$2.07 Billion is the total value of Birch Hill Investment Advisors LLC's 172 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | LABCORP HOLDINGS INC | $28,306,002 | – | 139,089 | +100.0% | 1.37% | – | |
| COPX | New | GLOBAL X FDSglobal x copper | $974,827 | – | 21,610 | +100.0% | 0.05% | – |
| PRTC | New | PURETECH HEALTH PLCads | $701,936 | – | 302,000 | +100.0% | 0.03% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $659,903 | – | 7,131 | +100.0% | 0.03% | – |
| New | GE VERNOVA INC | $249,547 | – | 1,455 | +100.0% | 0.01% | – | |
| HPQ | New | HP INC | $215,653 | – | 6,158 | +100.0% | 0.01% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $200,635 | – | 650 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 45 | Q2 2024 | 6.4% |
| FISERV INC | 45 | Q2 2024 | 5.2% |
| MARSH & MCLENNAN COS INC | 45 | Q2 2024 | 5.0% |
| AMAZON.COM INC | 45 | Q2 2024 | 6.3% |
| TJX COS INC NEW | 45 | Q2 2024 | 4.3% |
| ECOLAB INC | 45 | Q2 2024 | 4.6% |
| GENTEX CORP | 45 | Q2 2024 | 4.5% |
| MERCK & CO INC NEW | 45 | Q2 2024 | 4.9% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 3.8% |
| APPLE INC | 45 | Q2 2024 | 4.3% |
View Birch Hill Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-30 |
| 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 |
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.