$1.86 Billion is the total value of Birch Hill Investment Advisors LLC's 162 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 7.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $103,362,000 | +13.4% | 381,550 | -1.3% | 5.55% | +7.0% |
| AMZN | Buy | AMAZON.COM INC | $99,145,000 | +11.3% | 28,820 | +0.1% | 5.32% | +4.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY CL Bcl b new | $79,864,000 | +8.8% | 287,365 | -0.0% | 4.29% | +2.6% |
| MMC | Sell | MARSH & MCLENNAN | $77,437,000 | +14.5% | 550,447 | -0.8% | 4.16% | +8.0% |
| GOOGL | Sell | ALPHABET INC-CL Acap stk cl a | $77,371,000 | +15.3% | 31,686 | -2.6% | 4.15% | +8.8% |
| FISV | Buy | FISERV INC | $68,689,000 | -9.0% | 642,618 | +1.4% | 3.69% | -14.2% |
| ECL | Sell | ECOLAB INC | $60,888,000 | -4.8% | 295,615 | -1.0% | 3.27% | -10.2% |
| AAPL | Sell | APPLE INC | $58,966,000 | +10.8% | 430,534 | -1.2% | 3.17% | +4.5% |
| CVS | Buy | CVS HEALTH CORP | $58,057,000 | +11.9% | 695,794 | +0.9% | 3.12% | +5.6% |
| MRK | Sell | MERCK & CO | $55,621,000 | -2.2% | 715,194 | -3.1% | 2.99% | -7.8% |
| BAC | Sell | BANK OF AMERICA CORP | $55,400,000 | +5.5% | 1,343,676 | -1.0% | 2.98% | -0.5% |
| TJX | Sell | TJX COMPANIES | $54,180,000 | +0.3% | 803,622 | -1.6% | 2.91% | -5.4% |
| GNTX | Sell | GENTEX CORP | $53,732,000 | -7.5% | 1,623,807 | -0.3% | 2.88% | -12.8% |
| UPS | Sell | UNITED PARCEL SERVICEcl b | $49,038,000 | +20.7% | 235,794 | -1.4% | 2.63% | +13.8% |
| FB | Sell | FACEBOOK INCcl a | $47,645,000 | +17.6% | 137,026 | -0.4% | 2.56% | +10.9% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $42,235,000 | +22.6% | 407,794 | -1.0% | 2.27% | +15.6% |
| INTC | Sell | INTEL CORP | $41,489,000 | -13.0% | 739,036 | -0.8% | 2.23% | -17.9% |
| GOOG | Sell | ALPHABET INC-CL Ccap stk cl c | $40,457,000 | +17.9% | 16,142 | -2.7% | 2.17% | +11.2% |
| STZ | Sell | CONSTELLATION BRANDS CL Acl a | $39,981,000 | +2.3% | 170,938 | -0.2% | 2.15% | -3.5% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $39,434,000 | +17.5% | 195,574 | +25.2% | 2.12% | +10.8% |
| MDLZ | Sell | MONDELEZ INTERNATIONAL INCcl a | $37,435,000 | +3.9% | 599,529 | -2.6% | 2.01% | -2.0% |
| EBC | Buy | EASTERN BANKSHARES, INC | $36,962,000 | +8.2% | 1,796,900 | +1.4% | 1.98% | +2.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $36,176,000 | -7.4% | 219,593 | -7.6% | 1.94% | -12.6% |
| PG | Sell | PROCTER & GAMBLE CO | $34,529,000 | -7.0% | 255,905 | -6.7% | 1.85% | -12.3% |
| MA | Buy | MASTERCARD INC CL Acl a | $30,553,000 | +2.9% | 83,685 | +0.4% | 1.64% | -2.9% |
| COST | Sell | COSTCO WHOLESALE | $28,284,000 | +9.2% | 71,485 | -2.7% | 1.52% | +3.0% |
| MAS | Buy | MASCO CORP | $23,879,000 | +20.3% | 405,350 | +22.3% | 1.28% | +13.5% |
| CDK | Buy | CDK GLOBAL INC | $22,945,000 | -7.1% | 461,760 | +1.0% | 1.23% | -12.4% |
| LH | Sell | LABORATORY CORP OF AMER HLDGS | $21,990,000 | -3.7% | 79,717 | -11.0% | 1.18% | -9.2% |
| NTR | Sell | NUTRIEN LTD | $21,404,000 | +10.3% | 353,143 | -1.9% | 1.15% | +4.0% |
| JPM | Sell | J P MORGAN CHASE & CO | $18,552,000 | +1.7% | 119,275 | -0.5% | 1.00% | -4.1% |
| PEP | Buy | PEPSICO INC | $15,978,000 | +5.0% | 107,837 | +0.2% | 0.86% | -1.0% |
| IVV | Buy | ISHARES CORE S&P 500 ETFcore s&p500 etf | $15,201,000 | +9.5% | 35,357 | +1.3% | 0.82% | +3.3% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS | $14,918,000 | +0.6% | 92,760 | +0.1% | 0.80% | -5.1% |
| GWW | Sell | GRAINGER (W.W.) INC | $12,108,000 | +8.9% | 27,643 | -0.3% | 0.65% | +2.7% |
| CL | Sell | COLGATE PALMOLIVE | $10,828,000 | +3.1% | 133,109 | -0.1% | 0.58% | -2.8% |
| UBER | Buy | UBER TECHNOLOGIES | $10,672,000 | +75.5% | 212,925 | +90.9% | 0.57% | +65.6% |
| WAB | Sell | WABTEC CORP | $9,503,000 | -0.4% | 115,469 | -4.2% | 0.51% | -6.1% |
| MKC | Sell | MC CORMICK & CO | $9,144,000 | -1.0% | 103,536 | -0.0% | 0.49% | -6.7% |
| USB | Sell | US BANCORP | $8,823,000 | -0.4% | 154,875 | -3.3% | 0.47% | -6.0% |
| SPGI | Buy | S&P GLOBAL INC. | $8,660,000 | +21.7% | 21,098 | +4.6% | 0.46% | +14.8% |
| ACN | Sell | ACCENTURE LTD | $8,630,000 | +5.7% | 29,276 | -0.9% | 0.46% | -0.4% |
| BXP | BOSTON PROPERTIES INC | $8,346,000 | +13.2% | 72,830 | 0.0% | 0.45% | +6.7% | |
| WTS | Sell | WATTS WATER TECHNOLOGIES - Acl a | $7,840,000 | +21.7% | 53,735 | -0.9% | 0.42% | +14.7% |
| DCI | Sell | DONALDSON CO | $7,733,000 | -24.0% | 121,727 | -30.4% | 0.42% | -28.3% |
| UNP | Sell | UNION PACIFIC CORP | $7,620,000 | -4.1% | 34,648 | -3.9% | 0.41% | -9.5% |
| DIS | Buy | DISNEY WALT CO | $7,406,000 | -4.1% | 42,132 | +0.6% | 0.40% | -9.5% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $7,101,000 | +9.1% | 83,241 | -1.2% | 0.38% | +2.7% |
| TT | TRANE TECHNOLOGIES PLC | $6,699,000 | +11.2% | 36,380 | 0.0% | 0.36% | +5.0% | |
| EFA | Sell | ISHARES MSCI EAFE ETFmsci eafe etf | $6,490,000 | +2.6% | 82,273 | -1.3% | 0.35% | -3.3% |
| CMCSA | Buy | COMCAST CL Acl a | $6,406,000 | +5.5% | 112,347 | +0.1% | 0.34% | -0.6% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETSftse emr mkt etf | $6,321,000 | +5.5% | 116,385 | +1.1% | 0.34% | -0.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING | $6,168,000 | +2.0% | 31,052 | -3.3% | 0.33% | -3.8% |
| KO | Buy | COCA-COLA CO | $5,987,000 | +5.3% | 110,654 | +2.6% | 0.32% | -0.9% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $5,604,000 | +7.9% | 19,593 | +0.1% | 0.30% | +1.7% |
| XOM | Sell | EXXON MOBIL CORP | $4,891,000 | +9.1% | 77,532 | -3.4% | 0.26% | +3.1% |
| NEE | Buy | NEXTERA ENERGY INC | $4,803,000 | -1.1% | 65,547 | +2.1% | 0.26% | -6.5% |
| ADBE | Buy | ADOBE INC | $4,591,000 | +26.5% | 7,840 | +2.7% | 0.25% | +19.3% |
| APH | Sell | AMPHENOL CORP - CL Acl a | $4,564,000 | -1.2% | 66,721 | -4.7% | 0.24% | -6.8% |
| HD | HOME DEPOT INC | $4,492,000 | +4.5% | 14,085 | 0.0% | 0.24% | -1.6% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC | $4,037,000 | +9.5% | 8,003 | -0.9% | 0.22% | +3.3% |
| CRM | Buy | SALESFORCE.COM INC | $4,007,000 | +20.2% | 16,402 | +4.3% | 0.22% | +13.2% |
| ABT | Sell | ABBOTT LABS | $3,875,000 | -3.8% | 33,429 | -0.5% | 0.21% | -9.2% |
| IJH | Buy | ISHARES CORE S&P MID-CAP ETFcore s&p mcp etf | $3,866,000 | +4.7% | 14,388 | +1.5% | 0.21% | -1.0% |
| IWM | Sell | ISHARES TR RUSSELL 2000 ETFrussell 2000 etf | $3,835,000 | +3.4% | 16,718 | -0.4% | 0.21% | -2.4% |
| IJR | Buy | ISHARES CORE S&P SMALL-CAP ETFcore s&p scp etf | $3,781,000 | +4.9% | 33,468 | +0.8% | 0.20% | -1.0% |
| ORCL | ORACLE CORP | $3,675,000 | +10.9% | 47,218 | 0.0% | 0.20% | +4.2% | |
| EEM | Sell | ISHARES MSCI EMERGING MKTS ETFmsci emg mkt etf | $3,305,000 | +2.9% | 59,920 | -0.5% | 0.18% | -3.3% |
| ABBV | Buy | ABBVIE INC | $3,247,000 | +4.2% | 28,826 | +0.1% | 0.17% | -1.7% |
| EMR | EMERSON ELEC CO | $3,218,000 | +6.7% | 33,440 | 0.0% | 0.17% | +0.6% | |
| VEA | Buy | VANGUARD FTSE ETF DEVELOPED MAftse dev mkt etf | $3,064,000 | +7.4% | 59,474 | +2.3% | 0.16% | +1.9% |
| APD | AIR PRODUCTS & CHEMICALS | $2,476,000 | +2.3% | 8,607 | 0.0% | 0.13% | -3.6% | |
| NKE | Sell | NIKE INC CL Bcl b | $2,271,000 | +9.4% | 14,700 | -5.9% | 0.12% | +3.4% |
| OGN | New | ORGANON & CO | $2,154,000 | – | 71,186 | +100.0% | 0.12% | – |
| MMM | 3M CO | $2,117,000 | +3.1% | 10,658 | 0.0% | 0.11% | -2.6% | |
| ITW | ILLINOIS TOOL WORKS | $2,120,000 | +0.9% | 9,485 | 0.0% | 0.11% | -5.0% | |
| AVGO | Sell | BROADCOM INC | $2,065,000 | -0.2% | 4,330 | -3.0% | 0.11% | -5.9% |
| ALLE | Buy | ALLEGION PLC | $1,978,000 | +15.3% | 14,198 | +4.0% | 0.11% | +8.2% |
| CVX | Buy | CHEVRON CORP | $1,842,000 | +1.4% | 17,585 | +1.5% | 0.10% | -3.9% |
| CARR | Sell | CARRIER GLOBAL CORP | $1,800,000 | +13.6% | 37,036 | -1.3% | 0.10% | +7.8% |
| SPY | Sell | SPDR S&P 500 ETF TRUSTtr unit | $1,734,000 | +5.3% | 4,052 | -2.4% | 0.09% | -1.1% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $1,536,000 | +16.6% | 18,784 | -2.4% | 0.08% | +9.3% |
| D | DOMINION ENERGY, INC | $1,498,000 | -3.1% | 20,355 | 0.0% | 0.08% | -9.1% | |
| LIN | Sell | LINDE PUBLIC LIMITED CO | $1,490,000 | +2.5% | 5,154 | -0.7% | 0.08% | -3.6% |
| DE | Sell | DEERE & CO | $1,439,000 | -10.1% | 4,080 | -4.7% | 0.08% | -15.4% |
| BMY | Sell | BRISTOL MYERS SQUIBB | $1,434,000 | +4.4% | 21,454 | -1.4% | 0.08% | -1.3% |
| CSL | CARLISLE COS INC | $1,415,000 | +16.3% | 7,394 | 0.0% | 0.08% | +10.1% | |
| ROP | ROPER TECHNOLOGIES, INC | $1,349,000 | +16.5% | 2,870 | 0.0% | 0.07% | +9.1% | |
| IDXX | Sell | IDEXX LABS CORP | $1,263,000 | +22.9% | 2,000 | -4.8% | 0.07% | +15.3% |
| VZ | Sell | VERIZON COMMUNICATIONS | $1,271,000 | -4.4% | 22,680 | -0.7% | 0.07% | -10.5% |
| PFE | Sell | PFIZER INC | $1,169,000 | +6.7% | 29,841 | -1.3% | 0.06% | +1.6% |
| WMT | Sell | WAL MART STORES INC | $1,107,000 | -7.9% | 7,849 | -11.3% | 0.06% | -13.2% |
| MCD | MCDONALDS CORP | $1,101,000 | +3.1% | 4,765 | 0.0% | 0.06% | -3.3% | |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDenergy | $1,075,000 | +18.4% | 19,960 | +7.9% | 0.06% | +11.5% |
| DOV | DOVER CORP | $985,000 | +9.8% | 6,540 | 0.0% | 0.05% | +3.9% | |
| FDX | FEDEX CORP | $908,000 | +5.0% | 3,044 | 0.0% | 0.05% | 0.0% | |
| WM | Sell | WASTE MANAGEMENT INC | $899,000 | +8.4% | 6,414 | -0.2% | 0.05% | +2.1% |
| ALC | Buy | ALCON, INC | $901,000 | +32.7% | 12,822 | +32.6% | 0.05% | +23.1% |
| AXP | AMERICAN EXPRESS CO | $901,000 | +16.9% | 5,450 | 0.0% | 0.05% | +9.1% | |
| CAT | Sell | CATERPILLAR INC | $900,000 | -6.6% | 4,134 | -0.6% | 0.05% | -12.7% |
| VO | VANGUARD MID-CAP ETFmid cap etf | $880,000 | +7.3% | 3,706 | 0.0% | 0.05% | 0.0% | |
| IBM | Sell | IBM CORP | $857,000 | +7.9% | 5,849 | -1.9% | 0.05% | +2.2% |
| T | Buy | AT&T INC | $808,000 | -3.5% | 28,064 | +1.4% | 0.04% | -10.4% |
| VTI | Sell | VANGUARD US STOCK INDEX ETFtotal stk mkt | $795,000 | +3.9% | 3,568 | -3.6% | 0.04% | -2.3% |
| XLB | New | MATERIALS SELECT SECTOR SPDRsbi materials | $790,000 | – | 9,600 | +100.0% | 0.04% | – |
| DUK | DUKE ENERGY CORP | $779,000 | +2.4% | 7,888 | 0.0% | 0.04% | -2.3% | |
| GE | GENERAL ELECTRIC | $702,000 | +2.5% | 52,168 | 0.0% | 0.04% | -2.6% | |
| BKNG | BOOKING HOLDINGS INC | $691,000 | -6.1% | 316 | 0.0% | 0.04% | -11.9% | |
| BDX | BECTON DICKINSON | $673,000 | 0.0% | 2,768 | 0.0% | 0.04% | -5.3% | |
| DHR | DANAHER CORP DEL COM | $669,000 | +19.3% | 2,492 | 0.0% | 0.04% | +12.5% | |
| MAR | MARRIOTT INTL INCcl a | $636,000 | -7.8% | 4,659 | 0.0% | 0.03% | -12.8% | |
| VOO | Sell | VANGUARD S&P 500 | $615,000 | +6.2% | 1,564 | -1.6% | 0.03% | 0.0% |
| EFG | ISHARES MSCI EAFE GROWTH ETFeafe grwth etf | $609,000 | +6.8% | 5,673 | 0.0% | 0.03% | +3.1% | |
| GS | GOLDMAN SACHS GROUP INC | $579,000 | +16.0% | 1,525 | 0.0% | 0.03% | +10.7% | |
| SYF | SYNCHRONY FINANCIAL | $559,000 | +19.4% | 11,522 | 0.0% | 0.03% | +11.1% | |
| BSX | BOSTON SCIENTIFIC CORP. | $560,000 | +10.7% | 13,100 | 0.0% | 0.03% | +3.4% | |
| PPG | PPG INDS INC | $543,000 | +12.9% | 3,200 | 0.0% | 0.03% | +7.4% | |
| SYY | SYSCO CORPORATION | $532,000 | -1.3% | 6,846 | 0.0% | 0.03% | -6.5% | |
| IEFA | ISHARES CORE MSCI EAFE ETFcore msci eafe | $496,000 | +4.0% | 6,626 | 0.0% | 0.03% | 0.0% | |
| PM | PHILIP MORRIS INTERNATIONAL IN | $476,000 | +11.7% | 4,800 | 0.0% | 0.03% | +8.3% | |
| AMGN | AMGEN INC | $478,000 | -2.0% | 1,963 | 0.0% | 0.03% | -7.1% | |
| AVY | AVERY DENNISON CORP | $480,000 | +14.6% | 2,283 | 0.0% | 0.03% | +8.3% | |
| IWV | ISHARES TR RUSSELL 3000 ETFrussell 3000 etf | $461,000 | +8.0% | 1,800 | 0.0% | 0.02% | +4.2% | |
| UL | UNILEVER PLCspon adr new | $456,000 | +4.8% | 7,787 | 0.0% | 0.02% | -4.0% | |
| GLD | Buy | SPDR GOLD TRUST | $427,000 | +17.3% | 2,577 | +13.2% | 0.02% | +9.5% |
| ILMN | ILLUMINA INC | $402,000 | +23.3% | 850 | 0.0% | 0.02% | +15.8% | |
| BRKA | BERKSHIRE HATHAWAY CL Acl a | $419,000 | +8.5% | 1 | 0.0% | 0.02% | 0.0% | |
| ACGL | ARCH CAPITAL GROUP LTD ORDord | $393,000 | +1.6% | 10,082 | 0.0% | 0.02% | -4.5% | |
| NVDA | Sell | NVIDIA CORP | $400,000 | +38.9% | 500 | -7.4% | 0.02% | +31.2% |
| POR | PORTLAND GEN ELEC CO | $378,000 | -2.8% | 8,200 | 0.0% | 0.02% | -9.1% | |
| GMF | SPDR S&P EMERGING ASIA PACIFICasia pacif etf | $369,000 | +2.5% | 2,741 | 0.0% | 0.02% | 0.0% | |
| XYL | Buy | XYLEM, INC | $345,000 | +70.8% | 2,875 | +49.4% | 0.02% | +58.3% |
| QCOM | QUALCOMM INC | $343,000 | +7.9% | 2,400 | 0.0% | 0.02% | 0.0% | |
| MDT | Buy | MEDTRONICS PLC | $339,000 | +11.1% | 2,735 | +5.8% | 0.02% | +5.9% |
| FDS | FACTSET RESEARCH SYSTEMS INC C | $340,000 | +9.0% | 1,012 | 0.0% | 0.02% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $313,000 | +3.0% | 7,749 | 0.0% | 0.02% | 0.0% | |
| CCI | CROWN CASTLE INTERNATIONAL COR | $312,000 | +13.5% | 1,600 | 0.0% | 0.02% | +6.2% | |
| SIVB | SVB FINANCIAL GROUP | $306,000 | +12.5% | 550 | 0.0% | 0.02% | +6.7% | |
| MSA | MSA SAFETY INC | $298,000 | +10.4% | 1,800 | 0.0% | 0.02% | +6.7% | |
| FTGC | New | FIRST TRUST GLOBAL TACTICAL COfst tr glb fd | $307,000 | – | 13,000 | +100.0% | 0.02% | – |
| WTRG | ESSENTIAL UTILITIES INC | $305,000 | +2.3% | 6,666 | 0.0% | 0.02% | -5.9% | |
| AMRC | AMERESCO INC CL Acl a | $295,000 | +28.8% | 4,700 | 0.0% | 0.02% | +23.1% | |
| PYPL | Sell | PAYPAL HOLDINGS INC | $287,000 | +17.1% | 985 | -2.5% | 0.02% | +7.1% |
| MCO | MOODY'S CORPORATION | $279,000 | +21.3% | 770 | 0.0% | 0.02% | +15.4% | |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRUSTutser1 s&pdcrp | $261,000 | -4.0% | 531 | -7.0% | 0.01% | -6.7% |
| MGK | VANGUARD MEGA CAP GROWTHmega grwth ind | $266,000 | +11.8% | 1,151 | 0.0% | 0.01% | 0.0% | |
| DEO | DIAGEO P L C SPON ADR NEWspon adr new | $266,000 | +16.7% | 1,390 | 0.0% | 0.01% | +7.7% | |
| IWR | ISHARES TR RUSSELL MIDCAP ETFrus mid cap etf | $244,000 | +7.0% | 3,080 | 0.0% | 0.01% | 0.0% | |
| SLB | Sell | SCHLUMBERGER LTD | $234,000 | +13.0% | 7,325 | -3.9% | 0.01% | +8.3% |
| COIN | New | COINBASE GLOBAL | $234,000 | – | 925 | +100.0% | 0.01% | – |
| CNI | CANADIAN NATIONAL RAILWAY | $221,000 | -9.1% | 2,095 | 0.0% | 0.01% | -14.3% | |
| HON | HONEYWELL INT'L | $231,000 | +0.9% | 1,053 | 0.0% | 0.01% | -7.7% | |
| IWB | ISHARES RUSSELL 1000 INDEX FUNrus 1000 etf | $220,000 | +7.8% | 910 | 0.0% | 0.01% | 0.0% | |
| ACWX | ISHARES MSCI ACWI EX US ETFmsci acwi ex us | $223,000 | +4.2% | 3,883 | 0.0% | 0.01% | 0.0% | |
| CSX | Buy | CSX CORP | $220,000 | 0.0% | 6,846 | +200.0% | 0.01% | -7.7% |
| PAYX | New | PAYCHEX INC | $215,000 | – | 2,000 | +100.0% | 0.01% | – |
| MO | ALTRIA GROUP INC | $229,000 | -6.9% | 4,800 | 0.0% | 0.01% | -14.3% | |
| UNH | New | UNITED HEALTHCARE CORP COM | $208,000 | – | 519 | +100.0% | 0.01% | – |
| WAT | New | WATERS CORP | $207,000 | – | 600 | +100.0% | 0.01% | – |
| GIS | GENERAL MILLS INC | $212,000 | -0.5% | 3,480 | 0.0% | 0.01% | -8.3% | |
| TSLA | TESLA INC | $204,000 | +2.0% | 300 | 0.0% | 0.01% | 0.0% | |
| MS | New | MORGAN STANLEY | $205,000 | – | 2,238 | +100.0% | 0.01% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -2,200 | -100.0% | -0.01% | – |
| NYT | Exit | NEW YORK TIMES CL Acl a | $0 | – | -4,150 | -100.0% | -0.01% | – |
| PRTC | Exit | PURETECH HEALTH PLCads | $0 | – | -302,000 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-22
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.