BIRCH HILL INVESTMENT ADVISORS LLC

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% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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BRK.B
BERKSHIRE HATHAWAY
224,881-7,118-3.07%
Created with Highcharts 10.1.0
$0.005.68%0.00%119,767,1962025-03-31
FI
FISERV
532,468-38,673-6.77%
Created with Highcharts 10.1.0
$30.555.58%0.10%117,584,9082025-03-31
MSFT
MICROSOFT
283,380+4,996+1.79%
Created with Highcharts 10.1.0
$45.725.05%0.00%106,378,1572025-03-31
MMC
MARSH & MCLENNAN COMPANIES
430,488+377+0.09%
Created with Highcharts 10.1.0
$47.484.98%0.09%105,051,9202025-03-31
AMZN
AMAZON
547,072-4,694-0.85%
Created with Highcharts 10.1.0
$22.724.94%0.01%104,085,9202025-03-31
AAPL
APPLE
353,053+11,134+3.26%
Created with Highcharts 10.1.0
$32.893.72%0.00%78,423,6092025-03-31
ECL
ECOLAB
303,484-1,310-0.43%
Created with Highcharts 10.1.0
$117.103.65%0.11%76,939,2642025-03-31
TJX
TJX COMPANIES
627,692-14,705-2.29%
Created with Highcharts 10.1.0
$31.363.63%0.06%76,452,8862025-03-31
VRTX
VERTEX PHARMACEUTICALS
148,304-24,517-14.19%
Created with Highcharts 10.1.0
$217.393.41%0.06%71,900,7452025-03-31
GOOGL
ALPHABET
445,571-13,771-3.00%
Created with Highcharts 10.1.0
$31.503.27%0.01%68,903,0322025-03-31
IBM
IBM
272,827-7,546-2.69%
Created with Highcharts 10.1.0
$131.673.22%0.03%67,841,1622025-03-31
KR
KROGER
872,866-11,795-1.33%
Created with Highcharts 10.1.0
$47.532.80%0.13%59,084,3002025-03-31
EW
EDWARDS LIFESCIENCES
756,599+17,820+2.41%
Created with Highcharts 10.1.0
$40.342.60%0.13%54,838,2962025-03-31
SPGI
S&P GLOBAL
103,922+1,181+1.15%
Created with Highcharts 10.1.0
$413.902.50%0.03%52,802,7682025-03-31
INTU
INTUIT
85,580-400-0.47%
Created with Highcharts 10.1.0
$422.142.49%0.03%52,545,1442025-03-31
APH
AMPHENOL
787,726+206,458+35.52%
Created with Highcharts 10.1.0
$43.292.45%0.07%51,666,9482025-03-31
ROK
ROCKWELL AUTOMATION
197,863+50+0.03%
Created with Highcharts 10.1.0
$229.682.42%0.18%51,123,8422025-03-31
ALC
ALCON
417,139+9,390+2.30%
Created with Highcharts 10.1.0
$72.371.88%0.00%39,599,0052025-03-31
WTS
WATTS WATER TECHNOLOGIES
183,479+15,150+9.00%
Created with Highcharts 10.1.0
$165.011.77%0.67%37,415,0382025-03-31
LECO
LINCOLN ELECTRIC HOLDINGS
196,344+2,766+1.43%
Created with Highcharts 10.1.0
$165.591.76%0.35%37,140,4312025-03-31
MA
MASTERCARD
63,407-816-1.27%
Created with Highcharts 10.1.0
$150.101.65%0.01%34,754,8682025-03-31
COST
COSTCO WHOLESALE
36,666-2,407-6.16%
Created with Highcharts 10.1.0
$153.641.64%0.01%34,677,9692025-03-31
GOOG
ALPHABET
217,946-5,335-2.39%
Created with Highcharts 10.1.0
$28.091.62%0.00%34,049,7162025-03-31
LH
LABORATORY CORP OF AMERICA HOLDINGS
143,644+2,966+2.11%
Created with Highcharts 10.1.0
$204.141.59%0.17%33,431,7422025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
267,253+2,801+1.06%
Created with Highcharts 10.1.0
$103.211.33%0.04%27,946,6472025-03-31
ADI
ANALOG DEVICES
127,158+105,505+487.25%
Created with Highcharts 10.1.0
$214.771.22%0.03%25,643,9542025-03-31
JPM
JPMORGAN CHASE
102,548-1,068-1.03%
Created with Highcharts 10.1.0
$61.221.19%0.00%25,155,0402025-03-31
JNJ
JOHNSON & JOHNSON
150,110-19,166-11.32%
Created with Highcharts 10.1.0
$100.781.18%0.01%24,894,2422025-03-31
IVV
ISHARES CORE S&P 500 ETF
41,403+497+1.21%
Created with Highcharts 10.1.0
$261.591.10%0.00%23,264,1092025-03-31
MDLZ
MONDELEZ INTERNATIONAL
317,896-25,400-7.40%
Created with Highcharts 10.1.0
$48.131.02%0.02%21,569,2602025-03-31
GWW
WW GRAINGER
20,222-198-0.97%
Created with Highcharts 10.1.0
$228.410.95%0.04%19,975,8982025-03-31
ADBE
ADOBE
46,534-3,202-6.44%
Created with Highcharts 10.1.0
$498.320.85%0.01%17,847,3562025-03-31
CSL
CARLISLE COMPANIES
48,864+30,015+159.24%
Created with Highcharts 10.1.0
$307.710.79%0.11%16,638,1922025-03-31
MRK
MERCK & CO
152,976-141,579-48.07%
Created with Highcharts 10.1.0
$60.520.65%0.01%13,731,1032025-03-31
TT
TRANE TECHNOLOGIES
37,50200.00%
Created with Highcharts 10.1.0
$119.690.60%0.02%12,635,1742025-03-31
PEP
PEPSICO
68,364-9,496-12.20%
Created with Highcharts 10.1.0
$88.610.49%0.00%10,250,4502025-03-31
PG
PROCTER & GAMBLE
58,834+1,083+1.88%
Created with Highcharts 10.1.0
$83.430.48%0.00%10,026,4902025-03-31
ACN
ACCENTURE
30,467+2,000+7.03%
Created with Highcharts 10.1.0
$117.120.45%0.00%9,507,0262025-03-31
BAC
BANK OF AMERICA
222,425-50,293-18.44%
Created with Highcharts 10.1.0
$27.490.44%0.00%9,281,7952025-03-31
ADP
AUTOMATIC DATA PROCESSING
28,151+10+0.04%
Created with Highcharts 10.1.0
$71.220.41%0.01%8,600,9752025-03-31
UBER
UBER
116,947+29,500+33.73%
Created with Highcharts 10.1.0
$60.660.40%0.01%8,520,7582025-03-31
XOM
EXXON MOBIL
70,184+766+1.10%
Created with Highcharts 10.1.0
$90.440.40%0.00%8,346,9832025-03-31
GNTX
GENTEX
316,755-179,695-36.20%
Created with Highcharts 10.1.0
$20.180.35%0.14%7,380,3912025-03-31
GBTC
GRAYSCALE BITCOIN TRUST (BTC)
110,97000.00%
Created with Highcharts 10.1.0
$49.030.34%0.00%7,231,9152025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
116,864+2,035+1.77%
Created with Highcharts 10.1.0
$166.770.32%0.01%6,819,0232025-03-31
KO
COCA COLA
94,426-2,000-2.07%
Created with Highcharts 10.1.0
$40.700.32%0.00%6,762,7902025-03-31
EFA
ISHARES MSCI EAFE ETF
76,262+373+0.49%
Created with Highcharts 10.1.0
$65.230.30%0.01%6,232,8932025-03-31
CL
COLGATE PALMOLIVE
62,663-2,785-4.26%
Created with Highcharts 10.1.0
$63.880.28%0.01%5,871,5232025-03-31
BBJP
JPMORGAN BETABUILDERS JAPAN ETF
104,086-399-0.38%
Created with Highcharts 10.1.0
$56.040.28%0.05%5,842,3472025-03-31
ABBV
ABBVIE
27,654-182-0.65%
Created with Highcharts 10.1.0
$51.710.27%0.00%5,793,9932025-03-31