$1.76 Billion is the total value of Birch Hill Investment Advisors LLC's 157 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 7.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $91,139,000 | +1.9% | 386,560 | -3.9% | 5.19% | -2.8% |
| AMZN | Sell | AMAZON.COM INC | $89,085,000 | -6.8% | 28,792 | -1.9% | 5.07% | -11.1% |
| FISV | Buy | FISERV INC | $75,454,000 | +4.7% | 633,853 | +0.1% | 4.30% | -0.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY CL Bcl b new | $73,436,000 | +11.1% | 287,455 | +0.8% | 4.18% | +5.9% |
| MMC | Sell | MARSH & MCLENNAN | $67,618,000 | +3.3% | 555,152 | -0.7% | 3.85% | -1.4% |
| GOOGL | Sell | ALPHABET INC-CL Acap stk cl a | $67,075,000 | +10.5% | 32,521 | -6.1% | 3.82% | +5.5% |
| ECL | Sell | ECOLAB INC | $63,929,000 | -4.2% | 298,637 | -3.1% | 3.64% | -8.6% |
| GNTX | Sell | GENTEX CORP | $58,115,000 | +3.6% | 1,629,232 | -1.4% | 3.31% | -1.1% |
| MRK | Buy | MERCK & CO | $56,901,000 | -5.1% | 738,112 | +0.7% | 3.24% | -9.4% |
| TJX | Sell | TJX COMPANIES | $53,999,000 | -4.5% | 816,307 | -1.5% | 3.08% | -8.9% |
| AAPL | Sell | APPLE INC | $53,217,000 | -22.6% | 435,673 | -15.9% | 3.03% | -26.1% |
| BAC | Sell | BANK OF AMERICA CORP | $52,503,000 | +26.2% | 1,357,023 | -1.1% | 2.99% | +20.4% |
| CVS | Buy | CVS HEALTH CORP | $51,869,000 | +14.3% | 689,469 | +3.8% | 2.95% | +9.0% |
| INTC | Sell | INTEL CORP | $47,691,000 | +28.3% | 745,178 | -0.1% | 2.72% | +22.4% |
| UPS | Sell | UNITED PARCEL SERVICEcl b | $40,635,000 | -1.1% | 239,043 | -2.0% | 2.31% | -5.6% |
| FB | Buy | FACEBOOK INCcl a | $40,510,000 | +9.6% | 137,542 | +1.7% | 2.31% | +4.6% |
| STZ | Buy | CONSTELLATION BRANDS CL Acl a | $39,066,000 | +6.6% | 171,343 | +2.4% | 2.22% | +1.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $39,051,000 | -11.8% | 237,610 | -15.5% | 2.22% | -15.8% |
| PG | Sell | PROCTER & GAMBLE CO | $37,127,000 | -9.1% | 274,140 | -6.6% | 2.11% | -13.3% |
| MDLZ | Buy | MONDELEZ INTERNATIONAL INCcl a | $36,021,000 | +0.2% | 615,422 | +0.1% | 2.05% | -4.4% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $34,459,000 | -9.6% | 411,988 | -1.4% | 1.96% | -13.8% |
| GOOG | Sell | ALPHABET INC-CL Ccap stk cl c | $34,310,000 | +13.3% | 16,586 | -4.1% | 1.95% | +8.1% |
| EBC | Buy | EASTERN BANKSHARES, INC | $34,176,000 | +46.9% | 1,771,700 | +24.2% | 1.95% | +40.1% |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $33,563,000 | – | 156,185 | +100.0% | 1.91% | – |
| MA | Buy | MASTERCARD INC CL Acl a | $29,680,000 | +0.6% | 83,360 | +0.9% | 1.69% | -4.0% |
| COST | Sell | COSTCO WHOLESALE | $25,909,000 | -27.6% | 73,505 | -22.7% | 1.48% | -31.0% |
| CDK | Buy | CDK GLOBAL INC | $24,708,000 | +19.5% | 457,045 | +14.6% | 1.41% | +14.1% |
| LH | Sell | LABORATORY CORP OF AMER HLDGS | $22,843,000 | +6.7% | 89,569 | -14.9% | 1.30% | +1.8% |
| MAS | New | MASCO CORP | $19,852,000 | – | 331,423 | +100.0% | 1.13% | – |
| NTR | Sell | NUTRIEN LTD | $19,400,000 | +6.4% | 359,993 | -4.9% | 1.10% | +1.6% |
| JPM | Sell | J P MORGAN CHASE & CO | $18,245,000 | +18.3% | 119,850 | -1.3% | 1.04% | +12.8% |
| PEP | Buy | PEPSICO INC | $15,220,000 | +1.4% | 107,597 | +6.3% | 0.87% | -3.2% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS | $14,832,000 | +3.1% | 92,655 | -0.7% | 0.84% | -1.6% |
| IVV | Buy | ISHARES CORE S&P 500 ETFcore s&p500 etf | $13,883,000 | +8.6% | 34,897 | +2.5% | 0.79% | +3.5% |
| GWW | Sell | GRAINGER (W.W.) INC | $11,119,000 | -3.3% | 27,733 | -1.6% | 0.63% | -7.9% |
| CL | Sell | COLGATE PALMOLIVE | $10,507,000 | -31.6% | 133,284 | -25.8% | 0.60% | -34.8% |
| DCI | Sell | DONALDSON CO | $10,175,000 | -57.1% | 174,941 | -58.8% | 0.58% | -59.1% |
| WAB | Sell | WABTEC CORP | $9,540,000 | -1.7% | 120,510 | -9.1% | 0.54% | -6.2% |
| MKC | Sell | MC CORMICK & CO | $9,233,000 | -8.8% | 103,556 | -2.3% | 0.53% | -13.1% |
| USB | Sell | US BANCORP | $8,858,000 | +16.7% | 160,155 | -1.7% | 0.50% | +11.3% |
| ACN | Buy | ACCENTURE LTD | $8,165,000 | +8.0% | 29,556 | +2.1% | 0.46% | +3.1% |
| UNP | Buy | UNION PACIFIC CORP | $7,944,000 | +6.2% | 36,042 | +0.3% | 0.45% | +1.1% |
| DIS | Sell | DISNEY WALT CO | $7,725,000 | +1.2% | 41,864 | -0.7% | 0.44% | -3.5% |
| BXP | Buy | BOSTON PROPERTIES INC | $7,375,000 | +8.5% | 72,830 | +1.3% | 0.42% | +3.4% |
| SPGI | Buy | S&P GLOBAL INC. | $7,118,000 | +64.6% | 20,171 | +53.3% | 0.40% | +57.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $6,509,000 | +2.6% | 84,236 | -5.1% | 0.37% | -2.1% |
| WTS | Buy | WATTS WATER TECHNOLOGIES - Acl a | $6,443,000 | -2.2% | 54,232 | +0.2% | 0.37% | -6.6% |
| EFA | Sell | ISHARES MSCI EAFE ETFmsci eafe etf | $6,325,000 | +3.4% | 83,361 | -0.5% | 0.36% | -1.4% |
| UBER | Buy | UBER TECHNOLOGIES | $6,080,000 | +8.6% | 111,540 | +1.6% | 0.35% | +3.6% |
| CMCSA | Sell | COMCAST CL Acl a | $6,074,000 | -18.4% | 112,257 | -21.0% | 0.35% | -22.1% |
| ADP | Sell | AUTOMATIC DATA PROCESSING | $6,050,000 | +6.5% | 32,102 | -0.4% | 0.34% | +1.5% |
| TT | TRANE TECHNOLOGIES PLC | $6,023,000 | +14.1% | 36,380 | 0.0% | 0.34% | +8.9% | |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETSftse emr mkt etf | $5,992,000 | +3.3% | 115,117 | -0.5% | 0.34% | -1.4% |
| KO | Buy | COCA-COLA CO | $5,686,000 | +4.7% | 107,879 | +8.9% | 0.32% | 0.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $5,195,000 | +155.8% | 19,573 | +141.8% | 0.30% | +144.6% |
| NEE | Buy | NEXTERA ENERGY INC | $4,855,000 | +0.4% | 64,207 | +2.4% | 0.28% | -4.5% |
| APH | Buy | AMPHENOL CORP - CL Acl a | $4,618,000 | -5.7% | 69,996 | +86.9% | 0.26% | -9.9% |
| XOM | Sell | EXXON MOBIL CORP | $4,483,000 | +29.3% | 80,298 | -4.6% | 0.26% | +23.2% |
| HD | HOME DEPOT INC | $4,299,000 | +14.9% | 14,085 | 0.0% | 0.24% | +9.9% | |
| ABT | Sell | ABBOTT LABS | $4,027,000 | +5.4% | 33,604 | -3.7% | 0.23% | +0.4% |
| IWM | Sell | ISHARES TR RUSSELL 2000 ETFrussell 2000 etf | $3,708,000 | +9.6% | 16,784 | -2.7% | 0.21% | +4.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC | $3,687,000 | -4.7% | 8,078 | -2.8% | 0.21% | -9.1% |
| IJH | Sell | ISHARES CORE S&P MID-CAP ETFcore s&p mcp etf | $3,691,000 | +9.4% | 14,179 | -3.4% | 0.21% | +4.5% |
| ADBE | Buy | ADOBE INC | $3,629,000 | +97.3% | 7,635 | +107.6% | 0.21% | +88.2% |
| IJR | Buy | ISHARES CORE S&P SMALL-CAP ETFcore s&p scp etf | $3,605,000 | +20.6% | 33,217 | +2.1% | 0.20% | +15.2% |
| CRM | Buy | SALESFORCE.COM INC | $3,333,000 | +7.6% | 15,732 | +13.0% | 0.19% | +2.7% |
| ORCL | Sell | ORACLE CORP | $3,313,000 | +7.6% | 47,218 | -0.8% | 0.19% | +2.7% |
| EEM | Sell | ISHARES MSCI EMERGING MKTS ETFmsci emg mkt etf | $3,212,000 | +1.9% | 60,213 | -1.3% | 0.18% | -2.7% |
| ABBV | Sell | ABBVIE INC | $3,116,000 | +0.2% | 28,790 | -0.8% | 0.18% | -4.8% |
| EMR | Sell | EMERSON ELEC CO | $3,017,000 | +10.4% | 33,440 | -1.7% | 0.17% | +5.5% |
| VEA | Buy | VANGUARD FTSE ETF DEVELOPED MAftse dev mkt etf | $2,854,000 | +6.0% | 58,121 | +1.9% | 0.16% | +0.6% |
| APD | Sell | AIR PRODUCTS & CHEMICALS | $2,421,000 | -0.3% | 8,607 | -3.2% | 0.14% | -4.8% |
| ITW | Sell | ILLINOIS TOOL WORKS | $2,101,000 | +5.9% | 9,485 | -2.5% | 0.12% | +1.7% |
| AVGO | Sell | BROADCOM INC | $2,070,000 | +2.0% | 4,465 | -3.7% | 0.12% | -2.5% |
| NKE | Buy | NIKE INC CL Bcl b | $2,076,000 | +3.0% | 15,625 | +9.6% | 0.12% | -1.7% |
| MMM | Sell | 3M CO | $2,054,000 | +8.4% | 10,658 | -1.6% | 0.12% | +3.5% |
| CVX | Sell | CHEVRON CORP | $1,816,000 | +19.7% | 17,327 | -3.6% | 0.10% | +13.2% |
| ALLE | ALLEGION PLC | $1,716,000 | +7.9% | 13,658 | 0.0% | 0.10% | +3.2% | |
| PRTC | PURETECH HEALTH PLCads | $1,669,000 | +0.8% | 302,000 | 0.0% | 0.10% | -4.0% | |
| SPY | Buy | SPDR S&P 500 ETF TRUSTtr unit | $1,646,000 | +21.2% | 4,152 | +14.3% | 0.09% | +16.0% |
| DE | Sell | DEERE & CO | $1,601,000 | +35.9% | 4,280 | -2.3% | 0.09% | +30.0% |
| CARR | Sell | CARRIER GLOBAL CORP | $1,584,000 | -26.3% | 37,527 | -34.2% | 0.09% | -29.7% |
| D | DOMINION ENERGY, INC | $1,546,000 | +1.0% | 20,355 | 0.0% | 0.09% | -3.3% | |
| LIN | Buy | LINDE PUBLIC LIMITED CO | $1,454,000 | +11.8% | 5,189 | +5.1% | 0.08% | +6.4% |
| BMY | Sell | BRISTOL MYERS SQUIBB | $1,374,000 | -20.7% | 21,764 | -22.0% | 0.08% | -24.3% |
| VZ | Buy | VERIZON COMMUNICATIONS | $1,329,000 | +0.2% | 22,849 | +1.2% | 0.08% | -3.8% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $1,317,000 | -44.6% | 19,246 | -45.4% | 0.08% | -47.2% |
| CSL | CARLISLE COS INC | $1,217,000 | +5.4% | 7,394 | 0.0% | 0.07% | 0.0% | |
| WMT | Sell | WAL MART STORES INC | $1,202,000 | -29.3% | 8,849 | -25.0% | 0.07% | -33.3% |
| ROP | Sell | ROPER TECHNOLOGIES, INC | $1,158,000 | -11.5% | 2,870 | -5.4% | 0.07% | -15.4% |
| PFE | Sell | PFIZER INC | $1,096,000 | -30.3% | 30,241 | -29.2% | 0.06% | -34.0% |
| MCD | Sell | MCDONALDS CORP | $1,068,000 | +3.9% | 4,765 | -0.5% | 0.06% | 0.0% |
| IDXX | Sell | IDEXX LABS CORP | $1,028,000 | -4.4% | 2,100 | -2.3% | 0.06% | -7.8% |
| CAT | Buy | CATERPILLAR INC | $964,000 | +40.9% | 4,159 | +10.6% | 0.06% | +34.1% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDenergy | $908,000 | +320.4% | 18,500 | +224.0% | 0.05% | +300.0% |
| DOV | DOVER CORP | $897,000 | +8.6% | 6,540 | 0.0% | 0.05% | +4.1% | |
| FDX | Sell | FEDEX CORP | $865,000 | +6.0% | 3,044 | -3.2% | 0.05% | 0.0% |
| T | Sell | AT&T INC | $837,000 | +4.1% | 27,664 | -1.1% | 0.05% | 0.0% |
| WM | Buy | WASTE MANAGEMENT INC | $829,000 | +37.0% | 6,429 | +25.3% | 0.05% | +30.6% |
| VO | VANGUARD MID-CAP ETFmid cap etf | $820,000 | +7.0% | 3,706 | 0.0% | 0.05% | +2.2% | |
| IBM | Sell | IBM CORP | $794,000 | -9.3% | 5,960 | -14.2% | 0.04% | -13.5% |
| VTI | Sell | VANGUARD US STOCK INDEX ETFtotal stk mkt | $765,000 | +2.0% | 3,702 | -3.9% | 0.04% | -2.2% |
| AXP | AMERICAN EXPRESS CO | $771,000 | +17.0% | 5,450 | 0.0% | 0.04% | +12.8% | |
| DUK | DUKE ENERGY CORP | $761,000 | +5.4% | 7,888 | 0.0% | 0.04% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $736,000 | +4.5% | 316 | 0.0% | 0.04% | 0.0% | |
| GE | GENERAL ELECTRIC | $685,000 | +21.7% | 52,168 | 0.0% | 0.04% | +14.7% | |
| ALC | Buy | ALCON, INC | $679,000 | +139.9% | 9,672 | +125.2% | 0.04% | +129.4% |
| MAR | MARRIOTT INTL INCcl a | $690,000 | +12.2% | 4,659 | 0.0% | 0.04% | +5.4% | |
| BDX | Sell | BECTON DICKINSON | $673,000 | -3.7% | 2,768 | -0.9% | 0.04% | -9.5% |
| VOO | Sell | VANGUARD S&P 500 | $579,000 | -3.8% | 1,589 | -9.3% | 0.03% | -8.3% |
| EFG | ISHARES MSCI EAFE GROWTH ETFeafe grwth etf | $570,000 | -0.3% | 5,673 | 0.0% | 0.03% | -5.9% | |
| DHR | Buy | DANAHER CORP DEL COM | $561,000 | +57.1% | 2,492 | +55.1% | 0.03% | +52.4% |
| SYY | SYSCO CORPORATION | $539,000 | +6.1% | 6,846 | 0.0% | 0.03% | +3.3% | |
| BSX | Sell | BOSTON SCIENTIFIC CORP. | $506,000 | +5.0% | 13,100 | -2.2% | 0.03% | 0.0% |
| GS | GOLDMAN SACHS GROUP INC | $499,000 | +24.1% | 1,525 | 0.0% | 0.03% | +16.7% | |
| AMGN | AMGEN INC | $488,000 | +8.2% | 1,963 | 0.0% | 0.03% | +3.7% | |
| SYF | Sell | SYNCHRONY FINANCIAL | $468,000 | +9.3% | 11,522 | -6.6% | 0.03% | +3.8% |
| IEFA | ISHARES CORE MSCI EAFE ETFcore msci eafe | $477,000 | +4.1% | 6,626 | 0.0% | 0.03% | 0.0% | |
| PPG | PPG INDS INC | $481,000 | +4.1% | 3,200 | 0.0% | 0.03% | -3.6% | |
| UL | UNILEVER PLCspon adr new | $435,000 | -7.4% | 7,787 | 0.0% | 0.02% | -10.7% | |
| IWV | ISHARES TR RUSSELL 3000 ETFrussell 3000 etf | $427,000 | +6.2% | 1,800 | 0.0% | 0.02% | 0.0% | |
| AVY | AVERY DENNISON CORP | $419,000 | +18.4% | 2,283 | 0.0% | 0.02% | +14.3% | |
| PM | PHILIP MORRIS INTERNATIONAL IN | $426,000 | +7.3% | 4,800 | 0.0% | 0.02% | 0.0% | |
| BRKA | BERKSHIRE HATHAWAY CL Acl a | $386,000 | +10.9% | 1 | 0.0% | 0.02% | +4.8% | |
| ACGL | ARCH CAPITAL GROUP LTD ORDord | $387,000 | +6.3% | 10,082 | 0.0% | 0.02% | 0.0% | |
| POR | Sell | PORTLAND GEN ELEC CO | $389,000 | -6.3% | 8,200 | -15.5% | 0.02% | -12.0% |
| GLD | SPDR GOLD TRUST | $364,000 | -10.3% | 2,277 | 0.0% | 0.02% | -12.5% | |
| GMF | Sell | SPDR S&P EMERGING ASIA PACIFICasia pacif etf | $360,000 | -3.5% | 2,741 | -6.5% | 0.02% | -9.1% |
| ILMN | ILLUMINA INC | $326,000 | +3.8% | 850 | 0.0% | 0.02% | 0.0% | |
| FDS | FACTSET RESEARCH SYSTEMS INC C | $312,000 | -7.1% | 1,012 | 0.0% | 0.02% | -10.0% | |
| QCOM | QUALCOMM INC | $318,000 | -13.1% | 2,400 | 0.0% | 0.02% | -18.2% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $304,000 | +11.8% | 7,749 | 0.0% | 0.02% | +6.2% | |
| WTRG | ESSENTIAL UTILITIES INC | $298,000 | -5.4% | 6,666 | 0.0% | 0.02% | -10.5% | |
| MDT | MEDTRONICS PLC | $305,000 | +0.7% | 2,585 | 0.0% | 0.02% | -5.6% | |
| NVDA | New | NVIDIA CORP | $288,000 | – | 540 | +100.0% | 0.02% | – |
| CCI | CROWN CASTLE INTERNATIONAL COR | $275,000 | +7.8% | 1,600 | 0.0% | 0.02% | +6.7% | |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRUSTutser1 s&pdcrp | $272,000 | +11.0% | 571 | -2.1% | 0.02% | 0.0% |
| MSA | MSA SAFETY INC | $270,000 | +0.4% | 1,800 | 0.0% | 0.02% | -6.2% | |
| SIVB | SVB FINANCIAL GROUP | $272,000 | +27.7% | 550 | 0.0% | 0.02% | +15.4% | |
| MO | New | ALTRIA GROUP INC | $246,000 | – | 4,800 | +100.0% | 0.01% | – |
| PYPL | New | PAYPAL HOLDINGS INC | $245,000 | – | 1,010 | +100.0% | 0.01% | – |
| CNI | New | CANADIAN NATIONAL RAILWAY | $243,000 | – | 2,095 | +100.0% | 0.01% | – |
| MGK | VANGUARD MEGA CAP GROWTHmega grwth ind | $238,000 | +1.3% | 1,151 | 0.0% | 0.01% | 0.0% | |
| DEO | DIAGEO P L C SPON ADR NEWspon adr new | $228,000 | +3.2% | 1,390 | 0.0% | 0.01% | 0.0% | |
| IWR | ISHARES TR RUSSELL MIDCAP ETFrus mid cap etf | $228,000 | +8.1% | 3,080 | 0.0% | 0.01% | 0.0% | |
| HON | Sell | HONEYWELL INT'L | $229,000 | -26.6% | 1,053 | -28.3% | 0.01% | -31.6% |
| CSX | Sell | CSX CORP | $220,000 | +2.3% | 2,282 | -3.6% | 0.01% | 0.0% |
| AMRC | AMERESCO INC CL Acl a | $229,000 | -6.9% | 4,700 | 0.0% | 0.01% | -13.3% | |
| MCO | MOODY'S CORPORATION | $230,000 | +3.1% | 770 | 0.0% | 0.01% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $206,000 | +2.0% | 2,200 | 0.0% | 0.01% | 0.0% | |
| IWB | Sell | ISHARES RUSSELL 1000 INDEX FUNrus 1000 etf | $204,000 | -23.3% | 910 | -27.5% | 0.01% | -25.0% |
| SLB | New | SCHLUMBERGER LTD | $207,000 | – | 7,625 | +100.0% | 0.01% | – |
| GIS | GENERAL MILLS INC | $213,000 | +3.9% | 3,480 | 0.0% | 0.01% | 0.0% | |
| ACWX | ISHARES MSCI ACWI EX US ETFmsci acwi ex us | $214,000 | +3.9% | 3,883 | 0.0% | 0.01% | 0.0% | |
| NYT | New | NEW YORK TIMES CL Acl a | $210,000 | – | 4,150 | +100.0% | 0.01% | – |
| XYL | New | XYLEM, INC | $202,000 | – | 1,925 | +100.0% | 0.01% | – |
| TSLA | Sell | TESLA INC | $200,000 | -64.6% | 300 | -62.5% | 0.01% | -67.6% |
| SYK | Exit | STRYKER CORP | $0 | – | -907 | -100.0% | -0.01% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -3,218 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-26
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 | 2024-01-29 |
| 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 |
| 13F-HR | 2021-10-25 |
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.