Birch Hill Investment Advisors LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Birch Hill Investment Advisors LLC reported 172 stock positions worth $2.1 billion. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Amazon.com (AMZN, 4.9%) and Fiserv (FISV, 4.9%). Compared with Q4 2023, it opened 14 new positions, sold out of 5, added to 36 and reduced 90. The biggest buy was S&P Global (SPGI, shares +427%) and the biggest sale Bank of America (BAC, shares −60%).

Most Recent 13F
Q2 2026
Location
Boston, MA
CIK
0001424177
Portfolio Value
$2.1B (Q1 2024)
SEC Filing
0001172661-24-002183 ↗ filed May 13, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $2.1B $2.1B Q1 2024 Q2 2024: $2.1B Q2 2024 Q3 2024: $2.1B Q3 2024 Q4 2024: $2.2B Q4 2024 Q1 2025: $2.1B Q1 2025 Q2 2025: $2.3B Q2 2025 Q3 2025: $2.4B Q3 2025 Q4 2025: $2.4B Q4 2025 Q1 2026: $2.2B Q1 2026 Q2 2026: $2.5B Q2 2026

Holdings 172 stocks · $2.1B
MSFT Microsoft Corp. 5.82% 284,317 $119.6M Reduce -2.4%
AMZN Amazon.com Inc. 4.95% 563,549 $101.7M Reduce -1.2%
FISV Fiserv Inc. 4.89% 629,307 $100.6M Reduce -1.2%
BRK.B Berkshire Hathaway Inc. Class B 4.77% 233,167 $98.1M Reduce -1.7%
MRSH Marsh & McLennan Cos 4.39% 437,581 $90.1M Reduce -0.1%
GOOGL Alphabet Inc. Class A 3.55% 483,951 $73.0M Reduce -6.1%
VRTX Vertex Pharmaceuticals Inc. 3.49% 171,730 $71.8M Reduce -8.3%
ECL Ecolab Inc. 3.48% 309,991 $71.6M Reduce -0.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.26% 661,374 $67.1M Reduce -4.5%
MRK Merck & Co. Inc. 2.91% 452,485 $59.7M Reduce -2.6%
AAPL Apple Inc. 2.85% 341,393 $58.5M Reduce -2.0%
ROK Rockwell Automation Inc. 2.78% 196,372 $57.2M Add +3.4%
INTU Intuit Inc. 2.69% 84,893 $55.2M Reduce -0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.65% 284,660 $54.4M Add +0.2%
KR Kroger Co. 2.49% 896,639 $51.2M Reduce -1.1%
LECO Lincoln Electric Holdings 2.25% 181,256 $46.3M Add +0.1%
STZ Constellation Brands Inc. Class A 2.02% 152,924 $41.6M Add +1.8%
SPGI S&P Global Inc. 1.95% 94,368 $40.1M Add +427.1%
MBLY Mobileye Global Inc. Class A 1.84% 1,179,100 $37.9M Add +168.6%
EW Edwards Lifesciences Corp. 1.80% 386,419 $36.9M Reduce -1.9%
GOOG Alphabet Inc. Class C 1.74% 234,411 $35.7M Reduce -7.5%
APH Amphenol Corp. Class A 1.71% 303,902 $35.1M Reduce -1.6%
MA Mastercard Inc. Class A 1.63% 69,746 $33.6M Reduce -4.8%
COST Costco Wholesale Corp. 1.58% 44,218 $32.4M Reduce -7.1%
ALC Alcon Inc. filed as ALCON AG 1.48% 366,089 $30.5M Add +3.7%
JNJ Johnson & Johnson 1.42% 185,059 $29.3M Reduce -2.8%
WTS Watts Water Technologies-A 1.38% 132,957 $28.3M Add +48.7%
LH Laboratory CRP of Amer Hldgs 1.34% 126,279 $27.6M Add +4.7%
MDLZ Mondelez International Inc. Class A 1.25% 366,934 $25.7M Reduce -1.4%
IJR iShares Core S&P Small-Cap E 1.25% 232,350 $25.7M Add +31.5%
IVV iShares Core S&P 500 ETF 1.16% 45,478 $23.9M Add +1.7%
GNTX Gentex Corp. 1.15% 653,256 $23.6M Reduce -22.6%
JPM JPMorgan Chase & Co. 1.06% 108,657 $21.8M Reduce -6.7%
GWW WW Grainger Inc. filed as GRAINGER W W INC 1.05% 21,186 $21.6M Reduce -6.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.79% 430,547 $16.3M Reduce -60.3%
PEP Pepsico Inc. 0.69% 81,345 $14.2M Reduce -8.5%
CVS CVS Health Corp. 0.68% 175,737 $14.0M Reduce -57.3%
TT Trane Technologies PLC 0.55% 37,502 $11.3M No change
ACN Accenture PLC Class A 0.46% 27,256 $9.4M Reduce -2.1%
PG The Procter & Gamble Co. 0.46% 58,185 $9.4M Reduce -2.8%
GBTC Grayscale Bitcoin Trust ETF 0.42% 137,511 $8.7M New
UPS United Parcel Service Class B 0.41% 57,152 $8.5M Reduce -22.0%
XOM Exxon Mobil Corp. 0.40% 70,659 $8.2M Reduce -1.7%
MAS Masco Corp. 0.37% 96,995 $7.7M Reduce -38.4%
ADP Automatic Data Processing 0.35% 29,077 $7.3M Reduce -1.5%
IJH iShares Core S&P Midcap ETF 0.31% 104,069 $6.3M Add +1.9%
CL Colgate-Palmolive Co. 0.30% 68,873 $6.2M Reduce -14.3%
KO The Coca-Cola Co. 0.29% 98,671 $6.0M Reduce -5.8%
EFA iShares MSCI Eafe ETF 0.29% 73,911 $5.9M Reduce -3.7%
CSL Carlisle Cos Inc. 0.29% 15,044 $5.9M Add +4.7%
MKC McCormick & Co.-Non VTG SHRS 0.28% 74,821 $5.7M Reduce -14.5%
WAB Wabtec Corp. 0.28% 39,248 $5.7M Reduce -38.2%
HD Home Depot Inc. 0.27% 14,510 $5.6M Reduce -0.6%
ABBV Abbvie Inc. 0.25% 27,934 $5.1M Reduce -0.1%
VWO Vanguard Ftse Emerging Marke 0.23% 112,453 $4.7M Reduce -4.7%
TMO Thermo Fisher Scientific Inc. 0.22% 7,632 $4.4M Reduce -5.2%
BXP BXP Inc. filed as BOSTON PROPERTIES INC 0.22% 67,725 $4.4M Reduce -5.7%
AVGO Broadcom Inc. 0.21% 3,326 $4.4M Reduce -10.6%
NEE Nextera Energy Inc. 0.21% 68,838 $4.4M Add +3.6%
ORCL Oracle Corp. 0.21% 34,312 $4.3M Reduce -1.8%
BBJP JPMorgan Betabuilders Japan 0.21% 73,325 $4.3M New
UBER Uber Technologies Inc. 0.20% 52,120 $4.0M Reduce -9.3%
ADBE Adobe Inc. 0.19% 7,796 $3.9M Add +23.1%
RTX RTX Corp. 0.18% 38,809 $3.8M Reduce -11.8%
NVDA Nvidia Corp. 0.17% 3,897 $3.5M Reduce -4.5%
APD Air Products & Chemicals Inc. 0.17% 14,469 $3.5M Add +25.7%
KVUE Kenvue Inc. 0.17% 162,298 $3.5M Reduce -2.9%
CRM Salesforce Inc. 0.17% 11,384 $3.4M Reduce -12.1%
EMR Emerson Electric Co. 0.17% 29,939 $3.4M Reduce -2.9%
ABT Abbott Laboratories 0.16% 29,001 $3.3M Reduce -1.3%
IR Ingersoll-Rand Inc. 0.15% 33,090 $3.1M No change
ADI Analog Devices Inc. 0.15% 15,566 $3.1M Add +976.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.14% 24,226 $3.0M Reduce -0.9%
IJS iShares S&P Small-Cap 600 Va 0.14% 28,696 $2.9M Add +117.2%
VEA Vanguard Ftse Developed ETF 0.14% 57,735 $2.9M Add +1.7%
NKE Nike Inc. Class B 0.14% 30,098 $2.8M Add +51.6%
USB US Bancorp 0.14% 62,965 $2.8M Reduce -8.9%
ZBH Zimmer Biomet Holdings Inc. 0.13% 20,518 $2.7M Reduce -6.7%
IWM iShares Russell 2000 ETF 0.13% 12,805 $2.7M Add +5.3%
UNP Union Pacific Corp. 0.13% 10,926 $2.7M Reduce -2.5%
XLE SS Energy Select Sector 0.13% 27,630 $2.6M Add +3.0%
LIN Linde PLC 0.12% 5,360 $2.5M Reduce -3.6%
ITW Illinois Tool Works 0.12% 9,165 $2.5M No change
CVX Chevron Corp. 0.12% 15,314 $2.4M Reduce -8.1%
KMX Carmax Inc. 0.10% 23,654 $2.1M Add +21.4%
HLT Hilton Worldwide Holdings Inc. 0.09% 8,464 $1.8M Add +2.1%
ALLE Allegion PLC 0.09% 13,200 $1.8M Reduce -5.9%
MCD McDonald's Corp. 0.08% 5,917 $1.7M Reduce -5.9%
ROP Roper Technologies Inc. 0.08% 2,896 $1.6M Add +0.5%
DE Deere & Co. 0.08% 3,915 $1.6M No change
INTC Intel Corp. 0.08% 36,055 $1.6M Reduce -2.5%
EEM iShares MSCI Emerging Market 0.08% 37,929 $1.6M Reduce -6.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.07% 2,882 $1.5M Add +1.1%
CAT Caterpillar Inc. 0.07% 4,044 $1.5M Reduce -3.9%
CMCSA Comcast Corp. Class A 0.07% 32,233 $1.4M Reduce -22.7%
WM Waste Management Inc. 0.07% 6,381 $1.4M Add +0.9%
COIN Coinbase Global Inc. Class A 0.06% 5,000 $1.3M New
CARR Carrier Global Corp. 0.06% 21,605 $1.3M Reduce -5.2%
DOV Dover Corp. 0.06% 6,970 $1.2M No change
VOO Vanguard S&P 500 ETF 0.06% 2,464 $1.2M Reduce -3.0%
IWR iShares Russell Mid-Cap ETF 0.06% 14,048 $1.2M Add +28.2%
MAR Marriott International Class A 0.05% 4,264 $1.1M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 4,070 $1.0M Reduce -1.9%
D Dominion Energy Inc. 0.05% 20,355 $1.0M No change
IDXX Idexx Laboratories Inc. 0.05% 1,830 $988K Reduce -3.2%
OTIS Otis Worldwide Corp. 0.05% 9,787 $972K Reduce -0.3%
GE General Electric 0.05% 5,289 $928K Reduce -4.6%
BKNG Booking Holdings Inc. 0.04% 215 $780K Reduce -5.7%
DUK Duke Energy Corp. 0.04% 7,888 $763K No change
DHR Danaher Corp. 0.04% 2,912 $727K Reduce -5.2%
PFE Pfizer Inc. 0.03% 25,542 $709K Reduce -6.8%
VYM Vanguard High DVD Yield ETF 0.03% 5,818 $704K New
FDX FedEx Corp. 0.03% 2,419 $701K No change
V Visa Inc. Class A 0.03% 2,452 $684K Add +0.6%
BDX Becton Dickinson and Co. 0.03% 2,765 $684K Reduce -3.6%
ESGD iShares Trust iShares ESG Aw 0.03% 8,156 $652K New
MMM 3M Co. 0.03% 6,068 $644K Reduce -7.0%
IBIT iShares Bitcoin Trust ETF 0.03% 15,800 $639K New
VGT Vanguard Info Tech ETF 0.03% 1,195 $627K New
NTR Nutrien Ltd. 0.03% 11,150 $606K Reduce -25.6%
ACGL Arch Capital Group Ltd. 0.03% 6,550 $605K No change
VB Vanguard Most SM-Cap ETF-Usd 0.03% 2,521 $576K Add +2.0%
AMGN Amgen Inc. 0.03% 2,013 $572K No change
WMT Walmart Inc. 0.03% 9,375 $564K Reduce -4.6%
EFG iShares MSCI Eafe Growth ETF 0.03% 5,373 $558K No change
META Meta Platforms Inc. Class A 0.03% 1,065 $517K No change
VZ Verizon Communications Inc. 0.03% 12,312 $517K Reduce -4.1%
AXP American Express Co. 0.02% 2,250 $512K Reduce -4.6%
AVY Avery Dennison Corp. 0.02% 2,219 $495K Reduce -1.0%
PM Philip Morris International 0.02% 5,400 $495K No change
PPG PPG Industries Inc. 0.02% 3,315 $480K No change
BMY Bristol-Myers Squibb Co. 0.02% 8,831 $479K Reduce -7.0%
FDS Factset Research Systems Inc. 0.02% 1,012 $460K No change
QCOM Qualcomm Inc. 0.02% 2,702 $457K Add +3.0%
SHEL Shell PLC-ADR 0.02% 6,500 $436K No change
SYY Sysco Corp. 0.02% 5,248 $426K Reduce -10.3%
IEFA iShares Core MSCI Eafe ETF 0.02% 5,739 $426K No change
UNH Unitedhealth Group Inc. 0.02% 768 $380K Add +2.7%
NSC Norfolk Southern Corp. 0.02% 1,437 $366K No change
XYL Xylem Inc. 0.02% 2,825 $365K No change
BC Brunswick Corp. 0.02% 3,627 $350K Add +2.7%
MSA Msa Safety Inc. 0.02% 1,800 $348K No change
LLY Eli Lilly & Co. 0.02% 441 $343K Add +0.5%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.02% 1,151 $330K No change
DSI iShares ESG MSCI KLD 400 ETF 0.02% 3,209 $323K Add +1.9%
UL Unilever PLC 0.01% 6,000 $301K Reduce -3.2%
WFC Wells Fargo & Co. 0.01% 5,079 $294K New
GLD SPDR Gold Shares 0.01% 1,425 $293K Reduce -11.3%
WTRG Essential Utilities Inc. 0.01% 7,844 $291K Reduce -5.0%
FTRE Fortrea Holdings Inc. 0.01% 7,214 $290K Reduce -77.5%
SMH Vaneck Semiconductor ETF 0.01% 1,280 $288K No change
MCO Moody's Corp. 0.01% 700 $275K Reduce -9.1%
MDY State Street SPDR S&P Midcap 0.01% 478 $266K No change
GS Goldman Sachs Group Inc. 0.01% 630 $263K Add +0.8%
CSX CSX Corp. 0.01% 6,700 $248K No change
PAYX Paychex Inc. 0.01% 2,000 $246K No change
GIS General Mills Inc. 0.01% 3,480 $243K No change
MO Altria Group Inc. 0.01% 5,400 $236K No change
VTI VG Morningstar TS MKT ETF-US 0.01% 891 $232K Reduce -4.6%
DLN Wisdomtree US Largecap Divid 0.01% 3,200 $231K No change
T AT&T Inc. 0.01% 13,002 $229K No change
ESML iShares ESG Aware MSCI USA S 0.01% 5,595 $225K New
IVE iShares S&P 500 Value ETF 0.01% 1,200 $224K No change
SYK Stryker Corp. 0.01% 614 $220K New
TSLA Tesla Inc. 0.01% 1,217 $214K Reduce -3.2%
HUBB Hubbell Inc. 0.01% 515 $214K New
WAT Waters Corp. 0.01% 600 $207K New
MS Morgan Stanley 0.01% 2,171 $204K Reduce -4.4%
DEO Diageo PLC-Sponsored ADR 0.01% 1,374 $204K No change
HON Honeywell International Inc. 0.01% 985 $202K New
LOW Lowe's Cos Inc. 0.01% 786 $200K New
ICLN iShares Global Clean Energy 0.01% 11,228 $157K Reduce -13.4%

Portfolio Sells Q4 2023 → Q1 2024
BAC Bank of America Corp. Reduce -60.3% 0.79% −1.15
CVS CVS Health Corp. Reduce -57.3% 0.68% −1.05
AAPL Apple Inc. Reduce -2.0% 2.85% −0.72
VRTX Vertex Pharmaceuticals Inc. Reduce -8.3% 3.49% −0.56
GNTX Gentex Corp. Reduce -22.6% 1.15% −0.32
GOOGL Alphabet Inc. Class A Reduce -6.1% 3.55% −0.28
UPS United Parcel Service Class B Reduce -22.0% 0.41% −0.20
TJX TJX Companies Inc. Reduce -4.5% 3.26% −0.19
MAS Masco Corp. Reduce -38.4% 0.37% −0.19
MDLZ Mondelez International Inc. Class A Reduce -1.4% 1.25% −0.18
JNJ Johnson & Johnson Reduce -2.8% 1.42% −0.16
GOOG Alphabet Inc. Class C Reduce -7.5% 1.74% −0.16
INTU Intuit Inc. Reduce -0.7% 2.69% −0.16
WAB Wabtec Corp. Reduce -38.2% 0.28% −0.15
PEP Pepsico Inc. Reduce -8.5% 0.69% −0.11
COST Costco Wholesale Corp. Reduce -7.1% 1.58% −0.10
ACN Accenture PLC Class A Reduce -2.1% 0.46% −0.06
BXP BXP Inc. Reduce -5.7% 0.22% −0.05
FTRE Fortrea Holdings Inc. Reduce -77.5% 0.01% −0.05
MKC McCormick & Co.-Non VTG SHRS Reduce -14.5% 0.28% −0.04
CL Colgate-Palmolive Co. Reduce -14.3% 0.30% −0.04
KO The Coca-Cola Co. Reduce -5.8% 0.29% −0.03
MRSH Marsh & McLennan Cos Reduce -0.1% 4.39% −0.03
VWO Vanguard Ftse Emerging Marke Reduce -4.7% 0.23% −0.03
CMCSA Comcast Corp. Class A Reduce -22.7% 0.07% −0.03
MA Mastercard Inc. Class A Reduce -4.8% 1.63% −0.03
USB US Bancorp Reduce -8.9% 0.14% −0.02
KVUE Kenvue Inc. Reduce -2.9% 0.17% −0.02
INTC Intel Corp. Reduce -2.5% 0.08% −0.02
EFA iShares MSCI Eafe ETF Reduce -3.7% 0.29% −0.02
MCD McDonald's Corp. Reduce -5.9% 0.08% −0.02
UNP Union Pacific Corp. Reduce -2.5% 0.13% −0.02
NTR Nutrien Ltd. Reduce -25.6% 0.03% −0.02
CVX Chevron Corp. Reduce -8.1% 0.12% −0.01
CRM Salesforce Inc. Reduce -12.1% 0.17% −0.01
BA The Boeing Co. Sold out 0.00% −0.01
ADP Automatic Data Processing Reduce -1.5% 0.35% −0.01
RTX RTX Corp. Reduce -11.8% 0.18% −0.01
HSY The Hershey Co. Sold out 0.00% −0.01
ABT Abbott Laboratories Reduce -1.3% 0.16% −0.01
GDX Vaneck Gold Miners ETF Sold out 0.00% −0.01
TMO Thermo Fisher Scientific Inc. Reduce -5.2% 0.22% −0.01
EEM iShares MSCI Emerging Market Reduce -6.8% 0.08% −0.01
TXN Texas Instruments Inc. Sold out 0.00% −0.01
BNY Bank of New York Mellon Corp. Sold out 0.00% −0.01
ZBH Zimmer Biomet Holdings Inc. Reduce -6.7% 0.13% −0.01
CARR Carrier Global Corp. Reduce -5.2% 0.06% −0.01
ALLE Allegion PLC Reduce -5.9% 0.09% −0.01
IDXX Idexx Laboratories Inc. Reduce -3.2% 0.05% −0.01
MSFT Microsoft Corp. Reduce -2.4% 5.82% −0.01

Portfolio Buys Q4 2023 → Q1 2024
SPGI S&P Global Inc. Add +427.1% 1.95% +1.53
MBLY Mobileye Global Inc. Class A Add +168.6% 1.84% +0.83
GBTC Grayscale Bitcoin Trust ETF New 0.42% +0.42
WTS Watts Water Technologies-A Add +48.7% 1.38% +0.38
IJR iShares Core S&P Small-Cap E Add +31.5% 1.25% +0.23
BBJP JPMorgan Betabuilders Japan New 0.21% +0.21
IBM Intl Business Machines Corp. Add +0.2% 2.65% +0.17
LECO Lincoln Electric Holdings Add +0.1% 2.25% +0.16
ADI Analog Devices Inc. Add +976.5% 0.15% +0.13
STZ Constellation Brands Inc. Class A Add +1.8% 2.02% +0.09
IJS iShares S&P Small-Cap 600 Va Add +117.2% 0.14% +0.07
COIN Coinbase Global Inc. Class A New 0.06% +0.06
CSL Carlisle Cos Inc. Add +4.7% 0.29% +0.05
VYM Vanguard High DVD Yield ETF New 0.03% +0.03
ESGD iShares Trust iShares ESG Aw New 0.03% +0.03
IBIT iShares Bitcoin Trust ETF New 0.03% +0.03
VGT Vanguard Info Tech ETF New 0.03% +0.03
IVV iShares Core S&P 500 ETF Add +1.7% 1.16% +0.03
NKE Nike Inc. Class B Add +51.6% 0.14% +0.02
KMX Carmax Inc. Add +21.4% 0.10% +0.02
ALC Alcon Inc. Add +3.7% 1.48% +0.02
WFC Wells Fargo & Co. New 0.01% +0.01
IWR iShares Russell Mid-Cap ETF Add +28.2% 0.06% +0.01
ESML iShares ESG Aware MSCI USA S New 0.01% +0.01
SYK Stryker Corp. New 0.01% +0.01
HUBB Hubbell Inc. New 0.01% +0.01
WAT Waters Corp. New 0.01% +0.01
HON Honeywell International Inc. New 0.01% +0.01
LOW Lowe's Cos Inc. New 0.01% +0.01
HLT Hilton Worldwide Holdings Inc. Add +2.1% 0.09% +0.01
XLE SS Energy Select Sector Add +3.0% 0.13% +0.01
IJH iShares Core S&P Midcap ETF Add +1.9% 0.31% +0.01
WM Waste Management Inc. Add +0.9% 0.07% +0.01
LLY Eli Lilly & Co. Add +0.5% 0.02% +0.00
APD Air Products & Chemicals Inc. Add +25.7% 0.17% +0.00
QCOM Qualcomm Inc. Add +3.0% 0.02% +0.00
IWM iShares Russell 2000 ETF Add +5.3% 0.13% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +1.1% 0.07% +0.00
DSI iShares ESG MSCI KLD 400 ETF Add +1.9% 0.02% +0.00
GS Goldman Sachs Group Inc. Add +0.8% 0.01% 0.00
VB Vanguard Most SM-Cap ETF-Usd Add +2.0% 0.03% 0.00
V Visa Inc. Class A Add +0.6% 0.03% −0.00
NEE Nextera Energy Inc. Add +3.6% 0.21% −0.00
BC Brunswick Corp. Add +2.7% 0.02% −0.00
UNH Unitedhealth Group Inc. Add +2.7% 0.02% −0.00
VEA Vanguard Ftse Developed ETF Add +1.7% 0.14% −0.00
ROP Roper Technologies Inc. Add +0.5% 0.08% −0.00
ADBE Adobe Inc. Add +23.1% 0.19% −0.01
LH Laboratory CRP of Amer Hldgs Add +4.7% 1.34% −0.12
ROK Rockwell Automation Inc. Add +3.4% 2.78% −0.35

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 211$2.5BAMZN, APH, GOOGL, BRK.B, AAPL
Q1 2026 195$2.2BAMZN, MSFT, BRK.B, GOOGL, TJX
Q4 2025 200$2.4BMSFT, AMZN, GOOGL, BRK.B, APH
Q3 2025 197$2.4BMSFT, AMZN, BRK.B, APH, AAPL
Q2 2025 195$2.3BMSFT, AMZN, BRK.B, MRSH, FISV
Q1 2025 187$2.1BBRK.B, FISV, MSFT, MRSH, AMZN
Q4 2024 181$2.2BAMZN, MSFT, FISV, BRK.B, MRSH
Q3 2024 178$2.1BMSFT, FISV, BRK.B, AMZN, MRSH
Q2 2024 172$2.1BMSFT, AMZN, BRK.B, FISV, MRSH
Q1 2024 172$2.1BMSFT, AMZN, FISV, BRK.B, MRSH