$1.6 Billion is the total value of Birch Hill Investment Advisors LLC's 151 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 8.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $85,804,000 | -17.0% | 334,090 | -0.3% | 5.36% | -2.9% |
| MMC | Sell | MARSH & MCLENNAN | $73,758,000 | -13.0% | 475,094 | -4.5% | 4.61% | +1.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY CL Bcl b new | $72,168,000 | -24.1% | 264,333 | -1.9% | 4.51% | -11.2% |
| AMZN | Buy | AMAZON.COM INC | $63,203,000 | -32.9% | 595,075 | +1960.1% | 3.95% | -21.5% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $61,218,000 | +0.2% | 217,246 | -7.2% | 3.82% | +17.2% |
| GOOGL | Sell | ALPHABET INC-CL Acap stk cl a | $61,207,000 | -22.2% | 28,086 | -0.7% | 3.82% | -9.0% |
| MRK | Sell | MERCK & CO | $60,960,000 | +9.2% | 668,637 | -1.7% | 3.81% | +27.7% |
| CVS | Sell | CVS HEALTH CORP | $56,574,000 | -12.4% | 610,553 | -4.3% | 3.53% | +2.4% |
| FISV | Sell | FISERV INC | $54,451,000 | -12.8% | 612,013 | -0.6% | 3.40% | +2.0% |
| AAPL | Sell | APPLE INC | $53,941,000 | -22.4% | 394,534 | -0.9% | 3.37% | -9.2% |
| GNTX | Buy | GENTEX CORP | $45,727,000 | -4.0% | 1,634,848 | +0.1% | 2.86% | +12.2% |
| TJX | Sell | TJX COMPANIES | $45,734,000 | -8.6% | 818,878 | -0.9% | 2.86% | +6.8% |
| IBM | Buy | IBM CORP | $44,483,000 | +16.5% | 315,061 | +7.3% | 2.78% | +36.2% |
| ECL | Sell | ECOLAB INC | $42,616,000 | -13.9% | 277,159 | -1.1% | 2.66% | +0.7% |
| UPS | Sell | UNITED PARCEL SERVICEcl b | $39,013,000 | -16.1% | 213,723 | -1.4% | 2.44% | -1.9% |
| BAC | Sell | BANK OF AMERICA CORP | $38,762,000 | -24.6% | 1,245,155 | -0.2% | 2.42% | -11.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $38,758,000 | -0.7% | 218,344 | -0.8% | 2.42% | +16.2% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $36,690,000 | -20.0% | 385,845 | -0.9% | 2.29% | -6.4% |
| STZ | Sell | CONSTELLATION BRANDS CL Acl a | $34,278,000 | -7.1% | 147,078 | -8.2% | 2.14% | +8.6% |
| EBC | Buy | EASTERN BANKSHARES INC | $33,168,000 | -12.9% | 1,796,761 | +1.6% | 2.07% | +1.8% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $32,213,000 | +547.2% | 161,621 | +809.3% | 2.01% | +656.4% |
| GOOG | Sell | ALPHABET INC-CL Ccap stk cl c | $31,237,000 | -23.5% | 14,280 | -2.3% | 1.95% | -10.5% |
| COST | Sell | COSTCO WHOLESALE | $28,062,000 | -20.9% | 58,551 | -4.9% | 1.75% | -7.4% |
| MA | Buy | MASTERCARD INC CL Acl a | $27,422,000 | -10.4% | 86,923 | +1.5% | 1.71% | +4.8% |
| MDLZ | Sell | MONDELEZ INTERNATIONAL INCcl a | $27,429,000 | -9.0% | 441,762 | -7.9% | 1.71% | +6.5% |
| MAS | Buy | MASCO CORP | $24,653,000 | +4.6% | 487,220 | +5.4% | 1.54% | +22.3% |
| INTC | Sell | INTEL CORP | $21,333,000 | -41.9% | 570,237 | -23.1% | 1.33% | -32.1% |
| CDK | Sell | CDK GLOBAL INC | $18,581,000 | -28.4% | 339,251 | -36.4% | 1.16% | -16.4% |
| PEP | Sell | PEPSICO INC | $17,561,000 | -1.6% | 105,371 | -1.1% | 1.10% | +15.1% |
| PG | Sell | PROCTER & GAMBLE CO | $16,649,000 | -50.8% | 115,789 | -47.8% | 1.04% | -42.5% |
| IVV | Buy | ISHARES CORE S&P 500 ETFcore s&p500 etf | $15,722,000 | -14.6% | 41,467 | +2.2% | 0.98% | -0.1% |
| LH | Sell | LABORATORY CORP OF AMER HLDGS | $14,801,000 | -12.0% | 63,154 | -1.0% | 0.92% | +2.9% |
| JPM | Buy | J P MORGAN CHASE & CO | $13,443,000 | -17.3% | 119,376 | +0.1% | 0.84% | -3.3% |
| GWW | Sell | GRAINGER (W.W.) INC | $11,800,000 | -14.2% | 25,967 | -2.6% | 0.74% | +0.4% |
| IJR | Buy | ISHARES CORE S&P SMALL-CAP ETFcore s&p scp etf | $11,789,000 | -11.4% | 127,572 | +3.4% | 0.74% | +3.5% |
| CL | Sell | COLGATE PALMOLIVE | $9,915,000 | -4.2% | 123,720 | -9.4% | 0.62% | +11.9% |
| APH | Buy | AMPHENOL CORP - CL Acl a | $8,986,000 | +102.2% | 139,575 | +136.6% | 0.56% | +136.7% |
| MKC | Sell | MC CORMICK & CO | $8,687,000 | -18.7% | 104,351 | -2.5% | 0.54% | -4.9% |
| WAB | Sell | WABTEC CORP | $8,363,000 | -16.9% | 101,884 | -2.6% | 0.52% | -2.8% |
| WTS | Buy | WATTS WATER TECHNOLOGIES - Acl a | $8,346,000 | +14.8% | 67,945 | +30.5% | 0.52% | +34.3% |
| ACN | Buy | ACCENTURE LTD | $8,091,000 | -17.6% | 29,140 | +0.0% | 0.50% | -3.8% |
| KO | Sell | COCA-COLA CO | $7,666,000 | -0.1% | 121,859 | -1.5% | 0.48% | +16.8% |
| SPGI | Sell | S&P GLOBAL INC | $6,955,000 | -24.2% | 20,635 | -7.8% | 0.43% | -11.4% |
| XOM | Sell | EXXON MOBIL CORP | $6,535,000 | +1.8% | 76,311 | -1.8% | 0.41% | +19.0% |
| BXP | Buy | BOSTON PROPERTIES INC | $6,487,000 | -12.9% | 72,900 | +26.1% | 0.40% | +1.8% |
| ADP | Sell | AUTOMATIC DATA PROCESSING | $6,476,000 | -8.7% | 30,832 | -1.1% | 0.40% | +6.6% |
| UNP | Sell | UNION PACIFIC CORP | $5,750,000 | -36.1% | 26,961 | -18.1% | 0.36% | -25.2% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $5,622,000 | -6.8% | 58,496 | -3.9% | 0.35% | +9.0% |
| USB | Sell | US BANCORP | $5,552,000 | -18.8% | 120,642 | -6.2% | 0.35% | -4.9% |
| NEE | Buy | NEXTERA ENERGY INC | $5,388,000 | -8.2% | 69,557 | +0.4% | 0.34% | +7.0% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS | $5,240,000 | -32.4% | 49,881 | -17.7% | 0.33% | -21.0% |
| EFA | Sell | ISHARES MSCI EAFE ETFmsci eafe etf | $4,934,000 | -15.6% | 78,956 | -0.5% | 0.31% | -1.3% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETSftse emr mkt etf | $4,769,000 | -11.4% | 114,510 | -1.9% | 0.30% | +3.8% |
| TT | TRANE TECHNOLOGIES PLC | $4,725,000 | -14.9% | 36,380 | 0.0% | 0.30% | -0.7% | |
| NTR | Sell | NUTRIEN LTD | $4,555,000 | -64.9% | 57,155 | -54.2% | 0.28% | -59.1% |
| TMO | Sell | THERMO FISHER SCIENTIFIC | $4,355,000 | -8.1% | 8,017 | -0.1% | 0.27% | +7.5% |
| ABBV | Sell | ABBVIE INC | $4,363,000 | -6.5% | 28,490 | -1.0% | 0.27% | +9.2% |
| CMCSA | Sell | COMCAST CL Acl a | $4,196,000 | -16.7% | 106,935 | -0.6% | 0.26% | -2.6% |
| CRM | Buy | SALESFORCE INC | $3,993,000 | -1.0% | 24,194 | +27.4% | 0.25% | +15.8% |
| HD | Buy | HOME DEPOT INC | $3,931,000 | -7.8% | 14,334 | +0.6% | 0.25% | +7.9% |
| IJH | Buy | ISHARES CORE S&P MID-CAP ETFcore s&p mcp etf | $3,793,000 | -15.4% | 16,768 | +0.4% | 0.24% | -0.8% |
| DIS | Sell | WALT DISNEY CO | $3,779,000 | -41.7% | 40,037 | -15.3% | 0.24% | -31.8% |
| ADBE | Buy | ADOBE SYSTEMS | $3,528,000 | -16.2% | 9,639 | +4.3% | 0.22% | -2.2% |
| FB | Sell | META PLATFORMS INCcl a | $3,356,000 | -42.6% | 20,813 | -20.9% | 0.21% | -32.7% |
| ABT | Sell | ABBOTT LABORATORIES | $3,271,000 | -9.3% | 30,104 | -1.1% | 0.20% | +5.7% |
| VEA | Buy | VANGUARD FTSE ETF DEVELOPED MAvan ftse dev mkt | $2,688,000 | -14.6% | 65,887 | +0.6% | 0.17% | 0.0% |
| EMR | Sell | EMERSON ELEC CO | $2,604,000 | -19.3% | 32,740 | -0.6% | 0.16% | -5.2% |
| ORCL | Sell | ORACLE CORP | $2,488,000 | -20.2% | 35,608 | -5.5% | 0.16% | -6.6% |
| CVX | Sell | CHEVRON CORP | $2,323,000 | -11.1% | 16,045 | -0.1% | 0.14% | +3.6% |
| EEM | Sell | ISHARES MSCI EMERGING MKTS ETFmsci emg mkt etf | $2,252,000 | -14.4% | 56,148 | -3.7% | 0.14% | 0.0% |
| IWM | Sell | ISHARES TR RUSSELL 2000 ETFrussell 2000 etf | $2,205,000 | -19.1% | 13,018 | -2.0% | 0.14% | -5.5% |
| APD | Sell | AIR PRODUCTS & CHEMICALS | $2,064,000 | -4.0% | 8,583 | -0.3% | 0.13% | +12.2% |
| AVGO | BROADCOM INC | $2,045,000 | -22.9% | 4,210 | 0.0% | 0.13% | -9.9% | |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDenergy | $1,922,000 | +2.0% | 26,875 | +9.0% | 0.12% | +18.8% |
| NKE | Buy | NIKE INC CL Bcl b | $1,891,000 | -23.0% | 18,500 | +1.3% | 0.12% | -9.9% |
| CSL | Sell | CARLISLE COS INC | $1,817,000 | -3.1% | 7,614 | -0.1% | 0.11% | +13.0% |
| ITW | ILLINOIS TOOL WORKS | $1,689,000 | -12.9% | 9,265 | 0.0% | 0.10% | +1.0% | |
| ALC | Sell | ALCON INC | $1,658,000 | -12.1% | 23,727 | -0.3% | 0.10% | +3.0% |
| MMM | Sell | 3M CO | $1,652,000 | -13.9% | 12,766 | -1.0% | 0.10% | +1.0% |
| D | DOMINION ENERGY INC | $1,625,000 | -6.1% | 20,355 | 0.0% | 0.10% | +9.8% | |
| LIN | LINDE PUBLIC LIMITED CO | $1,615,000 | -10.0% | 5,617 | 0.0% | 0.10% | +5.2% | |
| PFE | Buy | PFIZER INC | $1,565,000 | +1.8% | 29,846 | +0.5% | 0.10% | +19.5% |
| MCD | MCDONALDS CORP | $1,545,000 | -0.2% | 6,260 | 0.0% | 0.10% | +15.7% | |
| BMY | Sell | BRISTOL MYERS SQUIBB | $1,481,000 | +5.2% | 19,230 | -0.3% | 0.09% | +22.7% |
| UBER | Sell | UBER TECHNOLOGIES | $1,449,000 | -84.3% | 70,805 | -72.7% | 0.09% | -81.7% |
| SPY | Sell | SPDR S&P 500 ETF TRUSTtr unit | $1,411,000 | -19.8% | 3,741 | -4.0% | 0.09% | -6.4% |
| ALLE | Sell | ALLEGION PLC | $1,371,000 | -13.4% | 14,008 | -2.8% | 0.09% | +1.2% |
| IR | INGERSOLL-RAND INC | $1,351,000 | -16.4% | 32,100 | 0.0% | 0.08% | -2.3% | |
| DE | Sell | DEERE & CO | $1,207,000 | -28.8% | 4,030 | -1.2% | 0.08% | -17.6% |
| ROP | ROPER TECHNOLOGIES INC | $1,133,000 | -16.4% | 2,870 | 0.0% | 0.07% | -1.4% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $1,105,000 | -10.3% | 15,630 | -2.4% | 0.07% | +4.5% |
| CARR | Sell | CARRIER GLOBAL CORP | $1,087,000 | -23.4% | 30,479 | -1.5% | 0.07% | -10.5% |
| XLB | MATERIALS SELECT SECTOR SPDRsbi materials | $1,075,000 | -16.5% | 14,600 | 0.0% | 0.07% | -2.9% | |
| VZ | Sell | VERIZON COMMUNICATIONS | $1,059,000 | -8.7% | 20,867 | -8.3% | 0.07% | +6.5% |
| WM | WASTE MANAGEMENT INC | $957,000 | -3.4% | 6,254 | 0.0% | 0.06% | +13.2% | |
| DOV | DOVER CORP | $866,000 | -22.7% | 7,140 | 0.0% | 0.05% | -10.0% | |
| DUK | DUKE ENERGY CORP | $846,000 | -4.0% | 7,888 | 0.0% | 0.05% | +12.8% | |
| VOO | Buy | VANGUARD S&P 500 | $801,000 | -15.8% | 2,310 | +0.9% | 0.05% | -2.0% |
| VO | VANGUARD MID-CAP ETFmid cap etf | $801,000 | -17.3% | 4,069 | 0.0% | 0.05% | -3.8% | |
| AXP | AMERICAN EXPRESS CO | $774,000 | -25.9% | 5,584 | 0.0% | 0.05% | -14.3% | |
| CAT | CATERPILLAR INC | $753,000 | -19.8% | 4,214 | 0.0% | 0.05% | -6.0% | |
| BDX | Sell | BECTON DICKINSON | $744,000 | -8.4% | 3,018 | -1.1% | 0.05% | +7.0% |
| IWR | ISHARES TR RUSSELL MIDCAP ETFrus mid cap etf | $708,000 | -17.1% | 10,946 | 0.0% | 0.04% | -4.3% | |
| DHR | DANAHER CORP DEL COM | $704,000 | -13.6% | 2,777 | 0.0% | 0.04% | 0.0% | |
| NVDA | Buy | NVIDIA CORP | $688,000 | -35.8% | 4,540 | +15.5% | 0.04% | -24.6% |
| IDXX | IDEXX LABS CORP | $673,000 | -35.9% | 1,920 | 0.0% | 0.04% | -25.0% | |
| SYY | Sell | SYSCO CORPORATION | $597,000 | +0.8% | 7,046 | -2.8% | 0.04% | +15.6% |
| T | Sell | AT&T INC | $579,000 | -17.3% | 27,610 | -6.8% | 0.04% | -2.7% |
| MAR | MARRIOTT INTL INCcl a | $577,000 | -22.6% | 4,239 | 0.0% | 0.04% | -10.0% | |
| FDX | FEDEX CORP | $548,000 | -2.1% | 2,419 | 0.0% | 0.03% | +13.3% | |
| BKNG | BOOKING HOLDINGS INC | $544,000 | -25.5% | 311 | 0.0% | 0.03% | -12.8% | |
| PM | PHILIP MORRIS INTERNATIONAL IN | $533,000 | +5.1% | 5,400 | 0.0% | 0.03% | +22.2% | |
| AMGN | Buy | AMGEN INC | $514,000 | +2.6% | 2,113 | +1.9% | 0.03% | +18.5% |
| VB | VANGUARD INDEX FDS SMALL CP ETsmall cp etf | $486,000 | -17.2% | 2,762 | 0.0% | 0.03% | -3.2% | |
| New | GENERAL ELECTRIC | $453,000 | – | 7,121 | +100.0% | 0.03% | – | |
| GS | Sell | GOLDMAN SACHS GROUP INC | $453,000 | -11.4% | 1,525 | -1.4% | 0.03% | +3.7% |
| EFG | Buy | ISHARES MSCI EAFE GROWTH ETFeafe grwth etf | $442,000 | -16.1% | 5,493 | +0.4% | 0.03% | 0.0% |
| GLD | SPDR GOLD TRUST | $409,000 | -6.6% | 2,427 | 0.0% | 0.03% | +13.0% | |
| ACGL | Sell | ARCH CAPITAL GROUP LTD ORDord | $418,000 | -9.1% | 9,195 | -3.2% | 0.03% | +4.0% |
| VTI | Sell | VANGUARD US STOCK INDEX ETFtotal stk mkt | $400,000 | -24.0% | 2,123 | -8.1% | 0.02% | -10.7% |
| PPG | Buy | PPG INDS INC | $379,000 | -11.7% | 3,315 | +1.4% | 0.02% | +4.3% |
| WMT | Sell | WAL MART STORES INC | $379,000 | -37.9% | 3,121 | -23.9% | 0.02% | -27.3% |
| FDS | FACTSET RESEARCH SYSTEMS INC C | $389,000 | -11.4% | 1,012 | 0.0% | 0.02% | +4.3% | |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFcore msci eafe | $363,000 | -19.7% | 6,166 | -5.1% | 0.02% | -4.2% |
| WTRG | ESSENTIAL UTILITIES INC | $362,000 | -10.4% | 7,893 | 0.0% | 0.02% | +4.5% | |
| AVY | AVERY DENNISON CORP | $370,000 | -6.8% | 2,283 | 0.0% | 0.02% | +9.5% | |
| FTGC | FIRST TRUST GLOBAL TACTICAL COfst tr glb fd | $348,000 | -5.9% | 13,000 | 0.0% | 0.02% | +10.0% | |
| NSC | NORFOLK SOUTHERN CORP | $335,000 | -20.2% | 1,474 | 0.0% | 0.02% | -4.5% | |
| New | SHELL PLC ADRspon ads | $340,000 | – | 6,500 | +100.0% | 0.02% | – | |
| HPQ | Sell | HP INC | $333,000 | -10.2% | 10,158 | -0.7% | 0.02% | +5.0% |
| POR | Sell | PORTLAND GEN ELEC CO | $338,000 | -14.9% | 7,000 | -2.8% | 0.02% | 0.0% |
| TSLA | TESLA INC | $320,000 | -37.5% | 475 | 0.0% | 0.02% | -25.9% | |
| QCOM | QUALCOMM INC | $307,000 | -16.3% | 2,400 | 0.0% | 0.02% | -5.0% | |
| HSY | THE HERSHEY COMPANY | $310,000 | -0.6% | 1,440 | 0.0% | 0.02% | +11.8% | |
| UNH | UNITED HEALTHCARE CORP COM | $267,000 | +0.8% | 519 | 0.0% | 0.02% | +21.4% | |
| CCI | CROWN CASTLE INTERNATIONAL COR | $269,000 | -8.8% | 1,600 | 0.0% | 0.02% | +6.2% | |
| GIS | GENERAL MILLS INC | $263,000 | +11.4% | 3,480 | 0.0% | 0.02% | +23.1% | |
| WEC | WEC ENERGY GROUP INC | $241,000 | +0.8% | 2,397 | 0.0% | 0.02% | +15.4% | |
| UL | Sell | UNILEVER PLCspon adr new | $240,000 | -9.4% | 5,240 | -9.7% | 0.02% | +7.1% |
| MO | Sell | ALTRIA GROUP INC | $226,000 | -19.9% | 5,400 | -0.1% | 0.01% | -6.7% |
| DEO | DIAGEO P L C SPON ADR NEWspon adr new | $218,000 | -14.2% | 1,250 | 0.0% | 0.01% | 0.0% | |
| PAYX | PAYCHEX INC | $228,000 | -16.5% | 2,000 | 0.0% | 0.01% | -6.7% | |
| SIVB | SVB FINANCIAL GROUP | $217,000 | -29.5% | 550 | 0.0% | 0.01% | -12.5% | |
| GMF | SPDR S&P EMERGING ASIA PACIFICasia pacif etf | $218,000 | -6.4% | 2,121 | 0.0% | 0.01% | +16.7% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRUSTutser1 s&pdcrp | $220,000 | -15.4% | 531 | 0.0% | 0.01% | 0.0% | |
| MDT | MEDTRONICS PLC | $223,000 | -19.2% | 2,485 | 0.0% | 0.01% | -6.7% | |
| MSA | MSA SAFETY INC | $218,000 | -8.8% | 1,800 | 0.0% | 0.01% | +7.7% | |
| AMRC | AMERESCO INC CL Acl a | $207,000 | -42.8% | 4,550 | 0.0% | 0.01% | -31.6% | |
| MCO | MOODY'S CORPORATION | $209,000 | -19.6% | 770 | 0.0% | 0.01% | -7.1% | |
| XYL | Sell | XYLEM INC | $203,000 | -13.2% | 2,600 | -5.5% | 0.01% | +8.3% |
| MGK | VANGUARD MEGA CAP GROWTHmega grwth ind | $209,000 | -22.9% | 1,151 | 0.0% | 0.01% | -7.1% | |
| ADI | Exit | ANALOG DEVICES INC COM | $0 | – | -1,234 | -100.0% | -0.01% | – |
| DLN | Exit | WISDOMTREE US LARGE CAP DIVIDEus largecap divd | $0 | – | -3,200 | -100.0% | -0.01% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -2,378 | -100.0% | -0.01% | – |
| ACWX | Exit | ISHARES MSCI ACWI EX US ETFmsci acwi ex us | $0 | – | -3,883 | -100.0% | -0.01% | – |
| BA | Exit | BOEING CO | $0 | – | -1,170 | -100.0% | -0.01% | – |
| HON | Exit | HONEYWELL INT'L | $0 | – | -1,162 | -100.0% | -0.01% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -5,695 | -100.0% | -0.01% | – |
| CSX | Exit | CSX CORP | $0 | – | -6,846 | -100.0% | -0.01% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -850 | -100.0% | -0.02% | – |
| SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -11,522 | -100.0% | -0.02% | – |
| IWV | Exit | ISHARES TR RUSSELL 3000 ETFrussell 3000 etf | $0 | – | -1,700 | -100.0% | -0.02% | – |
| DCI | Exit | DONALDSON CO | $0 | – | -31,941 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-13
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.