELMERICH & PAYNE INC | $246,000 | – | 3,800 | +100.0% | 0.02% | – |
| QCOM | New | QUALCOMM INC | $230,000 | – | 3,600 | +100.0% | 0.02% | – |
| DE | New | DEERE & CO | $235,000 | – | 1,500 | +100.0% | 0.02% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $217,000 | – | 1,545 | +100.0% | 0.02% | – |
| SYK | New | STRYKER CORP | $213,000 | – | 1,373 | +100.0% | 0.02% | – |
| IWR | New | ISHARES TRrus mid cap etf | $205,000 | – | 985 | +100.0% | 0.02% | – |
| PGF | New | POWERSHARES ETF TRUSTfinl pfd ptfl | $203,000 | – | 10,750 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-09
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.