BIRCH HILL INVESTMENT ADVISORS LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
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BRK.B | BERKSHIRE HATHAWAY | 224,881 | -7,118 | -3.07% | $0.00 | 5.68% | 0.00% | 119,767,196 | 2025-03-31 | ||||||
FI | FISERV | 532,468 | -38,673 | -6.77% | $30.55 | 5.58% | 0.10% | 117,584,908 | 2025-03-31 | ||||||
MSFT | MICROSOFT | 283,380 | +4,996 | +1.79% | $45.72 | 5.05% | 0.00% | 106,378,157 | 2025-03-31 | ||||||
MMC | MARSH & MCLENNAN COMPANIES | 430,488 | +377 | +0.09% | $47.48 | 4.98% | 0.09% | 105,051,920 | 2025-03-31 | ||||||
AMZN | AMAZON | 547,072 | -4,694 | -0.85% | $22.72 | 4.94% | 0.01% | 104,085,920 | 2025-03-31 | ||||||
AAPL | APPLE | 353,053 | +11,134 | +3.26% | $32.89 | 3.72% | 0.00% | 78,423,609 | 2025-03-31 | ||||||
ECL | ECOLAB | 303,484 | -1,310 | -0.43% | $117.10 | 3.65% | 0.11% | 76,939,264 | 2025-03-31 | ||||||
TJX | TJX COMPANIES | 627,692 | -14,705 | -2.29% | $31.36 | 3.63% | 0.06% | 76,452,886 | 2025-03-31 | ||||||
VRTX | VERTEX PHARMACEUTICALS | 148,304 | -24,517 | -14.19% | $217.39 | 3.41% | 0.06% | 71,900,745 | 2025-03-31 | ||||||
GOOGL | ALPHABET | 445,571 | -13,771 | -3.00% | $31.50 | 3.27% | 0.01% | 68,903,032 | 2025-03-31 | ||||||
IBM | IBM | 272,827 | -7,546 | -2.69% | $131.67 | 3.22% | 0.03% | 67,841,162 | 2025-03-31 | ||||||
KR | KROGER | 872,866 | -11,795 | -1.33% | $47.53 | 2.80% | 0.13% | 59,084,300 | 2025-03-31 | ||||||
EW | EDWARDS LIFESCIENCES | 756,599 | +17,820 | +2.41% | $40.34 | 2.60% | 0.13% | 54,838,296 | 2025-03-31 | ||||||
SPGI | S&P GLOBAL | 103,922 | +1,181 | +1.15% | $413.90 | 2.50% | 0.03% | 52,802,768 | 2025-03-31 | ||||||
INTU | INTUIT | 85,580 | -400 | -0.47% | $422.14 | 2.49% | 0.03% | 52,545,144 | 2025-03-31 | ||||||
APH | AMPHENOL | 787,726 | +206,458 | +35.52% | $43.29 | 2.45% | 0.07% | 51,666,948 | 2025-03-31 | ||||||
ROK | ROCKWELL AUTOMATION | 197,863 | +50 | +0.03% | $229.68 | 2.42% | 0.18% | 51,123,842 | 2025-03-31 | ||||||
ALC | ALCON | 417,139 | +9,390 | +2.30% | $72.37 | 1.88% | 0.00% | 39,599,005 | 2025-03-31 | ||||||
WTS | WATTS WATER TECHNOLOGIES | 183,479 | +15,150 | +9.00% | $165.01 | 1.77% | 0.67% | 37,415,038 | 2025-03-31 | ||||||
LECO | LINCOLN ELECTRIC HOLDINGS | 196,344 | +2,766 | +1.43% | $165.59 | 1.76% | 0.35% | 37,140,431 | 2025-03-31 | ||||||
MA | MASTERCARD | 63,407 | -816 | -1.27% | $150.10 | 1.65% | 0.01% | 34,754,868 | 2025-03-31 | ||||||
COST | COSTCO WHOLESALE | 36,666 | -2,407 | -6.16% | $153.64 | 1.64% | 0.01% | 34,677,969 | 2025-03-31 | ||||||
GOOG | ALPHABET | 217,946 | -5,335 | -2.39% | $28.09 | 1.62% | 0.00% | 34,049,716 | 2025-03-31 | ||||||
LH | LABORATORY CORP OF AMERICA HOLDINGS | 143,644 | +2,966 | +2.11% | $204.14 | 1.59% | 0.17% | 33,431,742 | 2025-03-31 | ||||||
IJR | ISHARES CORE S&P SMALL-CAP ETF | 267,253 | +2,801 | +1.06% | $103.21 | 1.33% | 0.04% | 27,946,647 | 2025-03-31 | ||||||
ADI | ANALOG DEVICES | 127,158 | +105,505 | +487.25% | $214.77 | 1.22% | 0.03% | 25,643,954 | 2025-03-31 | ||||||
JPM | JPMORGAN CHASE | 102,548 | -1,068 | -1.03% | $61.22 | 1.19% | 0.00% | 25,155,040 | 2025-03-31 | ||||||
JNJ | JOHNSON & JOHNSON | 150,110 | -19,166 | -11.32% | $100.78 | 1.18% | 0.01% | 24,894,242 | 2025-03-31 | ||||||
IVV | ISHARES CORE S&P 500 ETF | 41,403 | +497 | +1.21% | $261.59 | 1.10% | 0.00% | 23,264,109 | 2025-03-31 | ||||||
MDLZ | MONDELEZ INTERNATIONAL | 317,896 | -25,400 | -7.40% | $48.13 | 1.02% | 0.02% | 21,569,260 | 2025-03-31 | ||||||
GWW | WW GRAINGER | 20,222 | -198 | -0.97% | $228.41 | 0.95% | 0.04% | 19,975,898 | 2025-03-31 | ||||||
ADBE | ADOBE | 46,534 | -3,202 | -6.44% | $498.32 | 0.85% | 0.01% | 17,847,356 | 2025-03-31 | ||||||
CSL | CARLISLE COMPANIES | 48,864 | +30,015 | +159.24% | $307.71 | 0.79% | 0.11% | 16,638,192 | 2025-03-31 | ||||||
MRK | MERCK & CO | 152,976 | -141,579 | -48.07% | $60.52 | 0.65% | 0.01% | 13,731,103 | 2025-03-31 | ||||||
TT | TRANE TECHNOLOGIES | 37,502 | 0 | 0.00% | $119.69 | 0.60% | 0.02% | 12,635,174 | 2025-03-31 | ||||||
PEP | PEPSICO | 68,364 | -9,496 | -12.20% | $88.61 | 0.49% | 0.00% | 10,250,450 | 2025-03-31 | ||||||
PG | PROCTER & GAMBLE | 58,834 | +1,083 | +1.88% | $83.43 | 0.48% | 0.00% | 10,026,490 | 2025-03-31 | ||||||
ACN | ACCENTURE | 30,467 | +2,000 | +7.03% | $117.12 | 0.45% | 0.00% | 9,507,026 | 2025-03-31 | ||||||
BAC | BANK OF AMERICA | 222,425 | -50,293 | -18.44% | $27.49 | 0.44% | 0.00% | 9,281,795 | 2025-03-31 | ||||||
ADP | AUTOMATIC DATA PROCESSING | 28,151 | +10 | +0.04% | $71.22 | 0.41% | 0.01% | 8,600,975 | 2025-03-31 | ||||||
UBER | UBER | 116,947 | +29,500 | +33.73% | $60.66 | 0.40% | 0.01% | 8,520,758 | 2025-03-31 | ||||||
XOM | EXXON MOBIL | 70,184 | +766 | +1.10% | $90.44 | 0.40% | 0.00% | 8,346,983 | 2025-03-31 | ||||||
GNTX | GENTEX | 316,755 | -179,695 | -36.20% | $20.18 | 0.35% | 0.14% | 7,380,391 | 2025-03-31 | ||||||
GBTC | GRAYSCALE BITCOIN TRUST (BTC) | 110,970 | 0 | 0.00% | $49.03 | 0.34% | 0.00% | 7,231,915 | 2025-03-31 | ||||||
IJH | ISHARES CORE S&P MID-CAP ETF | 116,864 | +2,035 | +1.77% | $166.77 | 0.32% | 0.01% | 6,819,023 | 2025-03-31 | ||||||
KO | COCA COLA | 94,426 | -2,000 | -2.07% | $40.70 | 0.32% | 0.00% | 6,762,790 | 2025-03-31 | ||||||
EFA | ISHARES MSCI EAFE ETF | 76,262 | +373 | +0.49% | $65.23 | 0.30% | 0.01% | 6,232,893 | 2025-03-31 | ||||||
CL | COLGATE PALMOLIVE | 62,663 | -2,785 | -4.26% | $63.88 | 0.28% | 0.01% | 5,871,523 | 2025-03-31 | ||||||
BBJP | JPMORGAN BETABUILDERS JAPAN ETF | 104,086 | -399 | -0.38% | $56.04 | 0.28% | 0.05% | 5,842,347 | 2025-03-31 | ||||||
ABBV | ABBVIE | 27,654 | -182 | -0.65% | $51.71 | 0.27% | 0.00% | 5,793,993 | 2025-03-31 |