$1.86 Billion is the total value of Birch Hill Investment Advisors LLC's 167 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IR | New | INGERSOLL-RAND INC | $1,618,000 | – | 32,100 | +100.0% | 0.09% | – |
| New | GENERAL ELECTRIC | $734,000 | – | 7,121 | +100.0% | 0.04% | – | |
| VB | New | VANGUARD INDEX FDS SMALL CP ETsmall cp etf | $569,000 | – | 2,602 | +100.0% | 0.03% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $353,000 | – | 1,474 | +100.0% | 0.02% | – |
| HPQ | New | HP INC | $280,000 | – | 10,233 | +100.0% | 0.02% | – |
| NYT | New | NEW YORK TIMES CL Acl a | $204,000 | – | 4,150 | +100.0% | 0.01% | – |
| ADI | New | ANALOG DEVICES INC COM | $207,000 | – | 1,234 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-25
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.